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  • Grok AI Stats November 2026 – Market Share, User Numbers, and More.

    Daniel Trick
    Daniel Trick

    Head of Content

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    The AI business behind Grok – which SpaceX has now renamed Super Intelligence – has become SpaceX’s biggest business. In Q3 2026 it generated $7.56 billion of revenue, nearly triple the previous quarter and around nine times the same quarter last year, and swung to an operating profit of $431 million.

    Most of that money comes from leasing compute to other AI companies, including Anthropic and Google, rather than from Grok itself. The consumer picture is more mixed: the Grok app reached an estimated 93.4 million monthly users in October, but grok.com keeps losing ground on the web.

    Here are the latest Grok AI stats available as of November 2026.

    Grok AI Stats – The Key Numbers, November 2026

    • SpaceX’s AI segment (now “Super Intelligence”) generated $7.56 billion in Q3 2026, up from $2.56 billion in Q2 and $813 million a year earlier
    • The segment swung to an operating profit of $431 million in Q3, after a $1.26 billion operating loss in Q2
    • SpaceX’s total Q3 revenue rose 161% to $14.6 billion
    • The Grok app reached an estimated 93.4 million monthly users in October 2026 (Similarweb)
    • 117 million people used Grok’s AI features monthly as of March 31, 2026 – still the latest official figure (SpaceX SEC filings)
    • Grok holds 2.3% of global AI web traffic, and grok.com fell six places to #149 among the world’s most-visited websites in October (Similarweb)
    • SpaceX closed its $60 billion acquisition of Cursor during Q3
    • Elon Musk claims SpaceX’s AI recurring revenue could reach $500 billion to $1 trillion by the end of 2027

    Grok User Stats

    117 million monthly active users of Grok features (March 31, 2026). SpaceX’s S-1/A filing reports 117 million MAUs using Grok’s AI features, up from 89 million at December 31, 2025.

    Takeaway: Grok added 28 million monthly users in a single quarter – a 31% jump.

    93.4 million monthly users of the Grok app (October 2026). That’s Similarweb’s latest estimate, with the app growing 3.32% month on month (via FourWeekMBA).

    Takeaway: Grok’s app is still growing, slowly, even as its website loses share.

    Around 21% of X’s 550 million monthly users use Grok. The same filing says Grok and X together had 1.3 billion accounts active in the 12 months to March 2026.

    Takeaway: almost four in five X users still haven’t touched Grok – that’s SpaceXAI’s biggest built-in growth opportunity.

    1.9 million paying SuperGrok subscribers, alongside 4.4 million X Premium subscribers, per the SpaceX filing as reported by Social Media Today.

    Takeaway: under 2% of Grok’s users pay for it – consumer monetisation is still Grok’s weak spot.

    Grok Bot reached 418,000 users by September 14, 2026, around a month after its August 11 beta launch, growing 24% week on week, per Bloomberg reporting via Yahoo Finance.

    Takeaway: Grok’s newest growth engine is enterprise agents, not the chatbot.

    Grok Market Share Stats

    2.3% of global AI web traffic (September 2026). Similarweb’s latest full breakdown puts Grok fifth, behind DeepSeek’s 3.4% and down from around 4% at its early-2026 peak (via OfficeChai). In October, grok.com dropped six places to #149 among all websites worldwide (via FourWeekMBA).

    Takeaway: Grok’s web presence is shrinking – what growth it has is happening inside the X and Grok apps.

    AI Platform August 2026 September 2026
    ChatGPT 55.5% 56.4%
    Gemini 25.6% 25.0%
    Claude 9.3% 9.6%
    DeepSeek 3.4% 3.4%
    Grok 2.4% 2.3%
    Copilot 1.6% 1.5%
    Perplexity 0.9% 0.9%

    Source: Similarweb, published October 12, 2026 (via OfficeChai). Similarweb’s October update, published November 10, put Claude at 11.5% (via FourWeekMBA).

    Takeaway: Claude has pulled well clear of Grok – the two were neck and neck at the start of 2026.

    Grok sits in the “under 5%” group of AI assistant apps globally (Sensor Tower, May 2026), alongside Perplexity, DeepSeek and Meta AI.

    Takeaway: outside of X, Grok hasn’t broken into the top tier of standalone AI apps.

    grok.com traffic peaked at 326.3 million visits in March 2026, then fell to 244.8 million by May (Similarweb via DemandSage).

    Takeaway: Grok’s web traffic is volatile and tends to spike around model releases.

    SpaceXAI Revenue & Financial Stats

    SpaceX’s Q2 2026 earnings release is the most detailed look we’ve ever had at Grok’s business.

    $7.56 billion in AI revenue (Q3 2026), up from $2.56 billion in Q2 and $813 million a year earlier, beating analyst expectations of $6.47 billion (CNBC). The segment includes compute capacity leased to Anthropic, Google, Grok and X (Fortune).

    Takeaway: SpaceX’s AI revenue nearly tripled in a single quarter – and it’s now bigger than Starlink.

    $2.19 billion of that came from AI solutions and infrastructure, driven by $14.1 billion of new cloud compute contracts. Advertising (mainly X) brought in $367 million.

    Takeaway: most of SpaceXAI’s money comes from renting out compute, not from Grok users.

    A $431 million operating profit (Q3 2026), after operating losses of $1.26 billion in Q2 and $2.47 billion in Q1 (CNBC). SpaceX as a whole reported Q3 revenue of $14.6 billion, up 161%.

    Takeaway: SpaceX’s AI arm is now profitable at the operating level – driven by renting out compute rather than Grok subscriptions.

    $500 billion to $1 trillion of annual recurring revenue by the end of 2027 – Elon Musk’s claim on the Q3 call, across infrastructure, cloud deals and paying Grok users.

    Takeaway: that’s roughly 17–33 times SpaceX’s current annualised AI revenue, so treat it as ambition rather than guidance.

    $15.8 billion of AI capex in a single quarter.

    Takeaway: SpaceXAI is spending on compute at a pace few companies on earth can match.

    1.4 GW of compute capacity at the end of Q2 2026, up from 1.0 GW in Q1 and 0.4 GW a year earlier, as Colossus 2 continues to scale.

    Takeaway: SpaceXAI has more than tripled its compute in a year – the foundation for Grok 5.

    SpaceX’s IPO raised ~$85.7 billion when it listed on Nasdaq (SPCX) on June 12, 2026. The company is now valued at around $2.16 trillion, per INDmoney.

    Takeaway: Grok is now part of one of the most valuable public companies in the world.

    Grok Product & Model Stats

    Three new flagship models in three months: Grok 4.5 (July 2026, built on a 1.5 trillion-parameter foundation model), Grok 4.6 (August 12) and Grok 4.7 (September 21).

    Takeaway: SpaceXAI is shipping faster than any other frontier lab right now.

    Grok 4.6 API pricing: $2 per million input tokens and $6 per million output tokens, with a 500,000-token context window (per OrcaRouter).

    Takeaway: Grok is competing hard on price, particularly for developers.

    Cursor acquisition: $60 billion, closed during Q3 (on August 14, 2026). Grok 4.6 is integrated across all Cursor plans.

    Takeaway: with Cursor, SpaceXAI bought instant reach into one of the biggest developer audiences in AI.

    Grok 5 is planned before the end of 2026, after missing earlier Q1 and Q2 targets.

    Takeaway: the long-awaited Grok 5 remains the biggest potential catalyst for Grok’s user numbers.

    Summing Up Grok AI Stats: November 2026

    As of November 2026, the business behind Grok is booming: $7.56 billion of quarterly AI revenue, an operating profit, and Cursor now fully on board. But almost all of that growth comes from selling compute, not from Grok.

    The consumer chatbot is drifting. The Grok app is growing slowly, grok.com is losing share on the web, and the latest official user figure is still from March. Grok 5, still planned for before the end of 2026, remains the biggest potential catalyst for winning back ground from ChatGPT, Gemini and Claude.

    Wondering about other AI platforms? See our AI Usage Statistics round-up, plus Claude AI Stats | Google Gemini Stats | ChatGPT Stats | Perplexity AI Stats | Meta Muse Stats.

    Sources: CNBC – SpaceX Q3 2026 earnings · Fortune (Oct 20, 2026) · FourWeekMBA – Grok app users · FourWeekMBA – Similarweb rankings · OfficeChai – Similarweb data · SpaceX Q2 2026 earnings release (SEC) · SpaceX S-1/A (SEC) · Yahoo Finance · Social Media Today · DemandSage · INDmoney

    Daniel Trick
    Daniel Trick

    Head of Content

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