Newly released SpaceX filing offers better insight into how Elon Musk is planning to drive growth in his technology ecosystem through X, Grok and xAI.
In particular, this latest SpaceX document reveals performance numbers of X, which was previously known as Twitter, along with details about Grok usage, paid subscriptions and long-term AI infrastructure ambitions of xAI. According to Social Media Today, the filing paints a picture of how Musk plans to leverage social media, real-time computing, AI development and advanced compute infrastructure.
X Has About 550 Million Users
Among the key highlights is the performance number released for X. Specifically, the filing mentions that X had about 550 million users in March 2026, compared to 520 million monthly users in December 2025. This is somewhat surprising, considering Musk’s claim in April 2023 that Twitter had about 600 million monthly users.
At the same time, the filing says that X users publish about 350 million posts daily. Interestingly, this number is lower than the one Musk mentioned during Twitter’s earnings call in January 2023, when he said that Twitter had about 500 million daily posts (original tweets, replies, quotes and retweets).
Regardless of how the company calculates this number, it is a vital metric for creators, marketers and advertisers because it provides more clarity about where the company stands today. X remains an important platform, but the numbers in this filing tell a different story than the one previously shared publicly.
Grok Has About 117 Million Monthly Active Users
The SpaceX filing revealed that Grok had 117 million users in March 2026. To compare, X reportedly had 550 million monthly active users in the same period. Therefore, approximately one-fifth of X’s users were using Grok.
This number is important because Grok is a key element of Musk’s strategy for building AI and computing infrastructure. The filing points out that the volume and frequency of content creation on X provides a competitive edge for Grok because it gives the chatbot access to live conversations and real-time information exchange.
In other words, this could become a competitive advantage that helps xAI stand out from other AI applications that mostly rely on internet, licensed or static training datasets. On the other hand, content quality, misinformation, bots and moderation efforts could significantly impact Grok’s effectiveness.
Subscribers Remain Low, Advertisers Likely To Stay Crucial for X
The filing also says that X and xAI had 6.3 million paying users in March 2026, including 4.4 million X Premium users and another 1.9 million Grok-related paying users.
Although these numbers suggest that X’s subscription strategy started to generate some traction, the percentage of X Premium users among the platform’s total monthly active users remains extremely low — less than 1%.
In other words, X will likely continue relying heavily on its advertising business until its premium subscription offering becomes substantially more popular.
X Plans To Increase Engagement And Monetize Users Better
According to the SpaceX filing, X plans to boost engagement, monetize users more effectively by selling additional X Premium subscriptions, increase advertising revenue per user and acquire new customers. The document also highlights plans to introduce advertising products that will incorporate advanced AI capabilities and richer ad formats.
This information is particularly relevant for advertisers and social media managers because X faced significant advertiser-related challenges following Elon Musk’s acquisition of the company.
Despite the fact that some advertisers returned in 2023, X’s strategy indicates that advertising will remain an integral part of its ecosystem for the foreseeable future.
X Aims To Transform Into an “Everything App”
Finally, Musk’s vision to turn X into an “everything app” is reflected in this filing as well. Specifically, SpaceX says that the company aims to transform X into a single consumer platform that includes real-time content creation, communication, media, payments, banking services and many other features.
There was limited additional information about payment functionality because X Money was launched only in late 2025, which suggests that SpaceX plans to continue expanding those services.
For users, this could mean that X will evolve far beyond traditional social media in the coming years. For businesses, it may eventually provide a unified platform for discovery, marketing, payments, subscriptions and AI-powered commerce.
Will Grok Get Advertising Functionality in the Future?
It should be mentioned that the SpaceX filing did not disclose much about Grok’s long-term business model. However, the company stated that it does not currently allow advertisers to place advertisements through the Grok API.
What stands out, however, is the word “currently,” which leaves room for the possibility of monetizing Grok through advertising in the future.
In other words, the market could eventually see a completely new type of advertising platform built around AI experiences, search, recommendations, real-time trends and conversational interactions.
xAI’s Larger Ambition To Build AI Infrastructure
Apart from X and Grok, the SpaceX filing emphasizes Musk’s broader ambition to build AI infrastructure. Specifically, SpaceX says that it believes AI compute represents one of the biggest opportunities of the future and that the company is exploring the possibility of using rockets and satellites to create orbital AI infrastructure.
Essentially, SpaceX is exploring the idea of building AI-powered infrastructure similar to cloud services offered by Amazon Web Services (AWS) or Microsoft Azure, but in orbit. If such plans materialize, SpaceX could become a major player in future AI infrastructure markets.
However, this vision would require enormous investments, unproven technical solutions and highly complex execution. Therefore, SpaceX may face substantial challenges in turning the concept into reality.
Implications of X’s New Filing
Overall, the SpaceX filing provides more clarity regarding X’s position as of March 2026. The platform still maintains hundreds of millions of users and significant daily activity while continuing to integrate AI technologies into its ecosystem.
At the same time, X still faces major challenges, including low subscription adoption, advertiser trust concerns and platform quality issues. Ultimately, X’s future may depend on whether the company can successfully transform itself into a data-driven, AI-powered commerce and communication platform.
