Goldman Sachs Expects SpaceX's AI Revenue to Surge 100-Fold by 2030, FT Reports
Goldman Sachs says SpaceX’s AI unit could grow 100-fold as the company prepares a $75 billion share sale.
- Goldman Sachs projects SpaceX's AI unit revenue will surge from $3.2B to $322B by 2030, anchoring a $1.78 trillion IPO valuation for the aerospace and technology company.
- On Wednesday, SpaceX publicly set a $135 price for shares and kicked off its roadshow ahead of a planned NASDAQ listing under ticker SPCX as early as June 12, aiming to raise $75 billion.
- Starlink revenue is projected to hit $144 billion in 2030, less than half the AI unit's forecast, while SpaceX's adjusted EBITDA is forecast to climb to $352 billion from $6.6 billion in 2025.
- Prediction markets price a 98% probability of the listing by June 30, though Morningstar analysts remain skeptical, pegging SpaceX's valuation at $780 billion—less than half the company's IPO target.
- Facing competition from Google, Anthropic, and OpenAI, the AI unit lost $6.4B in 2025, and CEO Elon Musk faces scrutiny after the division shed all 10 of its co-founders within two years.
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In presentation to the potential investor, Wall Street bank estimates that revenue from the artificial intelligence division of Elon Musk group will grow 100 times by 2030
Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030
The pitch behind the largest U.S. stock market debut in history rests on one number, and it asks investors to suspend a lot of disbelief. Goldman Sachs (NYSE:GS | GS Price Prediction), the lead underwriter on the deal, told a potential IPO investor it expects SpaceX’s AI division revenue to climb roughly 100 times by ... Goldman Sachs Predicts SpaceX Revenue Will Surge 100X By 2030
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Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports
June 4 : Goldman Sachs expects revenue from SpaceX's AI division to surge to $322 billion by 2030, up from $3.2 billion in 2025, according to the Wall Street bank's forecasts shared with a potential investor, the Financial Times reported on Thursday. The investment bank has estimated SpaceX's total revenue t
According to the Financial Times, Goldman Sachs, one of the largest investment banks on Wall Street, predicts that by 2030, Elon Musk's SpaceX's AI-related revenues will exceed $322 billion. For reference, in 2025, the company's AI-related revenues amounted to $3.2 billion, 100 times less than predicted. Goldman Sachs predicts that the company's total revenues will exceed $474 billion by 2030. For comparison, last year, SpaceX's revenues amounte…
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