SpaceX AI Revenue Could Hit $322 Billion by 2030 as Goldman Sachs Bets Big

Goldman Sachs has positioned SpaceX’s artificial intelligence division as the primary driver of its projected $1.78 trillion valuation, forecasting AI revenue of $322 billion by 2030. The bank’s aggressive model anticipates AI earnings exploding from $3.2 billion in 2025 to $322 billion by the end of the decade, far outpacing revenue from Starlink and rocket launches. The projections, shared with potential investors, assume SpaceX’s AI unit will operate within a hypothetical $26.5 trillion market, dwarfing the combined $2 trillion market size of Starlink and rocket operations. Goldman Sachs expects AI revenue to jump 388% by 2026, reaching $15.6 billion, before accelerating to $34.5 billion in 2027. Starlink’s revenue is projected to hit $144 billion by 2030, while rocket launches are expected to double to $8.3 billion, both figures trailing AI’s growth trajectory. The bank’s forecast underpins SpaceX’s push for an IPO, with underwriters targeting up to $86 billion in funding. Despite xAI, SpaceX’s AI subsidiary, losing $6.4 billion last year, Goldman Sachs’s model hinges on rapid scaling to justify the company’s valuation. The projections reflect broader Wall Street bets on AI-driven growth, fueling SpaceX’s push to become a publicly traded tech giant.