Goldman Sachs is projecting an explosive growth trajectory for SpaceX's artificial intelligence operations, forecasting AI-driven revenue to surge from $3.2 billion in 2025 to $322 billion by 2030. That's a 100-fold increase, according to a Financial Times report citing internal forecasts shown to a potential investor.
The investment bank estimates SpaceX's total revenue could reach $474 billion in 2030, up from $18.7 billion last year. The AI segment alone is expected to jump 388% year-over-year to $15.6 billion in 2026, and then climb to $34.5 billion in 2027.
Elon Musk's company is also reportedly aiming to raise $75 billion in what would be the largest IPO ever, with a valuation of $1.75 trillion, placing it among the top 10 most valuable publicly traded U.S. companies.