*Walter Bloomberg(@DeItaone):GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030 Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B. AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.

2026.06.04 14:53

GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030 Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B. AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.

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