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Goldman Sachs Projects SpaceX AI Revenue to Grow 100-Fold by 2030, Reaching $322 Billion

Stocks AI Industry News

2026-06-04 15:01:30

According to Goldman Sachs, on June 4, SpaceX's AI division revenue is projected to grow approximately 100-fold from $3.2 billion in 2025 to $322 billion by 2030, with 388% year-over-year growth expected in 2026 to $15.6 billion. This projection supports SpaceX's $1.78 trillion IPO valuation ahead of its ongoing roadshow, which could raise up to $86 billion.

SpaceX's xAI division posted a $6.4 billion loss in 2025 but commands a $26.5 trillion total addressable market. In comparison, Goldman Sachs forecasts Starlink revenue of $144 billion and rocket business revenue of $8.3 billion by 2030.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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