SpaceX AI revenue to surge 100-fold by 2030, Goldman Sachs forecasts: FT

Goldman Sachs anticipates a dramatic surge in revenue from SpaceX's artificial intelligence division, projecting it to reach $322 billion by 2030. This forecast represents a 100-fold increase from an estimated $3.2 billion in 2025, according to the Wall Street bank's projections shared with a potential investor, as reported by the Financial Times.

The investment bank's analysis also indicates a substantial rise in SpaceX's overall revenue. Goldman Sachs estimates the company's total revenue will hit $474 billion in 2030, a significant jump from $18.7 billion recorded last year. The report cited a person familiar with the matter, detailing that the bank expects SpaceX's AI segment revenue alone to soar 388 percent from the previous year to $15.6 billion in 2026, and further climb to $34.5 billion in 2027.

While Goldman Sachs did not immediately respond to a request for comment from Reuters, and the report could not be independently verified, these figures highlight a potentially transformative period for Elon Musk's aerospace company. SpaceX is reportedly aiming to raise $75 billion in an initial public offering, which would be the largest ever, valuing the company at $1.75 trillion and positioning it among the top 10 most valuable U.S.-listed firms.