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Goldman Sachs sees SpaceX AI revenue hitting $322 billion by 2030 - FT

June 4, 2026 11:27 AM EDT

Investing.com -- Goldman Sachs projects SpaceX's AI division revenue will reach $322 billion by 2030, rising from $3.2 billion in 2025, the Financial Times reported Thursday. The Wall Street bank reportedly shared these forecasts with a potential investor.

The investment bank anticipates SpaceX's total revenue will climb to $474 billion in 2030, compared to $18.7 billion last year, according to the report.

Goldman Sachs forecasts the AI segment's revenue will jump 388% year-over-year to $15.6 billion in 2026, and grow to $34.5 billion in 2027, the report stated, citing a person familiar with the matter.

Elon Musk's company plans to raise $75 billion in what would be the largest initial public offering on record, with a valuation of $1.75 trillion. This valuation would immediately position SpaceX among the top 10 most valuable U.S.-listed companies.



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