Goldman Sachs: Expect SpaceX's AI division revenue to increase approximately 100 times by 2030 compared to 2025

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Deep Tide TechFlow news: On June 04, the Financial Times reported that Goldman Sachs expects that one of the core assumptions behind SpaceX’s $1.78 trillion IPO valuation is that the AI division’s revenue will grow by about 100 times from 2025 to 2030—rising from $3.2 billion to $322 billion. SpaceX’s total revenue is expected to increase from $18.7 billion to $474.0 billion over the same period. The prospectus shows that xAI will record a loss of $6.4 billion in 2025.

Goldman Sachs also expects that the division’s revenue will grow 388% year over year to $15.6 billion in 2026, reaching $34.5 billion in 2027; and that Starlink and the rocket business will have 2030 revenue of $144.0 billion and $8.3 billion, respectively.

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