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Market Chatter: Goldman Sachs Sees SpaceX's AI Revenue Rising to $322 Billion by 2030

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Goldman Sachs Group (GS) projects that SpaceX's (SPCX) $1.78 trillion initial public offering valuation depends on its artificial intelligence revenue growing about 100 times to $322 billion by 2030, the Financial Times reported Thursday.

SpaceX's AI revenue is expected to rise 388% to $15.6 billion in 2026 and reach $34.5 billion in 2027, while total revenue is projected to rise to $474 billion in 2030 from $18.7 billion in 2025, the report said, citing projections discussed by the bank with a potential investor.

The bank also projects revenue from Starlink and the rocket business at $144 billion and $8.3 billion, respectively, in 2030, while adjusted earnings before interest, taxes, depreciation, and amortization are forecast to surge to $352 billion in 2030 from $6.6 billion in 2025, the report said.

Goldman Sachs declined to comment, while SpaceX didn't immediately reply to' request for comment.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

Price: $1087.44, Change: $+46.42, Percent Change: +4.46%

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