Goldman Sachs analysts forecast SpaceX’s artificial‑intelligence revenue will multiply 100 times by 2030, a projection that bolsters the private group’s $1.78tn valuation as it eyes a potential IPO. The bank’s model assumes rapid commercialization of AI‑driven satellite services and on‑board processing, turning the launch‑focused firm into a data‑centric tech player. The projection also reflects anticipated partnerships with major cloud firms.

The outlook rests on SpaceX’s growing constellation of Starlink terminals, which can host edge‑AI workloads, and its recent contracts to provide real‑time analytics for defense and commercial customers. Analysts cite the company’s 2023 launch of an AI‑optimized processor as evidence that revenue streams beyond launch services are emerging. These contracts, plus a planned fleet increase to 5,000 satellites by 2027, boost capacity.

Investors see the forecast as a catalyst for a high‑profile IPO, potentially reshaping the tech‑media landscape and challenging traditional cloud providers. If SpaceX delivers the projected AI earnings, the valuation could dwarf comparable listings, prompting a reassessment of how satellite infrastructure is priced in equity markets. This would lure sovereign investors.