Goldman Sachs Predicts SpaceX Revenue Surge
Goldman Sachs projects that SpaceX’s revenue will reach $474 billion by 2030, with $322 billion stemming from its artificial intelligence (AI) division. In 2025, SpaceX generated $18.7 billion in revenue.
The forecast suggests a significant boost for multiple tech companies. Nvidia will continue to supply advanced chips for SpaceX’s data centers, contributing to large deals, such as a $1.2 billion monthly agreement with AI start-up Anthropic and a $920 million deal with Alphabet. Both contracts involve substantial Nvidia GPU resources, with over 330,000 GPUs combined.
In addition to its financial stake in SpaceX, Alphabet, which holds approximately 5% ownership, is collaborating on AI initiatives, while Tesla plans to leverage a shared semiconductor facility for its vehicle operations, further enhancing both companies’ capabilities.
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