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Goldman Sachs expects SpaceX’s AI revenue to surge 100 times by 2030

$1.78T. That's Goldman's valuation for SpaceX's AI bet ahead of IPO.

Reporting by Financial Times Technology 1 min brief
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The KeyNews take

Why it matters

SpaceX's AI revenue projections are central to its IPO valuation narrative. Goldman's 100x growth forecast by 2030 signals Wall Street sees Starlink+compute as a major AI infrastructure play—and investors need to understand if that math holds.

The key facts

4 to know

  1. Goldman Sachs projects SpaceX AI revenue to surge 100x by 2030

  2. SpaceX IPO valuation: $1.78 trillion

  3. Projection underpin IPO pricing strategy

  4. Suggests Starlink/compute convergence as core AI infrastructure thesis

Go to the source

Financial Times Technologyft.com

Publisher excerpt: Projections by Wall Street bank underpin the $1.78tn valuation group is pitching in IPO
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