## Market Highlights: Goldman Sachs Forecasts SpaceX AI Revenue Could Grow 100x According to the Financial Times, a forecast Goldman Sachs shared with a potential investor indicates that SpaceX's artificial intelligence (AI) division revenue is expected to surge from $3.2 billion in 2025 to $322 billion in 2030, an increase of about 100 times. ## Timeline: 2026-2027 AI Operating Revenue Growth Path Sources say Goldman Sachs predicts SpaceX AI division's operating revenue will reach $15.6 billion in 2026, up 3.9% year-over-year; and $34.5 billion in 2027. ## Comparison with Total Revenue: 2030 SpaceX Total Revenue Forecast Goldman Sachs also estimates SpaceX's total revenue will grow from $18.7 billion last year to $474 billion in 2030. ## External Institution View: Evercore ISI Points to Surge in AI Sales by 2031 Additionally, Evercore ISI analysts expect SpaceX's AI division sales to reach $755 billion by 2031; last year's figure was only $3.2 billion, representing a 234-fold increase. The anticipated substantial growth in AI division revenue is expected to provide reasonable support for SpaceX's target valuation of up to $1.8 trillion. ## Cash Flow Path: Free Cash Flow Turns Positive After Trough Goldman Sachs team also predicts: SpaceX's free cash flow will hit a trough of negative $105 billion in 2029, then turn positive and exceed $72 billion by 2031.
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