## Goldman Sachs Forecast: SpaceX AI Revenue Could Grow ~100x by 2030
According to the Financial Times, Goldman Sachs revealed to a potential investor a forecast that SpaceX's AI division revenue could surge from $3.2 billion in 2025 to $322 billion in 2030, an increase of about 100 times.
## Key Timeline: AI Division Revenue Path
It is reported that Goldman Sachs forecasts SpaceX AI division operating revenue:
- 2026: $15.6 billion, up 3.9% YoY
- 2027: $34.5 billion
## Total Revenue Expectations Also Raised
Goldman Sachs also estimates SpaceX's total revenue will grow from $18.7 billion last year to $474 billion in 2030.
## Evercore ISI View: AI Sales Could Expand Further to 2031
Separately, according to analysts at investment bank Evercore ISI, SpaceX's AI division sales could reach $755 billion by 2031; last year the figure was only $3.2 billion, a growth of 234 times.
The sharp rise in AI revenue is believed to provide reasonable support for SpaceX's target valuation of up to $1.8 trillion.
## Free Cash Flow: Expected to Turn Positive After Trough
Meanwhile, the Goldman Sachs team also expects SpaceX's free cash flow to turn positive and exceed $72 billion by 2031, after hitting a trough of negative $105 billion in 2029.
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