Analysts Expect SpaceX AI Revenue to Reach $275 Billion by 2030

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Wall Street analysts expect SpaceX's artificial intelligence business to generate $275 billion in annual revenue by 2030, up from an annual run rate of about $10.2 billion after the segment posted $2.6 billion in the quarter ended June 30. That AI figure is a sub-component of the company's overall revenue, which SpaceX aims to lift to a $100 billion annualized run rate by the end of this year; by 2027, analysts forecast AI revenue alone will top $67 billion. For now, the connectivity segment that includes Starlink remains the largest piece of the business at $4.3 billion last quarter, while the space business generated $962 million. SpaceX, which went public a few months ago and carries a valuation of around $2 trillion, remains unprofitable, posting a net loss of $541 million last quarter, an improvement from the $1 billion loss a year earlier. CEO Elon Musk has previously projected the company could generate as much as $1 trillion by 2030, a target that appears unlikely unless AI or the other units grow faster than analysts expect.

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