SpaceX's Starlink connectivity business could outpace AI in a $1.6 trillion market

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โดย The Motley Fool·Read original
Summary · why it matters

SpaceX's Starlink satellite internet business, which generated $4.4 billion in operating income last year, is eyeing a $1.6 trillion global internet and wireless phone service market that may prove more valuable than its artificial intelligence operations. The company is reportedly planning a U.S. mobile service and has held partnership talks with Charter Communications, though building a competitive terrestrial network will require significant spectrum and time. While SpaceX's AI segment holds contracts worth about $28 billion in annual revenue, its profitability remains uncertain, and the company has fallen behind leading AI labs. New York University professor Aswath Damodaran projects Starlink could generate $120 billion at a 60% operating margin by 2036, a tenfold increase in a decade.

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