---
title: SpaceX’s IPO pitch might be the boldest AI bet Wall Street has ever seen.
description: "Goldman Sachs is reportedly projecting:\n\n• SpaceX valuation target: $1.78 TRILLION\n• AI revenue growth: from $3.2B → $322B by 2030\n• Total company revenue: from $18.7B → $474B\n• EBITDA: from $6.6B → $352B\n\nLet that sink in.\n\nThe most shocking part?\nBy 2030, Goldman expects SpaceX’s AI business to generate MORE than:\n Starlink\n Rockets\n Space operations combined\n\nTranslation:\n\nSpaceX is no longer being pitched as a space company.\nIt’s being pitched as an AI company with rockets attached.\n\nBut here’s the catch:\n\nFor these projections to work, Grok would need to outperform OpenAI, Google, and Anthropic in:\n\n• Coding\n• AI agents\n• Cybersecurity\n• Enterprise AI\n• Consumer chatbots\n\nThat’s an enormous leap — especially for a business currently losing billions and struggling for adoption.\n\nStill, this tells us something important:\n\nWall Street is no longer valuing companies based on what they are today.\nIt’s valuing who could dominate AI tomorrow.\n\nThe AI race is officially rewriting how trillion-dollar companies are built.\n\nAnd investors are willing to price in the future before it exist"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [SpaceX’s IPO pitch might be the boldest AI bet Wall Street has ever seen.](https://blog.syzgroup.com/syz-the-moment/spacexs-ipo-pitch-might-be-the-boldest-ai-bet-wall-street-has-ever-seen)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Jun 5, 2026, 1:50:18 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/spacexs-ipo-pitch-might-be-the-boldest-ai-bet-wall-street-has-ever-seen)

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