The SpaceX roadshow kicked off this week. |
Investment bankers are pitching the deal to institutional investors at $135 per share. And they aim to raise a total of +$75 billion in fresh capital. |
Simply go here to invest now – just days before the IPO. |
Shares are priced at $135. Trading starts on the Nasdaq next week. |
one of the lead bankers on the deal just released some shocking predictions. |
Goldman Sachs expects SpaceX revenue to reach $474 billion by 2030. Last year the company did $18.7 billion. |
That's a 25-fold increase in five years. |
To put $474 billion in perspective: that's more than Alphabet or Apple booked in revenue last year. |
The growth engine is AI. |
Goldman sees the AI segment — which includes xAI and the X platform — going from $3.2 billion in 2025 to $322 billion by 2030. That's roughly two-thirds of total revenue. |
Nearer term, Goldman predicts that the AI unit sales will jump 388% this year. Next year revenues could nearly double hit $34.5 billion in 2027. A big driver is the reported deal to rent data center capacity to Anthropic for $1.25 billion a month. |
Ready to buy shares before IPO day? Here’s how to invest today. |
At $135 a share, the math values SpaceX at about $1.77 trillion. That would make it the seventh-largest U.S. company by market cap — ahead of Tesla, which sits around $1.6 trillion. |
Now here's the part I want you to see clearly. |
That growth isn't free. Goldman's own forecast has SpaceX investing $120 billion in the next 2 years on capital expenditures. Plus, an additional $230 billion through 2030. The bulk of it is capital spending on the AI buildout. |
Goldman estimates the total capex will approach $360 billion through 2028, with about 80% going to AI. |
For perspective, that investment would nearly double the $180 billion OpenAI expects to spend through 2030. |
Musk has told investors the company likely won't need to raise more equity after the IPO and would lean on debt instead. But the prospectus is direct about the risk: if SpaceX does raise more equity, early shareholders could face real dilution. |
SpaceX is transforming from a space company to an Artificial Intelligence giant. And Goldman’s outlook confirms that AI is the future of the company. |
Don’t wait for IPO day. Because there’s still time to secure shares before June 12. |
Go here now – before it’s over. |
Ian Wyatt |
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