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News from IT House on June 4th, according to the British Financial Times, 4th of the evening, according to Goldman Sachs' latest forecast,SpaceX If IPO is to sustain the value of $178 trillion (IT House Note: the current exchange rate is about RMB 12.08 trillion), the key bet is in AI operations.

According to Goldman Sachs, income from SpaceX AI sector needs to increase by about 100 times by 2030. Projections indicate that SpaceX AI sector revenue will increase from $3.2 billion in 2025 to $32.2 billion in 2030 (the current exchange rate is around RMB 219 trillion), while SpaceX total revenue will increase from $18.7 billion last year to $47.4 billion in 2030 (the current exchange rate is around RMB 3.22 trillion).

This group of radical predictions highlights the very bold growth assumptions behind large technology companies that drive the AI investment boom. This round of AI investment has brought the United States stock market to a new high, SpaceX has launched the IPO Road Show, with a potential to finance up to $86 billion.

The SpaceX book shows that one of its valuation bases is the potential market size of xAI. The current SpaceX is a grouping of rocket, satellite Internet and chat robotics under the Mask flag.

Of these, XAI is the AI sector of SpaceX, which lost $6.4 billion in 2025 (the current exchange rate is about RMB 43,445 million), and the equity book sets the total market size of XAI at US$ 26.5 trillion (the current exchange rate is about RMB 179,89 trillion). In contrast, Starlink Internet services and space operations correspond to a market of about $2 trillion (the current exchange rate is about RMB 13.58 trillion).

Goldman Sachs projected that SpaceX AI business income would increase by 388 per cent in 2026, to $15.6 billion (the current exchange rate is approximately RMB 105,897 million) and further to $34.5 billion in 2027 (the current exchange rate is about RMB 23,41196 million).

SpaceX was a negative $13.8 billion in free cash last year. Goldman Sachs predicts that SpaceX will achieve a positive free cash flow in 2031 of $72 billion (the current exchange rate is approximately RMB 4887.57 billion).

According to the report, in order for the AI growth predictions to hold, the Musk Grok series model has to catch up with and surpass key areas such as AI programming, network security, intelligence and chat robots. AnthropicGoogle and OpenAI Waiting for a more leading AI lab.

But xAI used to be volatile. In two years, when Mask squeezed all 10 co-founders out of the company, XAI did not perform as well as expected, and consumption and enterprise subscriptions remain small enough to support the revenue targets in Goldman Sachs.

Goldman Sachs defeated Morgan Stanley, Morgan Chase, Citi Citi, Bank of America and Swiss Bank as the lead investment bank for SpaceX IPO. This deal is expected to cost the Wall Street investment bank tens of millions of dollars.

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