Beyond Rockets: SpaceX's Real Growth Story Is Its AI Infrastructure Business
The company's AI revenue was only $3.2 billion in 2025, but one investment bank predicts it will climb to $322 billion by 2030.
Overview
Much as Elon Musk's vision for Tesla is for it to be more than a car company, his plans for Space Exploration Technologies (NASDAQ: SPCX) extend well beyond rocket launches. The company believes its biggest opportunity is in the artificial intelligence (AI) sector. While SpaceX believes its total addressable market to be $28.5 trillion, the bulk of that, $26.5 trillion, is based on its opportunities in AI.
That is key to the dynamic for understanding SpaceX as an investment, as well as the challenges and potential rewards awaiting it in its effort to capture as much of that addressable market as possible.
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Originally published at www.fool.com.