AISeeking Alpha2 days ago
SpaceX: The AI IPO Wearing A Spacesuit
1 min read
Goldman Sachs expects SpaceX to scale revenue from $18.7 billion in 2025 to $474 billion in 2030. Training frontier AI models requires massive centralized computing power, making infrastructure vendors the immediate beneficiaries. SpaceX's goal of building 1,000 rockets yearly and continuously manufacturing Starlink satellites demands highly automated assembly.
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