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Goldman Sachs Says SpaceX Could Hit $474 Billion in Revenue by 2030. Here Are the 3 AI Stocks That Benefit Most.

Nvidia, Alphabet, and Tesla could all benefit from SpaceX's artificial intelligence (AI) ambitions....

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Jun 19, 2026

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The Motley Fool

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Goldman Sachs Says SpaceX Could Hit $474 Billion in Revenue by 2030. Here Are the 3 AI Stocks That Benefit Most.

AI Insight:The potential for SpaceX's AI-driven growth could significantly impact the stock performance of Nvidia, Alphabet, and Tesla.

Goldman Sachs has made a bold prediction about the future of SpaceX, forecasting that the company could reach a staggering $474 billion in revenue by 2030. This projection is based on SpaceX's ambitious plans to leverage artificial intelligence (AI) in its operations, which could have a ripple effect on the stock market. Specifically, Goldman Sachs identifies Nvidia, Alphabet, and Tesla as the three AI stocks that are likely to benefit the most from SpaceX's AI ambitions. Nvidia's advanced AI processing capabilities could be in high demand as SpaceX develops more complex AI systems, while Alphabet's Google Cloud platform may be used to host and process the vast amounts of data generated by SpaceX's AI applications. Meanwhile, Tesla's expertise in autonomous driving and AI-powered transportation systems could also be leveraged by SpaceX as it expands its space-based transportation services. As SpaceX continues to push the boundaries of space exploration and development, its AI-driven growth could have a profound impact on the stock market and the companies that are poised to benefit from its success.