SpaceX's Revenue Forecasts Show Massive Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Source: Fool
- Future Revenue Outlook: Goldman Sachs forecasts that by 2030, SpaceX's AI division will generate $322 billion in revenue, with total revenue reaching $474 billion, marking a significant increase from $18.7 billion in 2025, highlighting the company's immense potential and market demand in the AI sector.
- Chip Supply Chain Advantage: Nvidia supplies over 220,000 GPUs for SpaceX's data centers, playing a crucial role in a $1.2 billion monthly leasing agreement with AI startup Anthropic, further solidifying its leadership position in the AI market.
- Strategic Collaboration with Alphabet: Alphabet, an early investor in SpaceX, collaborates through a $920 million monthly compute capacity leasing agreement, leveraging its strengths in space imagery and satellite launches to advance its Project Suncatcher initiative.
- Tesla's Shared Project: Tesla benefits from a shared semiconductor project, Terafab, with SpaceX, which is expected to enhance the production efficiency of its robots and autonomous vehicles, thereby gaining a competitive edge and new revenue streams in the future.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
Current: 204.650
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Data Center Revenue Growth: Marvell reported approximately $1.83 billion in data center revenue for Q1 FY2027, a 27% year-over-year increase, accounting for 76% of total revenue, indicating robust performance and demand in AI-related bookings.
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See More
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- Unclear Collaboration Details: While Trump stated that Apple has agreed to work with Intel on chip design and manufacturing, both companies have refrained from making any formal comments, leaving investors cautious about the authenticity and potential impact of this collaboration.
- Financial Recovery: Intel reported a 7% year-over-year revenue increase to $13.6 billion in Q1 2026, with its data center and AI business growing by 22%, indicating a gradual recovery after years of decline; however, external customers still represent a small portion of its foundry revenue.
- Valuation Challenges: With a market cap exceeding $674 billion and trailing revenue of about $53 billion, Intel's stock trades at over 13 times sales, raising concerns among investors about its high valuation despite operational improvements, particularly in light of the unconfirmed nature of the Apple collaboration.
See More
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