SpaceX’s $3.3 Trillion Revenue Forecast Depends on Creating New Markets in Connectivity, AI
Morgan Stanley analysts caution that reaching projections will depend on successful execution across multiple not yet proven technologies.
WASHINGTON, July 8, 2026 – SpaceX could become a multitrillion-dollar company in revenue if it succeeds in expanding artificial intelligence infrastructure “off Earth,” and creating new markets for connectivity and physical AI services, according to new research from Morgan Stanley.
The investment bank forecasts SpaceX revenue could reach $319 billion by 2030 and $3.3 trillion by 2040 – but warns that achieving that vision will require unprecedented capital investment, regulatory approvals and execution across multiple unproven technologies.
