SpaceX Sees a Huge Market for Its Business. Most of It Isn't Space-Related. -- WSJ

Dow Jones05-21 21:24

By WSJ staff

SpaceX said in its IPO filing yesterday that it estimates a "TAM," or total addressable market-a business term for potential revenue opportunities-of $28.5 trillion.

The figure includes: $370 billion in Space from space-enabled solutions and $1.6 trillion in Connectivity, including Starlink Broadband and Starlink Mobile.

However, the lion's share of the market SpaceX sees for itself falls under AI, where it said it sees TAM of $26.5 trillion.

That includes $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

May 21, 2026 09:24 ET (13:24 GMT)

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