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

Dow Jones

05/21

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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The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 21, 2026 09:24 ET (13:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX Sees a Huge Market for Its Business. 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Most of It Isn't Space-Related. -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-21 21:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By WSJ staff \n</p>\n<p>\n     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. \n</p>\n<p>\n     The figure includes: $370 billion in Space from space-enabled solutions and $1.6 trillion in Connectivity, including Starlink Broadband and Starlink Mobile. \n</p>\n<p>\n     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. \n</p>\n<p>\n     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. \n</p>\n<p>\n       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). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 21, 2026 09:24 ET (13:24 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"XOVR","symbol_name":"ERShares Private-Public Crossover ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2637933186","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637933186","pubTimestamp":1779369840,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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. 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The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  May 21, 2026 09:24 ET (13:24 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}