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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2026-05-21 21:24</p>\n</div>\n</div>\n</h4>\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</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. The full stream can be found by searching P/WSJL .","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"XOVR":"ERShares Private-Public Crossover ETF","UFO":"Procure Space ETF","DXYZ":"Destiny Tech100 Inc"},"translate_title":"SpaceX看到了其业务的巨大市场。大部分与太空无关。——《华尔街日报》","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XOVR":1.5,"DXYZ":1.5,"IPO001":1.5,"UFO":0.6},"content_text":"By WSJ staff \n\n\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\n\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\n\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\n\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\n\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\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"}}}