{"id":240642,"date":"2026-07-06T06:22:00","date_gmt":"2026-07-06T10:22:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/06\/spacexs-1-6-trillion-opportunity-could-be-more-valuable-than-its-ai-business\/"},"modified":"2026-07-06T06:45:12","modified_gmt":"2026-07-06T10:45:12","slug":"spacexs-1-6-trillion-opportunity-could-be-more-valuable-than-its-ai-business","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/07\/06\/spacexs-1-6-trillion-opportunity-could-be-more-valuable-than-its-ai-business\/","title":{"rendered":"SpaceX’s $1.6 Trillion Opportunity Could Be More Valuable Than Its AI Business"},"content":{"rendered":"

SpaceX’s $1.6 Trillion Opportunity Could Be More Valuable Than Its AI Business<\/a><\/p>\n

https:\/\/www.theglobeandmail.com\/investing\/markets\/markets-news\/Motley%20Fool\/3138532\/spacex-s-1-6-trillion-opportunity-could-be-more-valuable-than-its-ai-business\/<\/a><\/p>\n

Publish Date: 2026-07-06 06:22:00<\/a><\/p>\n

Source Domain: www.theglobeandmail.com<\/a><\/p>\n

Here are six key points summarizing the article about Space Exploration Technologies (SpaceX):<\/p>\n

    \n
  1. \n

    AI Business Investments and Contracts<\/strong>: SpaceX has secured contracts worth about $28 billion in annual revenue from its AI businesses, targeting a total addressable market of $26.5 trillion. However, its AI segment may not be as profitable or competitive as its other ventures.<\/p>\n<\/li>\n

  2. \n

    Starlink Connectivity Success<\/strong>: SpaceX\u2019s Starlink business generated $4.4 billion in operating income in 2025 and is showing strong subscriber and profit growth. The division aims to provide both satellite connectivity and potentially wireless phone services.<\/p>\n<\/li>\n

  3. \n

    Expansion Into Wireless Phone Service<\/strong>: SpaceX is exploring a move into the wireless phone service market, with plans for mobile services to compete with telecom giants like AT&T, Verizon, and T-Mobile, potentially leveraging Charter Communications\u2019 infrastructure.<\/p>\n<\/li>\n

  4. \n

    Estimated Growth Potential for Starlink<\/strong>: Analysts project that SpaceX’s Starlink could grow to $120 billion by 2036 with a 60% operating margin due to its competitive satellite connectivity service, especially in remote areas, and potential partnerships.<\/p>\n<\/li>\n

  5. \n

    Competitive Challenges and Uncertainties<\/strong>: While SpaceX has secured significant contracts and seen stellar growth in Starlink, it faces challenges such as building a terrestrial network and obtaining necessary spectrum licenses. Competition from established telecom companies is significant.<\/p>\n<\/li>\n

  6. \n

    Current Analyst Opinions<\/strong>: Despite SpaceX’s impressive growth in Starlink, analysts from The Motley Fool Stock Advisor recommend caution in buying SpaceX stock, suggesting alternative high-growth stocks with a proven track record of substantial returns. <\/p>\n<\/li>\n<\/ol>\n

    These points outline the company\u2019s major business ventures, growth potential, challenges, and current investment sentiment.<\/p>\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    SpaceX’s $1.6 Trillion Opportunity Could Be More Valuable Than Its AI Business https:\/\/www.theglobeandmail.com\/investing\/markets\/markets-news\/Motley%20Fool\/3138532\/spacex-s-1-6-trillion-opportunity-could-be-more-valuable-than-its-ai-business\/ Publish Date:…<\/p>\n","protected":false},"author":1,"featured_media":240643,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/16359e1304d68cc44b1b4df247dea027\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f877318%252fgettyimages-sattelite-in-orbit-around-earth.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-240642","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240642"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=240642"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240642\/revisions"}],"predecessor-version":[{"id":240644,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/240642\/revisions\/240644"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/240643"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=240642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=240642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=240642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}