The Zhitong Finance App learned that before SpaceX (SPCX.US) will announce the results for the third quarter of 2026 on November 5, EST, Goldman Sachs updated and raised the company's artificial intelligence (AI) business forecasts, including computing power capacity, revenue and profit margin forecasts based on the company's recent trading activities, latest public statements, and progress in key enterprise use cases and model development. As the company continues to maintain a high level of execution capability, Goldman Sachs will also further sort out the potential computing power monetization scenario from FY2026 to FY2028, and believes that in the absence of revisions to the broader AI operating environment, the AI business forecast for the next 6-18 months is still relatively conservative (compared to consistent market expectations). In addition, with regard to the space business, Goldman Sachs also discussed recent related news and considered how these developments may affect the company's long-term development opportunities as launch frequency and reuse capabilities continue to increase in the next few years.

The Zhitong Finance App learned that before SpaceX (SPCX.US) will announce the results for the third quarter of 2026 on November 5, EST, Goldman Sachs updated and raised the company's artificial intelligence (AI) business forecasts, including computing power capacity, revenue and profit margin forecasts based on the company's recent trading activities, latest public statements, and progress in key enterprise use cases and model development. As the company continues to maintain a high level of execution capability, Goldman Sachs will also further sort out the potential computing power monetization scenario from FY2026 to FY2028, and believes that in the absence of revisions to the broader AI operating environment, the AI business forecast for the next 6-18 months is still relatively conservative (compared to consistent market expectations). In addition, with regard to the space business, Goldman Sachs also discussed recent related news and considered how these developments may affect the company's long-term development opportunities as launch frequency and reuse capabilities continue to increase in the next few years.