Goldman Sachs Predicts SpaceX Will Launch Over 5,000 AI Missions by 2031, Favoring Micron Technology

What happened

Goldman Sachs forecasts SpaceX could launch over 5,000 AI missions by 2031, each carrying dozens of satellites requiring high-bandwidth memory (HBM). Micron is one of only three companies capable of producing HBM at scale.

Why it matters

The forecast underscores that memory chips, not just GPUs, are the backbone of AI infrastructure. As space-based AI data centers become viable, demand for HBM could outstrip supply, positioning Micron as a central player in the semiconductor industry.