Google Cloud and SpaceX could each reach $1 trillion annualized revenue by 2030
AITomasz Tunguz projects that Google Cloud and SpaceX could each cross a $1 trillion annualized revenue run rate in 2030, with AWS following in 2032. The projection assumes current growth rates decay 15% annually, starting from Q3 2026 segment revenue of $30.7 billion for Google Cloud and $46.0 billion for AWS. Tunguz says the forecast holds only if power, silicon and balance sheets hold.
Source details
Tomasz Tunguz · tomtunguz.comPublished · added here
Original title: Crossing the Trillion Dollar Chasm