Goldman models massive Starship AI satellite demand

Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031.
Each mission could carry 30 to 50 satellites powered by one GB300-equivalent rack.
That would imply a huge future demand channel for AI accelerators, advanced chips, and high-bandwidth memory.
For $NVDA, $TSM, $MU, and $SKHY, the bigger signal is that space infrastructure could become another major end market for AI hardware.
The key question is whether Starship deployment economics can scale fast enough to turn this satellite-AI demand model into real production volume.