SpaceX's completed June 2026 IPO at roughly $1.77 trillion valuation, now trading with a market cap near $2 trillion amid Starlink revenue growth and AI infrastructure positioning, underpins the 74.5% trader consensus favoring it over OpenAI. OpenAI, valued privately at $852 billion following its March funding round and exploring a $1.4 trillion pre-IPO raise, has explicitly delayed its public debut until 2027 to address large language model safety and alignment priorities. This timeline gap, combined with SpaceX's proven public market absorption and higher baseline capitalization, shapes sentiment, though OpenAI's rapid revenue run-rate gains toward $40-70 billion could narrow the gap if its eventual listing exceeds expectations.