Musk mulled combining Tesla and SpaceX - report
Yahoo Finance ·
Musk mulled combining Tesla and SpaceX - report Vlad Schepkov Tue, May 26, 2026 at 5:02 PM CDT 2 min read TSLA SPAX.PVT Investing.com -- Elon Musk has discussed with colleagues the possibility of combining SpaceX with Tesla, according to a CNBC report on Tuesday. The two companies already share resources and personnel. Many workers at the EV maker have reportedly long anticipated a potential deal, and the topic is being openly discussed internally. Shared challenges, particularly related to power and compute constraints, have led to close collaborations between Musk’s firms. More than three-quarters of SpaceX’s $10.1 billion in capital expenditures in the first quarter were tied to AI. Tesla said in its latest earnings report that capital expenditures will roughly triple this year, topping $25 billion. Musk sits on both boards, as does his brother Kimbal and venture capitalist Ira Ehrenpreis. SpaceX board members Antonio Gracias and Steve Jurvetson previously served on Tesla’s board. Charles Kuehmann serves as vice president of materials engineering for both Tesla and SpaceX. Musk’s companies have a long history of transcating with each other: this January, Tesla said it had invested $2 billion in xAI. Those shares became holdings in SpaceX following that company’s merger with xAI the following month. SpaceX said in its prospectus that it bought $697 million worth of Tesla’s Megapack battery energy storage systems in 2024 and 2025 to power data centers owned and operated by xAI near the company’s Colossus facilities in Memphis, Tennessee. SpaceX also spent $131 million on Tesla Cybertrucks in 2025, purchased at full MSRP. Prior deals also included Tesla selling solar equipment and car parts to SpaceX, Tesla using SpaceX private jets, and Tesla using SpaceX to develop a special alloy for its Cybertruck. SpaceX has linked Musk’s compensation rewards to two milestones: achieving a $7.5 trillion market cap and colonizing Mars with at least 1 million inhabitants. Tesla shareholders approved a pay plan late last year that consists of 12 tranches, with each payout tied to market cap gains and operational achievements. Tesla shares traded slightly higher in after-hours trading on Tuesday following the report. Musk is set to kick off SpaceX’s roadshow next week. Musk mulled combining Tesla and SpaceX - report Nvidia's new Alpamayo project: What it means for Tesla? 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity
AI 시장 분석
Elon Musk has reportedly discussed the possibility of combining Tesla and SpaceX. The two companies already share resources and personnel, and are making significant investments in AI and computing. These discussions raise expectations for technological synergies and increased corporate valuation.
상승 영향
- EV — Merger discussions could positively impact Tesla's valuation by strengthening its technology, creating synergies, and increasing internal demand from SpaceX/xAI for its products.
- Space Exploration — A merger with Tesla could provide SpaceX with significant capital infusion, access to Tesla's manufacturing expertise, and a broader talent pool, accelerating its space exploration projects.
- AI — Consolidated AI investments and collaborations through a merger would enhance resource efficiency, accelerate AI technology development through data and technology sharing, and strengthen market dominance.
- Energy Storage — SpaceX's large purchase of Tesla Megapacks for xAI data centers suggests that internal demand for Tesla's energy storage solutions would further increase upon a merger, which is positive for this sector.
- Semiconductors — Tesla and SpaceX/xAI's massive investments in AI and computing imply a continuous increase in demand for high-performance AI chips and semiconductor technologies, with demand potentially concentrating further upon a merger.
- Advanced Manufacturing — The combination of Tesla's manufacturing expertise and SpaceX's advanced materials development capabilities could generate innovation and efficiency in high-tech manufacturing, positively impacting the industry.
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