BlockBeats report, on May 27, as SpaceX prepares to launch its IPO, speculation about Musk integrating SpaceX with Tesla has intensified again. Sources familiar with the matter said Musk has previously discussed the possibility of merging the two companies with insiders, and some Tesla employees have long believed the two firms may eventually merge.
Reports indicate that, despite one primarily focusing on aerospace and the other on electric vehicles, both companies have increasingly concentrated on AI infrastructure in recent years, with deep collaboration in computing power, electricity, and supply chains. Over three-quarters of SpaceX’s $10.1 billion capital expenditure in the first quarter was related to AI; Tesla’s capital expenditure this year is expected to rise to over $25 billion.
The collaboration between the two parties also includes: Tesla investing $2 billion in xAI, SpaceX purchasing Tesla Megapack energy storage systems to power the Colossus data center, and procuring Cybertrucks, among other things. Additionally, NVIDIA previously redirected a $500 million GPU order originally allocated to Tesla to xAI at Musk’s request.
Reports indicate that the two companies are already sharing certain executives, engineering teams, and supply chain resources, with some suppliers even treating them as a single client. The market believes that if integration is completed in the future, Musk could create a super tech conglomerate spanning AI, energy, automotive, aerospace, and computing infrastructure.