Elon Musk Hints at Possible Merger Between Tesla and SpaceX
At the All-In Summit in Los Angeles on September 14, Elon Musk was asked why Tesla and SpaceX remain separate despite their close collaboration. His response suggested a potential merger might be under consideration, reigniting speculation among investors and analysts who increasingly see such a move as likely rather than hypothetical. Musk's comments followed reports that he had discussed the possibility with colleagues ahead of SpaceX’s IPO in June 2026. During the event, Musk also noted that any formal discussion about combining companies must follow proper procedures. Meanwhile, SpaceX President Gwynne Shotwell indicated growing integration between Tesla and SpaceX operations. The joint Terafab chip manufacturing venture is a key driver behind merger speculation. The project aims to produce custom AI chips for both companies' future technologies. With significant investment already underway—$55 billion in the first phase alone—the potential scale of this collaboration has led some analysts, including ARK Invest, to estimate total investments could reach $1 trillion over time.
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Topics: Company structure Elon Musk Merger speculation SpaceX Tesla