Morgan Stanley Notes Expanding Collaboration Between SpaceX and Tesla on AI Applications
Morgan Stanley has highlighted growing collaboration between Elon Musk's companies, SpaceX (NASDAQ:SPCX) and Tesla (NASDAQ:TSLA), particularly in the field of artificial intelligence applied to physical systems. Analysts noted shared technology, talent, infrastructure, and joint projects such as Terafab—a semiconductor manufacturing initiative—and Macrohard, an AI agent platform. The report cited SpaceX's S-1 filing, which included 71 references to Tesla, with a significant portion detailing direct collaboration. The partnership spans robotics, energy storage, computing resources, satellite connectivity via Starlink, and solar manufacturing goals of up to 100 gigawatts in the U.S. Morgan Stanley emphasized that physical AI—AI applied to real-world environments—is an emerging growth area where both companies are investing heavily. Analysts expect investor focus to shift toward these applications as large language models reach performance limits. The collaboration includes Tesla supplying batteries, vehicles like Cybertrucks, and robotics expertise while SpaceX provides computing power and satellite connectivity for autonomous systems.
Tickers: $INTC $MS $SPCX $TSLA
Topics: AI Energy M&A activity Manufacturing Robotics