Science & Tech · AI · 2 hrs ago
Potential Tesla-SpaceX merger would deepen Musk’s AI ambitions
Elon Musk may combine Tesla and SpaceX, bringing two of his major companies closer together.
Tesla’s ambitions include self-driving vehicles, robotaxis and Optimus humanoid robots, while SpaceX is building AI models and large data centres.
The companies already have some links, including a Tesla Roadster designed with SpaceX technology.
Tesla’s AI plans focus on machines acting in the physical world, but the company faces stalled revenue, lower recent profits and a falling market value.
SpaceX’s Super Intelligence division brought in $7.56 billion in the third quarter, more than half of the company’s revenue, up from $813 million a year earlier.
SpaceX is expanding its AI computing business, including by renting data-centre capacity to companies such as Anthropic and Google.
The merger remains only a possibility, and Musk’s ambitious revenue projections for SpaceX depend heavily on continued growth in AI.
A possible merger between Tesla and SpaceX would extend Elon Musk’s strategy of linking his businesses through artificial intelligence.
Tesla’s ambitions include autonomous vehicles, robotaxis and Optimus humanoid robots, while SpaceX is developing AI models and computing infrastructure.
SpaceX’s Super Intelligence division brought in $7.56 billion in the third quarter, equal to 52% of the company’s revenue.
Some investors see the potential union as opportunistic because Tesla’s revenue has stagnated and its latest quarterly net profit fell 43%.
- Who
- Elon Musk and his companies Tesla and SpaceX.
- What
- A possible merger between Tesla and SpaceX could deepen Musk’s AI ambitions. The sources do not say that a merger has been agreed.
- When
- The article was published on October 29, 2026. It discusses a possible merger but gives no date for a deal.
- Where
- Not stated
- Why
- The merger could link Tesla’s physical AI ambitions with SpaceX’s AI models and computing infrastructure.
This story does not have two clearly opposing sides.
SpaceX’s Super Intelligence division reported $7.56 billion in revenue, or 52% of the company’s total.
Musk said SpaceX could reach between $500 billion and $1 trillion in annualized recurring revenue.
- Super Intelligence revenue
- $7.56 billion in the third quarter
- Share of SpaceX revenue
- 52% in the third quarter
- Tesla net profit
- Fell 43% in the latest quarter
- SpaceX revenue ambition
- $500 billion to $1 trillion in annualized recurring revenue by the end of 2027