--- title: "Rumors of a merger between Tesla and SpaceX heat up, with Musk reported to be in internal discussions" type: "News" locale: "en" url: "https://longbridge.com/en/news/288080737.md" description: "According to media reports, Musk is exploring the merger of Tesla and SpaceX. As SpaceX plans for a large-scale IPO, the business synergies between the two companies in battery, vehicle procurement, and AI computing power are becoming increasingly close. If the merger is successful, it is expected to create a super giant with a valuation of over $30 trillion. Despite challenges such as antitrust issues and equity structure, some analysts believe the probability of a merger is high" datetime: "2026-05-29T13:58:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288080737.md) - [en](https://longbridge.com/en/news/288080737.md) - [zh-HK](https://longbridge.com/zh-HK/news/288080737.md) --- # Rumors of a merger between Tesla and SpaceX heat up, with Musk reported to be in internal discussions Recently, a significant piece of news has attracted high attention in the capital market: According to multiple media reports, Elon Musk has discussed the possibility of merging his two core companies—Tesla and SpaceX—with colleagues. As SpaceX is about to conduct what could be the largest IPO in history, this rumor has rapidly gained traction. Musk has remained silent on the matter, but signs of deep integration between the two companies are quite evident. Tesla employees have revealed that the topic of merger has been openly discussed internally. On the financial side, SpaceX's prospectus disclosed that it plans to spend $697 million on Tesla's Megapack battery systems in 2024 and 2025, and $131 million on Cybertruck. Tesla had previously invested $2 billion in xAI, which will convert to holding shares in SpaceX after the merger of xAI and SpaceX. The business synergy is increasingly strengthening. The power and computing challenges faced by both parties have prompted frequent collaboration, and they have announced the joint construction of a giant chip factory, Terafab. In the first quarter, more than three-quarters of SpaceX's $10.1 billion capital expenditure was directed towards AI, and Tesla also plans to increase its capital expenditure to over $25 billion this year. If the merger materializes, it will create a super giant encompassing rockets, satellites, electric vehicles, AI, and energy storage, with a post-merger entity valuation expected to be between $3.35 trillion and $3.6 trillion. Analysts have differing views; Wedbush analyst Dan Ives believes the probability of a merger by 2027 is as high as 80%-90%, while Kalshi predicts a more cautious market, estimating a 52% probability of a merger before May next year. Legal experts believe the antitrust risk is limited, but the equity structure is complex. Musk holds 85% of the voting rights in SpaceX, clearing internal obstacles, but issues such as how to protect the rights of Tesla's minority shareholders still need to be addressed. Early investor Peter Diamandis believes that the merger is just a matter of time ### Related Stocks - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md) - [TSL.US](https://longbridge.com/en/quote/TSL.US.md) - [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md) - [TSDD.US](https://longbridge.com/en/quote/TSDD.US.md) - [TSLS.US](https://longbridge.com/en/quote/TSLS.US.md) - [TESL.US](https://longbridge.com/en/quote/TESL.US.md) - [TSLQ.US](https://longbridge.com/en/quote/TSLQ.US.md) - [TSLR.US](https://longbridge.com/en/quote/TSLR.US.md) - [TSLZ.US](https://longbridge.com/en/quote/TSLZ.US.md) - [TSLL.US](https://longbridge.com/en/quote/TSLL.US.md) - [TSLG.US](https://longbridge.com/en/quote/TSLG.US.md) - [07766.HK](https://longbridge.com/en/quote/07766.HK.md) - [TSLT.US](https://longbridge.com/en/quote/TSLT.US.md) - [09366.HK](https://longbridge.com/en/quote/09366.HK.md) - [07366.HK](https://longbridge.com/en/quote/07366.HK.md) ## Related News & Research - [SpaceX files for record $1.75T IPO as analysts warn on risks](https://longbridge.com/en/news/287627619.md) - [Musk "talks down the old man"](https://longbridge.com/en/news/287903967.md) - [Bezos Eyes Vast Space Frontier While SpaceX’s $1.75 Trillion IPO Hits Test Day](https://longbridge.com/en/news/287956237.md) - [Elon Musk strikes down reports on SpaceX IPO rumors](https://longbridge.com/en/news/288109005.md) - [SpaceX's major AI compute deal with Anthropic could end a lot sooner than expected](https://longbridge.com/en/news/287946512.md)