---
title: "Key facts: Tesla could need $50B+ capex; merger talks risk dilution"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280209918.md"
description: "Barclays says Tesla (TSLA) could face capex well above prior guidance—bull case over $50B—phased over time as Tesla aims for 1 terawatt of compute capacity.1Report: merger talks between Tesla (TSLA) and SpaceX could involve new equity, risking TSLA share dilution and a lower combined P/E multiple than Tesla's current multiple2"
datetime: "2026-03-23T20:07:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280209918.md)
  - [en](https://longbridge.com/en/news/280209918.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280209918.md)
generator: "portal-rs"
---

# Key facts: Tesla could need $50B+ capex; merger talks risk dilution

-   Barclays says Tesla (TSLA) could face capex well above prior guidance—bull case over $50B—phased over time as Tesla aims for 1 terawatt of compute capacity.1
-   Report: merger talks between Tesla (TSLA) and SpaceX could involve new equity, risking TSLA share dilution and a lower combined P/E multiple than Tesla's current multiple2

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**