GoKawiilMusk confirms Tesla-SpaceX merger under consideration by special committees
Elon Musk told analysts on a SpaceX earnings call that a merger between Tesla and SpaceX is being actively explored, with special committees formed at both companies to examine terms. He cautioned no deal is guaranteed and any merger would require shareholder approval, but said he believes it has 'a lot of merit.' Tesla is valued around $1.5 trillion and SpaceX at $2 trillion, meaning a combined entity would rank among the largest mergers ever.
GoKawiil's interpretation of the reporting above, not reported fact.
A merger of this scale would further consolidate Musk's business empire following SpaceX's earlier acquisitions of xAI and X, and the launch of the joint chip venture Terafab, suggesting Musk sees cross-company integration as increasingly central to his strategy. Investors may read the move as a way to diversify Tesla's exposure beyond cars by linking it to SpaceX's fast-growing cloud and satellite businesses, though SpaceX itself remains unprofitable overall. The market's positive reaction to the news indicates some confidence that combining the firms could unlock value, but the lack of agreed terms means the outcome remains uncertain.
- Musk says special committees at Tesla and SpaceX are reviewing a potential merger, with no terms yet agreed.
- SpaceX's cloud computing business brought in $7.5bn last quarter, more than Starlink's $5.2bn, though SpaceX overall has lost $1.1bn this year.
- The merger talk follows Musk's pattern of consolidating ventures, including SpaceX's acquisitions of xAI and X and the Tesla-SpaceX chip venture Terafab.
Source: bbc.co.uk — Watch Our Pick Of Standout Clips Across The Bbc, 2026-10-20
Published there as: “Elon Musk says Tesla-SpaceX merger being considered”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.