SpaceX-Tesla merger talks advance, deal could be announced as soon as December
量子位 · wechat · 2026-11-13
Per Bloomberg sources, SpaceX and Tesla merger negotiations have progressed, with an announcement possible as soon as December (backup: early 2027). Boards are already discussing terms, equity arrangements, and governance for a combined $3.4 trillion company — which would be the largest merger ever and rank among the top 5 US companies, surpassing Amazon.
Key context:
- SpaceX acquired xAI in February (after xAI bought X) at a combined $1.25T valuation; SpaceX IPO'd in June, making Musk the world's first trillionaire.
- Both companies formed special board committees in October; Musk, barred by conflict of interest, called the process a strange "kabuki performance." The deal needs 50% shareholder support from Tesla.
The companies are already collaborating on the Terafab fab in Texas, making edge inference chips (for FSD, Cybercab, Optimus) and high-power chips for SpaceX space data centers, targeting over 1TW of compute. SpaceX also just announced a $74B investment for two new supercomputing campuses, with AI now over half of its Q3 revenue. Wall Street is already guessing the new name — and the ticker "X" is conveniently vacant.
More from Companies & People
- Nvidia leadership shakeup: competitors get a window as buyers rethink single-vendor reliance — DavidLinthicum · 2026-11-13
- Redis creator antirez praises Framework Desktop as his favorite machine for running LLMs — antirez · 2026-11-13
- RAAIS 2027 set for London June 11: Odyssey world models and DeepMind open-endedness on stage — nathanbenaich · 2026-11-13
- Open-Source Community Could Be Anthropic's Biggest Headache, Per Local-AI Advocate — haider1 · 2026-11-13
- Tencent starts paying domain experts to label AI training data amid compute scarcity — teortaxesTex · 2026-11-13
- In the Age of AI, Human Capability Is the Real Advantage — uxmag · 2026-11-13