Feb. 4 at 1:36 PM
SpaceX’s acquisition of xAI has revived investor speculation about a deeper convergence across Elon Musk’s companies, including a potential tie-up with Tesla. While a SpaceX–Tesla merger still seems unlikely, analysts argue the move signals Musk’s ambition to control a vertically integrated AI ecosystem spanning software, hardware, and real-world applications. SpaceX is positioning itself as an AI company by exploring space-based data centers, leveraging cold temperatures and solar energy to scale computing power.
Tesla, meanwhile, has evolved into a “physical AI” company, applying artificial intelligence to robo-taxis and humanoid robots like Optimus. Combined with xAI’s data centers and SpaceX’s launch capabilities, the three companies could form a tightly linked innovation platform. Some analysts suggest the xAI deal could be a precursor to a broader SpaceX–Tesla combination within 12 to 18 months, driven by competition with rivals.
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