SpaceX and Tesla form special committees for potential merger

SpaceX and Tesla, managed by Elon Musk, announced that they have formed special committees for potential merger talks aimed at combining the companies' artificial intelligence resources and infrastructure.

Musk stated that the merger of the two companies could provide significant advantages in the integration of AI projects such as superintelligence software development, autonomous driving technologies, humanoid robots, and data centers. SpaceX's AI-focused division recently reported $7.56 billion in revenue, while a decline in Tesla's profit margins is observed. The two companies are already collaborating on projects such as Terafab and Macrohard.

Analysts state that the merger could resolve conflicts of interest, such as resource competition for Nvidia chips, and increase Musk's voting control over the combined structure. However, the process faces significant hurdles such as antitrust concerns and shareholder approval. Reports suggest that deal terms are aimed to be announced by the first half of 2027 to align with the current U.S. administration.