Investors bet on a merger between Elon Musk’s firms, with over half predicting completion by May 1, 2027, amid AI integration plans.
Speculation is rising that SpaceX and Tesla may merge, following reports of a potential $2 trillion valuation for SpaceX’s IPO. Over half of traders on Kalshi predict a deal by May 1, 2027, citing shared AI ambitions under Elon Musk’s leadership.
Both companies operate in distinct sectors—Tesla in electric vehicles and robotics, SpaceX in space travel and satellite internet—but AI has become a unifying focus. SpaceX recently acquired xAI, Musk’s AI venture, fueling merger discussions among investors and Tesla employees.
The complexity of combining two high-profile firms with divergent business models remains a hurdle, though internal discussions at Tesla suggest growing expectations of a tie-up.