Skip to main content
See every side of every news story
Published loading...Updated

Will Elon Musk Combine Telsa With SpaceX, xAI? Analyst Expects More 'Cross-Pollination' - Tesla (NASDAQ:TSLA)

SpaceX plans up to one million satellites for orbital AI data centers powered by solar energy, targeting a 150% rise in data center demand by 2030, analyst says.

  • Last week, Wedbush analyst Dan Ives explored implications for Tesla Inc and the combined SpaceX/xAI entity, noting Tesla's $2 billion investment into xAI last week.
  • As demand for data center power rises over 150% by 2030, plummeting launch costs from NASA's $54,000 per kg to Falcon Heavy's $1,400 make space manufacturing feasible at $200 per kg.
  • Technical realities show that Tesla humanoid robots and maintenance teams are essential due to GPUs frequently failing and data centers requiring active upkeep amid SpaceX's FCC plan for one million satellites.
  • SpaceX CFO Bret Johnsen has been discussing mid-2026 IPO talks valuing SpaceX at $1 trillion and xAI at $250 billion, with analysts warning the IPO could re-rate the space sector.
  • Expect cross-pollination between Tesla and SpaceX over the coming year, as Ives concluded, `'Musk wants to own and control more of the AI ecosystem and step by step the holy grail could be combining SpaceX and Tesla over the next 12 to 18 months in some form to give the connected tissue between both disruptive stalwarts looking to lead the AI revolution,'` with an extraterrestrial supply chain from moon refueling and asteroid mining boosting space mining value via quantum and AI discoveries.
Insights by Ground AI
Podcasts & Opinions

11 Articles

WXOWWXOW
Reposted by
KIFIKIFI
Center

Elon Musk believes the best way to overcome the challenges of building AI data centers on Earth is to move them to outer space. This week's merger of his rocket company SpaceX with his…

Think freely.Subscribe and get full access to Ground NewsSubscriptions start at $9.99/yearSubscribe

Bias Distribution

  • 67% of the sources are Center
67% Center

Factuality Info Icon

To view factuality data please Upgrade to Premium

Ownership

Info Icon

To view ownership data please Upgrade to Vantage

Pénzcentrum broke the news in on Tuesday, February 3, 2026.
Too Big Arrow Icon
Sources are mostly out of (0)

Similar News Topics

News
Feed Dots Icon
For You
Search Icon
Search
Blindspot LogoBlindspotLocal