Musk Denies Tesla-SpaceX Merger, China Split Report
Musk called the report fake news as analysts said any deal would face major regulatory hurdles and could disrupt Tesla’s Shanghai output, which tops half its global deliveries.
- Elon Musk dismissed a report claiming Tesla is considering selling or spinning off its China operations as "absurdly fake news" on X, stating the idea "has never even come up in a discussion ever".
- The Wall Street Journal reported Tesla executives were asked to evaluate options—including a spin-off, sale, or closure of its Chinese business—to pave the way for a potential merger with SpaceX.
- Regulatory and security concerns surrounding SpaceX drive the speculation, as merging a major U.S. defense contractor with Tesla's wholly owned Chinese manufacturing footprint would face severe geopolitical hurdles.
- Musk recently fueled merger speculation himself by acknowledging growing operational overlap between Tesla and SpaceX during earnings discussions, declining to rule out combining his ventures.
- Gigafactory Shanghai remains critical to Tesla's global supply chain, operating as its largest production plant with over 950,000 vehicles produced annually and supplying over half of Tesla’s global deliveries.
102 Articles
102 Articles
Elon Musk Reportedly Wants SpaceX to Swallow Tesla, But Beijing Fears He Will Hand Over Data on 2 Million Cars
Elon Musk is reportedly exploring a plan to merge SpaceX with Tesla by carving out Tesla's China business, a move that could redraw the lines between his car, rocket and artificial intelligence empires while alarming officials in Beijing worried about data on roughly two million Chinese Tesla owners. The Wall Street Journal reported that advisers to Musk and Tesla have been weighing options to separate the company's China operations from its US …
Musk’s Merger Gambit: How Tesla’s China Exit Could Unlock a Trillion-Dollar SpaceX Union
Elon Musk isn’t one to let regulatory headaches or market swings derail his vision. On Tesla’s July 22 earnings call, he fielded a pointed question from Oppenheimer analyst Colin Rusch. The topic? Potential synergies from combining his two flagship companies. “Well I mean as you can tell from all the many collaborations on so many fronts with SpaceX, there’s more and more overlap,” Musk replied. “Especially with Terafab, that’s really going to b…
Musk Dismisses Report That Tesla Plans To Sell Its China Business, but Hear Me Out
Amid rumors of a possible merger between Tesla and SpaceX, a new report claims that Tesla considers selling or spinning off its Chinese business. Elon Musk quickly dismissed the report as "absurdly fake news." Tesla CEO insisted that "this has never even come up in a discussion ever." However, it makes perfect sense if you widen the scope of the spinoff. Rumors ... (continue reading...)
Kreiszeitung
Does Tesla separate its China business from the rest of the Group? A media report sparks speculation about a possible SpaceX merger. Elon Musk firmly rejects the allegations.
Tesla-SpaceX merger could face regulatory hurdles over China operations
By Rajwa Quasim Tesla is reportedly considering selling its China business ahead of a potential merger with SpaceX, The Wall Street Journal reported, citing people familiar with the discussions. CEO Elon Musk denied the report in a post on X, writing, “This has never even come up in a discussion ever… Absurdly fake news.” Despite the denial, Tesla shares rose about 2% in premarket trading. According to the newspaper, “some Tesla executives have …
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