About to witness the birth of a "super business empire"? Musk wants to put "AI, Siasun Robot & Automation, commercial aerospace, and space power" into the same valuation table.

Two tech giants founded and led by Musk - Tesla and SpaceX, are actively considering a merger, perhaps to significantly increase the valuation of this global space exploration unicorn company before SpaceX goes public, or Musk is striving to greatly increase the market value of Tesla in order to achieve a trillion-dollar compensation KPI. According to reports citing sources familiar with the matter, SpaceX is considering a potential major merger project with Tesla, while senior management at SpaceX is also exploring alternative large-scale merger plans with xAI, another startup founded by Musk and also one of the strongest competitors of OpenAI, indicating that the billionaire is weighing how to establish the largest "technology business empire" in human history - the "Musk super business empire". Sources familiar with the matter said that management of this space exploration company has discussed the feasibility of SpaceX partnering with Tesla, an idea that is being driven by some large institutional investors; the sources requested anonymity because the information has not been made public. The sources also stated that they are exploring an alternative plan for SpaceX to merge with xAI before SpaceX's planned IPO on the US stock market in 2026, as the merger process, with Tesla's trillion-dollar market capitalization scale, could face significant challenges on the regulatory front. Sources stated that any transaction dynamics involving these three tech companies may attract significant interest from large infrastructure funds and Middle Eastern sovereign wealth investors. Another source suggested that the transaction may also require a substantial financing scale. Current reports indicate that SpaceX has not made any final decisions, and details may change at any time, with this space exploration company, valued at up to $1.5 trillion, may choose to remain independent. Representatives from Musk, SpaceX, xAI, and Tesla did not immediately respond to requests for comment. Creating a buzz for SpaceX before its trillion-dollar valuation IPO? Musk's grand vision for SpaceX - to send super-sized AI data centers into space to provide highly complex computing workloads for the immensely large AI applications on Earth, with different parts of the data centers launched into space being customized to cater to the services under various scenarios. If this super project is indeed feasible, xAI and Tesla are likely to benefit greatly from the computing power provided by SpaceX's data centers in orbit. The super-sized AI data center in space could become the most advanced representative AI intelligent agent application for xAI and the core infrastructure for Tesla's FSD (Fully Self-Driving), "Optimus" humanoid Siasun Robot & Automation, and fully automated taxi system. In addition, Tesla's exclusive capability to manufacture massive energy storage systems could help SpaceX utilize endless CECEP Solar Energy in space to power these data centers. In Musk's business empire, SpaceX is more like a "core infrastructure company": it has made "space access" (launch) and "in-orbit availability" (satellite communication/services) scalable, replicable, and pricable abilities, while possessing a high-frequency launch productivity and a revenue growth curve driven by Starlink/Starshield services. SpaceX has also deepened its "National-Level Infrastructure" attributes through projects focused on intelligence and defense. The deep focus of SpaceX on the space AI computing system is closely related to Tesla's future AI computing resources - the SpaceX-led "space data center/orbital computing power" bull market narrative will provide crucial infrastructure support system for Tesla's AI, self-driving, Robotaxi, and humanoid Siasun Robot & Automation ambitions. In Musk's AI computing infrastructure plan, as the AI boom faces increasingly large-scale bottlenecks in infrastructure and energy supply, the next major leap in artificial intelligence may not occur on land, but in space. Musk has also discussed using SpaceX's flagship product - the Starship rocket to transport Tesla's Optimus "Optimus" humanoid Siasun Robot & Automation to the moon and Mars. After-hours trading on Thursday saw Tesla's stock price surge as much as 4.5% on news of the merger, after falling 3.5% during regular trading hours, ending Thursday with a market value of about $1.56 trillion. Several media reports have indicated that SpaceX is targeting a 2026 US stock IPO with a valuation of around $1.5 trillion. The Nevada Business Portal website shows that on January 21, Nevada established two legal entities with the phrase "merger sub" in their names, listing SpaceX CFO Bret Johnsen as the responsible party. Previous reports have suggested that if SpaceX proceeds with a potential merger with xAI, xAI's shares will be exchanged for shares of SpaceX valued at a trillion dollars, and as part of the potential merger, some xAI executives may have the option to receive cash instead of SpaceX stock. Sources say SpaceX is considering going public in June, close to Musk's birthday, and may seek to raise as much as $50 billion, making it the largest IPO project in history. Top Wall Street banks such as Bank of America Corp., Goldman Sachs, JPMorgan Chase & Co., and Morgan Stanley are expected to play key roles in the IPO. Media reports on Wednesday suggested that Robinhood Markets Inc., the US "internet-famous brokerage" known for attracting young people to stock trading, is vying for a key investment banking role for the unprecedented IPO of SpaceX. Johnsen of SpaceX said in December that the potential IPO project would help propel the development of the Starship rocket, which is still in the research and development phase, to achieve "nearly insane launch frequency" and establish a large base on the moon. It's not science fiction! A technological behemoth that combines "car manufacturing + AI + self-driving + Robotaxi + humanoid Siasun Robot & Automation + Starlink space commerce + space computing power + ..." is about to emerge. As Tesla CEO Musk revealed positive progress in large-scale energy storage, artificial intelligence, full self-driving (FSD), Robotaxi, and innovative "Optimus" humanoid Siasun Robot & Automation in the earnings call, the market seems to increasingly accept the "Tesla super technology empire" outlined by Musk, even as the company experiences its first annual revenue decline and dismal fourth-quarter profits. The stock price of the company continues to rise in after-hours trading on the latest news. Additionally, despite recent poor performance, Tesla's stock price has skyrocketed since the second half of 2025, rising by as much as 50%. More significantly, believers in Musk who choose to hold Tesla stock in the long term and buy on dips continue to link the unprecedented space exploration leader SpaceX (also founded and led by Musk) with the fundamental prospects of Tesla in numerous "cyber technology" forces, providing immense support for Tesla's long-term growth narrative logic and historically high valuation. At a time when Tesla's core business is struggling, Musk is attempting to shift investors' attention to other areas, with the market increasingly endorsing AI, self-driving, the emerging Robotaxi fully automated taxi, and the yet-to-be mass-produced "Optimus" humanoid Siasun Robot & Automation, as well as the global business space leader SpaceX intimately tied to Musk's own vision, driving Tesla's long-term sentiment and long-term storytelling premium. The significant advancements at SpaceX (such as IPO rumors/advancements, Starlink growth, progress in space AI computing infrastructure, etc.) will greatly reinforce the market's deeply positive assessment of Musk's execution and risk appetite, thereby influencing Tesla's long-term valuation core and bringing new catalysts to Tesla's long-term narrative. With the biggest bottleneck in global AI data centers shifting from "AI chips" to "power systems and deployment," the concept in SpaceX's narrative system of "sending data centers into space and powering them with CECEP Solar Energy" is entering an engineering trial-and-error period, requiring larger, more stable capital pools and more unified organizational boundaries. Therefore, simply bundling "space commerce (Starlink/Starshield) + computing power (ground/orbital) + models (Grok AI big models/AI intelligent products) + marketing/distribution (X social media platforms)" into a financing entity would provide an unprecedented "grand narrative framework" for global capital markets. The world's richest man, Musk, seems to be creating a "super vertical integrated asset chain" that can be financed and explained - linking "AI, communications, aerospace, energy, Siasun Robot & Automation," some of the hottest global investment themes, into a single "full-stack infrastructure platform," providing significant help in pricing the large-scale IPO, boosting Tesla's valuation, early/mid-term IPO roadshows, and evolving investor structure. As the primary bottleneck of the world's largest AI data centers shifts from AI chips to power systems and deployment, the SpaceX narrative of "sending data centers into space, powering them with CECEP Solar Energy" is entering an engineering trial-and-error period. Capital markets urgently need larger, more stable capital pools and more unified organizational boundaries. Therefore, simply bundling "business aviation (Starlink/Starshield) + computing power (ground/future orbital) + models (Grok AI big models/AI intelligent products) + marketing/distribution (X social media platforms)" into a financing entity could be a monumental narrative framework in the history of global capital markets. The aim of Musk is to combine "business aviation launches + Starlink communication + space AI computing power system/AI big models + energy/storage + electric vehicles + autonomous driving + Siasun Robot & Automation manufacturing" into a financeable and explainable "super vertical integrated asset chain," which can leverage capital in both the capital market and the industry. By combining "AI, communication, aerospace, energy, and Siasun Robot & Automation," the fulfilment of the global capital's unprecedented "grand narrative framework." The world's richest man, Musk, appears to be creating a "super vertical integrated asset chain" that leverages "AI, communication, aerospace, energy, Siasun Robot & Automation" into an "integrated asset chain" with significant leverage in capital markets and industry. By combining these hottest global investment themes into a unified "full-stack infrastructure platform," Musk's AI computing infrastructure plan aims to address the increasing infrastructure and energy supply bottlenecks faced by the AI boom on a global scale - transforming these hot investment themes into a compelling "uber investment theme."