Elon Musk’s recent tie‑up between SpaceX and xAI has reignited speculation that the rocket maker and electric‑car giant could merge once SpaceX goes public. Investors weigh the idea of a stock‑for‑stock deal that would unite Musk’s aerospace and automotive ventures.

The conversation gains traction as analysts note that SpaceX’s IPO trajectory could open a path for a larger consolidation. Proponents argue that a combined entity would accelerate AI initiatives by pooling research resources and could set a new benchmark for corporate valuation.

Tesla shareholders, including high‑profile investor Alexandra Merz, have voiced support for a June or July merger, projecting equal valuation for both companies. The proposal echoes Musk’s own comments about convergence, though he has avoided confirming any formal plan.

If realized, the deal would position the merged firm among the world’s most valuable, reshaping competition in both spaceflight and automotive technology. Investors will now monitor SpaceX’s IPO progress to gauge the feasibility of this bold move.