SpaceX and Tesla, which have established a special committee under Elon Musk's guidance to explore a merger, are said to potentially reach an agreement as early as the end of 2026.
SpaceX, Tesla Merger Talks Advance Toward Record Deal - Bloomberg
https://www.bloomberg.com/news/articles/2026-11-12/spacex-and-tesla-talks-on-record-merger-are-said-to-progress
SpaceX could announce a $1.5 trillion Tesla merger in December: report
https://electrek.co/2026/11/12/spacex-tesla-merger-announcement-december-report/
Bloomberg, an economic newspaper, reported that merger talks between SpaceX and Tesla are progressing based on information from well-informed sources. Although a deal could be reached by the end of 2026 if things go smoothly, both companies are also discussing the possibility of the conclusion being delayed until 2027.
Elon Musk announced during the third-quarter 2026 earnings call that a special committee had been established to consider a merger between SpaceX and Tesla. Musk is the founder of SpaceX and serves as both CEO and CTO (Chief Technology Officer). He is also a co-founder of Tesla and serves as its CEO.
It was reported in January 2026 that SpaceX, xAI, and Tesla were considering a merger, but at that time, the terms were still fluid and no agreement had been reached yet.
Report: Elon Musk's SpaceX and xAI and Tesla are considering a merger, or exploring it prior to a major IPO - GIGAZINE
by Gage Skidmore
However, shortly after the merger news broke, SpaceX acquired xAI.
SpaceX officially acquires xAI - GIGAZINE
Although merger discussions between SpaceX and Tesla are advancing rapidly, it is considered that the fact that SpaceX has a contract with the U.S. government for space operations and holds an important position in national security, while Tesla has a large-scale production facility in China that is profitable, presents challenges.
SpaceX, a space company founded in 2002, has been rapidly experimenting and innovating, and succeeded in achieving "reusable rocket launches" that significantly reduce launch costs in 2017.
SpaceX achieves the feat of rocket reuse, Elon Musk says, "Next is a launch within 24 hours" - GIGAZINE
Moreover, the satellite internet service "Starlink," which utilizes a network of a large number of launched artificial satellites, is also provided, and in Japan, the three major carriers NTT Docomo, au, and SoftBank offer services that allow the use of Starlink.
Finally, Docomo and SoftBank have also made satellite communication from Starlink available, with Docomo and Ahamo users able to use it for free, starting on April 27, 2026 - GIGAZINE
On the other hand, Tesla is an EV manufacturer founded in 2003, and as of market capitalization, it surpassed Toyota in 2020 to become the top automotive manufacturer.
Tesla surpasses Toyota and reigns as the world's most valuable automotive manufacturer - GIGAZINE
Early on, Tesla has been working on autonomous driving, providing the "Full Self-Driving" function that allows the car to drive autonomously even when the hands are not on the wheel, but it is also known that this has frequently been the cause of accidents.
Tesla car hits and kills a man on a highway while in autonomous mode - GIGAZINE
