Market rumors suggest that Musk may integrate SpaceX and Tesla, as the synergy between AI and supply chain continues to deepen According to BlockBeats, on May 27th, as SpaceX is about to launch its IPO, speculation in the market about Musk integrating SpaceX and Tesla has once again heated up. Insiders say that Musk has discussed the possibility of a merger between the two companies with insiders in the past, and some Tesla employees have long believed that the two sides may eventually move towards integration. According to reports, although one company specializes in aerospace and the other specializes in electric vehicles, the two sides have increasingly focused on AI infrastructure construction in recent years, and are deeply collaborating in computing power, electricity, and supply chain. More than three-quarters of SpaceX's $10.1 billion capital expenditures in the first quarter were related to AI; Tesla's capital expenditures are expected to increase to over $25 billion this year. The cooperation between the two parties also includes: Tesla investing $2 billion in xAI, SpaceX purchasing Tesla Megapack energy storage system to power Colossus data center, and purchasing Cybertruck, etc. In addition, Nvidia had previously transferred a $500 million GPU order originally allocated to Tesla to xAI at Musk's request. According to reports, the two companies currently share some executives, engineering teams, and supply chain resources, and some suppliers even consider them as unified customers. The market believes that if the integration is completed in the future, Musk may build a super technology group covering AI, energy, automotive, aerospace, and computing infrastructure. [Original link]