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CONVERGENCE

Tesla x SpaceX. Facts and sources.

CONVERGENCE is an interactive research atlas by NLT143 RESEARCH (David T Phung, @davidtphung) that maps how Tesla and SpaceX (and SpaceXSI, the combined SpaceX and xAI company) are converging: shared people, capital, governance, engineering projects, and the merger question. Every fact carries an evidence tag: LIVE/REPORTED (public filing or reporting), CLAIM (a party's statement), SCENARIO (hypothetical), DERIVED (calculated), GAP (unknown). Odds are crowd bets, not facts.

Data: atlas_nodes.json · prediction_markets.json · prediction_markets.csv · merger_signals.json · merger_signals.csv · governance.json · governance.csv · llms.txt

Prediction markets (crowd odds, not facts)

Merger signals, news, rumors and cross-company people

Governance links

Atlas nodes (123)

Tesla Motors founded

LIVE/REPORTEDtesla · capital · operational

Tesla Motors is formed in July 2003. Its first seven years were funded with private money led by Elon Musk.

SEC · Tesla IR

Musk becomes chairman

LIVE/REPORTEDtesla · capital · operational

Elon Musk becomes Tesla's chairman in April 2004, per the IPO prospectus, after leading its early funding.

SEC · Tesla IR

Musk becomes Tesla CEO

LIVE/REPORTEDtesla · capital · operational

Musk becomes CEO in October 2008. Tesla cuts staff and delays Model S the same month.

SEC · The New York Times

$465M DOE loan

LIVE/REPORTEDtesla · capital · retired

A Department of Energy loan funds Model S and powertrain facilities. Tesla repays it in May 2013.

U.S. Department of Energy · San Francisco Business Times

Tesla IPO at $17

LIVE/REPORTEDtesla · capital · operational

Tesla lists on Nasdaq at $17 a share in June 2010.

SEC · Tesla IR

SEC settlement

LIVE/REPORTEDtesla · capital · operational

After the 'funding secured' tweet, Musk settles with the SEC and gives up the chair role.

SEC

Joins the S&P 500

LIVE/REPORTEDtesla · capital · operational

Tesla enters the S&P 500 in December 2020.

S&P Dow Jones Indices · Reuters

First full-year profit

LIVE/REPORTEDtesla · capital · operational

Tesla reports its first full-year profit, $721M for 2020.

Tesla · AP

2018 pay award litigation

LIVE/REPORTEDtesla · capital · retired

A Delaware court voids Musk's 2018 award in January 2024. Shareholders ratify it and move Tesla to Texas; Delaware's Supreme Court restores it in December 2025.

Reuters

Up to $1T Musk award approved

LIVE/REPORTEDLIVE/REPORTEDtesla · capital · operational

Shareholders approve a performance award worth up to $1T to Musk in November 2025.

Tesla / SEC EDGAR · Reuters · Stock Titan

xAI investment vote fails

DERIVEDLIVE/REPORTEDLIVE/REPORTEDtesla · capital · operational

An advisory shareholder proposal to invest in xAI does not pass in November 2025.

Tesla / SEC EDGAR · Bloomberg · Stock Titan

xAI rival suit dismissed

CLAIMLIVE/REPORTEDtesla · capital · operational

A shareholder suit arguing xAI competes with Tesla is dismissed in April 2026.

CNBC · Reuters · Delaware Court of Chancery (via DocumentCloud) · Delaware Court of Chancery · Tesla / SEC EDGAR

Deliveries fall two years running

DERIVEDLIVE/REPORTEDtesla · vehicles · operational

Deliveries fall 1.1% in 2024, Tesla's first annual decline, then 8.6% in 2025.

Tesla IR · Tesla IR · SEC · Reuters

Q3 2026: net income $787M

LIVE/REPORTEDLIVE/REPORTEDtesla · capital · operational

Q3 2026 deliveries are 486,532 and net income falls 43% to $787M.

SEC · Tesla · SEC · CNBC · SEC · TechCrunch · CNBC

10 millionth Tesla

LIVE/REPORTEDtesla · vehicles · operational

Tesla reports its 10 millionth vehicle produced and delivered.

SEC · Tesla

Proxy has no merger item

LIVE/REPORTEDtesla · capital · operational

Tesla's proxy for its 2026-12-03 annual meeting covers routine items only. No merger proposal is on the ballot.

Tesla / SEC EDGAR

Master Plan 1

LIVE/REPORTEDtesla · plans · operational

Start with an expensive low-volume sports car, use the money for a cheaper family car, then a more affordable car, and offer zero-emission power.

Tesla · Tesla

Master Plan, Part Deux

LIVE/REPORTEDtesla · plans · operational

Solar roofs with batteries, a wider lineup including trucks, self-driving about ten times safer than manual driving, and owner cars in a shared fleet.

Tesla · CNBC · Tesla

Master Plan Part 3

LIVE/REPORTEDtesla · plans · operational

A white paper on electrifying vehicles and backing a renewable grid with about 240 TWh of storage.

Tesla · Electrek · Electrek · Tesla

Master Plan Part IV

LIVE/REPORTEDtesla · plans · operational

Optimus robots, autonomous transport and storage growing alongside AI.

Tesla · Tesla

20M vehicles a year goal

GAPtesla · plans · cancelled

A goal of 20 million vehicles a year by 2030, later dropped from Tesla's materials.

Roadster (first generation)

LIVE/REPORTEDtesla · vehicles · unknown

Tesla's first car, a low-volume electric sports car. First delivery came eight months after its announced date.

SEC

Model S

LIVE/REPORTEDtesla · vehicles · retired

The four-door sedan from Master Plan 1. Deliveries began in June 2012 as the IPO prospectus promised; production ended in 2026.

Tesla IR

Model X

LIVE/REPORTEDtesla · vehicles · retired

An SUV promised for 2013 that reached customers in September 2015. Production ended in 2026.

Reuters

Model 3

LIVE/REPORTEDtesla · vehicles · operational

The mass-market sedan. The $35,000 version and the 5,000 per week rate both arrived later than promised.

SEC · SEC

Model Y

LIVE/REPORTEDtesla · vehicles · operational

Compact SUV delivered from March 2020. A cheaper Standard trim arrived in 2025, four years after the $39,000 target.

SEC · Electrek

Semi

LIVE/REPORTEDtesla · vehicles · operational

Electric heavy truck. Pilot deliveries began in 2022; the Nevada volume line opened in 2026, seven years after the original target.

SEC · CNBC · Electrek · The Verge

Next Gen Roadster

LIVE/REPORTEDtesla · vehicles · delayed

Unveiled in 2017 for 2020. Shown again in October 2026, still in design development, with production now targeted for 2028.

TechCrunch · Aviation Week · The Verge

Cybertruck

LIVE/REPORTEDtesla · vehicles · operational

Stainless steel pickup unveiled in 2019 for late 2021. Deliveries began in November 2023 at a higher price.

Reuters · AP

Cybercab

DERIVEDLIVE/REPORTEDtesla · vehicles · operational

Two-seat robotaxi with no steering wheel. Production began in April 2026 and paid rides followed in Austin, its only city, in September; 169 were authorized in Texas by October 2.

CNBC · Electrek · The Verge

Cybercab sales to buyers

CLAIMtesla · vehicles · announced

Tesla says it will start selling Cybercabs by the end of 2026. A target, not a delivery.

TechCrunch

$25,000 car

GAPtesla · vehicles · cancelled

Promised at Battery Day 2020 for about three years later. Reported shelved in April 2024.

Fremont factory

LIVE/REPORTEDtesla · vehicles · operational

Former NUMMI plant that Tesla took over in 2010. It builds cars and, from 2026, Optimus.

SEC

Gigafactory Nevada

LIVE/REPORTEDtesla · energy · operational

Battery plant built with Panasonic. Its 2020 cell target is unverified; the Semi volume line opened there in 2026.

SEC · CNBC · Electrek · The Verge

Giga Shanghai

LIVE/REPORTEDtesla · vehicles · operational

First factory outside the US. Delivered its first Model 3s under a year after construction began.

Reuters

Giga Berlin

LIVE/REPORTEDtesla · vehicles · operational

European factory that opened in March 2022 with Model Y handovers.

Reuters

Giga Texas

LIVE/REPORTEDLIVE/REPORTEDtesla · vehicles · operational

Austin factory opened in April 2022, next to Tesla's new headquarters. It also hosts the Cortex AI cluster.

SEC · Reuters

Giga Mexico

GAPtesla · vehicles · delayed

Announced in March 2023, then paused in July 2024.

Shanghai Megafactory

LIVE/REPORTEDtesla · energy · operational

Megapack plant in Shanghai that started production in February 2025.

Shanghai Municipal Government

Megafactory Texas

LIVE/REPORTEDtesla · energy · operational

Started Megapack 3 output in 2026.

SEC · Electrek

Powerwall

LIVE/REPORTEDtesla · energy · operational

Home battery unveiled in April 2015. Powerwall 2 followed alongside the Solar Roof in 2016.

TechCrunch

SolarCity acquisition

LIVE/REPORTEDtesla · energy · operational

Tesla closes its acquisition of SolarCity in November 2016, as Part Deux proposed.

SEC / Tesla Motors, Inc. · SEC / SolarCity Corporation · Supreme Court of the United States, Docket 17-368

Hornsdale grid battery

LIVE/REPORTEDtesla · energy · operational

A 129 MWh battery in South Australia, finished within the promised 100 days.

Neoen · Reuters (via trust.org)

Megapack

DERIVEDLIVE/REPORTEDtesla · energy · operational

Utility-scale battery launched in 2019. Storage deployments rose 48.7% in 2025, with data centers a growing buyer.

SEC · Tesla IR · Tesla · Electrek

Megapack 3 and Megablock

LIVE/REPORTEDtesla · energy · operational

Unveiled in September 2025; volume output began at Megafactory Texas in 2026 as targeted.

SEC · Electrek

4680 battery cell

GAPtesla · energy · unknown

A larger in-house cell presented at Battery Day 2020 with a plan to cut cost per kWh by 56%. Current output is not in our sources.

Autopilot hardware

LIVE/REPORTEDtesla · ai · operational

Driver-assist hardware added to Model S in October 2014.

Tesla

FSD computer (HW3)

LIVE/REPORTEDtesla · ai · operational

Tesla's own self-driving chip, revealed at Autonomy Day in April 2019 with a claim of robotaxis in 2020.

TechCrunch · The Verge

FSD (Supervised)

LIVE/REPORTEDtesla · ai · operational

Driver-supervised software. Beta began in 2020, it was renamed in 2024 and approved in nine EU countries by October 2026.

Electrek

Unsupervised FSD for owners

CLAIMtesla · ai · delayed

Self-driving with no supervision in customer cars. Promised repeatedly since 2016; now targeted for Q2 2027 in Robotaxi zones.

Electrek · The Verge

Robotaxi service

DERIVEDLIVE/REPORTEDtesla · ai · operational

Paid rides began in Austin in June 2025 with safety monitors. As of October 2, 2026, 589 robotaxis were authorized in Texas: 169 Cybercabs and 420 Model Y.

CNBC · TechCrunch

Owner cars join Robotaxi

GAPtesla · ai · announced

Tesla says owners will be able to add their cars to the Robotaxi fleet in 2027. A target, first described in Part Deux.

Dojo supercomputer

GAPtesla · ai · cancelled

Training supercomputer built on Tesla's D1 chip, shown in 2021. The team was disbanded in August 2025.

Cortex training cluster

CLAIMLIVE/REPORTEDtesla · ai · operational

About 50,000 H100 GPUs at Giga Texas. Tesla targets 400 MW of training compute by the end of 2026.

SEC · Tesla

$16.5B Samsung chip deal

LIVE/REPORTEDtesla · ai · operational

A reported $16.5B supply deal for Tesla chips made by Samsung.

Reuters

AI5 inference chip

GAPtesla · ai · in_development

Next car and robot chip. Taped out at Samsung in July 2026; production targeted for 2027.

AI6 chip

CLAIMtesla · ai · announced

Targeted for 2028, with a possible tape-out in December 2026.

Reuters · Reuters

Approval needed to drive unsupervised

LIVE/REPORTEDtesla · ai · operational

Supervised FSD needed regulator approval in Europe. No approvals for unsupervised driving in personal cars appear in our sources.

RDW · Reuters

Optimus

LIVE/REPORTEDtesla · robotics · in_development

Humanoid robot announced in 2021. Prototypes came in 2022 and 2023; production on Fremont lines began in 2026 with no unit count.

CNBC · The Verge · SEC · Business Insider · SEC · TechCrunch · The Verge

Optimus at 20,000 a week

GAPtesla · robotics · announced

Musk's stated goal of 20,000 robots a week by the end of 2027. A target only.

SpaceX founded

LIVE/REPORTEDspacex · capital · operational

Space Exploration Technologies Corp. is founded on March 14, 2002.

SEC

NASA COTS award

LIVE/REPORTEDspacex · capital · operational

NASA picks SpaceX to demonstrate cargo delivery to orbit, funding Falcon 9 and Dragon development.

NASA

NASA ISS cargo contract

LIVE/REPORTEDspacex · capital · operational

NASA awards SpaceX a contract to carry cargo to the space station.

SpaceNews

SpaceX invests $2B in xAI

LIVE/REPORTEDspacex · capital · operational

Reported $2B SpaceX investment in xAI in July 2025.

The Wall Street Journal · Reuters

EchoStar spectrum deal

LIVE/REPORTEDspacex · satellites · operational

SpaceX agrees to buy EchoStar spectrum for $17B in 2025. The FCC approves the transfer in May 2026.

EchoStar Corporation · SEC · EchoStar Corporation · TechCrunch

SpaceX acquires xAI

LIVE/REPORTEDLIVE/REPORTEDspacex · capital · operational

SpaceX merges with xAI, including X, in February 2026. Reported values conflict: $250B for xAI per Reuters, $125B per the BBC.

SEC / Space Exploration Technologies Corp. · SEC / Space Exploration Technologies Corp. · xAI · Reuters · Bloomberg · SpaceX · Elon Musk on X (via Thread Reader App)

S-1 filed for IPO

LIVE/REPORTEDspacex · capital · operational

SpaceX files its IPO registration statement with the SEC in May 2026. It reports 2025 revenue of $18.674B, with xAI and X included.

SEC EDGAR

IPO at $135, ticker SPCX

LIVE/REPORTEDspacex · capital · operational

SpaceX prices its IPO at $135 a share and begins trading on June 12, 2026. Gross proceeds are about $85.7B with the underwriters' option.

SpaceX Investor Relations · CNBC · CNBC · SpaceX Investor Relations · SpaceX Investor Relations · SEC

Q3 2026: $14.6B revenue

LIVE/REPORTEDLIVE/REPORTEDspacex · capital · operational

Revenue rises 161% to $14.6B with $4.4B net income, SpaceX's first quarter as a public company.

SpaceX / SEC EDGAR · The Motley Fool

Musk controls the SpaceX vote

LIVE/REPORTEDspacex · capital · operational

Musk held about 82% of SpaceX voting power after the IPO and about 85% in October 2026 reporting. Any deal needs his approval.

Reuters · Reuters (via Investing.com)

Falcon 1

LIVE/REPORTEDspacex · launch · unknown

Small rocket that failed three times, then reached orbit on its fourth flight in September 2008.

SpaceNews

Falcon 9

DERIVEDLIVE/REPORTEDLIVE/REPORTEDspacex · launch · operational

Medium-lift rocket that first flew in June 2010. A record 165 Falcon launches came in 2025.

Space.com · SEC · Spaceflight Now

Booster landing and reuse

DERIVEDLIVE/REPORTEDspacex · launch · operational

First booster landing in 2015 and first reflight in 2017. By 2026 one booster had flown 37 times.

SEC · SpaceX · SpaceX

Falcon Heavy

LIVE/REPORTEDspacex · launch · operational

Promised for 2013, first flew in February 2018 carrying a Tesla Roadster.

NASA · Space.com

Starship

LIVE/REPORTEDLIVE/REPORTEDspacex · launch · demonstrated

Fully reusable super heavy rocket. Revealed in 2016; Musk said orbit within six months in 2019. First orbit came in September 2026.

Space.com · SpaceX · Reuters · SpaceX · SpaceNews · SpaceX · Reuters · SpaceX · Reuters · SpaceX · Reuters · SpaceX · Reuters · SpaceX · Reuters · SEC

Tower catch of the booster

LIVE/REPORTEDspacex · launch · demonstrated

The launch tower caught a Super Heavy booster on Flight 5 in October 2024. A caught booster reflew on Flight 9.

SpaceX · Reuters

Ship catch

GAPspacex · launch · delayed

Catching the upper stage was promised for 2025. A double catch attempt is planned for Flight 15.

Starship V3

LIVE/REPORTEDspacex · launch · demonstrated

Third version, promised for 2025. It debuted on Flight 12 in May 2026 and reached orbit on Flight 14.

SpaceX · Reuters · Reuters

Ship-to-ship propellant transfer

GAPspacex · launch · announced

Refilling one Starship from another in orbit, needed for Moon and Mars missions. A test is targeted for 2027.

Weekly Starship launches

GAPspacex · launch · announced

Musk's stated goal for 2027, then twice weekly. A target only.

Starbase

LIVE/REPORTEDspacex · launch · operational

Starship's build and launch site in South Texas, incorporated as a city in May 2025.

Cameron County Elections · AP · Reuters

Louisiana spaceport

GAPspacex · launch · announced

First launch from a Louisiana site is targeted for 2029.

Dragon cargo

LIVE/REPORTEDspacex · launch · operational

First commercial spacecraft recovered from orbit (2010) and the first to reach the space station (2012).

SpaceX (archived) · Reuters

Crew Dragon

LIVE/REPORTEDspacex · launch · operational

Carried NASA astronauts from 2020, then private crews and the first commercial spacewalk.

NASA

Starship Moon lander (HLS)

GAPspacex · launch · in_development

NASA's $2.89B lander award in 2021 targeted a crewed landing as early as 2024. SpaceX now focuses on a 2027 Moon landing.

NASA reshapes Artemis III

LIVE/REPORTEDspacex · plans · operational

NASA makes Artemis III a 2027 test mission, changing what the lander must show first.

NASA

Mars program

GAPspacex · plans · delayed

Crewed Mars was promised for 2024 in 2016. Uncrewed ships for 2026 were dropped; in February 2026 SpaceX put the Moon first.

Spaceflight Now · SpaceNews · Spaceflight Now · The Planetary Society · Reuters · SpaceX

dearMoon lunar flyby

GAPspacex · launch · cancelled

A private Starship flight around the Moon announced for 2023. It was cancelled.

Spaceflight Now · Ars Technica · Reuters

Starlink

LIVE/REPORTEDLIVE/REPORTEDspacex · satellites · operational

Satellite internet announced in 2015. Public beta opened in 2020; 13.6M subscribers by September 2026.

SpaceX · SpaceNews · TechCrunch · CNBC

Starshield

LIVE/REPORTEDspacex · satellites · operational

Government satellite business unveiled in 2022, with a reported NRO network and a $4.16B Space Force tracking contract.

Reuters · Breaking Defense · DefenseScoop · SpaceNews

Direct to Cell

LIVE/REPORTEDspacex · satellites · operational

Starlink satellites that connect to ordinary phones. The first launched in January 2024.

SpaceX · Starlink · T-Mobile Newsroom

Starlink V3 satellites

LIVE/REPORTEDspacex · satellites · demonstrated

Larger satellites that need Starship. First deployed on a suborbital test in July 2026, then to orbit in September.

SpaceX · Reuters

Orbital AI compute

CLAIMspacex · satellites · announced

An FCC filing for up to 1 million data center satellites. SpaceX targets AI compute in orbit by 2028.

SpaceX · SpaceX

xAI founded

LIVE/REPORTEDLIVE/REPORTEDxai · ai · operational

Musk launches xAI in July 2023. It raises $6B Series B and C rounds in 2024 and a $20B Series E in January 2026.

SEC EDGAR · SEC EDGAR · Reuters

Grok

LIVE/REPORTEDxai · ai · operational

xAI's model family, announced in November 2023. Grok 3 came in February 2025 and Grok 4 in July 2025.

TechCrunch · xAI · xAI · Reuters

Grok 5

GAPxai · ai · delayed

Promised for late 2025, then Q1 2026. Not released in our sources.

Colossus (Memphis)

LIVE/REPORTEDxai · ai · operational

xAI's training supercomputer, built in 122 days with 100,000 GPUs. Its sites reached about 780,000 GPUs in 2026, per press reports.

SEC · NVIDIA · NPR

Memphis turbine permits

LIVE/REPORTEDxai · energy · operational

Colossus' gas turbines drew pollution complaints. xAI got a permit for 15 turbines in July 2025.

The Commercial Appeal

xAI acquires X

LIVE/REPORTEDLIVE/REPORTEDxai · capital · operational

xAI combines with X in an all-stock deal valuing xAI at $80B and X at $33B.

Elon Musk on X (via Thread Reader App) · Reuters · Bloomberg · SEC / Tesla, Inc.

Cursor acquisition

LIVE/REPORTEDspacex · ai · operational

SpaceX agrees in June 2026 to buy Cursor for $60B in stock; Cursor is wholly owned from August 2026.

SEC / Space Exploration Technologies Corp. · SEC / Space Exploration Technologies Corp. · Reuters · TechCrunch · SEC

SpaceXAI renamed SpaceXSI

LIVE/REPORTEDxai · ai · operational

Musk announces the AI unit's new name in October 2026. A completed legal name change is not verified.

Fox Business · SpaceXSI (xAI)

Grok runs Starlink support

LIVE/REPORTEDspacex · ai · operational

Grok Voice handles Starlink customer support from October 2026.

xAI · PCMag UK · xAI (SpaceXSI) · Reuters

Shared materials engineering

LIVE/REPORTEDjoint · vehicles · operational

One materials engineering chief served both companies from 2016, with reported joint work and tooling transfers in 2018.

Electrek · Electrek

Starship steel in Cybertruck

LIVE/REPORTEDjoint · vehicles · operational

Cybertruck's body uses the stainless alloy developed for Starship, per press reports. No filing confirms it.

TechCrunch · Popular Mechanics

Tesla staff and parts to SpaceX

LIVE/REPORTEDLIVE/REPORTEDjoint · capital · operational

A 2020 Tesla filing, reported by CNBC, showed about 20 Tesla employees working temporarily at SpaceX and parts sold to it.

Electrek · CNBC · SEC / Tesla, Inc. · SEC / Space Exploration Technologies Corp. · Reuters via Investing.com

Starlink at Superchargers

LIVE/REPORTEDjoint · satellites · operational

Reported use of Starlink to connect Tesla Supercharger sites from 2021.

Electrek · Electrek

Tesla GPUs redirected to X

LIVE/REPORTEDjoint · ai · operational

Nvidia chips allocated to Tesla were redirected to X and xAI in 2024, per reports.

CNBC · The Verge

Tesla engineers move to xAI

LIVE/REPORTEDjoint · ai · operational

Reported moves of Tesla AI engineers to xAI in 2024; a suit alleged at least 11.

Electrek · TechCrunch · Delaware Court of Chancery (via DocumentCloud)

Megapacks power Colossus

DERIVEDLIVE/REPORTEDLIVE/REPORTEDjoint · energy · operational

Tesla Megapacks back up xAI's Memphis data centers. Tesla booked $430M of Megapack revenue from xAI in 2025.

Electrek · Tesla / SEC EDGAR · Tesla / SEC EDGAR · SpaceX / SEC EDGAR · DatacenterDynamics · Teslarati · SEC / Tesla, Inc. · Electrek

SpaceX buys Megapacks

LIVE/REPORTEDjoint · energy · operational

Tesla recognized $626M of Megapack revenue from SpaceX in the first nine months of 2026: $87M, $318M and $221M by quarter.

SEC / Tesla, Inc. · SEC / Tesla, Inc. · SEC / Tesla, Inc. · SEC / Space Exploration Technologies Corp. · Tesla / SEC EDGAR · SpaceX / SEC EDGAR · TeslaNorth

SpaceX buys Cybertrucks

LIVE/REPORTEDjoint · vehicles · operational

SpaceX spent $131M on Cybertrucks in 2025 at list price.

SEC / Space Exploration Technologies Corp. · SEC / Tesla, Inc. · Bloomberg · Electrek · SpaceX / SEC EDGAR · Reuters (via Investing.com) · Business Insider

Grok in Tesla cars

LIVE/REPORTEDLIVE/REPORTEDjoint · ai · operational

xAI's Grok assistant ships in Tesla vehicles from July 2025 and gives Optimus its voice, per reports.

Tesla · Electrek · SEC / Tesla, Inc. · Teslarati · Electrek · TeslaNorth · SEC / Space Exploration Technologies Corp.

Macrohard agent project

LIVE/REPORTEDjoint · ai · in_development

A joint software agent built on Tesla AI4 hardware and xAI servers. Financial and IP terms are not final.

Reuters · SpaceX / SEC EDGAR · Electrek

Terafab chip fab

CLAIMLIVE/REPORTEDLIVE/REPORTEDjoint · ai · in_development

Chip factory planned by SpaceX and Tesla in Texas under a framework agreement: neither Tesla nor Intel is obligated to stay, and no definitive agreement exists. Ground was broken in August 2026.

Reuters · Reuters · Reuters · Reuters (via Investing.com) · Reuters (via StreetInsider) · SpaceX / SEC EDGAR · Electrek · Reuters · SpaceX · Reuters · Engadget · Bloomberg · SpaceX · Office of the Texas Governor

Starlink antenna in Cybercab

LIVE/REPORTEDjoint · satellites · operational

A Starlink antenna is reported to be built into Cybercab. No commercial terms are public.

Electrek · Electrek

Starlink in every Tesla

GAPjoint · satellites · announced

Musk says Starlink will be in all Teslas. A statement with no timeline or terms.

Tesla's xAI stake becomes SpaceX stock

LIVE/REPORTEDjoint · capital · operational

Tesla agrees in January 2026 to invest about $2B in xAI preferred stock. In March 2026 the stake becomes SpaceX common stock, under 1% of SpaceX, worth $2.865B at September 30.

Tesla / SEC EDGAR · Reuters · xAI · Reuters · Tesla / SEC EDGAR · U.S. Federal Trade Commission · Bloomberg · SEC / Tesla, Inc. · SEC / Space Exploration Technologies Corp. · SEC / Tesla, Inc.

Shared director on both boards

LIVE/REPORTEDjoint · capital · operational

Tesla director Ira Ehrenpreis also sits on the SpaceX board.

Tesla / SEC EDGAR · TechCrunch

Musk leads both companies

LIVE/REPORTEDjoint · capital · operational

Musk is CEO of Tesla and of SpaceX, which now contains xAI and X. Tesla's 10-K says he does not devote his full time to Tesla.

Tesla / SEC EDGAR · Tesla / SEC EDGAR · SpaceX / SEC EDGAR

Special committees formed

LIVE/REPORTEDLIVE/REPORTEDjoint · capital · operational

In October 2026 both boards form special committees to evaluate a possible combination. Musk calls a merger a good idea, but SpaceX's 10-Q says no determination has been made.

Tesla / SEC EDGAR · TechCrunch · Reuters (via StreetInsider) · Reuters (via Investing.com) · Bloomberg · SEC EDGAR

Deal needs Musk's approval

LIVE/REPORTEDjoint · capital · operational

SpaceX says no determination has been made and any deal needs its committee, its board and Musk as controlling shareholder.

SEC EDGAR

Tesla vote: half of all shares

LIVE/REPORTEDjoint · capital · operational

Musk says the Tesla side would need approval from 50% of all outstanding shares, not just votes cast.

Reuters (via Investing.com) · Business Insider

No terms agreed

LIVE/REPORTEDLIVE/REPORTEDjoint · capital · operational

No exchange ratio, price, structure or timeline has been disclosed or agreed as of October 23, 2026.

Reuters (via Investing.com) · SEC EDGAR