According to a report published by CNBC on May 26, 2026, Elon Musk is considering the possibility of a merger between Tesla and SpaceX. The information indicates there have been internal conversations about combining the two companies after SpaceX’s future IPO, in a move to combine electric vehicles, artificial intelligence, satellite internet and space exploration businesses under the same technology conglomerate.
The CNBC segment notes that executives close to Musk discuss hypothetical scenarios regarding sharing artificial intelligence infrastructure, data centers, batteries, semiconductors and computing power. It also mentions that The two companies already share talent, engineering and several industrial projects This leads to advanced manufacturing and technological development.
nevertheless There are no official announcements or confirmed plans.this report reignited rumors that were already circulating in the market several months ago that Elon Musk could eventually merge some of his most important companies to increase technological and operational synergies.
One of the most notable points within the Bitcoin (BTC) ecosystem is that Impact of this operation on companies’ BTC reserves. Tesla currently holds 11,509 BTC in its treasury, while SpaceX recently disclosed in its S-1 form with the US Securities and Exchange Commission (SEC) that it holds 18,712 BTC.
As reported by CriptoNoticias, SpaceX’s revelations were known only a few days ago. The company officially confirmed its plans to go public For the first time, details of internal finance were revealed. According to documents filed with the SEC, 18,712 BTC were initially acquired for approximately USD 661 million, with an average cost of nearly USD 35,000 per coin. At the time of filing, Bitcoin was trading at more than $77,000, with reserves reaching a value of more than $1.45 billion.
If the two companies merge, The new entity will manage approximately 30,221 BTCbecoming one of the world’s largest Bitcoin holders. While this figure is still far from the strategy of Michael Saylor’s Strategy, which holds more than 843,000 BTC, it almost reaches the reserves of MARA Holdings.
Beyond Bitcoin, the report fuels expectations about the scale SpaceX could achieve post-IPO. The company reported revenue will reach $18.7 billion in 2025, up from $14 billion in 2024, primarily due to Starlink and space launch contracts. Similarly, CNBC pointed out several scenarios that could be handled by the market. They predict SpaceX’s valuation will be closer to US$1.75 billion. It is estimated to reach US$2 trillion.
but, The scenario also faces significant obstacles. If a merger ultimately goes through, it could raise regulatory questions, differing valuations between the two companies and a potential conflict of interest for Tesla shareholders. Some in the market believe the conversation reported by CNBC could also be discussed. Simply an internal planning exercise There is no real intention to do so.
Still, the resurgence of this rumor reflects a broader phenomenon. In other words, Bitcoin continues to establish itself as a relevant asset within the treasury of U.S. companies. Just a few years ago, the presence of BTC on corporate balance sheets was primarily limited to companies associated with the financial or mining sectors. Today, technology and industrial companies such as Tesla and SpaceX are demonstrating that corporate exposure to Bitcoin is already part of a diversification strategy, a reserve of value, and a positioning for the digital future of finance.
(Tag Translate)Bitcoin (BTC)
