A Potential Tesla-SpaceX Merger Could Create ‘Orbit-To-Ground’ AI Powerhouse With Over $1 Trillion In Chip Savings, Says Analyst

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    "url": "https://stocktwits.com/news-articles/markets/equity/tesla-spacex-merger-orbit-to-ground-ai-powerhouse-1-trillion-chip-savings/cZNRVcURJRO",
    "title": "A Potential Tesla-SpaceX Merger Could Create ‘Orbit-To-Ground’ AI Powerhouse With Over $1 Trillion In Chip Savings, Says Analyst - stocktwits.com",
    "excerpt": "Advertisement | Remove ads. Shares of Tesla, Inc. (TSLA) and SpaceX (SPCX) slipped in overnight trading heading into Wednesday, but RBC Capital sees a potential combination of Elon Musk’s two companies creating an “orbit-to-ground” platform with more than $1 trillion in long-term chip savings. SPCX stock is down about 2% in overnight trading heading into Wednesday, while TSLA shares are off more than 1%. SpaceX snapped a two-session losing streak with a 3% gain on Tuesday, while Tesla extended its decline to a fifth consecutive session. RBC Capital lowered its Tesla price target to $480 from $500, implying a 56% upside from current levels, while maintaining an ‘Outperform’ rating. The brokerage said that a potential Tesla-SpaceX merger could create a compelling “vertical integration from orbit to ground” ecosystem spanning connectivity, autonomous vehicles and humanoid robotics that would be difficult to replicate. Advertisement | Remove ads. RBC sees Terafab, Musk’s vertically integrated semiconductor manufacturing complex for AI chips used across Tesla and SpaceX, as the most tangible near-term synergy, estimating it could generate well over $1 trillion in chip-cost savings by 2050 compared with relying on external suppliers. Earlier this month, UBS estimated SpaceX could spend about $135 billion on wafer-fabrication equipment over the next five years, assuming 20% of its...",
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