New reports on SpaceX and xAI

Rumors picked up Thursday night around a possible move involving SpaceX.

Multiple reports suggest SpaceX could acquire xAI, combining Musk’s space business with his artificial intelligence company that operates X and Grok.

Here’s how to claim shares ahead of the Initial Public Offering.

I’ve written before about SpaceX’s plan to go public in 2026. Recent reporting suggests a future transaction could raise as much as $50 billion in capital, well above earlier expectations.

What’s new is the idea that xAI could be folded into that story. SpaceX invested in xAI last year, and xAI raised roughly $15 billion from investors including Nvidia and Cisco in early January, valuing the company at about $230 billion.

Strategically, a combination would align two key parts of Musk’s broader vision. SpaceX leads in launch and satellite internet, while xAI is focused on building large-scale AI data centers using hundreds of thousands of Nvidia chips.

Musk has described this as part of a broader “Space Master Plan,” where AI infrastructure and space-based networks increasingly intersect. Whether a full acquisition happens or not, the direction is worth watching.

I’m positioning accordingly ahead of a potential Nasdaq IPO and can walk through how that works. You can see the details here.

Happy to send more details if helpful.

Ian Wyatt