Wedbush Securities analyst Dan Ives has assigned an 80% probability to a merger between Tesla and SpaceX by the end of 2027, according to comments published during CoinGape's live coverage on 20 October 2026. Ives pointed to strategic synergies across artificial intelligence and data infrastructure as the main reasons behind a potential combination of the two Elon Musk-led companies.
"We believe there is an 80% chance that Tesla and SpaceX merge by the end of 2027 for a number of strategic AI/data driven reasons," Ives said.
No Confirmation From Musk
Musk has not confirmed any merger plans, leaving investors to watch for further updates on the question. The analyst's projection is a forecast rather than an announced transaction, and no deal terms, structure or timetable have been disclosed.
What Is Established So Far
- Dan Ives of Wedbush Securities estimates an 80% chance of a Tesla-SpaceX merger by the end of 2027.
- The stated rationale centres on synergies in artificial intelligence and data infrastructure.
- Elon Musk has not confirmed any merger plans.
Investor Focus
The speculation has drawn attention because both companies are closely associated with Musk, and because the cited rationale links Tesla's AI ambitions with SpaceX's data and infrastructure operations. Until either company confirms a transaction, the 80% figure remains one analyst's assessment of likelihood rather than a corporate disclosure.
Investors are monitoring the two companies for any official statement that would clarify whether a combination is under consideration.
