Elon Musk renewed merger speculation at All-In Summit on Sept 14/15, citing deep Tesla-SpaceX collaboration on Terafab, AI, batteries; multiple outlets report strongest hints yet, stopping short of confirmation.

  • Musk at All-In Summit: 'Who can imagine what action one might take when there’s so much close collaboration in so many areas.'
  • Focus on Terafab chip project, AI overlap, existing framework agreement and equity stakes.
  • No timeline, structure or formal process announced; Wall Street notes strategic coherence but governance hurdles remain.