MacroHarder‌[比心] ‌-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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01-02 18:26

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2026 Forecast: Tesla to Acquire xAI

xAI is in urgent need of financial support, while Tesla is sitting on tens of billions in cash. It seems perfectly logical for Elon Musk to integrate the two companies. Recently, almost everyone in...

2026 Forecast: Tesla to Acquire xAI

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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It seems perfectly logical for Elon Musk to integrate the two companies. Recently, almost everyone in...","content":"<p>xAI is in urgent need of financial support, while Tesla is sitting on tens of billions in cash. It seems perfectly logical for Elon Musk to integrate the two companies.</p>\n<p>Recently, almost everyone in Silicon Valley has realized that artificial intelligence research and development is incredibly expensive. While leading startups are racing to establish their presence, none have yet achieved profitability. Even the AI company led by the world's richest man cannot escape this reality. Precisely for this reason, I predict Elon Musk will take a major step next year to secure xAI's funding stream—by selling it to the profitable core entity within his business empire: Tesla.</p>\n<p>To compete for top AI talent and build massive data centers for training and running the Grok large language model, xAI's funding requirements are enormous. It is reported that the company is currently burning through $1 billion per month. Although xAI has procured Nvidia chips through external channels, it will need substantial capital for years to come to compete with leading AI firms. Companies like Google and Meta Platforms fund their AI research with profits from their core businesses; meanwhile, startup competitors like OpenAI and Anthropic have achieved greater scale in commercializing their models and might be more attractive to investors. (However, Musk's personal influence remains significant, and some investors would fund his companies regardless.)</p>\n<p>At the same time, Tesla held over $40 billion in cash at the end of the third quarter. Admittedly, the automaker needs some of these funds for cutting-edge projects like the Cybercab and Optimus robot, and to address potential profit declines in its core electric vehicle business in the coming years. But compared to xAI, Tesla's financial health is far less dependent on external financing.</p>\n<p>Musk has recently mentioned on multiple occasions that Tesla, xAI, and SpaceX are \"heading towards convergence,\" with collaboration between the three companies already intensifying. Tesla has integrated the Grok model into its vehicles and the Optimus robot; xAI's data centers utilize Tesla's Megapack battery storage systems; and key executives and technical talent frequently move across Musk's corporate empire. More importantly, SpaceX has already invested in xAI, and Tesla has indicated it is considering an investment.</p>\n<p>Another possibility is an acquisition by SpaceX, but I believe this is far less feasible than a Tesla acquisition for several reasons, including U.S. restrictions on defense contractors like SpaceX—which prohibit them from hiring non-U.S. citizens. These restrictions have already hampered collaboration between SpaceX and xAI, given that xAI employs a large number of foreign engineers.</p>\n<p>Beyond alleviating xAI's financial pressure, a Tesla acquisition holds another appeal for Musk: a stock-based deal would almost certainly solidify his controlling stake in Tesla, as his ownership percentage in xAI is higher than his stake in the automaker.</p>\n<p>Furthermore, Musk has a precedent for consolidating his companies. In March of this year, xAI completed its acquisition of the platform X (formerly Twitter). One more integration would hardly be out of character.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2026 Forecast: Tesla to Acquire xAI</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2026 Forecast: Tesla to Acquire xAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-02 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>xAI is in urgent need of financial support, while Tesla is sitting on tens of billions in cash. It seems perfectly logical for Elon Musk to integrate the two companies.</p>\n<p>Recently, almost everyone in Silicon Valley has realized that artificial intelligence research and development is incredibly expensive. While leading startups are racing to establish their presence, none have yet achieved profitability. Even the AI company led by the world's richest man cannot escape this reality. Precisely for this reason, I predict Elon Musk will take a major step next year to secure xAI's funding stream—by selling it to the profitable core entity within his business empire: Tesla.</p>\n<p>To compete for top AI talent and build massive data centers for training and running the Grok large language model, xAI's funding requirements are enormous. It is reported that the company is currently burning through $1 billion per month. Although xAI has procured Nvidia chips through external channels, it will need substantial capital for years to come to compete with leading AI firms. Companies like Google and Meta Platforms fund their AI research with profits from their core businesses; meanwhile, startup competitors like OpenAI and Anthropic have achieved greater scale in commercializing their models and might be more attractive to investors. (However, Musk's personal influence remains significant, and some investors would fund his companies regardless.)</p>\n<p>At the same time, Tesla held over $40 billion in cash at the end of the third quarter. Admittedly, the automaker needs some of these funds for cutting-edge projects like the Cybercab and Optimus robot, and to address potential profit declines in its core electric vehicle business in the coming years. But compared to xAI, Tesla's financial health is far less dependent on external financing.</p>\n<p>Musk has recently mentioned on multiple occasions that Tesla, xAI, and SpaceX are \"heading towards convergence,\" with collaboration between the three companies already intensifying. Tesla has integrated the Grok model into its vehicles and the Optimus robot; xAI's data centers utilize Tesla's Megapack battery storage systems; and key executives and technical talent frequently move across Musk's corporate empire. More importantly, SpaceX has already invested in xAI, and Tesla has indicated it is considering an investment.</p>\n<p>Another possibility is an acquisition by SpaceX, but I believe this is far less feasible than a Tesla acquisition for several reasons, including U.S. restrictions on defense contractors like SpaceX—which prohibit them from hiring non-U.S. citizens. These restrictions have already hampered collaboration between SpaceX and xAI, given that xAI employs a large number of foreign engineers.</p>\n<p>Beyond alleviating xAI's financial pressure, a Tesla acquisition holds another appeal for Musk: a stock-based deal would almost certainly solidify his controlling stake in Tesla, as his ownership percentage in xAI is higher than his stake in the automaker.</p>\n<p>Furthermore, Musk has a precedent for consolidating his companies. In March of this year, xAI completed its acquisition of the platform X (formerly Twitter). One more integration would hardly be out of character.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4604":"机器人概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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It seems perfectly logical for Elon Musk to integrate the two companies.\nRecently, almost everyone in Silicon Valley has realized that artificial intelligence research and development is incredibly expensive. While leading startups are racing to establish their presence, none have yet achieved profitability. Even the AI company led by the world's richest man cannot escape this reality. Precisely for this reason, I predict Elon Musk will take a major step next year to secure xAI's funding stream—by selling it to the profitable core entity within his business empire: Tesla.\nTo compete for top AI talent and build massive data centers for training and running the Grok large language model, xAI's funding requirements are enormous. It is reported that the company is currently burning through $1 billion per month. Although xAI has procured Nvidia chips through external channels, it will need substantial capital for years to come to compete with leading AI firms. Companies like Google and Meta Platforms fund their AI research with profits from their core businesses; meanwhile, startup competitors like OpenAI and Anthropic have achieved greater scale in commercializing their models and might be more attractive to investors. (However, Musk's personal influence remains significant, and some investors would fund his companies regardless.)\nAt the same time, Tesla held over $40 billion in cash at the end of the third quarter. Admittedly, the automaker needs some of these funds for cutting-edge projects like the Cybercab and Optimus robot, and to address potential profit declines in its core electric vehicle business in the coming years. But compared to xAI, Tesla's financial health is far less dependent on external financing.\nMusk has recently mentioned on multiple occasions that Tesla, xAI, and SpaceX are \"heading towards convergence,\" with collaboration between the three companies already intensifying. Tesla has integrated the Grok model into its vehicles and the Optimus robot; xAI's data centers utilize Tesla's Megapack battery storage systems; and key executives and technical talent frequently move across Musk's corporate empire. More importantly, SpaceX has already invested in xAI, and Tesla has indicated it is considering an investment.\nAnother possibility is an acquisition by SpaceX, but I believe this is far less feasible than a Tesla acquisition for several reasons, including U.S. restrictions on defense contractors like SpaceX—which prohibit them from hiring non-U.S. citizens. These restrictions have already hampered collaboration between SpaceX and xAI, given that xAI employs a large number of foreign engineers.\nBeyond alleviating xAI's financial pressure, a Tesla acquisition holds another appeal for Musk: a stock-based deal would almost certainly solidify his controlling stake in Tesla, as his ownership percentage in xAI is higher than his stake in the automaker.\nFurthermore, Musk has a precedent for consolidating his companies. In March of this year, xAI completed its acquisition of the platform X (formerly Twitter). One more integration would hardly be out of character.","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":1}},"isVote":1,"tweetType":1,"viewCount":3,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}