According to a research report published by Morgan Stanley, SpaceX and Tesla share technology, talents, and infrastructure under the common mission of transforming energy into intelligence; SpaceX can provide Tesla with computing power, high-speed and low-latency connections, mainly low-orbit satellites, and abundant cash; and Tesla can provide SpaceX with robots as data and edge computing power nodes, diverse environmental data, energy storage and solar energy, and large-scale manufacturing experience. As large-scale language models approach the potential limit, the bank expects the market focus to shift to AI applications in underpenetrated fields such as the physical world, and the two companies are more likely to jointly seize physical AI opportunities. The bank maintains SpaceX's “overstock” rating and target price of $300, and Tesla's target price of $400.

According to a research report published by Morgan Stanley, SpaceX and Tesla share technology, talents, and infrastructure under the common mission of transforming energy into intelligence; SpaceX can provide Tesla with computing power, high-speed and low-latency connections, mainly low-orbit satellites, and abundant cash; and Tesla can provide SpaceX with robots as data and edge computing power nodes, diverse environmental data, energy storage and solar energy, and large-scale manufacturing experience. As large-scale language models approach the potential limit, the bank expects the market focus to shift to AI applications in underpenetrated fields such as the physical world, and the two companies are more likely to jointly seize physical AI opportunities. The bank maintains SpaceX's “overstock” rating and target price of $300, and Tesla's target price of $400.