# Morning Brief | SpaceX and Tesla form merger discussion committees; AI becomes SpaceX's largest revenue source

- Source: 爱范儿
- Published: 2026-10-21T00:21:51.000Z
- RoboHot: https://robohot.news/en/items/r5k7oe77xjw80bzy1ha7prony
- Original: https://www.ifanr.com/1685079?utm_source=rss&utm_medium=rss&utm_campaign=

## Summary

Musk confirmed at SpaceX's Q3 earnings call that SpaceX and Tesla have each formed special committees to discuss a merger, and the deal would ultimately require shareholder approval. SpaceX's Q3 revenue rose 161% year over year to $14.58 billion, with net profit of $4.4 billion. Its AI business revenue grew to $7.56 billion, nearly 10 times the year-earlier level, becoming its largest revenue source, mainly from renting data center compute to customers including Anthropic, Google, and Reflection AI.