Wedbush Securities' Dan Ives has pointed out for months the potential for a SpaceX-Tesla merger, discussing the possibility with Bloomberg in February and, more recently, on a podcast where he said the probability is 80% by 2027. Polymarket odds of a merger by the end of the year stand at 32%.Now, CNBC has joined the growing speculation that Musk may eventually merge Tesla and SpaceX into one mega-company.The report said:The two companies already have a laundry list of shared resources, and Musk has discussed with colleagues the possibility of folding the companies together, according to people familiar with the talks who asked not to be named due to the sensitivity of the topic.A current Tesla employee told CNBC that many workers at the electric vehicle company have long expected such a transaction to eventually take place and that the topic is openly discussed internally.Another person close to the company said that shared challenges tied to power and compute constraints have led to regular collaborations.Both companies already overlap across AI, compute, power, batteries, materials, engineering, suppliers, board members, and personnel. SpaceX now includes Starlink and xAI, while Tesla is increasingly becoming an AI and robotics company, in addition to remaining one of the leading EV makers.