Tesla Inc. (NASDAQ:TSLA) investors have long known Elon Musk‘s companies share talent and technology. But the EV maker‘s second-quarter earnings call suggested the relationship is entering a new phase, with Space Exploration Technologies Corp. (NASDAQ:SPCX) now playing an expanding role across Tesla’s AI models, robotics, satellite connectivity and semiconductor ambitions.

The comments suggest SpaceX is becoming more than a technology partner—it is increasingly part of Tesla’s roadmap for artificial intelligence.

SpaceX’s Grok is Becoming Part of Tesla’s AI stack

One of the biggest revelations came when Musk described how Tesla’s Digital Optimus project works.

“SpaceX’s Grok, sort of the big model that is the manager of Digital Optimus and tells Digital Optimus what to do,” Musk said while explaining Tesla’s effort to build a software version of its humanoid robot.