After years of resisting the public markets, Musk has reportedly pivoted.8 Recent reports and Musk’s own social media activity confirm that a SpaceX IPO is being targeted for 2026.9
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The Valuation: Rumors suggest a private placement at an $800 billion valuation followed by an IPO targeting $1.5 trillion—which would make it the largest IPO in history.10
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Why Now? Space-Based AI: The IPO isn’t just about rockets; it’s about building “Data Centers in Space.” * SpaceX plans to use Starlink V3 satellites to create a massive orbital computing network powered by solar energy.11
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The goal is to provide >100TW/year of AI computing power to Earth from orbit, bypassing the energy and land constraints of terrestrial data centers.12
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The “Tesla Priority”: Musk has hinted at finding a way to give loyal Tesla shareholders priority access to SpaceX stock at the IPO, effectively rewarding the “diamond hands” who stayed with him during the Delaware legal battle.13
Summary Table: The Musk Empire Outlook
| Feature | Tesla AI Strategy (2026) | SpaceX IPO (2026) |
| Core Product | Optimus Humanoid & FSD | Space-Based Data Centers |
| Target Valuation | ~$1.6T ➡️ $8.5T (Goal) | ~$800B ➡️ $1.5T (IPO) |
| Musk’s Focus | “Sustainable Abundance” | AI Infrastructure in Orbit |
| Key Catalyst | Increased Voting Power | 250th US Anniversary (1776) |
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