When the Lone Star State turns blue, where does Elon Musk land?

Elon Musk bet heavily on Texas, moving his companies and pouring hundreds of millions of dollars into Republican campaigns. Then a historic blue wave washed over the state in the midterms, sweeping away many of his political allies. As the results rolled in, Musk stayed quiet for hours before tweeting a cryptic thought about data centers in space looking pretty appealing right now.

That reaction highlights a core tension over terrestrial infrastructure. Musk foresees newly empowered Democrats and skeptical rural voters slowing down massive data center projects on the ground, pushing his artificial intelligence ambitions further into orbit. While SpaceX is too entrenched in Texas to pack up its headquarters immediately, the company already plans major manufacturing expansions in redder states like Louisiana, keeping alternative launchpads open if the political climate sours further.

Our read is that Musk ultimately cares less about party labels than about wielding the raw power required to build his envisioned future of autonomous tech and AI. Yet, he now faces a profound choice. He can double down on partisan warfare and try to act as a kingmaker for the 2028 presidential cycle, or he can test whether newly elected Democrats are willing to bargain with a billionaire who builds domestic manufacturing jobs.

Whether Texas lawmakers and newly elected federal figures decide to investigate his businesses or cut deals remains the central question.

SpaceX no longer relies heavily on government contracts, meaning federal pushback could hurt space agencies more than the company itself.

Watch how Musk navigates relations with his fierce new political rivals as the fallout from this election reshapes his empire.