Elon Musk is famously unpredictable — but he's also remarkably consistent in one respect: he tends to invest where the infrastructure of the future is being built. From electric vehicles to space, AI to brain-machine interfaces, his moves often signal where capital might flow next. While he rarely discloses personal investments beyond his major holdings, certain themes are emerging that suggest where Musk — or those aligned with his vision — could be putting money in 2025 and beyond.
Private AI Infrastructure, Not Just Models
After launching xAI to compete with OpenAI and Anthropic, Musk made it clear that he sees AI as a vertical — not just software, but compute, hardware, and deployment. It’s likely Musk is exploring or investing in private GPU clusters, data center architecture, or semiconductor startups that build domain-specific hardware for AI training.
He has already procured tens of thousands of H100s for xAI. The logical next step? Backing companies that help optimize or reduce dependency on Nvidia, especially in areas like low-power inference chips, memory optimization, or decentralized compute models.
Synthetic Biology and Neural Control Interfaces
Musk’s company Neuralink is already pushing brain-machine interface boundaries, but what sits around that ecosystem? Likely bets include biosensor technology, non-invasive neural stimulation, and genetic decoding tools — essentially, any company that helps translate biological signals into programmable outputs.
Given Musk’s history of vertical integration, he may eventually fund closed-loop biofeedback startups, or companies creating real-time health monitoring tools using edge-AI. The FDA’s recent approval of Neuralink’s human trials could also attract adjacent capital — much of it coming from figures like Musk who want full-stack control of the mind-machine pipeline.
Space-Based Data and On-Orbit Infrastructure
SpaceX dominates launch services, but new investment opportunities are appearing in low-Earth orbit infrastructure. Think on-orbit manufacturing, satellite servicing, or optical inter-satellite communication. With Starlink increasingly profitable and satellite density rising, Musk might be eyeing upstream and downstream plays — especially startups working on AI-powered orbital data analytics, space debris mitigation, or real-time Earth observation platforms.
The bet here isn’t more rockets. It’s monetizing what’s already in orbit, and building services that turn space data into terrestrial revenue streams.
Alternative Battery Chemistries and Vertical Mining
Tesla already locked in lithium supply years ahead of the curve. But Musk has publicly voiced interest in scaling raw material access and reducing geopolitical exposure to fragile battery supply chains. This means he may be allocating capital — quietly or through Tesla-backed SPVs — into direct lithium extraction (DLE), sodium-ion battery developers, or solid-state breakthroughs that break the current nickel-cobalt model.
Musk has even floated the idea of Tesla becoming a mining company if supply chain risks persist. That makes equity or strategic partnerships in junior mining firms entirely plausible.
X.com as a Financial Stack? Watch Fintech Infrastructure
With Twitter now rebranded as X, Musk has hinted that he wants the platform to become a "global financial super-app." But such a pivot requires far more than a UI overhaul. He’ll need core payment processing, banking licenses, crypto custody, and compliance rails — either through acquisition or partnership.
Speculation is growing that Musk could back or buy firms in the fintech infrastructure space, especially startups offering real-time settlement, decentralized ID protocols, or cross-border remittance tools. Don’t expect a flashy consumer wallet. Expect backend fintech layers with tight engineering control and optional crypto onramps.
