The European Organization for Nuclear Research, more commonly known as CERN, recently published an ambitious proposal to build what could only be described as a mammoth accelerator that’s nearly four times as long and up to six times more powerful as its 27-km Large Hadron Collider (LHC), which studies the tiniest particles that make up all matter, dark matter, and infamously, black holes. The project is yet to be greenlit, but if a recent tweet from SpaceX and Tesla CEO Elon Musk is any indication, The Boring Company could play a part in the construction of the ambitious project.
In a tweet on Monday, Musk noted that the director of CERN had been quite interested in the tunneling technologies of The Boring Company, which could play a part in saving costs for the construction of the agency’s next-generation particle collider. Musk noted that by using The Boring Company’s tunnels, the project would likely save “several billion Euros.”
Director of CERN asked me about Boring Co building the new LHC tunnel when we were at the @royalsociety. Would probably save several billon Euros.
— Elon Musk (@elonmusk) January 21, 2019
The particle physics laboratory, which operates in a site near Geneva, Switzerland, outlined its plans for the 100-km LHC successor, dubbed as the “Future Circular Collider” (FCC), last Tuesday. The FCC is expected to replace the LHC, whose most notable success so far has been the discovery of the Higgs boson, a previously-theoretical particle that gives mass to all matter. Since the discovery of the Higgs boson in 2012, though, CERN’s Large Hadron Collider has not been able to discover any new particles of the same significance. This, according to Gian Francesco Giudice, CERN’s theory department head, highlights a need to push collider technologies forward.
“Today, exploring the highest possible energies with bold projects is our best hope to crack some of the mysteries of nature at the most fundamental level,” he said, according to Nature.
The possibilities that could be unlocked by a project as ambitious as the Future Circular Collider could easily come from a sci-fi tale. It would not be an exaggeration to state that the FCC would enable physicists to open the door to as-yet-unknown physics, while helping answer a number of notable questions about the universe. First off, the FCC would help CERN scientists study the Higgs boson more extensively — something that is not possible with the LHD. The project is also expected to allow scientists to explore topics such as dark matter and antimatter.
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- The size of the FCC compared to the LHD. (Photo: CERN)
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- An artist’s image depicting particles colliding. (Photo: CERN)
CERN’s Future Circular Collider is expected to be four times as large and up to six times more powerful than its predecessor. (Photos: CERN)
While the possibilities presented by CERN’s proposed 100-km particle collider are vast, the Future Circular Collider does have its fair share of drawbacks — the most notable of which is the cost of the entire project. CERN’s report on the FCC estimates that the project’s tunnels alone would cost €5 billion ($5.7 billion) to build. Another €4 billion ($4.6 billion) is expected to be required for the first collider (which will collide leptons), while €4 billion ($4.6 billion) would likely be needed for the final collider (which is designed to collide protons). Provided that the ambitious project does not meet any substantial difficulties in its construction, the FCC could be operational by 2040.
This is where The Boring Company’s technologies could come in. The tunneling startup, after all, aims to reduce the costs of tunneling through optimizations in the digging process. So far, The Boring Company is only involved in projects involving transportation, such as the construction of the high-profile downtown Chicago-O’Hare high-speed transport line. The cost savings presented by The Boring Company’s tunnels were particularly evident when Elon Musk revealed the cost of the startup’s mile-long test tunnel in Hawthorne, CA last December. During his presentation, Musk noted that the Hawthorne tunnel cost $10 million to construct. This is far more affordable than traditional tunneling costs, which cost most U.S. local and state governments an average of $200-$500 million dollars per mile.
Granted, the requirements for CERN’s 100-km tunnel would be far more than demanding than the otherwise straightforward tunnels that The Boring Company will construct in the immediate future. That said, the rather generous timeframe for the Future Circular Collider would also give The Boring Company some time to further refine and optimize its tunneling technologies. For now, though, the prospect of CERN’s next-generation LHD’s tunnels being dug by The Boring Company would remain an idea that would only get more plausible over time.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
