News
European spacecraft converge on the US for rides on SpaceX rockets
Thanks in large part to delays suffered by Arianespace’s next-generation Ariane 6 rocket, a small fleet of European satellites are simultaneously converging on the United States to hitch rides into orbit with SpaceX.
SpaceX launching European payloads is nothing new. The company has occasionally launched spacecraft built in Europe for European space agencies or companies, but the combination is exceedingly rare. For several reasons, however, what was once alien is beginning to become commonplace, and that fact is about to be made even clearer over the remainder of 2022.
SpaceX kicked off a string of six or seven launches of spacecraft built by or for Europe on October 15th. Over the weekend, the company’s workhorse Falcon 9 rocket – 70 meters (230 ft) tall, 3.7 meters (12 ft) wide, and capable of producing up to 770 tons (1.7M lbf) of thrust at liftoff – successfully launched the Hotbird 13F communications satellite into a geostationary transfer orbit (GTO) for the French satcom company Eutelsat.
Hotbird 13F is the first of three Eutelsat satellites the company secretly agreed to launch on SpaceX rockets. Hours after its twin’s launch, Hotbird 13G arrived in Florida in a custom Airbus Beluga XL transport jet (its first visit to the US since 2009) and will soon begin preparing for its own ride on a SpaceX rocket as early as November 2022. Eutelsat 10B, also on track to launch on a Falcon 9 rocket sometime in November, likely left France for Florida on an oceangoing Arianespace ship on October 12th.
Normally, selecting the launch provider for communication satellites that cost eight or nine figures is accompanied by a press release and plenty of celebration. That the European Space Agency, Eutelsat, Airbus, and Thales Alenia said next to nothing until the last moment says a lot about how all parties involved really feel about transferring three of their satellites onto SpaceX rockets. Originally, all three were intended to launch on Arianespace’s rockets: Eutelsat 10B on one of the last Ariane 5s and Hotbird 13F and 13G on one of the first Ariane 6s.
It’s not entirely clear why Ariane 5 wasn’t able to launch Eutelsat 10B, but it’s unsurprising that partners ESA, Thales Alenia, Airbus, and Eutelsat decided to move Hotbird 13F and 13G to Falcon 9. The Ariane 6 rocket meant to launch both satellites simultaneously is years behind schedule, and its launch debut recently slipped even further from late 2022 to sometime in 2023. Originally scheduled to debut in mid-2020, it’s now possible – if not likely – that Ariane 6 won’t be ready to launch until the second half of next year (or even later).
Thanks to those delays, the new rocket will enter the scene with a very busy 2023 and 2024 manifest packed with high-value institutional and commercial payloads from all across Europe. In other words, a pair of semi-commercial communications satellites like Hotbird 13F/13G could have easily been forced to wait for a year or more to launch on Ariane 6. Adding insult to injury, Hotbird 13F and 13G are the first two satellites built under the joint European Space Agency and Airbus Eurostar Neo program, and will now be flying on an American rocket built by a company that is almost singlehandedly responsible for ending a golden era of competitive European launch services.
With confidence in Ariane 6’s debut timing lower than ever, a NASA official recently revealed that ESA is even studying the possibility of launching Euclid – a next-generation two-ton space telescope – on SpaceX’s Falcon 9. Euclid was originally scheduled to launch on one of Arianespace’s Russian-built Soyuz 2.1 rockets (or Ariane 6) in mid-2022. That contract was signed in 2020, six years after Russian President Vladimir Putin reminded the world of his instability, recklessness, and brutality by illegally and unofficially invading Ukraine. In February 2022, after months of obvious buildup, Russia doubled down on its Ukraine offensive with an openly genocidal full-scale invasion. In the aftermath, it kidnapped a batch of European OneWeb satellites, requisitioned a Soyuz rocket the company had already paid for, kneecapped a joint European-Russian Mars mission, and (while mostly mutual) revoked its support of European Soyuz launches.
That has effectively removed Russia as a serious option for European launches or collarboration, leaving several European missions and companies in limbo. Britain’s OneWeb, for example, had an exclusive contract with Russia to launch its entire low Earth orbit (LEO) internet satellite constellation on up to 21 Soyuz rockets. After losing $230 million in the process, the company was forced to abruptly shift gears, and is now on track to launch its first batch of satellites since early 2022 on an Indian SLV-3 rocket. One of at least two SpaceX Falcon 9 missions could follow as early as December 2022. Unless Ariane 6 aces its launch debut in the near future, many more European payloads could find themselves in similar positions in 2023 and 2024.
Meanwhile, several other European-made payloads are preparing for Falcon 9 launches. While these payloads have been assigned to SpaceX rockets from the start, they still demonstrate just how big of a bite the US startup has taken out of the European launch industry. Most recently, the joint NASA-ESA-CSA Surface Water and Ocean Topography (SWOT) spacecraft was flown from France to California on October 17th. Falcon 9 will launch SWOT from the California coast as early as December 2022.
Soon, Japanese startup ispace’s first HAKUTO-R Moon lander – largely assembled, tested, and propellant by France’s ArianeGroup – will be transported from Germany to Florida for a November 2022 SpaceX launch. Germany’s second and third SARah radar satellites could head to the US shortly for a Falcon 9 launch tentatively scheduled as early as the final days of 2022 or early 2023. Finally, SpaceX could complete its first OneWeb launch around the same time.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.