News
Martian auroras offer clues to how the red planet lost its water
Aurorae are a dazzling light spectacle often visible at high-latitude locations here on Earth. They’re colorful and mesmerizing, but most of all, they’re mysterious.
A new study has found that this same phenomenon also happens on Mars. In research presented last week at the American Geophysical Union’s annual Fall meeting, scientists revealed that the most common form of Martian aurorae is called the proton aurora.
Just like the auroras we see here on Earth, proton aurorae are formed when the solar wind—a stream of charged particles emanating from the Sun—interacts with the atmosphere. That interaction often manifests itself as a mesmerizing swirl of colored lights in the night sky.
On Mars, however, the auroras appear during the daytime and onlookers would need special ultraviolet glasses to see them. That’s because they’re invisible to the naked eye, but can be spotted with special UV instruments.

These auroras aren’t just a future Martian tourist attraction, they have a scientific value. We could better understand how Mars is losing water to space and more about how the planet’s climate is changing.
Proton auroras were first discovered in 2016 by NASA’s Mars Atmosphere and Volatile Evolution (MAVEN) spacecraft. MAVEN is investigating how the Red Planet lost its atmosphere and water, ultimately transforming its climate from one that may have supported life to one that is inhospitable.
The observed aurora can help researchers track the amount of water lost since the auroras are related to water loss.
“In this new study using MAVEN/IUVS data from multiple Mars years, the team has found that periods of increased atmospheric escape correspond with increases in proton aurora occurrence and intensity,” Andréa Hughes of Embry-Riddle Aeronautical University in Daytona Beach, Florida said in a news release.
Auroras on both planets start with the same source: the solar wind. On Earth, they appear when the solar wind slams into our planet’s magnetic field. High-energy collisions occur as the charged solar particles interact with particles of atmospheric gas. Each type of particle produces a different colored light in the sky.
Martian auroras start in much the same way, charged particles from the solar wind collide with a cloud of hydrogen that surrounds the red planet. When this happens, protons in the solar wind become neutral after stealing electrons from the hydrogen atoms. They then collide with other molecules in the Martian atmosphere, producing an ultraviolet glow.

Since the hydrogen cloud surrounding the planet is created in part by water being lost to space, this could give scientists a way to measure the amount of water lost over time.
When the MAVEN team first observed the proton aurora, they thought they were witnessing an unusual phenomenon. “At first, we believed that these events were rather rare because we weren’t looking at the right times and places,” Mike Chaffin, a research scientist at the University of Colorado Boulder’s Laboratory for Atmospheric and Space Physics (LASP) said in a statement.
After Chaffin’s team took a closer look, they discovered that the proton auroras occur quite frequently, especially in the summer. This is probably due to seasonal variation in the hydrogen cloud that surrounds Mars. The team noted that during the Martian summer, the cloud lines up just right to produce near-constant auroras.
But that’s not all. The researchers also discovered that as temperatures climb during the summer, rising dust clouds would carry water vapor away from the planet’s surface. That water vapor is then broken down into its components: hydrogen and oxygen. As more hydrogen escapes into space, it enhances the hydrogen cloud enveloping Mars and ultimately leads to more frequent (and brighter) proton auroras.

“Observations of proton auroras at Mars provides a unique perspective of hydrogen and, therefore, water loss from the planet,” physicist Edwin Mierkiewicz of Embry-Riddle Aeronautical University in Florida said in a statement.
“Through this research, we can gain a deeper understanding of the Sun’s interactions with the upper atmosphere of Mars and with similar bodies in our Solar System, or in another solar system, that lacks a global magnetic field.”
So, if we ever do make it to Mars, those first visitors are going to witness some truly out-of-this-world sights—as long as they packed their ultraviolet goggles.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
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.”
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.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
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.
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.
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.
