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Mars’ longtime polar mystery may have finally been solved

Frozen carbon dioxide covers the south pole of Mars. NASA/JPL-Caltech

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From the surface, Mars may seem like a dry, desert-like world lacking water, but a closer look at the planet’s poles will some striking structures: massive polar ice caps.

At the north pole, the ruddy terrain peeks through the ice, like zebra stripes. In the south pole lurks a mystery, a massive deposit of frozen carbon dioxide and water ice. Scientists have spent decades trying to understand how it formed and how it’s linked to the amount of carbon dioxide (CO2) in the Martian atmosphere.

A pair of scientists in the 1960s came up with a plausible theory, and now, decades later, a new study published in Nature Astronomy may have confirmed their findings.

A look at the layering of water ice (white arrows) and CO2 ice (black arrows) at Mars’ south pole. Credit: NASA/JPL-Caltech

The massive deposit measuring 3,280 feet (1 kilometer) thick contains sheets of water ice and carbon dioxide arranged in alternating layers, like a cake. It’s topped off with a thin frosting of carbon dioxide ice, and scientists noticed something interesting: the massive ice deposit contains as much carbon dioxide as the entire Martian atmosphere.

Peter Buhler, a planetary scientist at NASA’s Jet Propulsion Laboratory led the new study. The team used computer simulations to map out the ice, and they were surprised at how closely their models matched with what Robert B. Leighton and Bruce Murray predicted decades ago.

“Usually, when you run a model, you don’t expect the results to match so closely to what you observe,” he said in a statement. “But the thickness of the layers, as determined by the model, matches beautifully with radar measurements from orbiting satellites.”

Mars has a decent supply of water, it’s just locked up in ice deposits like the one seen here at the Korolev crater. Credit: ESA/DLR/FU Berlin

The ice cap puzzled researchers because according to science, it shouldn’t exist. That’s because water ice is more thermally stable and darker than carbon dioxide ice, which means that it should destabilize when layered between water ice.

However, the new model explains this behavior. Buhler and his team say there are three reasons why the frozen carbon dioxide exists. First, Mars wobbles as it orbits the sun, and when it does, the slight changing of the tilt alters the amount of sunlight that hits the ice. Second, each type of ice reflects the sun a bit differently. And lastly, because of the exposure to sunlight, the carbon dioxide sublimates–meaning it goes directly from a solid to a gas–which alters the atmospheric pressure.

As Mars wobbles, the amount of sunlight reaching the ice varies, causing the ice to form and then later sublimate. When the carbon dioxide ice was forming, water ice would’ve been trapped with it. But when that ice sublimated, the more stable water ice would have remained behind, forming the layers we now see at the south pole.

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https://www.youtube.com/watch?v=8Gj8dr6AsYg

Mars’ climate, just like Earth’s, has changed over millions of years. To that end, not all of the carbon dioxide ice was lost; some were left behind to build up the varying layers we see—a process that has altered the red planet’s atmospheric pressure. 

This is what Leighton and Murray hypothesized back decades ago, and this is what Buhler’s new model shows.

“Our determination of the history of Mars’s large pressure swings is fundamental to understanding the evolution of Mars’s climate, including the history of liquid water stability and habitability near Mars’s surface,” Buhler said in a statement.

By understanding what processes formed the south polar ice cap, scientists can better understand more of what happened in Mars’ history.

I write about space, science, and future tech.

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

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.

SpaceX is charging Anthropic massive money for its compute

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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.

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Tesla headlights cause recall of over 20,000 Model 3 and Model Y

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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.

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.

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Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking

Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.

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Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.

On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.

Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.

The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.

Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.

For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.

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