News
Mars has competition from Venus after new study shows signs of life
NASA and SpaceX are simultaneously planning their trips to Mars and the Moon, but a recent study published in Nature Astronomy has brought a different planet into the running for a new near-term exploration mission: Venus.
A team of scientists led by Dr. Jane Graeves of Cardiff University in the UK just announced the discovery of phosphine in the clouds of Venus. This rare molecule is made either industrially or as a byproduct of microbes that live in oxygen-free environments, meaning there’s serious evidence that life may exist on our sister planet.
“This was an experiment made out of pure curiosity, really,” Dr. Graeves detailed to the Royal Astronomical Society. “I thought we’d just be able to rule out extreme scenarios, like the clouds being stuffed full of organisms. When we got the first hints of phosphine in Venus’ spectrum, it was a shock!”
With NASA’s 2020 Mars Rover Perseverance on its way to do some astrobiological science on our red neighbor, this new finding on Venus looks to now have some high-level advocates for prioritized exploration.
“Life on Venus? The discovery of phosphine, a byproduct of anaerobic biology, is the most significant development yet in building the case for life off Earth,” NASA Administrator Jim Bridenstine tweeted about the news shortly after its publication. “About 10 years ago NASA discovered microbial life at 120,000ft in Earth’s upper atmosphere. It’s time to prioritize Venus.”
https://twitter.com/JimBridenstine/status/1305598182571810822
Planetary scientist Paul Byrne of North Carolina State University echoed this same sentiment in a quote published by The New York Times. “If this planet is active and is producing phosphine, and there is something that’s making it in the Venus atmosphere, then by God almighty, forget this Mars nonsense,” Byrne opined. “We need a lander, an orbiter, we need a program.”
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Similar to thinking about Mars’ ancient past being filled with more Earth-like components such as water bodies (or perhaps not), Venus is thought to have been the home to lakes, rivers, and oceans before a runaway greenhouse effect made it into the hellish landscape it is today. This thinking has partly lead to speculation about the possibility of microbes migrating or developing in the clouds of the planet as ‘aerial’ life where temperatures are much more Earth-like, albeit very acidic. “Finding phosphine on Venus was an unexpected bonus! The discovery raises many questions, such as how any organisms could survive. On Earth, some microbes can cope with up to about 5% of acid in their environment – but the clouds of Venus are almost entirely made of acid,” commented team member Dr. Clara Sousa Silva of MIT.
For planetary science enthusiasts, of course, the idea of looking for life or even a new home for humans in the clouds of Venus isn’t new. Astrobiologist David Grinspoon, for one, has been advocating for the planet’s cause for quite some time. “Venus, this planet where I’ve been proposing for decades that there could be a biosphere in the clouds,” he exclaimed in a recent video chat about the discovery. “I mean, Venus is a place we do not associate with extraterrestrial life… It’s so hot, and so dry, the pressure’s so huge…we think life is gonna be anywhere but Venus. But interestingly if you go 30 miles up into the clouds, it’s rather comfortable in the sense that it’s sort of like room temperature [and pressure] in the room you’re in right now.”
The discovery of phosphine on Venus is also exciting for exoplanet hunting endeavors, i.e., looking for signs of life on planets outside our solar system. “It’s very exciting because phosphine is a gas that should not exist in an atmosphere like Venus’,” Grinspoon explained. “It stands out as an anomaly… Not only that, phosphine has been previously suggested as a very good biosignature that we might find on an exoplanet – a gas that’s made by life. It’s not easy to make in non-biological ways.”
A renewed call for Venusian exploration is already ready to be answered by a few scientists and groups, one notable example being startup launch provider Rocket Lab. As a rocket company focused on dedicated missions for small payloads, Rocket Lab stands as a ready and willing partner for any organization looking to gather more data from Venus directly. In fact, CEO Peter Beck already has plans in the works for the planet most symbolically synonymous with romance.
“I’m madly in love with Venus,” Beck said on August 5th this year during a live streamed company update. “I’m working very hard to put together a private mission to go to Venus in 2023… At the very least, I think it’s a needle-mover even for just a private mission to try and go do something interplanetary. That sends a message to the rest of the world that, ‘Hey, look — we can do these things privately.’”
Another notable mission that’s relevant to Beck and Rocket Lab’s goals for small payload missions to interplanetary destinations was the Mars Cube One companions of NASA’s InSight lander launched in 2018. After traveling the the red planet with the lander, the twin cube satellites were able to send back data and a photo of Mars to Earth. This proved that tiny affordable spacecraft could be used for some serious deep-space science. Perhaps one of the biggest discoveries in our solar system of late could be followed up by an itty bitty mission (respectively)?
You can watch Dr. Jane Greaves, explain the discovery on Venus in detail:
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
