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NASA Mars rover completes preflight checks ahead of this week’s launch
NASA’s Perseverance rover headed for Mars this week officially cleared all required Flight Readiness Reviews, pushing the mission one step closer to its launch pad rollout and liftoff. Launch provider ULA (United Launch Alliance) announced the milestone earlier today.
“The Launch Readiness Review (LRR) has given the approval to continue preparations for Thursday’s liftoff of the United Launch Alliance Atlas V rocket carrying NASA’s Mars 2020 mission,” ULA’s official mission page stated. “Leadership from ULA, NASA and the Space Force assessed the readiness of the rocket, payload and mission assets, discussed the status of pre-flight processing work, heard technical overviews of the countdown and flight, and previewed the weather forecast that continues to be favorable with an 80 percent chance of acceptable conditions. At the conclusion of the meeting, senior leaders were polled and gave a unanimous ready status for launch, then signed the Launch Readiness Certificate.”
“I just want to say that the launch readiness review is complete and we are ‘go’ for launch.” Administrator @JimBridenstine shares the latest for the July 30 launch of our @NASAPesereve rover. #CountdownToMars https://t.co/JXscvTFIRt pic.twitter.com/yVEHYrHq4J
— NASA (@NASA) July 27, 2020
NASA followed with two separate live-streamed conferences in an effort to both inform and engage the public about the mission’s details and goals. During the first pre-launch event, key executives for the mission expressed their pride in the Perseverance rover team while making particular note of the challenging circumstances faced during the COVID-19 pandemic. “Every day was taking the kids to work day,” mused Omar Baez, NASA’s Senior Launch Director.
Keeping the 2020 Mars rover mission on schedule has been vitally important compared to other launches due to the timing involved with the seven-month journey to the red planet. “We have a 20 day planetary launch window, and if we miss it, we’re pushing out another couple of years,” explained Matt Wallace, Perseverance’s Deputy Project Manager, during the first conference. NASA’s second conference of the day focused on the engineering details behind the rover’s instruments to fulfill its three primary missions of seeking signs of life, collecting/caching samples, and testing future technologies.
“I would have never thought that a launch director would be working from home, and I’ve done that for the last 5 months.” @NASA_LSP Launch Director Omar Baez shares how the whole @NASAPersevere team adjusted to work in today’s environment. #CountdownToMars pic.twitter.com/rxO49EG5SL
— NASA (@NASA) July 27, 2020
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The 2020 rover has many unique instruments that make it stand out from NASA’s other rovers and landers currently residing on Mars. As part of making the search for ancient microbial life its mission priority, Perseverance has a large robotic arm with a multi-bit drill attached for gathering and storing scientifically interesting samples. These specimens will later be brought to Earth as part of a “sample return” mission.
NASA’s newest Mars rover will additionally have two technology tests aboard – one that generates oxygen from the planet’s carbon dioxide atmosphere, the other a small helicopter for gathering aerial data, and enabling more widespread travel possibilities. Perhaps most relatable to many humans’ day-to-day, however, is Perseverance’s “selfie” capabilities. Not just limited to snaps surrounded by regolith and red mountains, once descent and landing begin from Martian orbit, the rover’s numerous cameras will capture the entire event on video and send the footage back to NASA’s team and the public alike.
Perseverance will accomplish its tasks using power provided by a plutonium-238 nuclear energy source with a 14-year lifespan. As the isotope decays, heat is generated and converted into electricity to charge the rover’s batteries. This part of the mission was activated and loaded with Perseverance into its ULA Atlas V rocket last week.
NASA plans the mission’s launch pad rollout tomorrow with an early morning liftoff on Thursday, July 30th.
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
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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.
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.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
