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NASA orbiter captures beauty of Mars as global storm forces rover hibernation
Although NASA’s 14-year old Opportunity rover is currently trapped in a state of low-power hibernation in an effort to weather a record-breaking global dust storm encompassing Mars, the agency’s equally venerable Mars Reconnaissance Orbiter (MRO) – now in its 12th year of operations – remains a stoic overwatch and witness to the struggles of its land-locked companions.
Although MRO may be nearing its teenage years in orbit around the Red Planet, the Lockheed Martin-built spacecraft is currently the backbone of Mars-Earth communications, acting as a critical relay between the Curiosity and Opportunity rovers on the planet’s surface and its Earthly operators that are several tens of millions of miles distant. Thankfully, the European ExoMars Trace Gas Orbiter (TGO) and NASA’s new MAVEN orbiter are able to augment MRO’s communications capabilities in the event that problems arise with the old spacecraft, as well as the even older 2001 Mars Odyssey, an orbiter launched in 2001, a name inspired by fantasy/science-fiction film 2001: A Space Odyssey.
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- A rendering of MRO, antenna and camera at the ready. MRO is a vital communications relay for rovers like Opportunity and Curiosity. (NASA/HiRISE)
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- Extraordinary patterns are par for the course when dealing with Martian terrain. A polar ice cap’s many layers are pictured here. (NASA/HiRISE)
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- The Mars Exploration Rover (also known as Opportunity) prepares for launch in 2003. Oppy may be small, but the rover has remained functional and still roves Mars more than 14 years after it landed on the Red Planet. (NASA)
Aside from its currently unmatched communications relay capabilities, MRO’s second science mission is mentioned in its name – reconnaissance. Enter HiRISE (High-Resolution Imaging Science Experiment), by far the most capable imaging system to ever orbit another planet, and funnily enough even more capable than Earth-bound imaging satellites as a result of its ability to stably remain in extremely low Martian orbits, thanks to the planet’s low gravity and minimal atmosphere. MRO and its HiRISE imaging hardware currently orbit Mars at an average altitude of roughly 175 miles (280 km) and are able to take photos with a resolving power upwards of 30 centimeters per pixel (0.3m/px), whereas the absolutely best and fully-dedicated Earth imaging satellites are currently limited by a combination of physics and technological complexity to roughly 50 centimeters per pixel (0.5m/px).
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- An overview of the terrain surrounding the blue dune. (NASA/HiRISE)
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- And the blue dune itself, captured a few months prior in 2017. (NASA/HiRISE)
As a result, HiRISE has produced some of the highest-resolution (if not the outright best) photos of an extraterrestrial body of any spacecraft to leave Earth orbit. Although an inherent delay in data collection and image processing means that no images have been published by HiRISE since Mars was enveloped in a global dust storm in June 2018, images from late 2017 and early 2018 serve to emphasize the staggering beauty and variety of the many landscapes Mars has to offer. Perched miles above, MRO may once again hear from the beleaguered rover Opportunity (as the dust storm subsides over the coming weeks and months, allowing appreciable quantities of sunlight to grace the rover’s solar panels and bring it back to life from its state of indefinite slumber.
In the meantime, we can try to appreciate the awe-inspiring, austere beauty of Mars, from its vast poles of water and carbon dioxide ice and bright blue sand dunes to its sprawling mazes of chaos terrain.
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- After being struck by a small meteor, a Martian hill experiences a dramatic landslide, known as slope lineae.And the blue dune itself, captured a few months prior in 2017. (NASA/HiRISE)
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- Some of many thousands of wild, massive dunes spread across the surface of Mars. (NASA/HiRISE)
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- Intense lave flows make for an alien Martian landscape, August 2017. (NASA/HiRISE)
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- Another extraordinary Martian dunescape, captured by HiRISE in November 2017.And the blue dune itself, captured a few months prior in 2017. (NASA/HiRISE)
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
