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NASA confirms SpaceX will become the first private company to send astronauts to the space station
NASA has unambiguously confirmed that SpaceX – with its Crew Dragon spacecraft – will soon become the first private company in history to launch astronauts to the International Space Station (ISS), both an unexpected twist from the usually tight-lipped space agency and a major upset for Boeing.
Shortly after revealing that the first astronaut-rated Crew Dragon capsule had been completed and shipped eastward, SpaceX and NASA confirmed that the historic spacecraft arrived at SpaceX’s Florida processing facilities on Thursday, February 13th. With that milestone out of the way, it’s now believed that all the hardware needed for SpaceX’s ‘Demo-2’ astronaut launch debut – Falcon 9 booster B1058, a Falcon 9 upper stage, Crew Dragon capsule C206, and a Crew Dragon trunk – is finished, acceptance-tested, and preparing for flight in Cape Canaveral, Florida.
Extremely out of character for NASA given that Crew Dragon Demo-2 is expected to launch no earlier than two or three months from now, the space agency’s public statement that SpaceX will launch astronauts first simultaneously implies bad news for Boeing and its Starliner spacecraft. Contracted under the Commercial Crew Program in 2014, Boeing – awarded $5.1B – and SpaceX – awarded $3.1B – have been working to build two separate crew launch vehicles (Starliner and Crew Dragon) with the intention of ferrying NASA astronauts to and from the International Space Station (ISS). While both providers have had their own challenges, Boeing has been beset by numerous software failures born out during Starliner’s December 2019 orbital launch debut.
The Commercial Crew account has since deleted its tweet and NASA’s accompanying blog post – linked in said tweet – was tweaked to reflect a slightly different interpretation, but the original text unequivocally stated that “the SpaceX Crew Dragon spacecraft [assigned to] the first crew launch from American soil since 2011 has arrived at the launch site.” Given that both the tweet and blog post contained that exact same phrase, the fact that NASA retroactively censored and corrected itself strongly suggests that SpaceX will, in fact, become the first private company in history to launch astronauts into orbit.
NASA has a fairly notorious and years-long history of going well out of its way to avoid saying or implying anything that could be perceived as even slightly critical of Boeing. A prime contractor dating back to the first stage of the Saturn V rocket, Boeing has effectively secured billions of dollars of NASA’s annual budget and possesses deep political sway thanks in large part to the revolving doors between industry and government and the hundreds of millions of dollars it has spent on lobbying over the last two decades.
More recently, Boeing’s Starliner spacecraft suffered several major software-related failures during its December 2019 Orbital Flight Test, narrowly avoiding a second “catastrophic” failure mode solely because a separate software failure 48 hours prior forced the company to reexamine its code. In simple terms, both software failures probably should and could have been caught and fixed before launch if even a semblance of routine digital simulations and integrated vehicle testing had been performed by Boeing.
Unsurprisingly, NASA – at least after the fact – is now extremely concerned by the lack of such a basic and commonsense level of quality control in Boeing’s Starliner software pipeline. Even NASA, arguably, could and should have been attentive enough to catch some of Boeing’s shortcomings before Starliner’s launch debut. Adding to the embarrassment, NASA performed a “pretty invasive” $5M review of SpaceX’s safety practices and general engineering culture last year, triggered (not a joke) after CEO Elon Musk was seen very briefly smoking on a recorded interview. As part of regulations for the Commercial Crew Program, NASA was obligated to perform a similar review of Boeing’s safety culture, but the contractor demanded that NASA pay five times more – $25M – for the same thing.
NASA unsurprisingly balked at Boeing’s demands and wound up performing a more or less symbolic “paper” review that typically involves ‘auditing’ paperwork supplied by the company itself. Despite the fact that Boeing would soon find itself mired in two fatal 737 Max crashes, killing 346 people as a result of shoddy software, an unreliable design, and bad internal communication, NASA still never pursued a similar safety review with Boeing. Now, only after a nearly-catastrophic in-space failure, NASA has finally decided that that safety review is necessary, while both NASA and Boeing will also have to extensively review all Starliner software and fix the flawed practices used to create and qualify it.
Perhaps most importantly, NASA and Boeing need to determine whether Starliner’s software failures were a one-off fluke or something symptomatic of deeper problems. Due to that uncertainty and the massive amount of work that will be required to answer those questions, it’s almost certain that Boeing will have to perform a second uncrewed Starliner test flight for NASA to verify that its problems have been rectified. A second OFT would almost certainly delay Boeing’s astronaut launch debut by 6-12 months. SpaceX’s astronaut launch debut, for example, was delayed at least 9 months after a Crew Dragon capsule exploded during thruster testing after a flawless orbital launch and recovery.
As a result, even though SpaceX’s Crew Dragon ‘Demo-2’ astronaut launch debut is likely more than two months away, even some part of NASA – famous for incredibly neutral and conservative public statements – appears to be all but certain that SpaceX will launch astronauts first. As of February 13th, 2020, all Demo-2 Falcon 9 and Dragon hardware is likely finished and awaiting integration in Florida. If things go as planned over the next several weeks, Falcon 9 and Crew Dragon could launch astronauts Bob Behnken and Doug Hurley as early as late-April or May 2020.
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Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
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SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
