News
NASA says “nothing has changed” as US astronaut prepares to ride Russian spacecraft
An official Russian video posted on Twitter has fueled rampant speculation that the country’s beleaguered space agency intends to abandon NASA astronaut Mark Vande Hei on the International Space Station.
On March 5th, a Russian state news outlet “RIA Novosti” shared a video on Twitter that depicted Mark Vande Hei being left on the Internation Space Station, rather than departing on board the Russian Soyuz spacecraft as planned. The video was just the latest example of growing tension between Russia and the rest of the world as sanctions for the illegal invasion of Ukraine and some of the country’s own responses to those sanctions have rapidly severed many of its ties to the international space industry. So far, Russia has terminated commercial Soyuz launch operations at the European Space Agency’s launch site in Kourou, French Guiana, effectively stolen several rockets already purchased by satellite internet company OneWeb, and cut-off sales and support for Russian rocket engines used in two US rockets.
As a result, the future of the International Space Station (ISS) has never felt less certain. In recent days, these concerns have grown exponentially as many news outlets began to report on purported concerns that Vande Hei would be abandoned on the ISS.
Dmitry Rogozin, the director-general of the Russian federal space agency Roscosmos, has also been posting a number of increasingly chaotic tweets claiming that Western sanctions will “destroy their International Space Station partnership” and making threats about potential catastrophes that could unfold on the ISS without Russian contributions.
Despite these claims, NASA has reassured the public that “operations have not changed at all”.
Vande Hei is scheduled to depart from the ISS later this month aboard a Russian Soyuz spacecraft with cosmonauts Anton Shkaplerov and Petr Dubrov, ultimately touching down in Kazakhstan. However, even if Russia were to decide to leave Van Hei aboard the space station, he would not be “stranded”. Three American astronauts – Raja Chari, Kayla Barron, and Thomas Marshburn remain aboard the ISS along with German ESA astronaut Matthias Maurer. Additionally, thanks entirely to SpaceX, NASA has its own domestic transportation to and from the ISS in the form of Crew Dragon. In theory, it’s possible that NASA’s current ISS crew could somehow modify Crew Dragon to return five – not four – astronauts to Earth, allowing Vande Hei to extract himself from a tense political conundrum.
However, that may not be possible in such a short time frame, as SpaceX would need to find a way to add a fifth seat to Dragon and figure out how to accommodate Vande Hei’s Russian spacesuit. That work could easily take weeks or months to safely complete, potentially forcing Mark to stay in space for at least another half a year to return to Earth with Crew-4 instead of Crew-3. Even then, Crew-4 is scheduled to launch just one month from now, so even that alternative may not be a viable.
-
Regardless, given the unprovoked, irrational, and increasingly brutal nature of Russia’s second invasion of Ukraine, Russia’s international spaceflight partnerships have never been more unstable. While unlikely, it’s possible that Rogozin or Putin himself could choose to end the ISS partnership altogether, though there is a great deal of ambiguity as to whether either ISS ‘segment’ could survive on its own. Thankfully, NASA has partial alternatives to some of the services the Russian ISS segment has provided. Northrup Grumman’s Cygnus spacecraft intends to perform the first Western ISS reboost maneuver later this year. Russia has been almost exclusively responsible for ISS reboosting and maneuvering over the two-decade life of the station.
Meanwhile, in spite of the circumstances, Vande Hei is still on track to break the American record for the longest continuous stay in space, beating out NASA astronaut Scott Kelly’s 340-day streak by about two weeks. NASA associate space operations administrator Kathy Lueders stated in a press conference that NASA “[is] getting ready for Mark to return, and all of the normal operations are in place for that for us to be able to do that”.
Once on the ground in Kazakhstan, Vande Hei will be met by a team of NASA personnel tasked with bringing the astronaut back to Houston, Texas. He will then start the recovery process after living in microgravity for almost a full year.
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
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.”
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.
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.
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
