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.
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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.
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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.
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.
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.
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
