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NASA’s Webb Telescope mirror crushes “most optimistic predictions” after final alignment
NASA says that the nascent James Webb Space Telescope’s (JWST) “optical performance…continues to be better than the…most optimistic predictions” after completing the alignment of its record-breaking mirror.
Between 7 and 14 years behind schedule and over budget by a factor of 2 to 10, an Arianespace Ariane 5 rocket sent the Webb Telescope on its way to deep space on December 25th, 2021. Weighing 6.2 tons (~13,600 lb), JWST was almost half as heavy at liftoff as NASA’s iconic Hubble Space Telescope despite packing an unprecedented origami-like mirror with more than six times Hubble’s total collecting area. The combination of extreme mass reduction and extraordinary complexity required to launch such a large mirror so far from Earth with a rocket like Ariane 5 helps to partially explain why the Webb Telescope took so long (~18 years) and cost so much (~$9.7 billion) to design, develop, and build.
Nonetheless, launch it finally did. Ariane 5 did most of the work, sending the telescope on a trajectory that – with some help from its onboard thrusters – would guide it to the Sun-Earth L2 Lagrange point located some 1.5 million kilometers (~950,000 miles) from Earth. In perhaps the largest relief in the history of space-based observatories, the Webb Telescope’s immensely complex deployment process was then completed without a single major issue. 30 days after liftoff, the telescope – fully deployed – reached its operational orbit.
For the past four months, in comparison, almost all JWST work has focused on the less visible and far smaller processes of alignment and calibration. Each of JWST’s 18 main mirror segments has slowly but surely inched micrometer by micrometer into position while large swaths of the telescope slowly cooled to ambient temperatures – essential for maximum performance. Simultaneously, all of Webb’s primary instruments have achieved first light and entered the early phases of calibration and commissioning. Only after the instruments are painstakingly calibrated, the mirror is perfectly aligned, and crucial hardware is chilled to temperatures as low as -449°F (-267°C) can Webb begin to observe the universe and revolutionize large subsets of space science.
The first and most important step – mirror alignment – is now complete. The alignment process began in February 2022, six weeks after liftoff. First, images were captured with the unaligned mirror to help determine exactly what condition it was in. One by one, each of Webb’s 18 mirror segments were individually moved to determine which image each mirror was responsible for, which then allowed ground controllers to properly focus each mirror’s view of a target star. In a process known as “coarse phasing,” once those 18 points of light well-resolved and linked to a specific mirror segment, the segments were gradually steered on top of each other to produce a single image.
“Coarse” heavily undersells the almost unfathomable precision required to complete the step. To reach its full potential, each of the Webb Telescope’s mirror segments must be aligned to within 50 nanometers of each other. According to NASA, “if the Webb primary mirror were the size of the United States, each segment would be the size of Texas, and the team would need to line the height of those Texas-sized segments up with each other to an accuracy of about 1.5 inches.”
Fine phasing followed, involving an even more esoteric set of processes designed to focus the mirror as perfectly as possible. The resulting image was then tweaked to properly align it over the field of view of each of the Webb Telescope’s four main scientific instruments. Finally, some steps of the seven-step alignment process were redone or refined to fully optimize the mirror to the liking of its Earthbound creators and prospective users.
Ultimately, Webb Telescope alignment was extraordinarily successful, producing an image sharper and cleaner than even the “most optimistic predictions” made by its engineers. NASA says that the image is so detailed that it has effectively reached the physical resolution limit for a mirror the size of the Webb Telescope’s, meaning that it would have to violate the known laws of physics to resolve any more detail.
With mirror alignment complete, JWST has just one main hurdle left before science operations can begin: instrument commissioning. Commissioning is a catch-all phrase that covers a wide range of calibration, analysis, experiments, and optimization required to verify that JWST’s four main instruments are behaving as expected and accomplishing the work they were designed to do as accurately and reliably as possible.
At some point, the use of extraordinarily complex scientific instruments becomes more akin to an art form, and some degree of trust must be built up between scientists and their hopeful tools of the trade before they can confidently set chisel to marble and begin delving into the universe at unprecedented breadth and detail. If commissioning proceeds as smoothly as deployment and alignment, the JWST team could be ready to capture and share the telescope’s first actionable observations of the cosmos as early as July 2022.
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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.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
