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SpaceX adds a second drone ship to its East Coast rocket recovery fleet
On December 10th, SpaceX’s East Coast rocket recovery fleet added a second drone ship to its ranks in a bid to expand its capabilities to support dozens of annual Falcon 9 and Heavy launches, as well as experimental Starship and Super Heavy booster recoveries.
Formerly stationed out of Port of Los Angeles to support SpaceX’s once-substantial West Coast launch manifest, the need for West Coast launches has rapidly dried up over the last six months. That drought had such a long lead that SpaceX decided to transfer drone ship Just Read The Instructions (JRTI) through the Panama Canal, moving the vessel several thousand miles from Port of Los Angeles to Port Canaveral, Florida.
JRTI made it through the Canal several months ago and headed East towards Florida before making an intriguing and lengthy pit stop in a Louisiana port. While there, marine engineers and technicians performed a number of unknown tasks presumed to be a scheduled period of inspections and maintenance. In the last few weeks JRTI spent in Louisiana, SpaceX loaded the drone ship with more than a dozen huge generators and power controllers, as well as six massive maneuvering thrusters.
Although perspectives were lacking while JRTI was docked in LA, it was clear that some (or all) of the new hardware was meant for the drone ship, indicating that the rocket recovery platform could be in for some major upgrades. The aforementioned thrusters are much larger and appear to be heavier than JRTI’s former blue azimuth thrusters, four of which also adorn Florida-based drone ship Of Course I Still Love You (OCISLY).
Those massive thrusters are presumably meant for JRTI (and possibly OCISLY). The fact that they have been delivered alongside an even larger number of generators – far more than are usually present on SpaceX drone ships – indicates that their power output is probably larger, too. It’s not clear how much more powerful they are but one goal is unequivocal: with more powerful thrusters, SpaceX’s drone ships should be much more tolerant of bad weather, meaning that SpaceX will be able to launch Falcon 9, Falcon Heavy, and Starship without having to worry as much about the weather hundreds of miles downrange.
Depending on how powerful they are, it’s also possible that those upgraded thrusters are strong enough to independently power drone ships to and from their ocean landing zones. As of now, SpaceX must contract days of tugboat services to tow drone ships to and from their landing zones, by far one of the biggest recurring costs for booster recoveries. If a major power supply upgrade and much larger thrusters are indeed enough to enable independent cruise capabilities, it could significantly streamline SpaceX’s drone ship recovery efforts, cutting costs and increasing flexibility and availability.
It’s hard to say why drone ship JRTI only brought six new thrusters with it, given that SpaceX’s East Coast fleet now has two drone ships and four thrusters are needed to enable stationkeeping on just one of them. Perhaps two more thrusters are on backorder and will be delivered directly to Port Canaveral. More likely, only one drone ship – likely JRTI – will initially be upgraded with new thrusters and power equipment, leaving two spare thrusters in case those installed are damaged by recovery attempts or fail for more mundane reasons.
In the past, drone ship OCISLY has suffered a handful of recovery anomalies that forced SpaceX to replace the vessel’s blue azimuth thrusters and their associated hydraulic equipment. In some cases, a lack of replacement thrusters lead SpaceX to scavenge drone ship JRTI, leaving the ship without thrusters for several months. With these latest upgrades, SpaceX has presumably learned from those past mistakes and ensured that several spare generators and thrusters are on hand.
Given that SpaceX has yet to install those upgraded thrusters or generators on either JRTI or OCISLY, as well as the general uncertainty surrounding their purpose, it’s safe to say that the next several weeks will be exciting. For now, it’s unknown when JRTI will be ready to support its first East Coast rocket recovery, but there will be plenty of launches to choose from once she is.
With two drone ships now stationed out of Port Canaveral, SpaceX will be able to support a more capable Falcon Heavy configuration, expending the center core while recovering both side boosters at sea. SpaceX will also be able to attempt experimental Starship and Super Heavy drone ship landings while still having a spare ship to support its regular Falcon 9 missions. Most importantly, two drone ships will allow SpaceX to reach launch/landing cadences and turnaround times previously impossible with a single ship, an absolute necessity if the company hopes to achieve its goal of ~24 Starlink launches on top of 10+ commercial launches in 2020.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
