SpaceX
SpaceX hot-fires Crew Dragon’s Falcon 9 as separate rocket spied in Arizona
A SpaceX Falcon 9 booster has been spotted traveling eastbound through Wilcox, AZ, indicating a shipment from the company’s Hawthorne, CA rocket factory to its McGregor, TX facilities for hot-fire acceptance testing.
Captured by Reddit user codercotton on October 28th, this first stage (S1) is headed to Texas at the same time as SpaceX’s facilities appear to be wrapping up an extended test campaign with the Falcon 9 rocket stages that will launch an uncrewed Crew Dragon on the upgraded spacecraft’s first trip into orbit.
The team at our rocket development facility in McGregor, Texas completed a static fire test last night of the Falcon 9 booster that will launch SpaceX’s first demonstration mission for @NASA’s Commercial Crew Program – one step closer to flying astronauts to the @Space_Station! pic.twitter.com/iDYNoamCvU
— SpaceX (@SpaceX) October 27, 2018
This duo of Falcon 9 appearances highlights an unusual few months of what is often called “core spotting” by close followers of SpaceX. Typically, SpaceX ships and hot-fire tests a Falcon 9 booster every month, give or take roughly two weeks. It’s clear, however, that the imminent start of Crew Dragon launches under NASA’s Commercial Crew Program (CCP) has created some unique requirements with respect to both booster, upper stage, and individual engine testing in Texas.
For example, Falcon 9 B1051 – a new booster assigned to Crew Dragon’s first uncrewed demonstration launch (DM-1) – appears to have been testing in McGregor for the better part of three months, apparently including multiple hot-fire tests of the rocket. Prior to Commercial Crew, a nominal round of acceptance testing in McGregor would be expected to last between two and four weeks between arrival and departure. As such, spending three months or more in McGregor is very unusual, particularly for a brand-new booster like B1051.
B1051’s extended period of testing can likely be traced back to two main factors. At a more technical level, B1051 could be the first Falcon 9 Block 5 booster to have SpaceX’s upgraded COPVs (carbon-overwrapped pressure vessels) – bottles designed to hold helium and nitrogen at pressures around 5000 psi (35 MPa) – fully integrated on both the first and second stages. Perhaps not a major technical hurdle for SpaceX, this milestone is undoubtedly one of NASA’s most myopic and obsessive mountains-out-of-molehills in terms of the intense ‘certification’ burdens dumped on SpaceX over the course of CCP. SpaceX has apparently spent at least 1.5 years systematically designing, testing to destruction, and redesigning an in-house COPV, to the extent that CEO Elon Musk described the updated design as “by far the most advanced pressure vessel ever developed by humanity … It’s nuts.”
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- In mid-September, CEO Elon Musk presented an update to BFR in front of Falcon 9 B1054 and at least three other visible boosters. (Eric Ralph)
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- SpaceX’s NASA astronauts pose in front of the main Falcon assembly line, September 2018. (SpaceX)
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- An October 2018 NASA video included this brief glimpse of SpaceX’s assembly line. (SpaceX)
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- Falcon 9 shows off some of its COPVs in a tour of SpaceX’s Hawthorne factory. (SpaceX)
Juggling Falcon 9 tests
Despite the extreme lengths of testing apparently required for the Falcon 9s that will launch Crew Dragon, it can be concluded with some certainty that SpaceX has still managed to fit in normal tests of a number of non-Crew boosters, upper stages, and Merlins. According to the above SpaceX tweet, B1051 is clearly still in Texas and is unlikely to leave for Florida until November (several days are needed to prepare a booster for transport). However, a different booster was spotted heading from California to Texas just this morning.
Further, Falcon 9 booster B1054 – nearly complete and stationed in front of the only real exit route – was spotted in SpaceX’s Hawthorne factory in mid-September, while an unknown first stage was caught departing the factory for Texas roughly two weeks later. Finally, at the same time as the mystery booster was being trucked to Texas, an even more mysterious Falcon 9 – visibly sooty and thus flight-proven – was spotted inside one of SpaceX Hawthorne’s separate refurbishment hangars, with at least three Merlins removed from its octaweb. Perhaps this is somehow related to the Falcon 9 booster (missing four of nine Merlins) headed East on October 28th.
Finally, according to a member of the /r/SpaceX subreddit, a separate Falcon 9 booster apparently arrived at SpaceX’s Vandenberg, CA launch facilities on October 26th, perhaps Falcon 9 B1046.3 preparing to launch for the third time for Spaceflight’s SSO-A rideshare mission, NET November 19.
https://twitter.com/_TomCross_/status/1048483536917823488
As with most things SpaceX, definitive answers are exceedingly rare when it comes to day-to-day operations like Falcon 9 transportation and even official confirmation of the particular boosters involved with any given launch. Understandably, these more esoteric details are probably treated as “need-to-know” only, and while I and many others would love to know, we certainly don’t *need* to know.
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SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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Elon Musk
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Elon Musk shared a new Terafab video showing Optimus, Robovans, and a stunningly futuristic campus.
Elon Musk posted a new video of Terafab on X Thursday morning, and the most eye-catching details in it were not the building itself, but two products still awaiting production: Optimus and the Robovan.
The concept render, credited to SpaceX, shows Optimus robots working the grounds of the roughly 2.5-mile-long facility planned for the Gibbons Creek site in Grimes County, while a Robovan glides along an elevated roadway cutting through the building itself, sharing the frame with a Tesla Semi and a Cybercab.
Robovan is the boxy, driverless people and cargo mover Musk unveiled alongside Cybercab at Tesla’s “We, Robot” event in October 2024. He pitched it as a way to move up to 20 passengers at once, or handle freight instead, at a target cost he claimed could fall under a dollar a mile, with no steering wheel or pedals, the same layout as Cybercab. Nearly two years later, Robovan still has no confirmed production timeline and has not shown up in any factory footage, which makes Thursday’s render one of the only recent looks at the vehicle in any form.
Terafab Texas will be the largest and most valuable building on Earth by far.
And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y
— Elon Musk (@elonmusk) August 6, 2026
Optimus has moved further along. Tesla began converting Fremont’s old Model S and Model X assembly line into a Gen 3 Optimus production line earlier this year, and Musk visited the site on July 1 to mark the changeover. A second, larger Optimus plant is under construction at Giga Texas, targeting volume production in summer 2027 and eventual capacity of 10 million units a year. Tesla AI lead Ashok Elluswamy said this month the robot has “big shoes to fill” in replacing the S and X line, while Musk has repeatedly called Optimus the company’s biggest product of any kind, with a long-term price he has pegged between $20,000 and $30,000.
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Check out the “Robovan” from @Tesla
📸: @Teslarati pic.twitter.com/D4es2i9NUe
— TESLARATI (@Teslarati) October 11, 2024
“Terafab Texas will be the largest and most valuable building on Earth by far,” Musk wrote alongside the clip. “And it will be stunningly beautiful.”
One quote post summed up the reaction: “Futuristic scene with RoboVan + Cybercab + Tesla Semi + Optimus.”
Beyond the vehicles, the architecture wrapped around them stands out too. The building’s facade is canted at sharp angles, with illuminated horizontal bands running through what appears to be a multi level interior visible from outside. Below the elevated roadway, pedestrians walk along a plaza next to a reflecting pool, and the skyline behind the campus is dotted with angular spires that read more like sculpture than infrastructure, a departure from the strictly utilitarian look of Gigafactory Texas or Starbase.
The timing tracks with what Terafab representative Riley Trennell told Grimes County residents on Wednesday, when he said renderings of the facility would be released “within days.” Musk’s post followed less than 24 hours later, and Texas Governor Greg Abbott’s office sent out its own release Thursday confirming the project. As Teslarati reported this morning, Terafab’s tax abatement agreements with Grimes County are now signed and active, and SpaceX has sent the county its first $10 million payment under that deal. The dollar figure tied to this phase of construction, per Reuters, is $16.8 billion, one of the first hard capital expenditure numbers attached to Terafab since Musk unveiled the joint Tesla-SpaceX-xAI venture in March.Reaction on X ranged from enthusiastic to skeptical. “God Bless Texas! Everything is bigger and better in Texas!” one reply read. Another was more measured: “Terafab in a decade…..”
Whether the finished building matches the render is a separate question from whether Musk wanted people talking about the render itself. Less than a day after posting, the video had already crossed 5.5 million views.
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Elon Musk
Space finally faced the people living next to its next Terafab mega-project
SpaceX confirmed Terafab’s Grimes County site is locked in, with construction starting within months.
SpaceX and Terafab representatives sat across from Grimes County residents for the first time on Wednesday, telling a packed Commissioners Court room that the $55 billion chip manufacturing project is now a done deal at the Gibbons Creek Reservoir site.
The meeting followed a $10 million check SpaceX sent the county earlier this week, satisfying a payment deadline built into the tax abatement agreement both sides signed in June. Elon Musk shared a post on X confirming the payment, and County Judge Joe Fauth told the San Antonio Express-News his office deposited the check after it beat its deadline.
Wednesday’s session, first reported by KBTX, moved the project from paperwork to construction. Terafab representative Riley Trennell told residents the JETI tax break agreements with Iola ISD and Anderson-Shiro CISD are signed and active, and that civil work and foundation prep are starting almost immediately. Renderings of the facility could be released within days, he said, with construction beginning within months.
The foundations for an exciting future are being built in Texas. Next up: Terafab → https://t.co/jGg52Zhn5I pic.twitter.com/SNfSXNr2tb
— SpaceX (@SpaceX) August 6, 2026
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
Musk first announced Terafab in March as a joint venture between Tesla, SpaceX and xAI aimed at producing over a terawatt of AI compute annually, an amount that dwarfs the roughly 20 gigawatts the entire global chip industry produces today. Intel joined as a manufacturing partner in April. Musk has said the project needed its own day in the spotlight rather than being squeezed into an earnings call, and for months the Grimes County site remained unconfirmed even as reporting pointed there.
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SpaceX attorney Buck Brannon used Wednesday’s meeting to note that the company’s abatement is roughly 78 percent, not the 100 percent some earlier reports suggested. In exchange, SpaceX will pay Grimes County a fixed $20 million a year for 35 years, a total of $710 million, which Brannon said exceeds the $14 million Tesla paid Travis County in 2025.
SpaceX also addressed environmental concerns that have followed the project since Musk’s Terafab partnership with Intel was announced. Representatives said Terafab will not raise electric bills for other ratepayers, will not deplete local water supplies and will not draw down the Navasota River. SpaceX confirmed it owns the Navasota River pumping station, which it plans to use to divert stormwater into the Gibbons Creek Reservoir, and said it will build its own natural gas plants to power the facility rather than pulling from the ERCOT grid.
Grimes County commissioners also approved an addendum letting county employees use ten approved AI chatbots for work, including Grok.
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