SpaceX
SpaceX shows off Crew Dragon atop Falcon 9 as govt shutdown kills momentum
Late last week, SpaceX published official photos of Crew Dragon’s first trip out to Launch Complex 39A (Pad 39A) atop its specially-certified Falcon 9 Block 5 rocket, showing off what looks to have been a successful integrated fit check and an important precursor to the debut launch of the company’s first human-rated spacecraft.
Despite the obvious readiness of SpaceX’s hardware and facilities for this historic mission, the company has been met with a brick wall that has almost indefinitely killed almost all forward momentum towards Crew Dragon’s first trip to orbit, appearing in the form of elected leaders so inept that they have failed to properly fund the bureaucracies underpinning the vast majority of the federal government for more than three weeks, NASA included.
About a month away from the first orbital test flight of crew Dragon https://t.co/U01Oxu3M7E
— Elon Musk (@elonmusk) January 5, 2019
NASA has been severely impacted by the shutdown since it began on Dec 21 and has been operating at barely 5% capacity since then, just shy of the equivalent of throwing a bucket of wrenches into an intricately complex machine. Put simply, the entire agency is more or less at a standstill, aside from the most basic of operations and the support of spacecraft and facilities that cannot pause for the convenience of childish games of political brinksmanship. Among the parts of the agency harmed are those involved with the late-stage Commercial Crew Program (CCP) certification work and general program support, directly translating into an almost indefinite pause on Crew Dragon’s autonomous launch debut, known as DM-1.
Science-funding agencies that are open: DOE, DOD, and NIH.
The big ones that are affected: NSF, NIST, NOAA, NASA, EPA, USGS, FDA, Smithsonian, USDA@sciencemagazine has a rundown of the impact of the shutdown for agencies with a science focus https://t.co/uAPz7AWoVT
— Maryam Zaringhalam, PhD (@webmz_) January 5, 2019
Despite the ironic fact that their operations would likely be considered critical and thus be free of the brunt of a government shutdown’s impact once SpaceX’s Crew Dragon and Boeing’s Starliner are demonstrated and declared operational, almost all conceivable programmatic aspects of Commercial Crew Program currently fall into non-critical categories as both providers prepare for their first uncrewed demonstration missions to orbit. These autonomous demo missions will be immediately followed by crewed demonstration missions in which real NASA astronauts will fly to the International Space Station before NASA can finally complete the operational certification of Crew Dragon and Starliner.
Simultaneous ironic and gratingly painful, the first operational crewed launches are explicitly dependent on certifications to immediately follow crewed demonstration launches, which themselves are no less dependent upon the receipt of NASA certifications after each spacecraft’s first uncrewed demonstration launch. As such, every delay to CCPs uncrewed demo launches will likely translate into a near 1:1 delay (if not worse) for the operational debut of both spacecraft, already operating dangerously close to the edge of assured access to the ISS thanks to a range of delays caused by technical challenges and NASA sluggishness.
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- An impressive view of Crew Dragon (DM-1), Falcon 9 B1051, and its upper stage. (SpaceX)
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- The integrated DM-1 Crew Dragon ‘stack’ rolled out to Pad 39A for the first time in the first few days of 2019. (SpaceX)
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- Falcon 9 B1051 and Crew Dragon vertical at Pad 39A. (SpaceX)
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- The view of Crew Dragon from SpaceX’s freshly-installed Crew Access Arm at Pad 39A. (SpaceX)
NASA currently relies entirely on launch contracts on Russian space agency Roscosmos’ Soyuz rocket and spacecraft to deliver NASA astronauts to the ISS, and those contracts are set to end in a fairly permanent manner as early as November 2019, although the end of NASA’s Soyuz access could potentially be pushed back as far as Q1 2020. Ultimately, a single month of delays at this phase of SpaceX’s Crew Dragon launch debut preparations could snowball into even worse delays for the crewed DM-2 and PCM-1 (Post-Certification Mission) missions and beyond, all of which are heavily dependent on NASA completing a vast sea of paperwork that would likely be ongoing at this very moment if 95% of the agencies staff wasn’t furloughed.
Thankfully, SpaceX at least was able to still perform a dry Falcon 9 and Crew Dragon rollout at Pad 39A, likely serving as an integrated fit-test for the rocket, spacecraft, and fresh pad infrastructure, which includes a brand-new Crew Access Arm (CAA) installed near the end of 2018. While spectacular and apparently successful, it’s undeniably hard to ignore the marring of the government shutdown and inevitable schedule delays it will cause.
SpaceX and its hardware is clearly ready for business – how much longer will we have to wait for the elected representatives of the US demonstrate a similar interest in doing their jobs?
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In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
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Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
SpaceX has updated its target for the thirteenth integrated flight test of Starship, aiming for as early as Thursday, July 23. The 90-minute launch window opens at 5:45 p.m. CT from the company’s Starbase facility in South Texas.
The target flight was initially rescheduled for today, but SpaceX pushed it back again.
This latest adjustment follows an aborted attempt earlier in the week and reflects the iterative, rapid-development approach that has defined the Starship program. With the vehicle already stacked and ground teams making final preparations, the mission represents another step toward proving the full reusability of the world’s most powerful rocket system.
Now targeting to launch Starship’s thirteenth flight test as early as Thursday, July 23 → https://t.co/Rp7VwBzpWx pic.twitter.com/Y0YNzfc5zk
— SpaceX (@SpaceX) July 19, 2026
The original launch attempt on July 16 was scrubbed at T-0 when several Raptor engines on the Super Heavy booster failed to ignite properly. The automatic abort system triggered just as the engines began their startup sequence, preventing liftoff.
SpaceX CEO Elon Musk confirmed that some engines did not start as expected, prompting the decision to replace two Raptors on Booster 20 to ensure reliability. The issue occurred despite a successful full-duration static fire earlier, highlighting the complexities of coordinating 33 engines under flight conditions.
This cautious approach underscores SpaceX’s commitment to safety amid an aggressive test cadence.
Flight 13 builds directly on the lessons from Flight 12 in May 2026. The Super Heavy booster’s primary goals include a successful liftoff, ascent, stage separation, boostback burn, and controlled splashdown in the Gulf of America.
Hardware and software modifications address the off-nominal flip and boostback burn problems from the prior flight, where propellant slosh and engine relight issues led to an uncontrolled impact.
For the Starship upper stage, objectives include deploying 20 operational Starlink V3 satellites, the first real payload of this type, performing a single Raptor engine relight in space, and executing a controlled entry, descent, and splashdown in the Indian Ocean. Propulsion upgrades aim to improve engine-out capability after one vacuum Raptor was lost on Flight 12.
Additional test elements focus on heat shield performance. Six satellites carry cameras to image the tiles during flight, while white-painted tiles and upgraded attachments on flaps and the aft skirt will gather data for future reusability.
The FAA completed its mishap investigation into Flight 12 earlier this month, clearing the regulatory path.
This suborbital mission, the second with V3 vehicles, advances Starship toward operational missions, including potential crewed flights and support for NASA’s Artemis program. Success would mark significant progress in rapid reusability and satellite deployment from the massive system.
Elon Musk dismissed reports claiming SpaceX had placed a massive order for NVIDIA GPUs worth $52 billion. The denial came hours after Taiwanese media, citing unnamed industry sources, reported that SpaceX planned to acquire approximately 13,000 AI server racks, equating to roughly 1 million GB300 GPUs, from Foxconn.
Each rack was estimated at around $4 million, with deliveries potentially starting in late 2025.
The story suggested this would mark SpaceX’s first major foray into Foxconn-manufactured NVIDIA hardware, breaking from suppliers like Supermicro and Dell. Musk responded bluntly on X:
This is fake news
— Elon Musk (@elonmusk) July 20, 2026
Despite the denial, the rumored scale aligns with SpaceX’s explosive growth in AI infrastructure. NVIDIA’s GB300 (successor to the GB200 NVL) racks deliver unprecedented performance for large-scale training and inference. A $52 billion commitment would dwarf most corporate AI budgets and provide the compute muscle needed for frontier models.
SpaceX already operates gigawatt-scale terrestrial clusters like Colossus in Memphis, Tennessee, and has monetized them aggressively through leasing deals.
SpaceX’s newest Starmind will make earth data centers obsolete
Major customers include Anthropic (paying ~$1.25 billion monthly for 220,000+ GPUs), Google (~$920 million monthly for 110,000 GPUs), and Reflection AI. These arrangements are projected to generate tens of billions in annual revenue, far outpacing traditional SpaceX businesses.
Such an investment would fuel internal AI efforts, particularly Grok models under the integrated SpaceXAI division, while supporting ambitious orbital data center plans. SpaceX envisions launching thousands of AI-optimized satellites powered by solar energy and cooled in space, bypassing terrestrial power and land constraints.
This “Starmind” constellation could position the company as a leader in space-based computing.
SpaceX as an Emerging AI Powerhouse
Once primarily known for reusable rockets and Starlink satellite internet, SpaceX has transformed into a multifaceted AI player.
The 2026 acquisition of xAI integrated Grok development directly into the company. Starlink’s low-latency global network complements massive compute clusters, enabling efficient data flow for training and serving AI models.
Musk has long argued that AI scaling demands solutions beyond Earth, citing things like real estate and electricity limits on the ground.
While the Foxconn deal may not be in the cards, SpaceX’s trajectory is continuing on the path of blending aerospace engineering with hyperscale AI to dominate both launches and intelligence infrastructure.
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