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SpaceX’s Crew Dragon settles on Feb 9 launch debut as Falcon 9 nears static fire
Update: NASASpaceflight.com is reporting that ISS planning documents suggest that Crew Dragon’s first launch has slipped into the second half of February, perhaps February 16th.
In the midst of several confusing delays, schedule updates, and official statements, the orbital debut of SpaceX’s Crew Dragon spacecraft has made its way onto the Eastern range’s planning schedule for the first time, placing Falcon 9 B1051’s static fire and Crew Dragons launch no earlier than (NET) January 23rd and February 9th, respectively.
As the brand new spacecraft’s first attempted trip to orbit, the demonstration mission (Demo-1/DM-1) will be performed without crew aboard, allowing SpaceX and NASA an opportunity to fully verify performance and explore Crew Dragon’s capabilities without risking the lives of the astronauts that will step inside a nearly identical vehicle as early as June or July.
Obviously preliminary, but the Eastern Range is now showing the Static Fire for the DM-1 mission's Falcon 9 (B1051.1) as NET January 23, (and still showing NET February 9 as the launch date). As always, but especially this one, all very much subject to change. pic.twitter.com/EWOEpbpI9o
— NSF – NASASpaceflight.com (@NASASpaceflight) January 17, 2019
The US government has been shut down for more than four weeks as a consequence of the inability of elected representatives to pass and sign a funding bill, now the longest shutdown in the country’s history. As a result, more than 95% of NASA’s workforce has been furloughed, leaving around 800 people left working (without pay) across the agency in positions or groups deemed absolutely essential to avoid loss of life or property damage.
How NASA defines “essential” is unknown but it seemed improbable that the Commercial Crew Program – around six months away from actually launching astronauts and presently marked by NASA’s attempts to complete reams of approval and certification paperwork – would fall under that extremely narrow umbrella. Delays to Crew launches are unlikely to harm hardware or directly risk harm to astronauts, although a very tenuous case could be made that delays to the program now would snowball and cause the debut of operational crewed launches to slip so far into 2019 (or even 2020) that NASA could lose assured access to the International Space Station (ISS) for several months. Again, there is no obvious way that a slip like that would actually increase the risk to life or limb for astronauts and hardware/infrastructure.
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Apparently, Demo-1 and 2 don't need FAA launch licenses (under auspices of NASA, like TESS launch. Post-certification missions will require FAA license, like CRS flights today
— Irene Klotz (@Free_Space) January 16, 2019
Despite the logical improbability that NASA’s Commercial Crew Program (CCP) would – at this point in time – remain operating at full capacity during an extended government shutdown, NASA provided a statement to The Atlantic earlier this week more or less implying that CCP was deemed essential and has continued to operate for the last several weeks. There is certainly some wiggle room in NASA spokesman Bob Jacobs’ comments, enough to make it ambiguous if they are primarily PR spin, frank honesty, or something in between.
A SpaceX spokesperson added [paraphrased by The Atlantic] that “if NASA made the call, the company would carry out the uncrewed [DM-1] launch”, a tactical nonanswer that redirects the impetus to NASA. It’s not clear if the people at NASA that would ‘make the call’ to launch are furloughed or not – they certainly would not be essential in the sense described by NASA’s own overview of the current shutdown’s impact. Originally targeting a launch sometime in mid to late January, an official NASA update posted on January 10th showed that Crew Dragon’s first launch had slipped into February (on the launch range for February 9th).
- DM-1 and Falcon 9 were greeted by an extraordinary – albeit mildly bittersweet – dawn during their first-ever trip out to Pad 39A. (SpaceX)
- The integrated DM-1 Crew Dragon ‘stack’ rolled out to Pad 39A for the first time in the first few days of 2019. (SpaceX)
- Falcon 9 B1051 and Crew Dragon vertical at Pad 39A. (SpaceX)
- Crew Dragon shows off its conformal (i.e. curved) solar array while connected to SpaceX’s sleek Crew Access Arm (CAA). (SpaceX)
- DM-2 astronauts Bob Behnken and Doug Hurley train for their first flight in Crew Dragon. (NASA)
“NASA and SpaceX are now targeting no earlier than February for the launch of Demo-1 to complete hardware testing and joint reviews.” – NASA, 01/10/2019
“Hardware testing” likely refers to the need for Falcon 9 to complete a static fire at Pad 39A, a test now scheduled for January 23rd. It’s ambiguous whether SpaceX can actually perform a static fire test – a complete launch rehearsal involving full propellant loads and the ignition of all nine Merlin 1D engines – at Kennedy Space Center, a NASA operated with federal funding that does not currently exist. Although the Air Force-helmed range is operating at a normal capacity, KSC must still perform a number of basic tasks ranging from infrastructure maintenance to roadblock setup to allow a static fire test – let alone a launch – to occur. I
f SpaceX completes its NET January 23rd static fire with no problems, then it would appear to be the case that some sort of SpaceX-side delay – perhaps augmented or slowed down by NASA operating at 5% capacity – caused the slip from mid-January to mid-February. Stay tuned to find out!
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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.
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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.
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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.
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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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
