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SpaceX and Boeing's crewed capsule race heats up with Starliner's Friday test flight
The first week of December kicked off a flurry of productivity for NASA Commercial Crew Program partners SpaceX and Boeing. Ahead of crewed astronaut flight in 2020, both partners are working toward the completion of integral test flights of the two crew capsules that will carry astronauts to orbit from American soil for the first time since 2011.
While SpaceX nailed down a firm targeted launch date for the upcoming in-flight abort (IFA) test of its Crew Dragon capsule, Boeing and launch provider United Launch Alliance (ULA) worked to complete what is known as an Integrated Day of Launch Test (IDOLT) – a standard procedure ahead of human-rated spaceflight.
This type of rehearsal was routinely completed during the space shuttle era – then referred to as Terminal Countdown Demonstration Tests. The IDOLT was a final major step ahead of the orbital flight test (OFT) of the Atlas V and Boeing Starliner capsule. The upcoming flight test will closely reflect procedures completed by SpaceX with the Falcon 9 and Crew Dragon capsule during its version of the orbital flight test referred to as Demonstration Mission – 1 which previously occurred in March of 2019.
Earlier in the week, ULA rolled out its mighty Atlas V rocket topped off with the Starliner crew capsule from the Vertical Integration Facility to the Space Launch Complex – 41 launchpad at Cape Canaveral Air Force Station. Once at the launchpad, the Crew Access Arm featuring a “white room” at the end that secures to the Starliner capsule to allow astronaut entrance was swung to the capsule for the very first time.
On Wednesday, December 4th, ULA and Boeing teams prepared to support the IDOLT, while SpaceX teams worked nearby at Space Launch Complex – 40 to support the CRS-19 resupply mission to the International Space Station. The simultaneous preparations resulted in the unique opportunity to view both rockets slated to support crewed astronaut flights in 2020 on launchpads and essentially prepared for flight.
While SpaceX ultimately successfully launched and landed a brand new Falcon 9 booster during the CRS-19 mission on Thursday, December 5th, a scrubbed attempt meant a one-day delay of launch which in turn resulted in a one-day delay for Boeing and ULA’s IDOLT and wet dress rehearsal (WDR).
The scrubbed launch essentially tied up range operations of the 45th Space Wing so that the area around the active launch pads – air, sea, and land – could not be secured for both events to take place on the same day. As the CRS-19 launch was an active operation for both SpaceX and NASA, it took precedence over ULA and Boeing’s rehearsal. Instead, Thursday was used to complete other necessary vehicle testing by Boeing and ULA.
Friday’s IDOLT ahead of Starliner’s flight debut for the OFT was a coordinated effort by NASA, Boeing, and ULA teams in multiple locations around the country.
The teams went through actual fueling procedures the Atlas V rocket and Centaur upper stage. Atlas V was filled with a type of rocket-grade kerosene propellant, RP-1, on Wednesday ahead of the IDOLT. The Centaur upper stage fully filled with cryogenic propellants – liquid oxygen (LOx) and liquid hydrogen.
Once fueling had completed Boeing’s “Blue Team” entered the pad to begin their synchronized rehearsal portion of the launch day sequence to prepare and secure the Starliner capsule and astronauts flying aboard.
Once the Blue Team completed all tasks and were evacuated from the pad, flight controllers from NASA’s Johnson Space Center in Houston, TX gave the “GO” command and proceeded with terminal count until reaching T minus-0 at which point the test concluded. The cryogenic propellants were drained and the vehicle was safed to be safely returned to the Vertical Integration Facility where final steps will be taken to prepare for launch.
The next time the teams will all work together in such coordinated fashion this will be on the day of launch. In mid-2020 the teams are expected to work together once again to support the Crewed Flight Test (CFT) which will send NASA astronauts Col. Mike Fincke, Nicole Mann, and Christopher Ferguson.
Until then, however, they will have to settle for the uncrewed test flight. According to ULA president and chief executive officer, Tory Bruno, post-WDR data evaluation and joint flight readiness review conducted by all teams involved are proceeding smoothly. Should all go to plan, the Atlas V and Boeing Starliner OFT will launch at 6:36 am EST on Friday, December 20th.
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Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
