News
SpaceX to livestream private BFR Moon mission “in high-def VR” with Starlink satellites
Following a detailed update to SpaceX’s BFR plans and the first privately contracted mission to the Moon, CEO Elon Musk has tweeted that the company intends to stream the entire six-day journey in “high def VR”, a plan that would demand unprecedented communications capabilities between the Moon and the Earth.
Musk further confirmed that “Starlink should be active by [2023]”, suggesting – at a minimum – that the SpaceX-built and SpaceX-launched internet satellite constellation will have reached what is known as ‘initial operating capability’, pegged for Starlink at roughly 800 satellites launched.
Moon mission will be livestreamed in high def VR, so it’ll feel like you’re there in real-time minus a few seconds for speed of light
— Elon Musk (@elonmusk) September 18, 2018
No small task
To give some rough context for what Musk wants, streaming in high-enough quality for a good virtual reality (VR) experience on a deep space voyage around the Moon will demand a sea of bandwidth that’s difficult to find even on the surface of Earth, let alone in space. A 2017 estimate pegged the bandwidth requirements for 4K VR streaming around 300 megabits per second (Mbps), while a solution more fitting for five years of iterative improvement between now and 2023 might demand almost a magnitude greater bandwidth (~3000+ Mbps).
For context, the average American internet connection hovers around 15-20 Mbps while the average 4K YouTube video takes about 25 Mbps to stream, meaning that BFR’s communications link between the ~390,000 km (240,000 mi) Earth-Moon gap would need to be anywhere from 10 to more than 100 times faster than typical Earthly connectivity. While NASA has already completed a successful tech demonstration of laser communications from the Moon to the Earth, maxing out at a rather impressive ~620 Mbps in 2013, that one-off test concluded years ago, and there simply is no infrastructure available to achieve the sort of capabilities SpaceX will need to stream a lunar voyage in VR.
-
Starlink to the rescue
The only possible way SpaceX could accomplish this sort of technical feat is by having their own high-bandwidth satellite constellation at least partially operational, needs that mesh reasonably well SpaceX’s public planning schedule for their Starlink constellation. Speaking in late-2017, SpaceX VP of Satellite Government Affairs Patricia Cooper laid out a timeline that would see ~800 satellites launches sometime in the early 2020s, followed later by the remaining ~3600 spacecraft in the Phase 1 constellation. Those launches would take place between 2019 and 2024.
Since then, Musk has indirectly hinted that Starlink’s schedule has slipped or stretched 6-12 months, unsurprising for such a massive technical task at hand. This still leaves a fair amount of time for some sort of initial operational capability to be realized, even if it is little more than the skeleton necessary for Musk’s high-def VR-streaming ambitions. Although the tweet response that triggered it was deleted, Musk confirmed in the comments of his original tweet that Starlink would be the relay network of choice – having an Earth network already installed would certainly minimize the need for global ground stations to receive a BFR spaceship’s continuous lunar downlink.
Yeah, Starlink should be active by then
— Elon Musk (@elonmusk) September 18, 2018
Evidenced by previous comments from Musk and NASA execs expressing interest in developing a commercial communications relay between Earth and Mars, the thought is at least there that the Starlink satellite bus may sooner or later be called upon to serve as deep space communications relays throughout the solar system, beginning with the Moon and Mars.
-
- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
-
- SpaceX’s updated BFR spaceship seen cresting over the Moon’s limb. (SpaceX)
-
- Falcon 9 B1049 returns to Cape Canaveral, 09/12/18. (Tom Cross)
It’s possible that those distinct space environments would necessitate changes to the spacecraft’s hardware and software, but the fundamental goal of mass-producing Starlink satellites at an unprecedented scale and cost means that a few off-the-shelf satellites could plausibly be placed in relay positions under the assumption that they will die faster than those in Earth orbit. At just a few hundred kilograms apiece, Falcon 9 would have no problems launching a handful to the Moon or elsewhere, and they could potentially be included as copassengers on BFR launches, acting as a sort of a la carte communications relay for the spaceship.
Time will tell, but SpaceX fans certainly have an incredible amount of things to look forward too from the last 48 hours alone, regardless of whether the #dearMoon BFR mission’s 2023 launch target slips (spoiler: it probably will).
-
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
-
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
-
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
-
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
-
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
