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SpaceX seeks patent for custom-built Starlink internet satellite antenna design
Update: Readers on Reddit more familiar with patent processes have noted that the USPO filings written about herein were not patent grants but rather patent applications. While a patent grant is not guaranteed and will likely take many additional months to be completed, all other points made in this article still stand.
SpaceX has been granted domestic (U.S.) and international patents for a custom version of an antenna known as a phased array, in this case featuring significant upgrades in pursuit of greater energy efficiency, higher bandwidth, lower weight, and simplified manufacturing, all things that would be a boon for the realization of SpaceX’s global Starlink internet satellite constellation.
With a minimum of ~4400 satellites required for the first wave of global and continuous internet coverage, SpaceX will need to invent unprecedented methods of mass-producing efficient and reliable spacecraft on a scale that has never been attempted in the satellite manufacturing industry.
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- Patent diagrams like this show various subcomponents of a sandwiched phased array antenna, comprised of multiple printed circuit boards. (SpaceX)
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
While highly technical and difficult to parse, the granted patent and the dozen or so figures accompanying it offer at least a theoretical glimpse into the inner workings of SpaceX’s extremely secretive satellite internet constellation project, the hubs of which can be found in Seattle and Redmond, Washington. Currently employing at least 300 people dedicated to Starlink, the teams involved are pushing full speed ahead into a new phase of manufacturing design and development, evidenced in part by hiring patterns and even this patent, which itself places significant focus on manufacturability, a telltale sign that SpaceX is unlikely to let it sit around gathering intellectual property dust.
It’s entirely possible that SpaceX has chosen to file patents through individual employees or shell LLCs, but this phased array antenna patent – filed in February and granted in August 2018 – is by all appearances the third patent ever granted directly to SpaceX, alongside aluminum-honeycomb manufacturing and a critical component of its Merlin rocket engines. Perhaps this serves as some sort of indicator of how important Starlink actually is behind the veil, although it may also simply reflect the intense competition circling the prospects of a low Earth orbit satellite internet constellation.
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- The technical term for this is “science rectangle.” In all seriousness, this is actually an extraordinary glimpse at custom silicon developed in-house at SpaceX, in this case a semiconductor die. (SpaceX)
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- This hypnotic animation shows a phased array antenna in action, with the longer and wider ‘lobes’ indicating beams being intentionally created. (Wikipedia – Maxter315)
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- A diagram in SpaceX’s phased array patent visualizes some of the benefits derived by their specific design, particularly eliminating or reducing the smaller protuberances (known as “side lobes”). (SpaceX)
Other companies like OneWeb and Telesat are also racing to field their own several-hundred or several-thousand satellite constellations, and OneWeb may well be the closest to actually serving customers with operational satellite launches potentially beginning as early as December 2018 to February 2019. Still, SpaceX’s own prospective Starlink constellation is exceptional due to the sheer amount of work that the company is attempting to do in-house, to the extent that senior leaders of the R&D team have recently implied that work not done in-house was generally outsourced only due to “lack of engineering bandwidth”.
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Ultimately, this patent and many of the diagrams within suggest that SpaceX may actually be getting relatively close to mass-production of high-performance Starlink satellites. Of particular note, the integrated circuit CAD view offered in Figure 6A hints that an impressive amount of work has been put into designing, building, testing, and refining custom and application-optimized computational hardware, an entirely new and highly complex field for SpaceX to enter into.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
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.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
