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SpaceX CEO Elon Musk claims Starship will be ready for first orbital launch in July
CEO Elon Musk claims that SpaceX could be ready to attempt Starship’s first orbital launch as early as July.
While SpaceX has been making slow and steady progress preparing the Starship upper stage and Super Heavy booster nominally assigned to that launch debut, the odds that even just one of those two stages will be fully qualified for flight before the end of July are quite small. Musk’s claims about what will happen after that rocket is ready are even loftier.
According to Musk, after SpaceX is done preparing a Starship and Super Heavy booster for their inaugural orbital launch attempt sometime “next month,” the company will have a second ship and booster pair “ready to fly in August” and another pair every month after that. If SpaceX rapidly completes the dozens of environmental mitigations assigned to it on June 13th and receives an FAA license or experimental permit for orbital Starship launches, the company does theoretically have permission for five orbital launches out of South Texas in 2022, but the same is also true for all 12 months of 2023.
However, there is very little evidence that SpaceX is on the cusp of being able to complete a new orbital-class Starship and Super Heavy booster every month. While SpaceX is working on future Starships and is almost done assembling a second orbital-class Super Heavy booster, the pace of that work appears to be about the same as it’s been for the last 12+ months. Yes, SpaceX is almost done stacking Booster 8 and has begun stacking Ship 25. Sections of Ship 26, Ship 27, and Booster 9 have also been spotted at Starbase. But SpaceX has been unable to finish stacking Booster 8 over the last few months it’s been focused on Ship 24 and Booster 7.
Ship 24 and Booster 7, meanwhile, are making good progress but are still incomplete. Both recently completed several mostly successful cryogenic and structural proof tests and returned to SpaceX’s assembly bays, where workers have begun installing Raptor engines and applying finishing touches.
After a month of work, it appears that Super Heavy B7 may finally be preparing to return to Starbase’s launch site on Thursday, June 16th. Since it returned to the factory on May 14th, SpaceX has been installing 33 new Raptor 2 engines, applying thermal protection to those engines, buttoning up the booster’s aft end, installing control surfaces known as grid fins, and completing a few other unfinished tasks. If all of that work is complete when it rolls out again, B7 could kick off the next phase of its qualification testing – wet dress rehearsals and static fires – shortly after returning to the orbital launch site.
SpaceX has never attempted a full-scale Super Heavy wet dress rehearsal, in which the largest rocket booster ever built will be fully filled with more than three thousand metric tons of flammable cryogenic propellant and put through a simulated launch countdown. SpaceX has also never come close to conducting a full Super Heavy static fire, though it did fire three outdated Raptors on an outdated booster prototype a single time in July 2021.
Ship 24’s position is slightly more favorable, as it only needs six Raptor 2 engines installed. Thanks to Ship 20, which successfully completed several wet dress rehearsals and several static fires that ignited all six engines, Ship 24 will also be heading into terrain that is slightly less uncharted. Still, the Starship’s heat shield needs several hundred more tiles installed, one of four flap aerocover ‘caps’ is missing, and thermal protection will need to be installed around its Raptors.
Once Booster 7 and Ship 24 are both fully outfitted and installed on their respective test stands, there’s still little reason to believe that either prototype has any chance of completing all the tests needed for flight qualification by the end of July. In fact, for B7 and S24 to be truly ready for flight before the end of July, they’d likely need to wrap up qualification testing well before the end of the month to conduct another series of tests after the pair is fully stacked. If SpaceX does not proceed with at least some degree of caution and a plan to thoroughly test both stages before a launch attempt, it will significantly increase the risk of catastrophic launch pad damage that could easily take half a year or more to fix.
More realistically, it’s reasonable to assume that Ship 24 and Booster 7 will both run into some minor issues during their first wet dress rehearsals and static fire tests, possibly requiring Raptor replacements or even minor repairs. Instead of a few weeks, serious flight qualification could take a few months. It’s also arguably far likelier that one or both stages will need to be entirely replaced by Ship 25 or Booster 8 than it is that both will be ready to launch six weeks from now. Both Booster 4 and Ship 24 suffered some degree of damage during proof tests that are in many ways much easier than the wet dress and static fire tests they’ll soon face.
Still, despite the many reasons for pragmatism and expectation management, SpaceX has never been closer to Starship’s orbital launch debut, and the odds of that debut occurring sometime in 2022 have never been better.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
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SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
