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SpaceX Falcon 9 fires up ahead of second to last 2019 launch and landing
SpaceX has successfully static fired a Falcon 9’s booster engines ahead of its second to last launch and landing of 2019, on track to make December the company’s busiest month of the year.
About a month after successfully lofting 60 Starlink satellites and 11 days after sending Cargo Dragon on its way to the ISS for CRS-19, SpaceX has two more launch scheduled in 2019: Kacific-1 no earlier than (NET) December 16th and Starlink-2 NET December 30th.
For SpaceX, the turn of the decade will mark the end of an historic year – let alone decade – of milestones for the intrepid commercial space company, including achievements like’s Crew Dragon flawless orbital launch debut, the fourth flight of a refurbished Falcon 9 booster, the first-ever reuse of a flight-proven payload fairing, and a duo of spectacular Starhopper flight tests to name just a few.
First up, SpaceX will fly twice-flown Falcon 9 booster B1056.3 for the third time. B1056.3 previously supported CRS-17 and CRS-18, back to back Cargo Dragon space station resupply missions for NASA. Currently targeting a Monday, December 16th launch, SpaceX is set to place the jointly-owned JCSAT-18/Kacific-1 broadband communication satellite for Japan’s Sky Perfect JSAT Corp. and Singapore’s self-proclaimed “next-generation broadband satellite operator”, Kacific Broadband Satellites.
According to a Kacific, after deploying from Falcon 9 and circularizing into a geostationary orbit some 22,000 miles (36,000km) over the Asia-Pacific region, the JCSAT-18/Kaficic-1 satellite “will stream broadband to 25 nations in South East Asia and the Pacific Islands via 56 spot beams.” All told, the satellite will offer a maximum bandwidth of 70 gigabits per second (Gbps) with each spot beam serving up to 1.25 Gbps.
Kacific was founded in 2013 by CEO Christian Patouraux to provide desperately needed communication services to the Asia Pacific region, “where high prices and unsuitable technology were prohibiting access.” Kacific looks to “provide high speed, affordable and accessible internet to extra-urban, rural, and remote users” with Kacific-1, the company’s first (partially) dedicated satellite.
Ahead of Monday’s launch attempt, the JCSAT-18/Kacific-1 satellite was fully encapsulated inside Falcon 9’s payload fairing, both halves of which SpaceX will try to catch with recovery vessels GO Ms. Tree and GO Ms. Chief in what will be the company’s first simultaneous catch attempt ever. Meanwhile, B1056 has its own recovery attempt penciled in and drone ship Of Course I Still Love You (OCISLY) departed Port Canaveral on December 12th, headed ~650 km (400 mi) downrange. OCISLY arrived at its recovery zone earlier today, as did Ms. Tree and Ms. Chief, now stationed about 140 km (90 mi) further East.
As per usual, Falcon 9 B1056.3 and its expendable upper stage performed a wet dress rehearsal (WDR) and static fire, identical to launch operations minus the rocket actually lifting off. The Kacific-1 mission’s December 16th launch trajectory allows for an 88-minute window from 7:10 pm – 8:38 pm EST (0010-0138 UTC, December 17) and weather forecasts are currently 90% go.
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As mentioned, twin fairing recovery vessels GO Ms. Tree and GO Ms. Chief departed Port Canaveral on December 13th in a bid to attempt their first simultaneous Falcon fairing recovery, meaning that each ship will attempt to catch one parasailing fairing half. This mission is technically the second time both ships have port left together for a recovery, but their first whole-airing catch attempt was called off before it could start due to rough seas and high winds in the Atlantic Ocean. Prior to being rechristened Ms. Tree, Mr. Steven suffered severe damage during a planned February 2019 catch attempt, losing its net and two of four arms after the ship was caught in high seas.
Following Kacific-1, SpaceX’s final launch of 2019 – barring delays – will likely be the company’s second dedicated Starlink v1.0 mission, a 60-satellite payload that will almost certainly make SpaceX the world’s largest commercial satellite operator. Starlink-2 is scheduled to launch NET December 30th.
SpaceX will stream Falcon 9’s Kacific-1 launch and landing and the webcast will kick off some 15 minutes before liftoff, NET 6:55 pm ET (23:55 UTC), December 16th.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
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.
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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.”
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.
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.
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.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
