SpaceX
SpaceX’s Falcon 9 recovery robot prepares for imminent rocket landing [photos]
SpaceX’s shadow-bound Falcon 9 recovery robot was spotted out and about aboard drone ship Of Course I Still Love You (OCISLY) in the week leading up to the company’s next rocket launch, targeting liftoff at 8:45 pm EST (01:45 UTC), February 21st.
Dedicated to safely securing Falcon 9 and Heavy boosters after landing aboard drone ship OCISLY, the robot – unofficially nicknamed Octagrabber – uses four hydraulic arms and the sheer mass of its solid steel frame to grab onto the ~25-ton boosters’ built-in launch clamps and hold them steady in sea states that would create a hazard for recovery technicians. Effectively a rocket-grabbing robotic tank, Octagrabber will likely play a role in Falcon 9 B1048’s imminent third launch and landing.
Octagrabber with human for scale. 2/14 #spacex pic.twitter.com/JmUYDJubRm
— Pauline Acalin (@w00ki33) February 15, 2019
While Octagrabber’s work tends to take a backseat to the building-sized rocket landings it precedes, the robot has played an important role in SpaceX’s Falcon 9 recovery efforts since it went into service in mid-2017. Its development was expedited in part because of an iffy 2016 rocket recovery in which the Falcon 9 booster in question – destined to eventually become one of Falcon Heavy’s two side cores – landed hard and wound up precariously sliding around the deck of OCISLY, only saved from falling overboard by the lip of the drone ship’s deck.
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- B1023 slid around OCISLY’s deck shortly after launch, nearly falling into the Atlantic. (SpaceX)
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- SpaceX’s rocket-securing robot, known as Octagrabber, seen on OCISLY after another successful rocket recovery, August 12th. (Tom Cross)
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- Octagrabber hangs on to B1046 as OCISLY arrives in port. (Tom Cross)
With a 25-ton, ~150-foot tall pressurized rocket sliding uncontrollably around their work area, SpaceX’s recovery technicians understandably extricated themselves from the situation and were forced to wait for calmer seas before securing the booster to the deck. Aside from a period of a few months in late 2017 where Octagrabber was effectively incinerated while attempting to secure a Falcon 9 booster with a fuel leak, the robot has been a part of nearly every East Coast Falcon 9 drone ship recovery since. The overall value it adds is unclear but the fact that a similar sibling has yet to be built for West Coast drone ship Just Read The Instructions (JRTI) suggests that Octagrabber is viewed as more of a good option to have with an otherwise non-critical level of utility.
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Nevertheless, the lone robot continues to soldier on and is routinely spotted out and about on OCISLY’s deck while the drone ship is docked in Port Canaveral, presumably performing a variety of maintenance checkouts and testing hardware and software between rocket recoveries. While SpaceX’s 2019 launch manifest has had a slow start in January and February, things are expected to get quite a bit more active over the next few months, while a SpaceX executive recently indicated that the company was hoping to conduct 21 or more launches this year.
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- (Pauline Acalin)
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- (Pauline Acalin)
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- Mr. Steven is seen here in Port Canaveral on February 15th, one week before the… accident… (Tom Cross)
Up next on SpaceX’s manifest is a launch just over 12 hours from now, featuring communications satellite PSN-6, an Air Force smallsat, and the first commercial Moon lander. If all goes as planned, the ~5400 kg (11,900 lb) trio will be placed into a high-energy geostationary transfer orbit with an apoapsis around 60,000 km (~38,000 mi) above Earth’s surface. Eight and a half minutes after launch, Falcon 9 B1048 will attempt its third landing in seven months, hopefully setting itself up for a fourth flight (and beyond) later this year. Mr. Steven – having completed a 5000 mile (8000 km) journey just a week and a half prior – will also attempt the first East Coast Falcon fairing catch.
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.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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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.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
