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SpaceX’s new Falcon 9 fairing recovery ship kicks off sea trials ahead of next launch
After a brief installation period, SpaceX’s second Falcon 9 fairing-catching ship departed Port Canaveral to begin sea trials with its new net and arms, a critical step before it can be declared ready to attempt its first fairing recovery.
Known as GO Ms. Chief, the ship’s first opportunity could come as early as a few weeks from now, potentially marking a major milestone for SpaceX’s fairing recovery and reuse program.
On his first shoot for Teslarati, photographer Richard Angle (@RDAnglePhoto) managed to capture Ms. Chief while departing Port Canaveral on October 23rd, heading a few miles off the coast to kick off sea trials likely focused on proving out a wide range of new hardware installed in the last month. Those trials began less than 24 hours after technicians installed Ms. Chief’s recovery net for the first time ever, with the ship’s subsequent trip into the Atlantic Ocean essentially marking the completion of her transformation from fast supply vessel (FSV) to SpaceX fairing catcher.
SpaceX is currently in the midst of its longest lull in launch activity since September 2016, likely triggered by the unavailability of customer payloads and the company’s own internal Starlink missions. Unfortunately, although the lull was initially expected to end as early as mid-October, the internal Starlink launch (Starlink-1) expected to lead the charge slipped about a month for unknown reasons and is now expected no earlier than November – likely in the second half of the month.
As a small consolation, Starlink-1’s launch delays mean that the newly-outfitted Ms. Chief may be able to inaugurate its new net and arms by attempting to recover one of the mission’s Falcon 9 fairing halves, while the nearly identical GO Ms. Tree attempts to snag the other half. Even if more tweaking and sea trials are needed to prove her readiness, SpaceX’s next launch is still likely several weeks away, hopefully giving the company’s recovery team plenty of time to prepare Ms. Chief and practice recovery operations.
As of October 2019, SpaceX has successfully caught two Falcon fairing halves during the company’s last two back-to-back recovery attempts, beginning with a Falcon Heavy fairing half caught on June 25th and ending with a Falcon 9 fairing half caught on August 7th. Beyond Ms. Tree’s two catches, SpaceX has successfully recovered a number of additional fairing halves after they performed soft landings in the Atlantic Ocean, including both halves launched in May 2019 for the company’s first dedicated Starlink mission.
Given that SpaceX has technically caught two halves of a payload fairing, it’s possible that one is female and the other male, potentially meaning that one of SpaceX’s upcoming Starlink launches could feature the first fully-reused Falcon 9 fairing. Regardless, assuming one or both were recovered in good condition, it’s even more likely that at least one half (with the other half new) will be reused on one (or both) of those upcoming flights.
Said by CEO Elon Musk to make up approximately 10% of the cost of a new Falcon 9 (~$6M), routine fairing recovery and reuse would close the last remaining loop for Falcon 9 reusability, with boosters and fairings accounting for roughly 75-80% of the total cost of the rocket. SpaceX has no plans to attempt to recover or reuse Falcon 9’s second stage, choosing instead to prioritize development of the fully-reusable Starship launch vehicle.
Preparing the oven-cured carbon composite shells that make up the bulk of SpaceX’s Falcon fairings takes a disproportionate amount of time and factory floor space. Even if Falcon fairings can only be reused once or twice, it would effectively double or triple the effectiveness of the current manufacturing apparatus, cutting the relative cost of production by 50% or more for the price of operating Ms. Tree and Ms. Chief.
Fairing reuse will be a critical part of ensuring that the first phase of SpaceX’s Starlink constellation can be launched as affordably as possible on Falcon 9. With at least 24 launches needed to cover most populated areas, cutting even a few million dollars per launch could produce savings on the order of $100M, equivalent to the production cost of 100-200 Starlink satellites.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
