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SpaceX Falcon 9 rocket shown off in unprecedented detail ahead of next US Air Force launch
The United States Air Force (USAF) has published a number of spectacular photos shared by SpaceX, revealing some unprecedentedly detailed views of a Falcon 9 rocket in various stages of manufacturing.
Likely taken in and around SpaceX’s massive Hawthorne, California rocket factory and headquarters and McGregor, Texas test facilities in recent weeks, these new photos show the work being done behind the scenes to prepare a brand new Falcon 9 rocket for SpaceX’s next US Air Force launch. Over the last few years, the extremely competitive Falcon 9 rocket has secured SpaceX up to five launch contracts for the USAF’s next-generation GPS III satellite constellation.
Made up of three explicit contracts and two contract options to be exercised (or discarded) later on, SpaceX completed the first of those contracts in December 2018, successfully launching GPS III SV01 – the first of 32 planned satellites. As evidenced by the name, GPS III is the latest iteration of US Global Positioning System satellites and should offer better security, a greater resistance to jamming and interference, and improved navigational accuracy. Unfortunately, it could be several years to half a decade or more before civilian users begin to see the benefits from GPS III, but chances are good that SpaceX will come to launch a vast majority of the upgraded satellites.
According to the post that accompanied the photos published by the Space and Missile Systems Center (SMC), SpaceX’s second USAF GPS III mission – this time carrying Space Vehicle 03 (SV03) – is scheduled to launch no earlier than (NET) the end of Q1 2020. Preparations are reportedly well underway for the critical launch: SMC says that SpaceX has already delivered the mission’s new Falcon 9 Block 5 booster from its Hawthorne factory to McGregor, Texas, where technicians are now preparing the reusable rocket for a routine static fire test before shipping it east to Florida.
Additionally, the GPS III SV03 mission’s Falcon 9 payload fairing is apparently already at SpaceX’s Cape Canaveral Air Force Station facilities, likely waiting for Air Force to ship the large satellite to Florida. If identical to SpaceX’s first GPS III launch, the GPS III SV03 spacecraft will weigh approximately 3800 kg (8400 lb) and will be launched to an elliptical orbit measuring some 1000 km by 20,200 km (620 mi x 12,500 mi).
Astute observers will notice that both the GPS III satellite mass and the orbit it’s heading to are significantly lower than an array of prior missions that have launched heavier satellites much higher and still recovered the Falcon 9 booster along the way. SpaceX’s first GPS III launch was particularly exceptional because it marked the first and only time that a new Falcon 9 Block 5 rocket was intentionally expended without any attempt to land the booster.
In fact, Falcon 9 booster B1054 didn’t even have a semblance of landing legs or grid fins installed, a testament to the certainty of its premature demise. Thankfully, whatever the dubiously technical reasons that led to B1054’s demise, it appears that SpaceX may actually be allowed to recover the Falcon 9 booster (likely B1060 or B1061) assigned to launch GPS III SV03. Although nothing has actually been said along those lines, the Falcon 9 booster pictured in the middle photo below – implied to be the Air Force’s next GPS launch vehicle – clearly has some of the basic hardware needed for landing legs.
As such, there is at least a small excuse to preserve hope that SpaceX’s next Falcon 9 GPS III launch will feature a booster landing, thus preventing a premature and extremely wasteful demise after just a single launch. Even if the US Air Force never actually qualifies flight-proven commercial rockets to launch its payloads, the recovered booster should be able to support anywhere from several to 90+ additional launches before SpaceX actually needs to retire or expend the booster.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
