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SpaceX Falcon 9 Starlink launch eyes two reusability milestones as new satellite details emerge
SpaceX is set for Falcon 9’s first orbital launch in more than three months. Known as Starlink-1, the mission will launch the company’s heaviest satellite payload ever and feature an impressive array of Falcon 9 booster and fairing reusability milestones.
Flatsat stack
Prior to Falcon 9 going vertical on the launch pad, SpaceX technicians had to construct and encapsulate a massive stack of 60 Starlink satellites, each weighing more than 260 kg (570 lb) apiece. This is the second time SpaceX has launched sixty of the advanced spacecraft, although the satellites that will launch on Starlink-1 feature a number of upgrades and refinements not present on the Starlink v0.9 satellites that launched in May 2019.
Without an identical angle from the Starlink v0.9 mission to compare against, it’s difficult to immediately point out visual differences between v0.9 and v1.0 spacecraft. Still, there are some clear general changes. Most notably, SpaceX appears to have dramatically reduced the area of shiny, metallic surfaces. Additionally, the small downward-facing dishes just left of center in the above image were not obviously present on Starlink v0.9 satellites or SpaceX’s official renders.
Those new dishes could be traditional dish antennas meant to serve as a more basic telemetry, tracking, and command (TTC) communications link for ground controllers. They could even be a prototype of Starlink’s planned inter-satellite laser data links. Regardless, it’s obvious that SpaceX is continuing its preferred cycle of rapid prototyping, flight-testing, and data-based refinement with Starlink.
SpaceX is also focused on dramatically lowering the albedo (reflectivity) of Starlink satellites and working closely with the astronomy and astrophysics communities to minimize any disruption the spacecraft might cause for scientific observations of the night sky. For any part that will be ground-facing during routine operations, this likely involves replacing shiny surfaces with matte finishes and adding dark or non-reflective coatings/insulation where possible, among other potential tweaks.
The more milestones, the merrier
Beyond the many apparent satellite upgrades Starlink-1 is set to debut, the mission will also mark no less than three (or possibly even four) reusability milestones. Falcon 9 booster B1048 has been selected by SpaceX to support Starlink-1 and has already completed three successful orbital-class missions since it debuted in July 2018. Assuming all goes well, B1048 will thus become the first SpaceX booster to launch (and land) four times, an excellent – if increasingly unsurprising – step forward for Falcon 9’s Block 5 upgrade. Falcon 9 B1048 will attempt its fourth landing – this time on drone ship Of Course I Still Love You (OCISLY) – shortly after launch.
Designed to enable up to 10 reuses of each Falcon booster, the successful completion of Starlink-1 will place Block 5 just one reuse away from the halfway point to proving its 10-reuse design. While Block 5 has yet to materialize any tangible improvements in booster turnaround time, an imminent ramp in Starlink launch cadence will hopefully give SpaceX plenty of opportunities to start making progress on that front.
Starlink-1 is also set to mark the inaugural launch of a flight-proven Falcon 9 fairing, essentially putting a bow on the bulk of SpaceX’s challenging fairing recovery and reusability development. Unintuitively, Starlink-1’s fairing previously supported Falcon Heavy Block 5’s April 209 launch debut, meaning that both halves traveled both faster and higher than any halves that previously attempted recovery.
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Simultaneously, both halves splashed down in the Atlantic Ocean with no attempt to catch them, meaning that SpaceX has apparently successfully refurbished the fairings despite the fact that their recovery was more or less the worst-case scenario.
Last but not least, Starlink-1 will also mark the first time SpaceX’s just-finished fairing recovery ship GO Ms. Chief attempts to catch a Falcon 9 fairing, as well as the first time two fairing recovery ships – Ms. Tree & Ms. Chief – attempt to catch both halves of a Falcon fairing after launch. The twin recovery vessels departed Port Canaveral, Florida a few days ago and arrived at their recovery point ~750 km (460 mi) downrange on November 10th.
Finally, thanks to the fact that Falcon 9’s fairing is flight-proven, Starlink-1 will additionally feature the first attempted recovery (catch or splashdown) of a flight-proven Falcon fairing. SpaceX could scarcely fit in another milestone if it wanted to go out of its way to do so.
Falcon 9 is scheduled to lift off no earlier than 9:56 am ET (14:56 UTC), November 11th. Weather is 80% GO and SpaceX has a backup launch window around the same time on November 12th with a 70%-favorable weather forecast.
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
