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SpaceX snags second Falcon 9 booster in two weeks after Crew Dragon launch

Falcon 9 B1051 returned to Port Canaveral for the first time aboard drone ship Of Course I Still Love You on March 5th. (Pauline Acalin)

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SpaceX and the company’s drone ship Of Course I Still Love You (OCISLY) have successfully wrapped up their second Falcon 9 recovery in less than two weeks, bringing booster B1051 back to Port Canaveral to be broken over and refurbished for a second launch.

Following its support of Crew Dragon’s thus far flawless launch debut, the booster will likely be exceptionally easy to turn around for its next flight. That second launch could occur as early as late April for Cargo Dragon’s 17th mission, a consequence of NASA’s desire to keep its SpaceX missions on boosters that are ‘in family‘ (i.e. only new boosters or flight-proven boosters that have only launched NASA payloads).

https://twitter.com/_TomCross_/status/1102944003358687232

Although B1051’s reentry profile was relatively slow and gentle with main engine cut-off (MECO) and booster separation occurring at ~1.9 km/s (4250 mph) and 85 km (53 mi), its recovery was made intriguingly difficult by high seas at drone ship OCISLY’s Atlantic Ocean station. These bad conditions were readily visible at several points during SpaceX’s DM-1 livestream, with OCISLY heeling several degrees as the Falcon 9 booster’s Merlin 1D engine lit up the surrounding area like a floodlight. In fact, B1051’s post-landing struggle could actually be seen live as the booster clearly slide several meters across the drone ship’s deck almost immediately after touching down.

This issue of boosters sliding about and generally being difficult to deal with is actually one of the leading motivations that lead to SpaceX developing Octagrabber, a tank-like robot used to remotely secure recovery Falcon 9 first stages while minimizing the risk to the recovery team. In a situation like DM-1, with B1051 already sliding around OCISLY’s deck immediately after a night landing, Octagrabber would nominally be remotely activated and controlled, crawling from its garage to grab Falcon 9’s hold-down clamps and secure the stage with its own weight.

It’s actually unclear whether Octagrabber is capable of this sort of remote operation without SpaceX technicians aboard OCISLY, nor if SpaceX – as of late – has even tried to attempt to secure Falcon 9 boosters at night. The process of transferring crew between ships in heavy seas is actually quite dangerous on its own, so it would be less than surprising to hear that SpaceX’s recovery managers have cut down on nighttime operations in bad weather if Octagrabber can only be operated with crew present on OCISLY. For B1051, the drone ship, a tugboat, and crew boat GO Quest remained in the vicinity of the landing target until the following morning (still March 2nd) before beginning the ~500 km (~300 mi) trek back to Port Canaveral. Greeted by moody low-hanging clouds and scattered showers, observers were actually able to capture the rare sight – as pictured above – of Octagrabber being driven back into its blast shield/garage.

Regardless, future Commercial Crew launches – aside, perhaps, from SpaceX’s second demonstration launch (DM-2) later this year – will likely be able perform return-to-launch-site (RTLS) landings at the company’s Florida landing zones, much like Falcon 9 boosters already do after Cargo Dragon (CRS) missions. According to VP of Mission Assurance Hans Koenigsmann, B1051 had to conduct a drone ship (ASDS) recovery at sea due to NASA’s desire for conservative performance reserves to guard against the potential (and extremely unlikely) failure of one or several Merlin engines during the launch’s boost stage. In 2012, Falcon 9 suffered its first and only (known) in-flight Merlin failure, an anomaly which the rocket’s autonomously avionics perfectly dealt with to save the primary mission (Cargo Dragon’s operational debut, CRS-1). A secondary Orbcomm communications satellite sadly failed to make it to its operational orbit, however, classifying the mission as a partial failure. More recently, there have been unconfirmed hints pointing to other potential in-flight Merlin 1D failures, albeit during booster recovery attempts instead of the main boost phase. Whether or not those anomalies actually occurred, NASA is clearly all about extreme conservatism and ‘safety first’ approaches for the Commercial Crew Program (or at least SpaceX’s side of it).

SpaceX’s successful recovery of B1051 marks the company’s third launch and landing of 2019, thus far averaging a relatively slow one mission per month. While schedules can change, it currently appears that Crew Dragon’s DM-1 orbital debut will be the only SpaceX launch in March, barring Falcon Heavy’s own commercial debut occurring in the last few days of the month. According to a SpaceX representative speaking earlier this year, the company is actually aiming to equal or even surpass its 2018 record – 21 launches – in 2019, requiring a minimum average of two launches per month for the remainder of the year.

Numbers aside, SpaceX’s 2019 calendar will undoubtedly aim to surpass the number of major company milestones in a single year, a hard act to follow after 2017 and 2018. Ranging from the first operational Starlink satellite launches and the first SpaceX launch with astronauts aboard to major flight test and developmental milestones for the company’s next-gen Starship spaceship and Super Heavy booster, there are an incredible wealth of events to look forward to.


Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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SpaceX just launched a secret payload from California

SpaceX launched a classified Space Force mission from Vandenberg, revealing almost nothing about its payload.

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Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

SpaceX launched a classified Falcon 9 mission for the U.S. Space Force from Vandenberg Space Force Base on Saturday night, and the government released almost nothing about what was on board. The mission, designated USSF-366, lifted off from Space Launch Complex 4E with a window that opened at 9:52 p.m. ET and ran into the early hours of Sunday, according to SpaceX’s own mission page, which described the payload only as classified. SpaceX confirmed the launch on its X account and pointed viewers to a livestream that began roughly ten minutes before liftoff.


The lack of detail did not stop analysts from filling in the blanks. Independent tracking of the rocket’s stage drop zones matched the pattern SpaceX has used on previous Starlink Group 15 missions, according to reporting from Outer Space Today, which pointed to Starshield as the likely payload rather than a one off government satellite. Starshield is SpaceX’s national security product, a version of the Starlink satellite bus built to Pentagon specifications for earth observation, communications and hosted payloads. Unlike consumer Starlink, government agencies do not have to disclose what Starshield satellites are actually doing once they reach orbit.

USSF-366 is the latest entry in a steady flow of classified and semi classified work between SpaceX and the Space Force. The company picked up a $178.5 million task order in April to launch missile tracking satellites for the Space Development Agency, as Teslarati reported at the time, and followed that in July with a $1.6 billion award covering 18 more Falcon 9 missions from Vandenberg through the end of 2027, also detailed by Teslarati. Add those contracts up and SpaceX’s Pentagon business for 2026 alone tops $8 billion.

SpaceX scores another massive Pentagon deal to support military satellites

The Falcon 9 that flew Saturday landed back near the launch site, producing the sonic booms that have become routine for residents near Vandenberg. What is less routine is how little the public will likely ever learn about what the rocket carried. SpaceX and the Space Force have not confirmed the Starshield connection, and government satellite programs built on commercial buses rarely get identified beyond a mission number and a general orbit. For a company that live streams almost everything else it does, from Starship test flights to Optimus robot demos, USSF-366 is a reminder that some of SpaceX’s busiest work now happens entirely out of public view.

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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.

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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.

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

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.

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Investor's Corner

SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

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.

SpaceX is charging Anthropic massive money for its compute

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.

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