SpaceX
SpaceX’s flawless Falcon Heavy Block 5 launch and landing in pictures
In the afterglow of SpaceX’s successful Falcon Heavy Block 5 debut, also the rocket’s first commercial mission, there is no better time to appreciate the countless dozens upon dozens of photos and videos taken of Falcon Heavy’s launch and back-to-back booster landings.
Teslarati photographers Tom Cross and Pauline Acalin were both on the ground with more than eight cameras split between them, many of which were able to capture some spectacular photos of the world’s largest rocket throughout its flawless commercial debut. Perhaps most notable are photos and videos from those with cameras (or job sites) near SpaceX’s Cape Canaveral Landing Zones 1 and 2, in some cases producing videos of the multiple sonic booms produced by Falcon Heavy’s side boosters during the transition from hypersonic to subsonic speeds.
Both Teslarati photographers produced some amazing photos over the course of setting up cameras to capture Falcon Heavy and observing its commercial launch debut from approximately 7 miles (11.3 km) away. This included distant shots of Falcon Heavy during all visible stages of flight, including liftoff, ascent, side booster separation, and both side booster landings.
Inside the splash zone
SpaceX’s own official remote cameras then joined press photographers like Tom and Pauline to capture Falcon Heavy’s Pad 39A liftoff from a distance that would likely maim or kill a human standing in the same position. Triggered to snap photos by the actual sound of the rocket launching, these cameras can capture views that would otherwise be nearly inaccessible.
At liftoff, Falcon Heavy Block 5 likely produces anywhere from 5.1-5.6 million pounds of thrust (23,000-25,500 kN) that is immediately countered by a huge deluge of water used to prevent the sheer sound of its Merlin 1D engines from damaging themselves or other parts of the rocket. This ends up producing spectacular clouds of steam, often an iconic feature of most rocket launches. Falcon Heavy is currently the most powerful operational rocket in the world by a factor of ~2.5 and will hold on to that title until NASA’s SLS rocket debuts, likely no less than ~48 months away.
The grand finale
Finally, there are the photos and videos of Falcon Heavy’s side booster recovery. Aside from a select few photographers working for SpaceX or the Air Force, as well as Cape Canaveral AFS and Kennedy Space Center employees, the closest a member of the press can get to one of SpaceX’s Landing Zone Falcon recoveries is around four miles (6.4 km) away. Photos (and the aural experience) of Falcon landings from four miles away are still absolutely spectacular, but they can’t compete with the privileged access described above.
One such video taken by a United Launch Alliance (ULA) engineer offers an extraordinary up-close view of both Falcon Heavy Block 5 side boosters – B1052 and B1053 – safely returning to Earth after their first operational launches. Likely standing near the top of ULA’s LC-37 Delta IV launch pad integration facilities, Mr. Krishnan’s video does an excellent job
Located less than 3.5 miles (5.6 km) away from SpaceX’s Landing Zones, this is a perspective that very few humans will ever experience, owing to the fact Cape Canaveral Air Force Station is an operational military base and that being so close undeniably adds some level of risk for observers. In the author’s humble opinion, the view seems… worth it. LC-37 also happens to be just 5 miles (8 km) away from the LC-39A pad from which Falcon Heavy had just launched, thus offering an almost equally visceral view of liftoff, ascent, and landing.
Cameras placed near the Landing Zones by both SpaceX and USAF photographers captured even more spectacular views and marked the conclusion of the launch and landing debuts of Falcon Heavy boosters B1052 and B1053. These same boosters are tentatively scheduled to support Falcon Heavy’s third launch as soon as June 2019, potentially breaking SpaceX’s internal record for time to complete a given booster’s refurbishment (72 days for Falcon 9, 74 days for Block 5). However, once Falcon Heavy Flight 3 is completed sometime later this year, it’s possible that SpaceX will replace their nosecones with 
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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.
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
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.
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.
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.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
