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SpaceX Falcon Heavy rocket to launch record-breaking communications satellite
A report on the latest in a long line of SpaceX launches significantly delayed by customer payload readiness has been updated to confirm that the satellite in question will launch on Falcon Heavy, not Falcon 9.
Hughes revealed that it had selected SpaceX to launch its Maxar-built Jupiter-3 geostationary communications satellite during an industry conference on March 21st, 2022. At the time, Hughes stated that the satellite was on track to launch in the fourth quarter of 2022, a refinement but also a delay from earlier plans to launch sometime in H2 2022. Just six weeks later, manufacturer Maxar reported that the completion of Jupiter 3 – like many other Maxar spacecraft – had been delayed, pushing its launch to no earlier than (NET) “early 2023.”
At the same time, Maxar revealed that Jupiter 3 – also known as Echostar 24 – was expected to weigh around 9.2 metric tons (~20,300 lb) at liftoff when that launch finally happens. That figure immediately raised some questions about which SpaceX rocket Hughes or Maxar had chosen to launch the immense satellite.
Earlier on, regulatory documents revealed that Jupiter 3 would have a dry weight of 5817 kilograms (~12,825 lb). In July 2018, SpaceX broke the record for heaviest commercial geostationary satellite launch when a Falcon 9 rocket successfully delivered Telesat’s 7076-kilogram (15,600 lb) Telstar 19V to geostationary transfer orbit (GTO). To account for the satellite’s weight and still allow for Falcon 9 booster recovery, SpaceX launched Telstar 19V to a transfer orbit with its apogee (high point) well below geostationary orbit, meaning that the satellite had to do more of the work of orbit-raising. In other words, it wasn’t inconceivable that Jupiter 3 would also be launched to a low (subsynchronous) GTO on a recoverable Falcon 9.
However, in hindsight, Jupiter 3’s 5.8-ton dry mass should have already made it clear that that was unlikely. Telstar 19V, for example, had a reported dry mass of just over 3 tons (~6700 lb), meaning that more than half its wet mass was fuel for orbit-raising and maneuvers. In more normal cases, large geostationary satellites tend to launch with an extra 50-80% of their dry mass in fuel, not ~130%. Even at the low end of large geostationary satellites, Jupiter 3 was likely to have a launch mass of well over 8 tons.
Small bit of breaking news at this session: The @HughesConnects Jupiter 3 satellite will be launched on a @SpaceX rocket. #SATShow— Seth Miller (@WandrMe) March 21, 2022
At 9.2 tons, Jupiter 3 will leapfrog the world record for the largest commercial geostationary satellite ever launched by 30%. Barring the possibility of secret military spacecraft, it will likely be the heaviest spacecraft of any kind to reach geostationary orbit 35,785 km (22,236 miles) above Earth’s surface. More importantly, Jupiter 3 may also have the heaviest dry mass of any spacecraft to reach GEO, meaning that the actual hardware it will use to fill its role as a communications hub will also be exceptionally large and powerful. Jupiter 3 will deliver a maximum bandwidth of 500 gigabits per second.
With its exceptional heft, a recoverable Falcon 9 launch may have only been able to loft Jupiter 3 around half the way to GTO from low Earth orbit (LEO). It was little surprise, then, to learn that Hughes and Maxar had actually selected SpaceX’s far more capable Falcon Heavy rocket to launch the satellite. Even with full recovery of all three Falcon Heavy first-stage boosters, there’s a good chance that the rocket would be able to launch Jupiter 3 most of or all the way to a nominal geostationary transfer orbit. If the center core is expended and the side boosters land at sea, Falcon Heavy would likely be able to launch Jupiter 3 to a highly supersynchronous GTO, meaning that the spacecraft’s apogee would end up well above GEO. For example, on Falcon Heavy’s Block 5 launch debut, the rocket sent the ~6.5-ton (~14,250 lb) Arabsat 6A communications satellite to a GTO with an apogee of almost 90,000 kilometers (~56,000 mi), shaving about 20% off of the satellite’s orbit-raising workload.
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Falcon Heavy’s Jupiter 3 mission won’t beat the record for total payload to GTO in a single launch, held by Arianespace’s Ariane 5 rocket after a 2021 mission to GTO launched two communications satellites weighing 10.27t, but it will be just one ton shy.
Jupiter 3 is the 10th mission firmly scheduled to launch on SpaceX’s Falcon Heavy rocket between now and 2025.
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.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
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 AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
