SpaceX
SpaceX’s April 7th Falcon Heavy launch a step toward new commercial markets
A bit less than 14 months after SpaceX’s Falcon Heavy took to the sky for the first time, the company’s super-heavy-lift rocket – the only such vehicle in the world that is currently operational – has garnered a pending date for its second launch attempt and commercial debut.
While there is some inherent uncertainty surrounding the (once again) fairly new rocket, SpaceX has now officially filed a plan with the Cape Canaveral range authorities that would see Falcon Heavy nominally conduct a critical static fire test as soon as March 31st, followed one week later by a launch target of no earlier than (NET) 6:36 pm EDT (22:36 UTC), April 7th. Set to place the ~6000 kg (13,200 lb) Arabsat 6A communications satellite in a high-energy geostationary orbit, a successful mission that ultimately proves Falcon Heavy’s commercial utility could also raise global launch market interest in the rocket, including potential anchor customers like NASA.
Falcon Heavy enters a different era
While it could be fairly argued that SpaceX has already near-flawlessly demonstrated Falcon Heavy’s performance and basic existence with the rocket’s February 2018 launch debut, that debut is really only half the story when it comes to breaking into commercial markets as a serious contender. Above all else, the fact remains that Falcon Heavy is often seen as infamous for what is perceived as a torturous, delay-ridden period of development, a common partial misunderstanding that has not exactly been combated by the now 14+ months separating the rocket’s first and second launch attempts. In the industries that have the most potential interest in Falcon Heavy, on-time launches are a central selling point of launch vehicles, with affordability effectively being a luxury behind timeliness and overall reliability.
Despite the success of Falcon Heavy’s debut, what SpaceX has not yet demonstrated is the ability to reliably and accurately insert a large customer payload into a specific orbit, for a specific (i.e. contracted) price. Adding another partial hurdle to the path before Falcon Heavy, the rocket’s first launch featured a hardware setup that could be described as a one-off, owing to the fact that Flight 1 utilized a mishmash of flight-proven Block 2 boosters and one unique Block 3-derived center core. By the time that the rocket was ready for its first launch, SpaceX was just three months away from debuting Falcon 9’s Block 5 variation, framed as the family’s ‘final’ version. Featuring an extensive range of major changes to Falcon structures, Merlin engines, avionics, reusability, and manufacturing processes, this ultimately meant that the next Falcon Heavy to fly would be a significantly different rocket compared to its sole predecessor.
While we actually know very little about what the task of re-certifying Falcon Heavy’s Block 5 upgrade for flight entailed, the minimum of 14 months separating flights 1 and 2 offers at least a partial idea of just how extensive the required rework was. With a long-delayed customer’s extremely expensive (likely $150-300M+) satellite on the line, there is a surplus of pressure on SpaceX to both complete this launch flawlessly and do so as soon as possible.
If all goes well with the imminent launch of Arabsat 6A and the USAF’s STP-2 mission shortly thereafter, SpaceX will have done a great deal to assuage many industry doubts about Falcon Heavy, particularly its practical launch availability and the company’s ability to ensure that its launches are at least roughly on-time. As of today, SpaceX has won five firm launch contracts for Falcon Heavy – three in the last year alone – and has the potential to acquire several additional contracts in the coming years, ranging from additional national security satellites from the NRO and USAF to flagship NASA science missions like the Jupiter-bound Europa Clipper. Aside from Blue Origin’s New Glenn (launch debut NET 2021), ULA’s Vulcan (also NET 2021), and ULA’s Delta IV Heavy (likely far too expensive), SpaceX’s Falcon Heavy is also the frontrunner for commercial contracts to launch segments of a proposed lunar space station, with launches potentially beginning as early as the early 2020s.
Further still, NASA administrator Jim Bridenstine announced earlier this month that the space agency was actively considering a stand-in fix for
Either way, the long term prospects of Falcon Heavy rocket could potentially be both lucrative for SpaceX and immensely beneficial for satellite industries and national space agencies alike. If SpaceX can demonstrate that it has inherited Falcon 9’s now thoroughly impressive reliability and moderate to great schedule assurance, the market for Falcon Heavy could end up supporting a major fraction of SpaceX’s sizable launch business.
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News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
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