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SpaceX’s Falcon Heavy payload fairing spotted ahead of its maiden launch
By now, we know Elon Musk wasn’t joking when he announced that the maiden flight of SpaceX’s Falcon Heavy rocket would feature his very own Tesla Roadster as its first payload. Just recently, images of the electric car being installed inside the payload fairing of the massive rocket emerged online. Now, a new picture has been shared on Twitter, seemingly depicting the FH’s completed fairing as it was being transported inside a hangar in NASA’s Kennedy Space Center.
The image tweeted by Emiliano C. Diaz de Leon, who snapped the photo during a bus tour of the facility. According to Diaz de Leon, he and his family were fortunate enough to get a good glimpse of the Falcon Heavy’s payload fairing when the space center’s bus tours stopped by the SpaceX hangar. It was then that he was able to snap a photo of the Falcon Heavy’s second stage.
[Credit: @ECDiazdeLeon via Twitter]
Falcon Heavy is SpaceX’s most ambitious rocket to date, designed to carry heavy payloads. Its maiden mission, sending the SpaceX founder’s Tesla Roadster to space, is expected to be conducted sometime around January 2018. Other details of the upcoming launch, however, such as its official time and the rocket’s designated pad, have not been released.
Elon Musk’s Midnight Cherry Roadster inside Falcon Heavy ready for its Mars-bound journey. [Full gallery]
In true Elon Musk fashion, several interesting items would be sent with the Tesla Roadster to space. According to the SpaceX CEO, the electric sports car would be accompanied on its final journey by a copy of Douglas Adams’ “The Hitchhiker’s Guide to the Galaxy,” a towel, a sign that reads “Don’t Panic,” and a track that plays David Bowie’s iconic chart-topping track, “Space Oddity.” These items, together with the Roadster, would likely be sent to deep space, where it would hopefully enter Mars orbit.
https://twitter.com/ECDiazdeLeon/status/945692630062690304
With the most recent sighting of the Falcon Heavy’s payload fairing in mind, all signs seem to be pointing to the idea that SpaceX is already assembling both stages of its largest and most ambitious rocket. As revealed in a series of image updates by Elon Musk, the majority of the Falcon Heavy is already at Cape Canaveral, FL, and all three of its first stages have been mated together. Considering that the payload fairing has been spotted as well, the Falcon Heavy might be ready for some real testing soon.
The Falcon Heavy holds the potential to be a true game-changer in the commercial space industry, with its first stage being made up of 27 Merlin engines from three Falcon 9 cores. According to SpaceX, the configuration will allow the rocket to generate more than 5 million pounds of thrust at liftoff, the same thrust as fifteen 747 jumbo jets at full throttle. The Falcon Heavy is also capable of transporting more than 140,000 pounds of cargo, which is more than twice the payload capacity of the Delta IV Heavy rocket, the FH’s closest competitor.
SpaceX initially unveiled the Falcon Heavy back in 2011, with a tentative 2013 maiden launch date. Due to a series of issues with several Falcon 9 rockets, however, the debut of the Falcon Heavy was continually pushed back. Nevertheless, despite being several years late from its initial 2013 estimate, the Falcon Heavy’s imminent launch this January 2018 definitely seems to be well worth the wait.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
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.
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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.
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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.
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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.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
