News
SpaceX Falcon Heavy side booster arrives at Texas test facilities
NASASpaceflight.com reports that the first new booster for SpaceX’s next Falcon Heavy launch has arrived at the company’s McGregor, Texas test facilities.
The canonical sign that SpaceX is rapidly progressing towards its next Falcon Heavy launch, the mission – set to carry the US military’s US Space Force 44 (USSF-44) satellite(s) directly to geostationary orbit (GEO) – requires all new boosters. For SpaceX, barring a major surprise in the next five months, USSF-44 will be the first operational direct-to-GEO launch in the company’s history – a milestone years and multiple test flights in the making.
US military officials have begun to at least vaguely support the idea of flying payloads on flight-proven SpaceX rockets but it looks to be a long uphill battle ahead of the company. It took almost half a decade and four-dozen successful booster landings for the US Air Force to even allow SpaceX to attempt to land a Falcon 9 booster after an operational military launch. As a result, the company will likely be building new rockets for its military launches for the indefinite future – Falcon Heavy and its three boosters included.
The photo at the top of this article shows a largely identical Falcon Heavy Block 5 side booster – either B1052 or B1053 – during a late-2018 static fire acceptance test campaign in McGregor, Texas.
Based on NASASpaceflight.com’s aerial photos of the latest rocket to arrive in McGregor, Texas, one would assume that SpaceX was simply testing a new Falcon 9 first stage. Notably, the booster appears to have a Falcon 9 interstage installed, whereas Falcon Heavy side boosters have historically been tested with nosecones installed. However, by analyzing the layout of decals visible on its exterior, author Thomas Burghardt discovered that the booster – believed to be B1064 – is likely the first of two new Falcon Heavy side boosters needed for USSF-44.
For unknown reasons, SpaceX has outfitted, transported, and prepared B1064 for acceptance testing with a years-old interstage installed, effectively making it a Falcon Heavy side booster in Falcon 9 clothing (sans nosecone).
In its current configuration, the process of manufacturing three new Falcon Heavy boosters at SpaceX’s Hawthorne, CA factory takes at least half a year from the start of tank welding to shipment. After each booster is completed, it must ship to McGregor, Texas for at least 4-6 weeks to undergo acceptance tests, including at least one wet dress rehearsal (WDR) and static fire. In other words, if the first of three new Falcon Heavy Block 5 boosters has just arrived in McGregor, SpaceX likely has two or three months of work to go before the entire USSF-44 rocket is on site at Florida’s Kennedy Space Center.
Just two weeks ago, a US military official revealed that SpaceX’s USSF-44 Falcon Heavy launch date had slipped from late-2020 (likely November or December) to no earlier than (NET) February 28th, 2021. The cause of the delay is unknown but either way, it should give SpaceX two full months to process Falcon Heavy Flight 4 hardware in Florida (or several weeks of margin wherever needed). After USSF-44, SpaceX’s next Falcon Heavy launch – USSF-52; also expected to fly on all-new boosters – was scheduled to launch NET “early 2021” before the preceding mission’s delay was announced. To achieve that schedule, SpaceX will likely be building and testing new Falcon Heavy boosters – and Falcon Heavy boosters only – from mid-2020 to at least Q1 2021.
On the plus side, as NASASpaceflight.com noted, if SpaceX manages to recover all USSF-44 and USSF-52 boosters, it will quickly find itself with a fleet of six side boosters and two center cores.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
