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SpaceX still an option for future Amazon internet satellite launches, says Senior VP

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An Amazon executive says that the company could still call on SpaceX to launch some of its Project Kuiper internet satellites after two of the three unproven rockets it purchased announced launch delays days apart.

Amazon began work on Project Kuiper in 2018. When SpaceX CEO Elon Musk fired several senior employees overseeing the company’s Starlink satellite internet program for being overly cautious, at least two of those employees immediately landed in senior positions at Project Kuiper. Four years later and more than two years after Amazon received an FCC license to deploy its 3,236-satellite Project Kuiper constellation, which aims to compete directly with SpaceX’s Starlink, the company’s first prototype satellite launch has changed rockets and slipped from late 2022 to early 2023.

Of the 77 firm launch contracts Amazon has signed since April 2021, only nine are for a rocket – United Launch Alliance’s (ULA) Atlas V – that has already successfully flown. The remaining 68 (and another 15 exercisable options) are spread among ULA’s Vulcan Centaur, Arianespace’s Ariane 6, and Blue Origin’s New Glenn, all of which are months away from their first launch attempts.

On October 10th, ULA CEO Tory Bruno told reporters that Vulcan Centaur’s launch debut had slipped from its latest late-2022 target to no earlier than (NET) “early 2023.” Garnering 38 of 77 firm contracts, Vulcan is the single most important rocket for Amazon’s Project Kuiper plans and is likely expected to launch close to half of all Kuiper satellites.

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Nine days later, Ariane Group and the European Space Agency (ESA) announced that Ariane 6’s launch debut had also slipped from a late-2022 target. Unlike Vulcan’s gentle early-2023 slip, Ariane 6’s debut was pushed to late 2023 at the earliest, and ESA and Ariane officials frankly admitted that that could easily become 2024. Excluding options, Ariane 6 won 18 Project Kuiper launch contracts and is the constellation’s second most important rocket.

Because Amazon applied for its Project Kuiper license so early, a six-year countdown started when the FCC approved its license in July 2020. If Amazon fails to launch half of its 3,236 satellites within six years of that receipt, the FCC could revoke Kuiper’s constellation license. While it’s unlikely that the FCC would actually revoke the license of a constellation that’s close to achieving its deployment milestones, the deadline still emphasizes just how far Amazon and its suppliers are falling behind.

Vulcan, Ariane 6, and Project Kuiper prototype launch delays have only worsened an already challenging situation. In addition to the rocket’s long-awaited debut, ULA has major obligations to NASA and the US military, who expect Vulcan to complete up to four more launches in 2023. Unless ULA pulls off a minor miracle, it’s unlikely that Vulcan will be able to launch five times in its first year of service. Respectively, ULA’s Atlas V and Delta IV rockets took 2.5 and 3.5 years to reach that milestone. If ULA’s past record serves as a reasonable guide for its future, it’s possible that Vulcan Centaur won’t have the spare capacity to begin Project Kuiper launches until 2025.

The same is arguably true for Ariane 6, which has an even busier manifest – all of which may be delayed to 2024. Of Arianespace’s two most recent rockets, Ariane 4 took 14 months and Ariane 5 took 53 months to complete their first five fully successful launches. Ariane 6 borrows heavily from Ariane 5’s design. Unless Arianespace gets off to a record-breaking start or prioritizes Amazon over ESA and other European operators, an almost unthinkable scenario, it’s difficult to imagine that Ariane 6 will have the spare capacity to begin Project Kuiper launches before 2025 or 2026.

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Blue Origin’s New Glenn rocket, which is years behind schedule and unlikely to debut before late 2023 or 2024, might ironically be Amazon’s best bet for the first dedicated Project Kuiper launch, but only if its debut is near-flawless and doesn’t slip any further. Given that New Glenn will be Blue Origin’s first orbital rocket of any kind, more delays and issues (if not an outright failure) on the first launch are likely. New Glenn is thus also unlikely to be ready to launch large batches of Project Kuiper satellites until 2024 or 2025. Given the record of its suborbital New Shepard rocket, the odds are also against Blue Origin quickly ramping up the cadence of a far more complex orbital launch vehicle.

Only Atlas V appears to have any significant chance of beginning large-scale Project Kuiper launches before 2025. But ULA is shutting down Atlas V production to transition to Vulcan, so it’s impossible for Amazon to order more than nine of the rockets, as ULA.

Unfortunately for Amazon, in addition to the many rocket-side issues facing Project Kuiper, its satellite prototype delays will make it even harder for the company to begin large-scale launches sooner than later. SpaceX, now the proud owner of a majority of all working satellites in orbit, took around 21 months to go from launching its first two prototypes to its first batch of 60 operational Starlink satellites. The satellite design it settled on was almost nothing like the first two prototypes.

Three batches and two generations of SpaceX Starlink satellites. (SpaceX)

If Amazon’s first prototypes launch on Vulcan’s early-2023 debut, perform excellently, meet or exceed expectations after just a few months of testing, and are close to the final satellite design, Project Kuiper may still have a shot at manufacturing enough satellites to fill one or more launches in 2024. But if its first satellites run into major issues, Amazon’s decision to “[bring] up manufacturing of…production satellites [in parallel with prototype development]” could set it back months if it’s forced to redesign its satellites, find new suppliers, or significantly change the factory it’s already building.

Combined, Project Kuiper finds itself in an unenviable position. It’s thus unsurprising that as of October 2022, an Amazon executive appears to have changed their tune about using SpaceX rockets. Over the last ~13 months, SpaceX has become the single most productive launch provider in the world, besting the entire nation of China. On a quarterly basis, SpaceX now launches more useful mass to orbit than the rest of the world combined. It’s also the only launch provider on Earth that can create spare capacity for last-minute customers by shuffling its own internal launch demands.

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According to Dave Limp, senior vice president of devices and services at Amazon, Project Kuiper is willing to consider taking advantage of some of SpaceX’s unprecedented capabilities after it shunned the company entirely in earlier contracts and statements. Speaking in a Washington Post Live interview, Limp says that Amazon is “open to contracting with anyone” and understands “that heavy launch capacity is [and will likely remain] pretty constrained” for years to come.

Unfortunately, Limp began by falsely asserting that Falcon 9 was too small to have warranted earlier launch contracts, stating that it’s “probably at the low end of…the capacity that we need.” In an expendable configuration, Falcon 9 can launch more than 22 tons (~48,500 lb) to low Earth orbit (LEO), while Ariane 6 is quoted at [PDF] 21.7 tons (~47,800 lb). While it hasn’t flown, SpaceX also offers an extended payload fairing that should more or less match Vulcan and Ariane 6’s largest fairings.

But Limp expressed interest in SpaceX’s Falcon Heavy rocket, which could likely match or come close to the payload volume of Ariane 6 and Vulcan and far exceed either rocket’s performance to LEO. In a configuration that would allow SpaceX to recover all three of Falcon Heavy’s boosters, almost guaranteeing that it would cost less than Vulcan or Ariane 6, the rocket would likely be able to launch around 40-50 tons (90,000-110,000 lb) to LEO. The Amazon executive even brought up SpaceX’s next-generation Starship rocket as a more desirable option for future Project Kuiper launches. Starship is designed to launch anywhere from 100 to 150 tons to LEO, should cost even less than Falcon 9 or Falcon Heavy, and will eventually feature a payload bay that dwarfs even New Glenn’s massive fairing.

Nonetheless, despite the promise of SpaceX, Amazon appears to be in no rush to hedge its bets on Vulcan, Ariane 6, and New Glenn. Only time will tell if its multi-billion-dollar gamble pays off.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Cybertruck

Tesla Cybertruck chosen by Kazakhstan’s elite security force: here’s why

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Tesla Cybertruck was chosen by a Middle Eastern government agency because of its capability, safety, and other advantages that it offers over traditional pickups.

In a striking display of futuristic security technology, Kazakhstan’s State Guard Service has integrated Tesla Cybertrucks as mobile command-and-control vehicles for the Informal Summit of the Organization of Turkic States, held today in Turkistan.

The deployment, announced by Teslarati on May 14, marks one of the first known instances worldwide of the electric pickup truck being used in official state security operations.

The Cybertrucks are supporting a range of real-world tasks, including rapid response, field coordination, communications, and command functions.

Officials highlighted the vehicles’ suitability for the challenging mountainous terrain around Almaty, where superior off-road mobility allows them to navigate rugged landscapes that might challenge conventional vehicles. Their quiet electric operation enables discreet deployment, while the high onboard power output provides sustained energy for communications equipment and external devices—critical during a high-profile international gathering.

The summit brings together leaders from Turkic-speaking nations to discuss cooperation in politics, economy, and culture. Against this backdrop, the Cybertrucks stand out not only for their angular, stainless-steel exoskeleton and imposing presence but also for their practical advantages in modern security protocols.

This move underscores Kazakhstan’s push toward innovative and sustainable solutions in public safety. The Cybertruck, Tesla’s rugged all-electric pickup, was designed from the ground up for versatility, boasting impressive range, durability, and power capabilities that align well with governmental needs.

By choosing the vehicle, Kazakh authorities signal confidence in electric mobility even for demanding operational roles—potentially setting a precedent for other nations exploring green alternatives to traditional fleet vehicles.

Tesla Cybertruck too safe for even Musk’s biggest critics to ignore

As the summit unfolds on May 15, the presence of Cybertrucks symbolizes a broader shift: electric vehicles transitioning from consumer roads to critical infrastructure.

For Tesla, the development offers valuable real-world validation of the Cybertruck’s capabilities beyond civilian use. For Kazakhstan, it blends cutting-edge American engineering with national security priorities, creating a memorable visual and functional statement at this landmark regional event.

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Tesla grabs massive Las Vegas warehouse for interesting Cybercab project

Tesla quietly filed plans to build the Cybercab car wash, and on May 12, the company submitted a permit to begin renovating the “Tesla Center Cybercab Phase 2 Car Wash,” documents show.

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Credit: TechOperator | X

Tesla is beginning to construct what will be an incredibly unique project, as it is now building a 36,000-square-foot car wash just for the Cybercab in Clark County, Nevada, near Las Vegas.

Tesla quietly filed plans to build the Cybercab car wash, and on May 12, the company submitted a permit to begin renovating the “Tesla Center Cybercab Phase 2 Car Wash,” documents show.

This is not just some ordinary car wash. Instead, it’s a dedicated, high-tech maintenance hub built specifically for Tesla’s ride-hailing vehicle and the many units that will be in the fleet.

According to the permit documents, which were first spotted by MarcoRP, a Supercharger observer on X, the work involves upgrading and updating the interior and exterior of an existing 36,000-square-foot facility. Crews will construct a full car-wash enclosure, relocate tire-service equipment, and install new power raceways.

Every camera on a Tesla Cybercab must stay clean, and without a human driver to perform manual maintenance on the vehicle, this Cybercab-specific car wash will be crucial in keeping the fleet operational, safe, and effective.

Tesla has spent years perfecting unsupervised FSD, and the Cybercab – unveiled last year as a driverless, two-seater purpose-built for ride-hailing – is the physical embodiment of that vision. Industry skeptics have long questioned how a massive Robotaxi network could scale without drivers handling basic upkeep.

Tesla just answered them with a permit filing. Sources close to the project suggest this could be the first of several such hubs, with whispers of similar plans already surfacing in Texas.

A purpose-built Robotaxi wash station means fleets can cycle vehicles through cleaning, charging, and minor servicing at lightning speed with almost no human intervention. Optimus robots could eventually handle the physical work, turning the entire operation into a lights-out, 24/7 machine.

Las Vegas, with its endless tourist traffic and wide-open roads, is the perfect proving ground. Imagine stepping out of a gleaming Cybercab after a night on the Strip, knowing the same vehicle will be sparkling clean and ready for the next rider within minutes.

California hits Tesla Cybercab and Robotaxi driverless cars with new law

Critics who claimed Robotaxis would get filthy and unreliable now look shortsighted. However, it will be interesting to see how many of these types of facilities the company establishes, especially as it plans for the Robotaxi fleet to be available everywhere.

If the permit moves forward as expected, Las Vegas could witness the first large-scale, fully autonomous taxi operation complete with its own cleaning infrastructure. As soon as Tesla solves wireless charging, we’re looking at a very capable and potentially fully autonomous ride-sharing business from A to Z.

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Tesla puts Giga Berlin in Plaid Mode with new massive investment

The facility, Tesla’s first in Europe, opened in 2022 and has become a cornerstone for Model Y production and, increasingly, in-house battery manufacturing. Recent announcements highlight a dual focus on scaling vehicle output and advancing vertical integration through 4680 battery cells.

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Credit: Tesla

Tesla is pushing forward with significant upgrades at its Gigafactory Berlin-Brandenburg in Grünheide, Germany, signaling renewed confidence in its European operations despite past market challenges.

The facility, Tesla’s first in Europe, opened in 2022 and has become a cornerstone for Model Y production and, increasingly, in-house battery manufacturing. Recent announcements highlight a dual focus on scaling vehicle output and advancing vertical integration through 4680 battery cells.

In April, plant manager André Thierig announced a 20 percent increase in Model Y production starting in July, following a record Q1 output of more than 61,000 vehicles. To support the ramp-up, Tesla plans to hire approximately 1,000 new employees beginning in May and convert 500 temporary workers to permanent positions.

The move is expected to lift weekly production significantly, addressing rebounding demand in Europe after a challenging 2025.

The expansion builds on earlier progress. In 2025, Tesla secured partial approvals to add roughly 2 million square feet of factory space, raising potential annual vehicle capacity from around 500,000 toward 800,000 units, with longer-term ambitions approaching one million vehicles per year. Logistical improvements, new infrastructure, and battery-related facilities are already underway on company-owned land.

Battery production is the latest major focus. On May 12, Thierig revealed an additional $250 million investment in the on-site cell factory. This more than doubles the planned 4680 battery cell capacity to 18 gigawatt-hours annually—up from the 8 GWh target set in December 2025—while creating over 1,500 new battery-related jobs.

Total cell investments at the site now exceed previous figures, bringing the factory closer to full vertical integration: cells, packs, and vehicles produced under one roof. Tesla describes this as unique in Europe and a step toward stronger supply chain resilience.

The plans come amid regulatory and community hurdles. Earlier expansion proposals faced protests over environmental concerns and water usage, leading to phased approvals beginning in 2024. Tesla has navigated these by emphasizing sustainable practices and economic benefits, including thousands of local jobs in Brandenburg.

With nearly 12,000 employees already on site and production steadily climbing, Gigafactory Berlin is poised for growth. The combined vehicle and battery expansions position the plant as a key hub for Tesla’s European ambitions, potentially making it one of the continent’s largest manufacturing complexes if local support continues.

As EV demand recovers, these investments underscore Tesla’s commitment to scaling efficiently in Germany while addressing regional supply chain needs.

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