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SpaceX's Falcon rockets might need a giant tower on wheels for US military launches
SpaceX reportedly plans to build a massive mobile gantry – effectively a tower on wheels – at one of its two Florida launch pads, a bid to meet obscure military launch criteria needed to secure highly lucrative Falcon 9 and Falcon Heavy launch contracts from the US government.
Although this is not the first time that SpaceX and vertical integration have been thrown around in the same sentence, it is the first time that the company is reportedly close to actually finalizing its plans along those lines and constructing a real solution at one or more of its three orbital-class launch pads.
Throughout the entirety of its active launch operations, SpaceX has relied exclusively on horizontal integration for its Falcon 1, 9, and Heavy rockets and the satellites they launch. CEO Elon Musk and other executives have maintained a consistent rationale for that preference over the years: ensuring that rockets and payloads can be horizontally integrated is the best possible solution so long as SpaceX’s primary motivation is improving access to space and lowering the cost of launch. As such, SpaceX has one and only one major motivation to jerry-rig a vertical integration solution for its Falcon family of rockets: necessity by way of arcane US military launch contract requirements.
Spaceflight Now broke the latest news first on January 3rd, 2020, revealing that SpaceX was at long last taking a substantial step towards actually building its own vertical integration infrastructure at Kennedy Space Center (KSC) Launch Complex 39A – a step that was long anticipated but has taken years to transpire into anything concrete. The gist is this: for a variety of seemingly shoehorned and far-from-obvious reasons, the secretive, ultra-expensive spy satellites that contractors like Lockheed Martin and Boeing build for the US Air Force (USAF) and the National Reconnaissance Office (NRO) builds itself are designed in such a way that they apparently cannot be flipped horizontally in a rocket’s payload fairing.
Identical to the process depicted above for Blue Origin’s in-development New Glenn rocket, up to now, SpaceX has encapsulated all satellite payloads vertically, sealed the payload fairing, rotated that integrated fairing and payload, and then attached that assembly to horizontal Falcon 9 and Falcon Heavy rockets. The rocket is then transported to the launch pad on a transporter erector (T/E), which – as the name suggests – raises the rocket and payload vertical before propellant loading and launch.
For certain USAF and NRO launch contracts, breakover (horizontal flip) is unacceptable and their preference is that the launch vehicle be brought vertical before the payload – also still vertical – is stacked on top. While it sounds simple in principle (i.e. “Just stick a crane out by the pad!”), vertical payload integration is exceptionally tedious unless you already have the infrastructure in place. Competitor United Launch Alliance (ULA), for example, already has that infrastructure – having held a decade-long monopoly over US military launches that only ended 5-7 years ago, depending on how it’s measured.
Both ULA’s Atlas V, Delta IV, and soon-to-be Vulcan Centaur rockets and the infrastructure used to launch them have all been designed around vertical payload integration – essentially requiring massive, expensive, and complicated buildings-on-wheels at each launch facility.
Per Spaceflight Now, SpaceX has plans to build a similar mobile tower at Pad 39A, currently dedicated Falcon 9/Crew Dragon missions for NASA and the occasional Falcon Heavy launch. That tower will ultimately roll up to Falcon 9 or Heavy rockets on the pad, fully covering the vehicles and giving technicians an array of work platforms and tools to support vertical payload integration, among other uses. SFN says that the mobile tower will be even taller than the existing Fixed Service Structure (FSS) tower at Pad 39A, measuring some 30 stories (100m/330ft) tall.
In line with a recent FSS redesign that saw that existing tower modified for Crew Dragon and outfitted with semi-transparent black glass or plastic and a black-and-white color scheme, the new mobile tower will apparently be built with a similar design language.
Ultimately, all of SpaceX’s plans for Starship – a massive next-generation, fully-reusable rocket – have relied on some form of vertical integration for Super Heavy boosters, Starships, and tankers. In a best-case scenario, all of those vehicles may one day land in reach of a giant crane situated at the launch pad, allowing SpaceX to lift them back to the pad and install ships and tankers on Super Heavy boosters just hours (maybe even minutes) after touchdown – truly rapid reuse.
For now, it’s unclear when exactly SpaceX wants to start cutting metal for its new Falcon 9/Heavy gantry, but it’s safe to say the company will move fast as usual once it begins.
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Elon Musk
Tesla’s next-gen Optimus prototype with Grok revealed
The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development.
Tesla’s next-generation Optimus robot with AI assistant Grok has been revealed in a new video shared on X.
Tesla CEO Elon Musk was with Salesforce CEO Marc Benioff last night, and it appears the frontman gave Benioff an exclusive look at some upcoming technology.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
The video shows a new Optimus prototype answering questions and taking some very robotic steps, evidently revealing that the next-generation version is in its early stages of development. It features Grok for some additional utility, as it answered questions Benioff asked in the short video.
Here’s what was uploaded to X:
Crazy look at Tesla Optimus from Salesforce CEO Marc Benioff, who was hanging out with Elon Musk yesterday!
Love this gold color on you @Tesla_Optimus https://t.co/NGgDqVVf1g pic.twitter.com/q8286aBNKy
— TESLARATI (@Teslarati) September 3, 2025
It appears that there are several big changes to this next-generation version of Optimus, some of which have been discussed by Musk and Tesla in the past.
The first is purely cosmetic, but the gold color that Optimus is wearing in this is a new and fresh look that we have not seen before.
Perhaps the most interesting change that is evident here is the hands, which are much more detailed than past versions of Optimus:
However, we’re not too sure that these are what will be released with the next-gen Optimus, because they don’t appear to be functional, and they are more reminiscent of mannequin hands than anything.
The hands on Optimus have been a significant part of the program, as they are among the most crucial pieces of equipment on a robot. It needs to be able to perform both delicate and more imposing tasks. Tesla has aimed for Optimus to be able to thread needles or play the piano.
It was one of the most discussed improvements the company mentioned in past comments regarding how it planned to improve from Gen 2 to this next version.
Musk mentioned regarding Optimus:
“Next-generation Optimus hand, which we have in prototype form, has actuators that have moved to the forearm, just like humans, and they operate the fingers through cables, just like human hands.”
Within Optimus lies a significant opportunity for Tesla to gain considerable strength in terms of market share and valuation.
If Tesla can efficiently develop and deploy the humanoid robot over the next several years, the company stands to gain, as companies will utilize it for tasks that require tedious labor.
Musk recently said Optimus will be a major contributor to Tesla’s valuation moving forward. He believes it will make up roughly 80 percent of the company’s value.
Elon Musk
Tesla CEO Elon Musk to provide more details for Master Plan Part IV
Musk stated that he would be adding specifics to the plan in a later update.
Tesla CEO Elon Musk will be adding more specifics to the recently-released Master Plan Part IV. Musk shared the update on social media platform X amidst conversations about the general nature of the Master Plan Part IV.
In a conversation on X, Musk responded to a post from Tesla retail shareholder and bull Dave Lee, who observed that the currently released Master Plan Part IV could really just be the introduction to the real plan due to its absence of specifics.
Elon Musk responded, stating that he would be adding specifics to the plan in a later update. “Fair enough. Will add more specifics,” Musk wrote in his post.
Tesla has been following Elon Musk’s Master Plans for decades. The first Master Plan, released in 2006, outlined the company’s path from the original Tesla Roadster to the Model 3, as well as the first steps for Tesla Energy. Master Plan Part Deux, released in 2016, covered the ramp of Tesla Energy, the expansion of Tesla’s vehicle lineup, and the rollout of a Robotaxi service.
Master Plan Part 3 was more ambitious as it was generally an in-depth proposal for achieving a global sustainable entry economy by transitioning to electricity-powered vehicles, homes, and industry, which will, in turn, be powered by renewable energy sources like solar and wind. Master Plan Part 3 also included a five-step plan to accomplish this, allowing the world to transition to a fully electrified future.
Master Plan Part IV, which was released a few days ago, focused on automation and artificial intelligence to achieve sustainable abundance. But while the first two Master Plans were very clear and specific and Master Plan Part 3 was very in-depth, Master Plan Part IV was quite general and vague in comparison. It was easy to tell that Optimus would play a big role in the pursuit of sustainable abundance, but apart from that, there were no specifics as to how Tesla intended to achieve its goals.
Fortunately, these specifics would be discussed by Musk in a later update to the plan.
News
Tesla just had its best wholesale month this year in China
Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad.
Tesla China just had its best wholesale month this 2025 so far. In August, the electric vehicle maker sold 83,192 vehicles wholesale, a 22.55% increase compared to July 2025’s 67,886 units.
Tesla China’s wholesale figures are still down year-over-year, but the company’s momentum seems notable, especially with the arrival of the Model Y L.
August 2025 figures
As noted in a CNEV Post report, August 2025’s 83,192 wholesale figures are 4.04% less than the 86,697 units that were sold in the same period last year. It is, however, a 22.55% improvement from the previous month. From January to August, Tesla China sold 515,552 units wholesale, a 12.24% year-over-year decrease.
It should be noted that Tesla China’s wholesale figures include both vehicles that are sold domestically and exported abroad. With this in mind, August’s results bode well for Tesla China, as it suggests that Gigafactory Shanghai is now hitting its pace with both its domestic deliveries and its exports. Giga Shanghai serves as Tesla’s primary vehicle export hub.
Model Y L factor
Tesla had a challenging first quarter this year, thanks in part to the changeover to the Model Y across the Fremont factory, Giga Texas, Giga Shanghai, and Giga Berlin-Brandenburg. This changeover resulted in low sales in the first quarter. Political controversies surrounding Elon Musk and violence against Tesla stores and vehicles in the first and second quarters in the United States and Europe did not help much either.
This Q3, however, Tesla seems to be hitting its stride, especially in China. The launch of the new Model Y L has allowed Tesla to compete in the six-seat, large SUV segment, a market that was previously closed to the standard Model Y. Reports have suggested that Tesla China has been seeing a lot of demand for the Model Y L, which should help the company achieve higher sales this quarter and the remaining months of the year.
Tesla’s next-gen Optimus prototype with Grok revealed
Tesla CEO Elon Musk to provide more details for Master Plan Part IV
Tesla just had its best wholesale month this year in China
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