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SpaceX’s next Falcon Heavy rocket on track for early 2023 launch
Two weeks after SpaceX’s first Falcon Heavy launch in three and a half years, the US Space Force says that the rocket is on track to launch again “early next year.”
Immediately before and after Falcon Heavy’s first operational launch for the US Space Force, the Space Systems Command confirmed that the massive SpaceX rocket’s next military launch – USSF-67 – was scheduled no earlier than January 2023. The military also confirmed that USSF-67 would reuse two of the three Falcon Heavy boosters that helped launch USSF-44 on November 1st.
Two weeks later, the US Space Force’s tone hasn’t changed, and the Space Systems Command remains confident that Falcon Heavy is on track to launch USSF-67 less than three months after USSF-44.
Assuming the lack of a schedule change is intentional rather than a matter of not checking with SpaceX or other US stakeholders, no change is a good sign. Since the last time the SSC reported that USSF-67 was on track to launch in January 2023, SpaceX successfully launched its fourth Falcon Heavy rocket. USSF-44 was the company’s first launch directly into a geosynchronous orbit ~36,000 kilometers (~22,300 mi) above Earth’s surface.
SpaceX successfully recovered both of Falcon Heavy’s ‘side cores’ and has likely had enough time to thoroughly inspect each booster and begin the refurbishment process. If data gathered from the launch, landing, or recovered boosters uncovered issues with Falcon Heavy’s performance during USSF-44, USSF-67 would almost certainly be delayed. The chances of a delay are magnified by the fact that USSF-67 can’t launch until two of USSF-44’s Falcon Heavy boosters are refurbished and declared ready for a second flight.
But it appears that even a gap of 40 months between Falcon Heavy launches wasn’t enough to make SpaceX falter – at least after working out some prelaunch kinks. SpaceX accomplished a similar feat – launching two Falcon Heavy rockets in less than three months with one pair of side boosters – on the rocket’s second and third launches in April and June 2019. The mission that reused Flight 2’s side boosters was for the US Air Force, so SpaceX and the military already have direct experience tackling those challenges.
In the three and a half years since, SpaceX has gained a huge amount of experience recovering and refurbishing Falcon 9 Block 5 boosters and slashed its record turnaround (the time between two launches of the same booster) from 74 days to 21 days. SpaceX should thus have no issue turning Falcon Heavy side boosters B1064 and B1065 around for a second launch in January 2023, around 60 to 91 after their debut.
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While preparing one Falcon Heavy rocket to launch USSF-67 in January, SpaceX – at least according to customer ViaSat – may also be preparing another Falcon Heavy rocket to launch the first ViaSat-3 satellite the same month. Unlike the US Space Force, which recently shipped [PDF] one of USSF-67’s payloads to Florida, ViaSat has yet to ship its first next-generation satellite to the launch site and says that milestone is scheduled for December 2022. That makes a February or March launch much more likely, but ViaSat recently told shareholders that ViaSat-3 remains on track to launch “in the earliest part of” Q1 2023.
Combined, USSF-67 and ViaSat-3 are scheduled to reuse Falcon Heavy side boosters B1064, B1065, B1052, and B1053. Each will use a brand new center core: B1068 for ViaSat-3 and B1079 for USSF-67, according to Next Spaceflight. Like USSF-44, which was the first time SpaceX intentionally expended a Falcon Heavy booster, both new center cores are expected to be expended.
For several reasons, assembling and preparing Falcon Heavy for launch is significantly more time-consuming than Falcon 9, so there will likely be at least a two, three, or even four-week gap between Falcon Heavy’s next two launches. But as long as USSF-67 and ViaSat-3 are ready to fly during narrow windows in early and late January, it appears that SpaceX could launch two Falcon Heavy rockets in one calendar month.
SpaceX has as many as five Falcon Heavy launches scheduled in 2023 – a stark change after more than three years without a single flight.
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.
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.
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.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
