News
SpaceX set to launch its first previously-flown Block 5 rocket tonight
At the same time as SpaceX is readying its first Falcon 9 Block 5 booster reuse, the company’s second flight-proven Block 5 launch is already fast approaching and could be a strong contender to beat the company’s record of 72 days between launches of the same rocket.
A critical milestone for Falcon 9 Block 5
Formerly known as Telkom 4, SpaceX’s 1:18 AM EDT August 7th launch of the Merah Putih (Red and White in Indonesian) communications satellite will place the 5800 kg (12,800 lb) craft into a high-energy geostationary transfer orbit and will become the second heaviest GTO launch completed by SpaceX while still recovering the Falcon 9 booster. More importantly, however, Telkom 4 will also mark a critical milestone for Falcon 9 as the first reuse of a Block 5 booster.
https://twitter.com/_TomCross_/status/1025074341040533504
Designed to be many times more reusable and reliable than the already impressive Falcon 9 Full Thrust iterations preceding it, pathfinder booster B1046 could be capable of flying anywhere from 5, 10, or even 100 launches over the course of its flightworthy lifespan. It very well may require some considerable refinements to approach the true goal of orbital Falcon 9 launches with zero refurbishments between flights. CEO Elon Musk discussed those aspirations just before Block 5’s launch debut on May 11:
“We need to basically take the rocket from its landing pad, rotate it horizontal, stow the legs. Take it to the launch pad, attach an upper stage, attach a fairing with a payload. Then transport it out the launch pad, rotate it vertically, load propellant, and fly. And in principle, that is literally all that’s necessary.” – Elon Musk
This is understandably SpaceX’s goal, and it’s unlikely to happen just a few months after Block 5’s debut. Nevertheless, SpaceX appears to be already pushing the envelope of what they’ve previously accomplished with reusable Falcon 9s.
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- B1046 lifts off for the first time on May 4th, 2018. (Teslarati)
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- Falcon 9 B1046 returned to Port Canaveral aboard drone ship OCISLY on May 15. It will launch for the second time on August 4. (Tom Cross)
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- Soon after, B1046 was spotted on its way to a refurbishment facility around a week after its May 11 launch debut. (Instagram /u/tersco)
Breaking records four months after launch debut
While B1046 is tracking towards a booster turnaround of roughly 92 days, compared with the current Block 4 booster record of 72 days, it’s worth noting that more than a majority of that time was likely spent in a state of unique analysis for the inaugural Block 5 rocket, involving extensive disassembly. As stated by Musk, “we need to take [B1046] apart to confirm that it does not need to be taken apart.” He also expected that teardown analysis to be “very rigorous”, indicating that B1046 probably deserves the crown for booster turnaround so long as one only accounts for time spent in transport and undergoing refurbishment.
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Still, winning by a technicality is never any fun. On that note, SpaceX appears to be tracking towards a true record-breaking rocket reuse, potentially as few as 40 days between launches. Not one to let its other launch facilities be left out, this record-breaking turnaround attempt will occur on the West Coast with Falcon 9 B1048, the recovery of which has been extensively documented by Teslarati photographer Pauline Acalin over the last two weeks. NASASpaceflight.com confirmed that SpaceX intends to reuse B1048 for this mission for the NET mid-September launch and the record ~50 days between flights could help explain an unusually extensive and lengthy analysis of the rocket after it was lifted off drone ship Just Read The Instructions and placed on its dockside recovery stand.
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- B1047 before the launch of Telstar 19V. (Tom Cross)
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- Sooty B1047 arrives at Pad 39A’s horizontal integration facility (HIF), July 31st. (Reddit – Kent767)
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- Falcon 9 B1048 ahead of its launch debut, July 25th. (Pauline Acalin)
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- After a successful launch and landing, B1048 stands tall in Port of San Pedro before being lowered and transported for its next launch. (Pauline Acalin)
After 10 days of recovery operations and analysis, B1048 was transported to SpaceX’s Hawthorne factory on August 6th, where it will presumably undergo refurbishment in preparation for its next launch. If B1046 and B1048 are representative samples of SpaceX’s growing rocket fleet, their stunningly quick turnarounds (especially for a largely new rocket that debuted less than 3-4 months prior) are likely a sign of things to come as SpaceX gets a handle on the real-world capabilities of its robust Block 5 upgrade.
It’s entirely possible that every Block 5 reuse to come can and will break the previous launch turnaround record, at least up to the point that SpaceX demonstrates a true 24-hour turnaround sometime next year. Stay tuned…
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
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.
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.
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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
