News
SpaceX plans huge expansion for Floridan Falcon refurbishment facilities
According to an environmental assessment published in April 2018, SpaceX aims to build a dedicated facility for storing, refurbishing and decommissioning Falcon 9 and Falcon Heavy boosters and payload fairings “immediately” after construction approvals are granted.
New Falcon 9 and Heavy refurbishment/storage center will be built in Florida
This facility would give SpaceX some 50 acres of land and 130,000 square feet (12,300 m^2) of floor space for the sole purpose of refurbishing and storing flight-proven Falcon 9 and Heavy boosters, as well as the rockets’ payload fairings after successful recoveries begin. If additional storage space proved necessary (and it probably will), another 100,000 ft^2 (9300 m^2) building would be constructed.
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- Falcon Heavy rolls out from SpaceX’s largest current booster storage and preparation facility, LC-39A. (SpaceX)
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- The first-ever Falcon Heavy (sans payload and fairing) shown inside Pad 39A’s horizontal integration facility (HIF). (SpaceX)
As of today, SpaceX likely has room to store 6-8 Falcon boosters at or near their Florida launch pads, with the bulk of that storage coming from the company’s 50,000 ft^2 (4500 m^2) LC-39A horizontal integration facility (HIF), capable of housing four rocket boosters. As such, an additional 150,000+ ft^2 could nearly quadruple SpaceX’s booster storage and refurbishment capabilities, all while locating that expansion on a single, easily-accessible lot within close reach of both LC-40 and LC-39A launch pads.
Put more simply, the addition of this new Kennedy Space Center facility would hugely benefit SpaceX’s ability to launch, land, and re-launch its reusable rockets as rapidly as possible, and would enable the simultaneous storage and refurbishment of as many as 16-20 Falcon 9/Heavy boosters and at least a dozen payload fairing halves. If even more capacity is required, nearly half of lot SpaceX wants to lease would be untouched and give the company another 30 acres of land to expand into as launch cadence ramps or BFR prepares for its first launches from Florida.
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- An overview of SpaceX’s prospective KSC facility and nearby landmarks. (SpaceX)
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- A SpaceX render of what the complex might look like once completed. (SpaceX)
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- As described in the environmental assessment, more than half of the lot would be free for future expansion. (SpaceX)
60+ annual launches, rocket ‘gardens’, and a wacky control tower
According to comments in the April 2018 assessment, the readiness of these new storage and refurbishment facilities could potentially pave the way for – as early as 2020 – more than 60 annual Falcon 9 and Heavy launches from the company’s two Florida launch pads a number which doesn’t even include SpaceX’s California launch site, nor its prospective Texas launch facilities. In order to support ambitious Florida-specific launch rates, SpaceX also intends to construct a 300-foot tall Launch and Landing Control Center (LLCC) pulled straight from a Bond villain’s lair on the new property.
The [LLCC] is envisioned to be world-class, architecturally distinctive, and equipped for satellite, cargo, and crew missions.
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- SpaceX’s proposed Launch and Landing Control Center (LLCC). The Bond villain is strong with this one… (SpaceX)
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- Satellite imagery from Google Maps shows the currently-abandoned site of SpaceX’s prospective Florida expansion. (Google Maps)
Distinctive is certainly a good way to describe the proposed control center. Not to be outdone, SpaceX also included plans for its own private rocket garden, essentially an elegant graveyard for decommissioned or uniquely historic Falcon 9 and Heavy rocket boosters and fairings, as well as Dragon spacecraft. Perhaps there will be room for pathfinder Mars rockets and spaceships in the future… With any luck, both the control center and proposed rocket garden are intended to be at least partially open to the public, something that would undoubtedly be a huge hit while also awkwardly competing with Kennedy Space Center’s Visitor Center, which features its own rocket garden less than a mile away.
Although BFR and Mars were never mentioned specifically, something SpaceX appears to have been quite stringent about over the last several months, the environmental assessment also briefly mentioned future uses for the same facility that might include “new launch vehicle” developments, perhaps requiring a four-lane expansion of the adjacent Robert’s Road somewhere down the line.
BFR heads to orbit in an updated overview of the Mars rocket. (SpaceX)
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Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
