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SpaceX Inspiration4 astronaut shares behind-the-scenes look at largest space window’s ‘first light’
SpaceX Inspiration4 astronaut Sian Proctor has shared the first behind-the-scenes look at what it was like for the world’s first all-private astronaut crew to witness the largest window ever flown in space for the first time.
In front of the camera: Hayley Arceneaux, now the youngest American astronaut in history and the first person ever to fly in space (or orbit) with an internal prosthetic. The mission: Inspiration4, a philanthropic creation of billionaire and CEO Jared Isaacman heavily focused on raising money (and awareness) for St. Jude’s Children’s Hospital and the fight against childhood cancer. While, as many an internet-goer will be more than eager to point out, Isaacman could have technically donated ~10% – not ~5% – of his net worth and been done with it, he instead decided to commit $100M to St. Jude’s and shepherd the world’s first all-private crewed orbital spaceflight into existence.
Private orbital spaceflight is not unique – seven other paying customers have flown to orbit and back in the 21st century. What Jared conceived of, however, is. Instead of a rather less inspirational mishmash of anyone rich enough to pay ~$20-40M for a seat, Isaacman chose to invite three relatively ordinary people along for the ride and even raffled one of the three ‘tickets’ to any American willing to donate $10 or more to the fight against childhood cancer. A step further, thanks to an excellent and transparent social media presence, millions of people from around the world got to follow the mission’s progress, watch a large portion of it live, and generally be awed by an important step forward for spaceflight and inspired by one of the most simultaneously eclectic and ordinary astronaut crew of all time.
More to the point, millions of people (or at least hundreds of thousands, for now) wouldn’t have gotten to vicariously experience the sheer joy of the first orbital cancer survivor experiencing the largest, most uninterrupted window ever flown in space for the first time. Officially known as the ‘cupola,’ SpaceX conceived of, designed, built, qualified, and flew the massive dome window in less than a year from start to finish.
Measuring around 1.2m (3.9 ft) wide and around 0.8-1m (2.5-3.2 ft) wide on the inside, Inspiration4’s cupola might offer less internal volume than NASA’s decade-old International Space Station cupola, but it makes up for the tighter space with the largest seamless window ever flown in space. Likely made out of several layers of acrylic domes not dissimilar to the ‘bubbles’ one might come across at aquariums, the innermost ‘layer’ of Dragon’s cupola carries an odd brownish hue but the glass (technically plastic) is still almost completely transparent and has no ‘frame’ or interruptions save for where it attaches to the spacecraft itself.
Thankfully, by all appearances, that brownish hue – perhaps some kind of optical coating or a tint to reduce glare – isn’t easily discernable from the inside looking out. Instead, the uninterrupted window practically melts away into a crystal-clear nothing, offering what has to be one of the best views available in space.
Given that SpaceX reportedly turned Dragon’s cupola from idea to reality in the matter of a single year and for a single customer, it’s difficult to imagine what additional upgrades could be realized on future Dragon spacecraft. Already, a senior SpaceX director says that the company is seriously considering building one or several new Dragons solely for private astronaut launches after receiving a massive uptick in demand for tickets to orbit. Even before Inspiration4 had splashed down, CEO Elon Musk promised that future flights would offer in-flight internet and hot food with the addition of a small oven/heater and a connection to the company’s own Starlink satellite constellation.
If SpaceX were to build an entirely new Dragon just for private free-flyer launches, it could potentially implement significant design changes as long as they didn’t appreciably lower safety. Given that an exclusively free-flying Dragon would never need to worry about docking in orbit, SpaceX might even be able to tweak the nosecone and make the cupola wider and taller. The possibilities may be far from endless but the fact that SpaceX would consider a modification as extreme as the cupola that flew on Inspiration4 in the first place suggests that the company is quite a lot more confident – and more willing to make big changes – than one might have previously guessed.
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Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
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.
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
