News
SpaceX installs new Starship on static fire test stand
SpaceX may be focused on preparing Starship S24 and Super Heavy Booster 7 for their potentially imminent orbital launch debut, but the rest of the company’s Starship factory isn’t just sitting around.
The laser focus on carefully testing Ship 24 and Booster 7 may have limited the effectiveness of Starbase rocket production, but the factory has continued to produce new ships and boosters. SpaceX has even conducted some limiting testing of a pair of prototypes meant to follow in the footsteps of S24 and B7. In mid-January, that process entered a new and more active phase as SpaceX transported Starship S25 from the factory to the launch pad.
The trip is not Ship 25’s first. Starship S25 first headed to SpaceX’s South Texas launch and test facilities on October 19th, 2022, shortly after the vehicle was fully assembled. Around three weeks of testing followed, and now Ship 25 is back for more.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Ship 25
The first round of tests was thorough and put Ship 25 through a pneumatic proof test, multiple cryogenic proof tests, and likely a few simulated thrust tests using six hydraulic rams.
“Ship 25 was removed from SpaceX’s other Starship test stand on November 8th, it was rolled back to Starbase’s Starship factory. Ship 25 first rolled to the launch site on October 19th and has since completed four visible tests. On October 28th, Ship 25 survived a pneumatic proof test that showed that its tanks were leak-free and capable of surviving flight pressures (roughly 6-8.5 bar or 90-125 psi). Three cryogenic proof tests followed on November 1st, 2nd, and 7th. The first cryoproof was likely just that – a test that pressurized Ship 25’s tanks and filled them with cryogenic liquid nitrogen (LN2) or a combination of liquid oxygen and LN2.
The next two tests likely took advantage of the customized test stand, which has been semi-permanently outfitted with a set of hydraulic rams that allow SpaceX to simulate the thrust of six Raptor engines while Starship’s structures are chilled to cryogenic temperatures and loaded with roughly 1000 tons (~2.2M lb) of cryogenic fluids. If a Starship can survive those stresses on the ground, the assumption is that it will likely survive similar stresses in flight.”
Teslarati.com – October 20th, 2022
As usual, SpaceX didn’t comment on the development or indicate how that initial proof testing had gone, but Ship 25’s January 14th, 2023 return to the launch site all but guaranteed that that testing had gone more or less according to plan. On January 17th, SpaceX lifted Ship 25 onto Starbase’s only Starship static fire test stand, further confirming that Ship 25 proof testing went to plan.
Soon after its November 2022 return to Starbase’s build site, six Raptor engines were moved into the High Bay and installed on Ship 25. The Starship’s aft was then likely buttoned up with a heat shield before it headed to the test site to begin its static fire test campaign. That campaign could tell us a lot about the status of Starship prototypes. To date, only two Ships have completed full six-Raptor static fire tests, and both took days, weeks, or months to build up to those six-engine milestones with multiple smaller tests. If Ship 25 were to skip those preliminary tests and immediately conduct a six-engine static fire, it would be a sign that SpaceX is significantly more confident in the current Starship design.
Booster 9
Ship 25 is believed to be paired with Super Heavy Booster 9, which recently finished its own round of proof tests. About two months behind Ship 25, Booster 9 rolled out of its Starbase assembly bay and headed to the launch site on December 15th, 2022. The Super Heavy prototype ultimately completed two partial cryogenic proof tests on December 21st and 29th, during which it was likely loaded with around a thousand tons of liquid nitrogen to simulate explosive liquid oxygen and methane propellant. Booster 9 then returned to Starbase’s factory on January 10th, 2023.
Assuming those tests went well, Raptor engine installation could begin at any moment. However, thanks to significant design changes and upgrades present on Booster 9, outfitting and testing this Super Heavy could take longer than usual. Many smaller changes are present, but the most significant by far is the addition of an upgraded version of Raptor. The engine’s combustion-related hardware is likely the same as the Raptor V2 engines present on Booster 7, Ship 24, and Ship 25. But the hardware used to steer each engine – called thrust vector control (TVC) – has been completely changed.
Instead of using a complex web of plumbing and hydraulic power units bolted to the side of Super Heavy, Booster 9’s 13 central Raptors will be electrically steered. That has allowed SpaceX to remove those power units (streamlining Booster 9’s exterior) and reduce the already rats nest of plumbing required to fuel, control, power, and steer dozens of high-performance rocket engines on one booster. SpaceX has been testing electric Raptor TVC for months at its McGregor, Texas development facilities, but it’s unclear if the new technology has progressed to the point that 13 upgraded engines are ready to be installed on Booster 9. In the meantime, SpaceX may install Booster 9’s fixed outer ring of 20 Raptor V2 engines – none of which gimbal or need new electric TVC hardware.
Once all 33 engines are installed, it’s likely that Booster 9 will be thoroughly tested to ensure that all 13 electrically-steered engines work well together before, during, and after numerous static fire tests. SpaceX will also need to verify that the batteries likely powering those new systems function as expected. During the peak stresses they will likely experience, the electric TVC could need to rapidly redirect more than 3000 tons (~6.6 million lbf) of thrust multiple times per second. The peak power required from Super Heavy’s batteries will likely be immense as a result.
For now, the start of Super Heavy B9’s own static fire test campaign could be months away and will have to wait until Starbase’s only orbital launch mount – currently occupied by Booster 7, Ship 24, and Starship’s first orbital launch campaign – is vacated. With that orbital launch debut unlikely to happen before March 2023, Booster 9 has plenty of time to relax inside Starbase’s Wide Bay while Ship 25 begins static fire testing at a separate stand.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
