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SpaceX, NASA ready for first crewed launch from US soil in almost a decade

NASA astronauts Bob Behnken and Doug Hurley will pilot Crew Dragon to the International Space Station (ISS) just two or three months from now. (NASA)

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On Wednesday, March 18th, NASA invited media to attend SpaceX’s highly anticipated upcoming Demo-2 mission confirming that SpaceX would be the first of NASA’s Commercial Crew Program (CCP) partners – and first private spaceflight company – to return crewed orbital spaceflight to American soil following an 8-year absence. In the media release, NASA states “this mission will be the return of human spaceflight launch capabilities to the United States and the first launch of American astronauts aboard an American rocket and spacecraft since the final space shuttle mission on July 8, 2011.”

NASA and SpaceX are “currently targeting no earlier than mid-to-late May” for the debut DM-2 crewed mission and final end-to-end test of SpaceX’s human spaceflight system and the Crew Dragon capsule. A successful DM-2 should certify SpaceX to support regular operational crew missions.

The confirmation of a mid-to-late May launch date aligns with what SpaceX President and chief operating officer, Gwynne Shotwell stated while speaking to reporters at the Satellite 2020 Conference in Washington D.C. earlier this month. Although the May time-frame does not meet the Q1 launch date previously anticipated by SpaceX CEO and founder Elon Musk, it does serve a greater purpose for NASA.

Long-duration end-to-end test

As previously reported by Teslarati, DM-2 will send NASA astronauts, Bob Behnken and Doug Hurley, to the International Space Station (ISS) for a suspected extended long-duration stay. Initially, the test demonstration flight was expected to only support a week or so stay at the ISS mirroring Crew Dragon’s previous DM-1 test flight in March of 2019. However, early in 2020, NASA and SpaceX discussed opening up the possibility of extending the duration of the test flight to reflect an operational length stay anywhere between 1.5 and 3 months. In support of a longer duration stay, Behnken and Hurley have spent the last few weeks continuously training for life and duty aboard the ISS at Johnson Space Center in Houston, Texas.

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An extension in mission duration length would ensure that NASA is able to keep a presence of more than just one astronaut aboard the ISS when NASA astronaut crew members Jessica Meir and Drew Morgan depart the station in the late Spring of this year. According to Eric Berger of Ars Technica, a longer-duration mission not only ensures more NASA crew members on-station but could ensure that Behnken, a veteran spacewalker, could be there to support NASA astronaut Chris Cassidy with any extra-vehicular activity (EVA) should the need arise.

SpaceX’s Crew Dragon is guided by four parachutes as it approaches splashdown in the Atlantic Ocean about 200 miles off Florida’s east coast on March 8, 2019, after returning from the International Space Station on the Demo-1 mission. (NASA)

As a true end-to-end test to certify SpaceX’s human spaceflight capabilities, DM-2 will not only feature launch and autonomous docking operations with the ISS but splashdown landing and recovery procedures as well. DM-2 will serve as the ultimate test of Crew Dragon’s Mark 3 parachutes hopefully enabling Behnken and Hurley to return to Earth in gentle splashdown style in the Atlantic Ocean.

It had previously been debated which of the NASA CCP partners, SpaceX with the Crew Dragon or Boeing with its CST-100 Starliner crew capsule, would likely be the first to return astronauts to the ISS. However, Boeing’s debut Starliner orbital flight test to the ISS in December of 2019 resulted in some surprising errors and a subsequent extensive investigation and list of sixty-one suggested corrective actions. Now, it is apparent that SpaceX will be the first private company to return crewed spaceflight to American soil after an almost decade long hiatus. It will also be the first to support NASA astronaut orbital spaceflight with a privately built crew capsule and rocket in just two to three short months.

Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes.

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SpaceX makes first acquisition post-IPO

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Credit: SpaceX

SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.

Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.

Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.

Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.

Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.

The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.

The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.

This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.

For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.

Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.

The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.

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Investor's Corner

Tesla and SpaceX’s biggest bull just placed a massive $1B bet on the stock

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Ron Baron on Tesla stock

Renowned investor Ron Baron, founder and CEO of Baron Capital, has once again demonstrated his unwavering faith in Elon Musk’s ventures.

Just after SpaceX’s record-breaking IPO, Baron announced he purchased an additional $1 billion in SpaceX (NASDAQ: SPCX) shares. This move pushes Baron Capital’s total holdings in the company to a staggering $25 billion in market value, underscoring one of the most successful private-to-public investment stories in recent history.

Baron’s relationship with SpaceX dates back to 2017, when his firm began investing approximately $1.75–2 billion through secondary markets and employee tender offers at valuations around $20–22 billion.

By the time of the IPO, which valued SpaceX at over $2 trillion with shares closing near $161, those early stakes had generated more than $13 billion in unrealized gains. Post-IPO, Baron’s position ballooned further, reflecting the company’s meteoric rise driven by reusable rocketry, Starlink’s global satellite internet constellation, Starshield defense applications, and ambitious plans for orbital infrastructure.

In a recent interview, Baron articulated his bullish outlook with characteristic enthusiasm.

“I think we’re going to make hundreds of billions of dollars,” he stated, emphasizing that SpaceX’s achievements in rocketry and satellite technology are “not possible for anyone else to accomplish.” He envisions the company as a cornerstone of humanity’s multi-planetary future, potentially reaching valuations of $10–30 trillion within 10–15 years.

Baron has repeatedly affirmed he has no plans to sell, viewing SpaceX as a “lifetime investment” alongside Tesla.

Tesla bull Ron Baron reveals $100M SpaceX investment, sees 3-5x return on TSLA

This conviction stems from SpaceX’s unparalleled execution. The company has revolutionized access to space with Falcon 9 reusability, deployed thousands of Starlink satellites, and is advancing Starship for Mars missions and point-to-point Earth transport.

Baron highlights emerging opportunities like space-based AI data centers and direct-to-cell satellite connectivity, positioning SpaceX at the forefront of a new space economy projected to generate trillions in value.

Critics may question the lofty projections amid high valuations and execution risks, but Baron’s track record speaks volumes. His Tesla holdings, initiated in the mid-2010s, have also delivered outsized returns. As one of the largest institutional holders of SpaceX pre-IPO, Baron Capital’s funds, such as Baron Partners, benefited immensely from valuation markups.

Baron’s $1 billion IPO purchase signals deep confidence in SpaceX’s post-IPO trajectory. In an era of short-term market noise, his strategy exemplifies patient capital: backing visionary leadership and transformative technology.

For investors watching the space sector, it serves as a powerful endorsement that the final frontier may indeed yield the next great wealth-creation engine. As Baron puts it, SpaceX isn’t just building rockets—it’s trying to “save humanity” by expanding our horizons beyond Earth.

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Elon Musk

SpaceX’s Elon Musk relieves worries about orbital data centers

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Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)
Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)

SpaceX CEO Elon Musk recently confronted worries about orbital data centers and launching satellites in mass quantities in space, as some voiced concerns about crowding.

Musk’s SpaceX plans to combat the issue of needing data centers by launching them into space instead of taking up valuable real estate on Earth. It has been a major point of SpaceX’s future, including its looming IPO, which could be the largest ever.

In a recent interview filmed at SpaceX’s Starlink terminal factory in Bastrop, Texas, Elon Musk directly addressed concerns that deploying large numbers of AI satellites for orbital data centers could crowd Earth’s orbit. His message was straightforward and reassuring: space is vast beyond human intuition.

“Space is really big,” Musk said. “It’s not like space is gonna get crowded. Space is enormous. If you actually look at it relative to the Earth, the satellites are so tiny you can’t even see them.” He emphasized that even zooming in makes a satellite appear large, but from a planetary perspective, they are minuscule specks.

Musk pointed to SpaceX’s real-world experience operating roughly 10,000 Starlink satellites as evidence that large constellations can be managed safely. “We’ve got a pretty good idea of how to operate just really large constellations and do it safely,” he noted. SpaceX remains the only operator with meaningful experience at this scale, giving the company unique insight into tight orbital packing without compromising safety

The discussion highlighted SpaceX’s plans for “AI1” satellites—essentially orbiting racks of AI compute powered by massive solar arrays and cooled via radiative panels in space’s vacuum.

These satellites leverage proven Starlink V3 technology, making them simpler to design than communications satellites. A first-generation unit targets around 150 kW peak power, with a 70-meter wingspan for solar panels and radiators. Laser links will connect them to each other and the Starlink network, delivering low-latency access (on the order of a few milliseconds from low-Earth orbit).

FCC accepts SpaceX filing for 1 million orbital data center plan

Musk framed orbital data centers as a practical solution to Earth’s constraints on AI growth. Ground-based facilities face power shortages, water demands for cooling, and grid limitations. In space, constant sunlight (no day-night cycle), vacuum radiative cooling, and abundant solar energy offer clear advantages.

Production will ramp up at an expanded “Gigasat” factory in Bastrop, with solar manufacturing already underway and full AI satellite output expected at reasonable volume by the end of 2027. Starship’s rapid, high-volume launch capability, aiming for multiple flights per hour, will make massive deployment feasible.

Critics sometimes raise risks like space debris or Kessler syndrome, but Musk’s response underscores scale: even a million satellites would represent an imperceptible fraction of available orbital volume when viewed against Earth’s size. SpaceX’s automated collision avoidance and deorbiting designs for Starlink further mitigate concerns.

This vision ties into broader ambitions. Musk sees orbital AI compute as a step toward harnessing more of the Sun’s energy, advancing humanity on the Kardashev scale from a Type 0 civilization toward Type 1 and eventually Type 2. By moving power-hungry data centers off-planet, SpaceX aims to unlock orders-of-magnitude more compute while preserving Earth’s resources.

Musk’s comments should ease public anxiety. With proven operational expertise, incremental engineering, and the immensity of space itself, orbital data centers represent not overcrowding, but smart expansion into the final frontier.

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