News
SpaceX eyes major drone ship fleet upgrades and a new rocket recovery robot
SpaceX has kicked off a series of major upgrades planned for its East Coast fleet of drone ships, centered around Just Read The Instructions (JRTI) and most recently culminating in the apparent fabrication of a second tank-like rocket recovery robot.
Back in Q4 2019, West Coast drone ship JRTI officially departed the Port of Los Angeles berth it operated out of for 3+ years — traversing the Panama Canal, making a weeks-long pit-stop in a Louisiana port, and ultimately arriving at Port Canaveral on December 11th. The modified barge spent more than a month relatively untouched – as was the somewhat mysterious cargo it had brought with it from the Gulf Coast – before SpaceX began JRTI’s long-awaited upgrades around a month ago.
For almost half a year, it’s looked like that SpaceX would move its West Coast drone ship to Florida after the company’s Vandenberg Air Force Base (VAFB) pad entered a major lull in launch activities in early 2019. Aside from one launch in June 2019, SpaceX’s West Coast pad has remained unused and that isn’t expected to change anytime soon. With Cape Canaveral potential reopening its dormant polar launch corridor just weeks from now, it’s entirely possible that SpaceX will be able to perform all of its planned launches from Florida alone for at least the next 6-12 months. Targeting more than 30 East Coast launches in 2020 alone, SpaceX could also benefit from at least one additional drone ship to continue high-volume Falcon booster recoveries without ship availability becoming a major launch constraint. Thankfully, JRTI may be the perfect solution.
Informally known as ‘Octagrabber’, a reference to the robot’s primary function, SpaceX has been using the only operational instance of the vehicle on drone ship Of Course I Still Love You (OCISLY) for more than two years, beginning in 2017. While far from autonomous, Octagrabber helps SpaceX’s maritime rocket recovery team minimize the risks workers are subjected to and gives the company a bit more flexibility to attempt Falcon booster landings in less-than-pristine ocean weather.
While Falcon boosters are relatively stable once landed, thanks to the vast majority of their empty mass being concentrated around their nine Merlin 1D engines, even moderate waves can cause them to slip and slide around the drone ship deck.
In fact, the best operational demonstration of the value of Octagrabber-style recovery robots came after SpaceX’s historic Falcon Heavy triple-booster recovery in April 2019 – the first time all three of the rocket’s first stage boosters successfully landed after liftoff. As it turns out, thanks to moderate hardware differences between Falcon Heavy center core boosters and normal Falcon 9 boosters, OCISLY’s Octagrabber robot did not have the attachment mechanisms needed to ‘grab’ the center core (B1055, in this case). In theory, this could be a non-issue but the drone ship unfortunately ran into high seas, making its deck to pitch and tilt and ultimately causing to B1055 to tip over, breaking in half and effectively destroyed the booster.
With Octagrabber robots, drone ships should almost never lose recovered boosters because of high seas (within reason). As such, it should come as no surprise at all that SpaceX is building a new recovery robot for drone ship JRTI – the newest addition to its Florida fleet.
Aside from the discovery of a second Octagrabber being built at SpaceX’s former East Coast Starship factory, the nature of other upgrades planned for drone ship JRTI are more mysterious. For several months, the rocket landing platform has had almost a dozen massive generators and new thruster pods stored on its deck, seemingly waiting on an unknown impetus for their installation. In recent weeks, visible work to prepare the new hardware for installation has begun.
Notably, the thrusters and power supplies that seem destined for installation on JRTI would make for a dramatic upgrade, potentially giving the drone ship more power than the tug boats that must currently tender and tow them to landing zones. In other words, that’s a complicated way of saying that SpaceX may be trying to make drone ship JRTI almost entirely independent of contracted tugboats, potentially simplifying and lowering the cost of booster recoveries.
While less likely, it’s also possible that SpaceX is finally in a position to fully realize the “autonomous” namesake of its autonomous spaceport drone ships (ASDS), with high-powered thrusters potentially giving JRTI the ability to leave port, cruise to Atlantic Ocean landing zones, deploy an Octagrabber, and return to port with a booster – all without humans in the loop. That capability is likely still on the horizon but powerful thrusters and generators would bring port-to-port drone ship autonomy within SpaceX’s grasp in the near future.
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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
