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SpaceX's next Starlink launch to mark biggest rocket reusability milestone yet [webcast]
If everything goes as planned, SpaceX’s next 60-satellite Starlink launch will soon push the Falcon rocket family to the halfway point of its ambitious reusability design goals.
SpaceX has scheduled its sixth launch of 60 Starlink satellites no earlier than (NET) 9:42 am EDT (13:42 UTC) March 14th. Known as Starlink L6 or Starlink V1 L5 (referring to the fifth batch of upgraded v1.0 satellites), the Starlink mission will be the SpaceX’s fourth this year – a cadence that would enable up to 21 Starlink launches in 2020 alone. In other words, a successful launch this weekend would put SpaceX firmly on track to realize the repeated guidance that it would attempt 20-24 Starlink missions this year.
Given that SpaceX’s annual record stands at 21 launches and that the company has many additional non-Starlink launches planned for 2020, it’s always been clear that rocket reusability would be essential to even begin to approach the launch rates Starlink demands. Doing so without severely impacting customer missions – almost certainly an unacceptable tradeoff for SpaceX – is even more of a challenge. Thankfully, with its very next launch, SpaceX is about to push the rocket reusability envelope yet again, hopefully proving that the Falcon family is halfway to realizing its design goals.
SpaceX’s final iteration of the Falcon launch vehicle – known as its Block 5 upgrade – flew for the first time in May 2018 and has performed another 27 missions in 22 months since. When it debuted, SpaceX CEO Elon Musk spoke in depth about the Block 5 upgrade and the significant changes it introduced, stating that it primarily focused on improving reliability and reusability. Notably, every single Falcon 9 Block 5 rocket produced from then on would be virtually identical to the select few boosters destined to launch astronauts, meaning that all future SpaceX launches would directly benefit from the changes NASA required.
However, arguably the biggest public focus of Block 5 upgrade would be the upgrades it brought for SpaceX’s reusable rocketry program, with Musk describing it as a cumulative product of half a decade spent attempting to land rocket boosters. The big claim: Falcon Block 5 boosters would theoretically be capable of at least ten launches apiece with minimal to no repairs in between. After reaching 10-launch milestones, Musk further noted that boosters could potentially use periodical overhauls – much like modern aircraft – to achieve 100 or more launches apiece before retirement.
Eleven months after SpaceX launched and landed the same rocket for the third time, Falcon 9 booster B1048 became the first to complete four launches and landings, placing the first 60 Starlink v1.0 satellites in orbit in November 2019. Less than two months later, Falcon 9 B1049 matched its predecessor’s record, becoming the second booster to launch four times.
Now, according to Next Spaceflight, pathfinder Falcon 9 booster B1048 is scheduled to launch for the fifth time in support of Starlink L6 – a bit less than four months after it became the first SpaceX rocket to cross the fourth-flight milestone. Just days ago, SpaceX President and COO Gwynne Shotwell revealed that Falcon boosters might never need to fly more than ten times. Given that Falcon 9 Block 5 boosters were first and foremost designed to launch no less than ten times each, B1048 is now on the brink of reaching the halfway point of one SpaceX’s most ambitious Block 5 design goals.
If B1048 (and B1049 shortly after that) can prove that Falcon boosters can successfully launch five times, it’s hard to imagine any technical showstoppers that could prevent SpaceX from achieving its self-imposed ten-flight milestone. With SpaceX likely to attempt anywhere from 10-20 more Starlink launches this year, there will be no shortage of opportunities for Falcon 9 to continue pushing the envelope of reusability.
Tune in around 15 minutes before liftoff to catch SpaceX’s Starlink L6 launch live this Saturday, pending a successful Falcon 9 static fire test later today.
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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
