News
NASA updates status of SpaceX’s next two astronaut launches
NASA has updated the status of SpaceX’s next two crewed Falcon 9 launches – one fully private and the other for the space agency.
According to NASA, SpaceX’s first all-private Crew Dragon mission to the International Space Station has been delayed a month to allow additional technical and scheduling issues. Mission customer Axiom Space has yet to confirm or comment on the delay. NASA Commercial Crew Program manager Steve Stich also says that SpaceX’s next NASA astronaut launch will break a record for crewed Falcon booster reusability.
According to Stich, Crew-4’s four astronauts will launch atop a thrice-flown rocket, making the mission the first time SpaceX will have launched humans on the fourth flight of a Falcon 9 booster. However, Axiom’s first Crew Dragon launch might beat the space agency to the punch.
Crew-4 will be SpaceX’s fourth operational astronaut launch for NASA and is scheduled to lift off no earlier than (NET) April 15th, 2022 with a new Crew Dragon capsule and thrice-flown Falcon 9 booster B1067. On January 18th, a NASA blog post also confirmed a delay for Axiom’s Ax-1 mission, pushing the mission’s liftoff from February 21st to no earlier than (NET) March 31st, 2022 – quite close to Crew-4. Ax-1 will be Crew Dragon’s first private astronaut launch to the International Space Station (ISS) and the world’s first fully-private spaceflight to a space station. Unlike all other missions with private citizens that have visited the ISS, no Roscosmos or NASA astronauts will be aboard the spacecraft when Dragon lifts off.
Instead, commanded by former NASA astronaut Michael López-Alegría, Ax-1 will only carry private citizens. Each paying $55 million for the privilege, the mission’s three customers are Larry Connor, Mark Pathy, and Eytan Stibbe – all businessmen who’ve respectively amassed multmillion-dollar fortunes in real estate; entertainment and shipping; and military equipment and venture capitalism.
Ax-1 will reuse Crew Dragon capsule C207, which previously launched Crew-1 in November 2020 and Inspiration4 in September 2021. If Ax-1 avoids further delays, the mission will be the first time SpaceX (or anyone) launches astronauts in a twice-flown orbital space capsule. By all appearances, Ax-1 will also have to launch on a Falcon 9 booster that’s flown three or even four times (B1062 or B1063). Again, if Ax-1 launches before Crew-4, it will likely be the first crewed SpaceX launch to use such an experienced Falcon 9 booster.
However, if Ax-1 slips even a few days to the right, it’s more likely than not that NASA’s Crew-4 mission will take precedence and delay Ax-1 to late April 2022 at the earliest. Cargo Dragon’s CRS-25 ISS resupply mission is then scheduled to launch as early as May 2022, potentially setting the stage for a salvo of Dragon launches. Pad 39A, which will be responsible for all three launches, has a turnaround record of 10 days and has never launched two Dragons less than 18 days apart. The latter record will have to be broken for the current Ax-1 – Crew-4 schedule to hold.
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
