News
SpaceX’s orbital Starship prototype gets frosty during first successful ‘cryoproof’
For the first time, SpaceX has put the first orbital-class Starship – a prototype known as Ship 20 (S20) – through a routine cryogenic proof test, filling the rocket with several hundred tons of liquid nitrogen to simulate its explosive propellant.
While it’s impossible to jump to conclusions before members of the public can return to the pad to take photos or CEO Elon Musk takes to Twitter to discuss the results, Ship 20’s first ‘cryoproof’ appears to have been largely successful [Edit: Musk has confirmed that the test went well]. Relative to the almost three-dozen cryoproofs SpaceX has completed with more than a dozen other Starship, booster, and test tank prototypes over the last two years, though, Ship 20’s first major test still has some oddities.
Historically, every cryoproof of a full Starship prototype has been visually unique and virtually impossible to predict. Without any direct insight from SpaceX or Elon on the objectives, plan, or timeline of tests, the process of watching tests (via unofficial webcams, of course) and attempting to interpret why certain things look the way they do or what’s going on at any given moment is a bit trying to interpret eroded hieroglyphics.
At the most basic level, cryogenic tanking tests – whether with Starship, Super Heavy, or test tanks and liquid oxygen (LOx)/methane (LCH4) propellant or neutral liquid nitrogen (LN2) – are fairly simple. The vehicle is attached to pad systems, powered on, and partially or fully loaded with cryogenic fluids. Once the desired test objectives are achieved or attempted, the vehicle is then detanked (drained of propellant or LN2).
Thanks to the fact that they’re incredibly cold (-160 to -200C; -260 to -330F), the LOx/LCH4 or LN2 Starships are filled with quickly chill the thin steel tanks containing them. With no insulation to speak of, that supercooled steel then freezes water vapor out of the humid South Texas air, creating a layer of frost/ice that generally follows the level of the cryogenic liquids in Starship’s tanks. Throughout that process, those cryogenic liquids inevitably come into contact with ambient-temperature Starship tanks and plumbing (white-hot in comparison) and warm up, boiling off into gas as a result.
A gaseous chemical is far less dense than its liquid form, meaning that the pressure inside Starship’s fixed tanks can rapidly become unmanageable after even a small amount of boiloff. To maintain the correct tank pressures, Starship – like all other rockets – occasionally vents off the gas that forms. And thus, the two main methods of interpreting the hieroglyphics that are cryoproof tests: frost levels and venting.
Compared to earlier prototypes, Starship S20’s first cryoproof has been… unusual. Most notably, SpaceX began loading the rocket with liquid nitrogen around 8pm CDT. Its LOx (bottom) and CH4 (top) tanks were then slowly filled to around 30-50% of their full volume over the next hour. However, rather than detanking, SpaceX then partially drained the methane tank but filled the LOx tank further before leaving the LOx tank more or less fully filled for more than two hours, occasionally topping it off with fresh liquid nitrogen.
Then, almost four hours after LN2 loading began, Starship performed several massive vents. Ordinarily, given the hours of testing prior, those vents would have assuredly been detank vents – effectively depressurizing Starship’s tanks as they’re drained of fluid. However, those vents instead coincided with the rapid loading of one or several hundred more tons of LN2, seemingly topping off Starship S20 in the process. Around that point, it’s possible that SpaceX began the pressure testing portion of Ship 20’s cryoproof, (mostly) closing the rocket’s vents and allowing the pressure to gradually increase to flight levels (and maybe even higher).
Many, many months ago, when SpaceX was deep into cryoproofing the first full-size Starship prototypes, Musk revealed an operating pressure goal of 6 bar (~90 psi). Ships were eventually successfully tested above 8 bar (~115 psi), giving Starship a healthy ~30% safety margin. As the first orbital-class Starship prototype, Ship 20 likely needs to hit those tank pressures more so than any ship before it to have a shot at surviving its orbital launch debut and orbital-velocity reentry attempt.

Beyond the basics of cryoproofing, Starship S20 also marked a crucial step forward on September 29th/30th, becoming the first ship to complete a cryoproof test with a full heat shield installed. While it’s impossible to judge exactly how well S20’s ~15,000-tile heat shield performed, views from public webcams showed no obvious signs of tiles shattering and falling off as Starship repeatedly cooled and warmed – contracting and expanding as a result. Additionally, still in contact with the air, the steel tank skin under a majority of Ship 20’s tiles would have likely covered itself in a layer of frost and ice, but the heat shield appeared to handle that invisible change without issue.
It’s possible that dozens or hundreds of tiles bumped together and chipped or cracked in a manner too subtle to be visible on LabPadre or NASASpaceflight webcasts, but that can only be confirmed or denied when the road reopens and local photographers can capture higher-resolution views of Starship. For now, it appears that Ship 20’s first cryoproof was highly successful, hopefully opening the door for Raptor installation and static fire testing in the near future. Stay tuned for more!
Update: As is almost tradition by now, SpaceX CEO Elon Musk didn’t take long to tweet about the results of Starship S20’s first cryoproof, confirming that the “proof was good!”
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
