News
SpaceX’s Mr. Steven crosses Panama Canal on 5000 mile journey to Florida
Iconic SpaceX vessel Mr. Steven has completed a successful transit of the Panama Canal as of February 7th, leaving the fairing recovery ship approximately 3-4 days from arrival at its new home in Port Canaveral, Florida.
Mr. Steven’s move from the West Coast to the East Coast comes shortly after a series of controlled fairing recovery tests – dropped by helicopter before deploying a parafoil – brought the vessel closer than ever before to successfully snagging a Falcon fairing out of the air. Thanks to webcams at the landmark, Mr. Steven’s trip through the Panama Canal also revealed that his arms were uninstalled for the coast swap, while two fairing halves – covered in tarps – stood out on the ship’s large deck.
Aaaaand the grand finale, a gif of Mr. Steven’s transit through the Panama Canal’s first western lock (Miraflores). Probably the last we’ll see of him until Port Canaveral, with an ETA around ~4 days from now 🙂#SpaceX pic.twitter.com/DIus6K5hK5
— Eric Ralph (@13ericralph31) February 7, 2019
Although the presence of two fairing halves could be a sign of something else, it could indicate that SpaceX has plans to continue its controlled fairing drop/recovery tests, albeit this time in the Atlantic Ocean. Thanks to a sharp-eyed local observer, it can be observed that, while topped with tarps and safely secured, the fairing halves aboard Mr. Steven had no additional protection against sea spray and the elements over the course of a 5000+ mile (~8000 km) journey at a cruising speed of roughly 20 mph (~32 km/h). In other words, they are most certainly not going to be reused.
If not for reuse, then the only reason Mr. Steven would need to bring fairings to Florida is if there is some need for fairing recovery development hardware (halves that can be abused without opportunity cost), either for more basic mechanical and interface tests with fairings and nets or to continue SpaceX’s program of experimental drop testing.
Is your #MrSteven here in Panama @elonmusk and @SpaceX ? pic.twitter.com/GvTNGYQU9K
— Hugo Tello (@soyhugotello) February 6, 2019
Intriguingly, although SpaceX released a second video of “one” of Mr. Steven’s final West Coast catch tests, some basic sleuthing can easily determine that the test shown in the January 29th video probably occurred more than two weeks earlier, on January 10th. This means that one final helicopter drop test was performed (January 26th) before SpaceX departed Port of LA for Florida on the 29th. Some might conclude, then, that SpaceX’s latest drop tweet was more than a little coy, perhaps indicating that the results of the Jan 26 test may have been appreciably different than the extreme near-miss experienced on the 10th.
While the company’s history – combined with CEO Elon Musk’s welcome tendency of sharing good news almost as soon as he hears it – suggests that the Jan 26 test was probably not a success, SpaceX could be playing its development cards close to its chest when it comes to fairing recovery.
One of Mr. Steven’s final West Coast fairing recovery tests before shipping out for the East Coast. Wait for it… pic.twitter.com/A7q37Gpllu
— SpaceX (@SpaceX) January 30, 2019
Regardless, SpaceX clearly has no plans to end its experimental fairing recovery program with success so agonizingly within reach. Mr. Steven’s move to Florida sets the vessel up for a dramatic increase in available post-launch fairing recovery attempts at the same time as Falcon fairings likely still cost around $3 million apiece and continue to pose the same conundrum Musk raised in mid-2017.
“Imagine if we had a $6 million pallet of cash falling through the sky. Would we try to catch it? I think the answer is yes.” – Elon Musk, July 2017
Although the cost of SpaceX’s fairing recovery program is probably several tens of millions of dollars at this point, it seems probable that Musk would still stand behind his thought experiment. Assuming SpaceX can cost-effectively reuse fairings once recovery is assured, a development program costing upwards of $50-100M could be entirely recouped after just 10-20 dual fairing recoveries, compared to the 21 fairings SpaceX flew in 2018 alone. As long as Falcon 9 and Heavy are likely to continue operating for several more years (all but guaranteed), fairing recovery should still prove worthwhile if SpaceX can close the recovery gap within the next 6-12 months.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
