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SpaceX reveals new Starlink satellite details 24 hours from launch
Less than 24 hours before SpaceX’s first dedicated Starlink mission is scheduled to lift off, the company revealed a handful of new details about the design of the 60 satellites cocooned inside Falcon 9’s fairing.
The Falcon 9 booster assigned to launch the Starlink v0.9 mission – B1049 – has already flown twice before in September 2018 and January 2019 and will likely take part in many additional launches prior to retirement. In support of B1049’s hopeful future, drone ship Of Course I Still Love You (OCISLY) arrived at its recovery location on May 13th, an impressive 620 km (385 mi) downrange relative to the launch’s low target orbit (440 km, 270 mi).
(Extra) smallsats
The combination of a distant booster recovery and a low target orbit can only mean one thing: the Starlink v0.9’s satellite payload is extremely heavy. As it just so happens, that is exactly the case per details included in SpaceX’s official press kit (PDF).
“With a flat-panel design featuring multiple high-throughput antennas and a single solar array, each Starlink satellite weighs approximately 227kg, allowing SpaceX to maximize mass production and take full advantage of Falcon 9’s launch capabilities. To adjust position on orbit, maintain intended altitude, and deorbit, Starlink satellites feature Hall thrusters powered by krypton. Designed and built upon the heritage of Dragon, each spacecraft is equipped with a Startracker navigation system that allows SpaceX to point the satellites with precision. Importantly, Starlink satellites are capable of tracking on-orbit debris and autonomously avoiding collisions. Additionally, 95 percent of all components of this design will quickly burn [up] in Earth’s atmosphere at the end of each satellite’s lifecycle—exceeding all current safety standards—with future iterative designs moving to complete disintegration.”
First and foremost, an individual satellite mass of around 227 kg (500 lb) is an impressive achievement, nearly halving the mass of the Tintin A/B prototypes SpaceX launched back in February 2018. For context, OneWeb’s essentially finalized satellite design weighs ~150 kg (330 lb) each and relies on a ~1050 kg (2310 lb) adapter capable of carrying ~30 satellites. Accounting for the adapter, that translates to ~180 kg (400 lb) per OneWeb satellite, around 25% lighter than Starlink v0.9 spacecraft.
However, assuming SpaceX has effectively achieved its desired per-satellite throughput of ~20 gigabits per second (Gbps), Starlink v0.9 could provide more than twice the performance of OneWeb’s satellites (PDF). These are still development satellites, however, and don’t carry the laser interlinks that will be standard on the all future spacecraft, likely increasing their mass an additional ~10%.
Despite the technical unknowns, it can be definitively concluded that SpaceX’s Starlink satellite form factor and packing efficiency are far ahead of anything comparable. Relative to the rockets it competes with, Falcon 9’s fairing is actually on the smaller side, but SpaceX has still managed to fit an incredible 60 fairly high-performance spacecraft inside it with plenty of room to spare. Additionally, SpaceX CEO Elon Musk says that these “flat-panel” Starlink satellites have no real adapter or dispenser, relying instead on their own structure to support the full stack. How each satellite will deploy on orbit is to be determined but it will likely be no less unorthodox than their integrated Borg cube-esque appearance.
That efficiency also means that the Starlink v0.9 is massive. At ~227 kg per satellite, the minimum mass is about 13,800 kg (30,400 lb), easily making it the heaviest payload SpaceX has ever attempted to launch. It’s difficult to exaggerate how ambitious a start this is for the company’s internal satellite development program – Starlink has gone from two rough prototypes to 60 satellites and one of the heaviest communications satellite payloads ever in less than a year and a half.
[Insert Kryptonite joke here]
Beyond their lightweight and space-efficient flat-panel design, the next most notable feature of SpaceX’s Starlink v0.9 satellites is their propulsion system of choice. Not only has SpaceX designed, built, tested, and qualified its own Hall Effect thrusters (HETs) for Starlink, but it has based those thrusters on krypton instead of industry-standard xenon gas propellant.
Based on a cursory review of academic and industry research into the technology, krypton-based Hall effect thrusters can beat xenon’s ISP (chemical efficiency) by 10-15% but produce 15-25% less thrust per a given power input. Additionally, krypton thrusters are also 15-25% less efficient than xenon thrusters, meaning that krypton generally requires significantly more power to match xenon’s thrust. However, the likeliest explanation for SpaceX’s choice of krypton over less exotic options is simple: firm prices are hard to come by for such rare noble gases, but krypton costs at least 5-10 times less than xenon for a given mass.
At the costs SpaceX is targeting ($500k-$1M per satellite), the price of propellant alone (say 25-50 kg) could be a major barrier to satellite affordability – 50 kg of xenon costs at least $100,000, while 50 kg of krypton is more like $10,000-25,000. The more propellant each Starlink satellite can carry, the longer each spacecraft can safely operate, another way to lower the lifetime cost of a satellite megaconstellation.
SpaceX’s dedicated Starlink launch debut is set to lift off no earlier than 10:30pm EDT (02:30 UTC), May 15th. This is not a webcast you want to miss!
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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
