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SpaceX’s Starlink launch debut to orbit dozens of satellites later this month
SpaceX President and COO Gwynne Shotwell has revealed that the company’s first dedicated Starlink launch is scheduled for May 15th and will involve “dozens” of satellites.
Corroborated by several sources, the actual number of Starlink satellites that will be aboard Falcon 9 is hard to believe given that it is a satellite constellation’s first quasi-operational launch. Suffice it to say, if all spacecraft reach orbit in good health, SpaceX will easily become the operator and owner of one of the top five largest commercial satellite constellations in the world with a single launch. Such an unprecedentedly ambitious first step suggests that the perceived practicality of SpaceX’s Starlink ambitions may need to be entirely reframed going forward.
From 0 to 100
In short, it’s hard to exaggerate just how much of a surprise it is to hear that SpaceX’s very first Starlink launch – aside from two prototypes launched in Feb. 2018 – will attempt to place “dozens” of satellites in orbit. Competitor OneWeb, for example, conducted its first launch in February 2019, placing just six satellites in orbit relative to planned future launches with 20-30. To go from 2(ish) to “dozens” in a single step will break all sorts of industry standards/traditions.
Despite the ~15 months that have passed since that first launch, SpaceX’s Starlink team has really only spent the last 6-9 months in a phase of serious mass-production buildup. As of now, the company has no dedicated satellite factory – space in Hawthorne, CA is far too constrained. Instead, the design, production, and assembly of Starlink satellites is being done in 3-4 separate buildings located throughout the Seattle/Redmond area.
SpaceX’s Starlink team has managed to transition almost silently from research and development to serious mass-production (i.e. dozens of satellites) in the space of about half a year. The dozens of spacecraft scheduled to launch on SpaceX’s first dedicated mission – likely weighing 200-300 kg (440-660 lb) each – have also managed to travel from Seattle to Cape Canaveral in the last few months and may now be just a few days away from fairing encapsulation.
To some extent, the first flight-ready batch of “dozens” of satellites are still partial prototypes, likely equivalent to the second round of flight testing mentioned by CEO Elon Musk last year. This group of spacecraft will have no inter-satellite laser (optical) links, a feature that would transform an orbiting Starlink constellation into a vast mesh network. According to FCC filings, the first 75 satellites will be of the partial-prototype variety, followed soon after by the first spacecraft with a more or less finalized design and a full complement of hardware.
If this is just step one…
Meanwhile, Shotwell – speaking at the Satellite 2019 conference – suggested that SpaceX could launch anywhere from two to six dedicated Starlink missions this year, depending on the performance of the first batch. Put a slightly different way, take the “dozens” of satellites she hinted at, multiply that number by 6, and you’ve arrived at the number of spacecraft she believes SpaceX is theoretically capable of producing and delivering in the next 7.5 months.
“Dozens” implies no less than two dozen or a bare minimum of 144 satellites potentially built and launched before the year is out. However, combined with a target orbit of 450 km (280 mi) and a planned drone ship booster recovery more than 620 km (385 mi) downrange, 36, 48, or 60 satellites seem far more likely. Tintin A/B – extremely rough, testbed-like prototypes – were about 400 kg (~900 lb) each.
As an example, SpaceX’s eight Iridium NEXT satellite launches had payloads of more than 10,000 kg (22,000 lb), were launched to an orbit around 630 km (390 mi), and required a upper stage coast and second burn on-orbit. Further, Iridium missions didn’t get the efficiency benefit that Starlink will by launching east along the Earth’s rotational axis. Despite all that, Falcon 9 Block 5 boosters were still able to land less than 250 km (155 mi) downrange after Iridium launches. Crew Dragon’s recent launch debut saw Falcon 9 place the >13,000 kg (28,700 lb) payload into a 200 km (125 mi) orbit with a drone ship landing less than 500 km (310 mi) downrange, much of which was margin to satisfy safety requirements.
Starlink-1’s target orbit is thus a third lower than Iridium NEXT, while its drone ship will be stationed more than 2.5 times further downrange. Combined, SpaceX’s first Starlink payload will likely weigh significantly more than ~13,000 kg and may end up being the heaviest payload the company has yet to launch.
Assuming a payload mass of ~14,000 kg (~31,000 lb) at launch, a worst-case scenario with ~400 kg spacecraft and a 2000 kg dispenser would translate to 30 Starlink satellites. Cut their mass to 300 kg and the dispenser to 1000 kg and that rises to ~45 satellites. Drop even further to 200 kg apiece and a single recoverable Falcon 9 launch could place >60 satellites in orbit.
Of course, this entirely ignores the elephant in the room: the usable volume of SpaceX’s standard Falcon payload fairing. It’s unclear how SpaceX would fit 24 – let alone 60 – high-performance satellites into said fairing without severely constraining their design and capabilities. SpaceX’s solution to this problem will effectively remain unanswered until launch, assuming the company is willing to provide some sort of press release and/or offer a live view of spacecraft deployment on their webcast. Given the cutthroat nature of competition with the likes of OneWeb, Telesat, LeoSat, and others, this is not guaranteed.
At the end of the day, such a major leap into action bodes extremely well for SpaceX’s ability to realize its ambitious Starlink constellation, and do so fast. For those on Earth without reliable internet access or any access at all, the faster Starlink – and competing constellations, for that matter – can be realized, the sooner all of humanity can enjoy the many benefits connectivity can bring. For those that sit under the thumb of monopolistic conglomerates like Comcast and Time Warner Cable, relief will be no less welcome.
Stay tuned as we get closer to Starlink-1’s May 15th launch date. Up next is a static fire of the mission’s Falcon 9 rocket, perhaps just two or three days from now.
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Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
News
SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
