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SpaceX to launch Europe’s next deep space telescope, first asteroid orbiter
On October 17th, a NASA official speaking at an Astrophysics Advisory Committee meeting revealed that the European Space Agency (ESA) had begun “exploring options” and studying the feasibility of launching the Euclid near-infrared space telescope on SpaceX’s Falcon 9 rocket.
In a major upset, director Josef Aschbacher confirmed less than three days later that ESA will contract with SpaceX to launch the Euclid telescope and Hera, a multi-spacecraft mission to a near-Earth asteroid, after all domestic alternatives fell through.
The European Union and, by proxy, ESA, are infamously insular and parochial about rocket launch services. That attitude was largely cultivated by ESA and the French company Arianespace’s success in the international commercial launch market in the 1980s, 1990s, and 2000s – a hard-fought position that all parties eventually seemed to take for granted. When that golden era slammed headfirst into the brick wall erected by SpaceX in the mid-2010s, Arianespace found itself facing a truly threatening competitor for the first time in 15+ years.
More importantly, ESA and the EU had minimal sway over SpaceX and could do very little to halt the private company from quickly becoming a leader of the international launch industry. Much like the traditional US launch industry that SpaceX also aggressively disrupted, ESA, EU, and Ariane officials remained in denial well into the late 2010s, even as SpaceX devoured their market share.
When ESA and Arianespace began work on a rocket to follow their highly successful and once-competitive Ariane 5 in the early and mid-2010s, they also ignored SpaceX’s loud pursuit of affordable launches through reusable rockets. European stakeholders ultimately opted to develop a fully-expendable successor – Ariane 6 – that merely tweaked the ingredients of the proven Ariane 5 formula. But after choosing the path of least resistance in 2014, Ariane 6’s launch debut has still slipped from 2020 to “late 2023” at the earliest, causing chaos for many of the commercial and institutional European payloads assigned to the rocket over the years.
Then, in February 2022, Russia illegally invaded Ukraine a second time, throwing all other aspects of Europe into chaos. As part of the hostilities and in response to widespread European criticism, Russia took a batch of US-built, British-owned OneWeb satellites hostage, stole the Soyuz rocket they had already purchased, and reneged on a launch deal in a move that cost the company hundreds of millions of dollars. Doubling down, they also officially withdrew from all partnerships with ESA and Arianespace, ending the practice of Europeanized Soyuz launches and leaving multiple joint missions stranded or in limbo.
Euclid was one such mission. Development of the small near-infrared space telescope began in the early 2010s and was predicted to cost “more than 1 billion Euros” as of 2013. At the time, a European Soyuz 2.1 rocket was scheduled to launch Euclid to the Sun-Earth system’s L2 Lagrange point as early as 2020. After Russia’s second invasion of Ukraine killed Soyuz as an option, ESA briefly claimed that it would instead launch Euclid on Ariane 6.
In October 2022, ESA announced that Ariane 6’s launch debut would be delayed from its current target of late 2022 to late 2023 or even early 2024. As a result, 13 satellites – most of which are European – found themselves at risk of 6, 12, or even 18+ months of guaranteed launch delays. Less than 24 hours after announcing the latest in a long line of major Ariane 6 delays, ESA’s director revealed that two of those 13 satellites were already being transferred to SpaceX Falcon 9 rockets.
Given that Euclid was orphaned by a Russian rocket, it wasn’t a huge surprise for the telescope’s launch to be handed from Arianespace to SpaceX. However, the simultaneous announcement that Hera would follow suit was far more shocking. From the start, Hera was scheduled to be one of the first payloads launched by an Ariane 64 rocket with a new Astris kick stage under development at Arianespace.
Had Hera stuck with the first three-stage Ariane 6 after the two-stage version’s latest delay, the odds of missing its 17-day October 2024 window would have increased significantly. If Hera missed that brief window, orbital mechanics would cause backup opportunities in 2025 and 2026 to extend the mission’s cruise phase (travel time) from two years to more than five years.
The €290 million Hera mission’s primary purpose is to enter orbit around the near-Earth asteroid Didiymos and study a fresh impact crater on its moon, Dimorphos. That crater is fresh because it was intentionally created when NASA’s DART spacecraft slammed into the asteroid moon last month. Fittingly, SpaceX launched DART to Dimoprhos on a Falcon 9 rocket, and will now launch Hera in its footsteps as early as October 2024. Another Falcon 9 rocket will launch the Euclid telescope into deep space as early as mid-2023.
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
