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SpaceX to ship Starship ‘deluge’ hardware from Florida to Starbase
SpaceX appears to be preparing to ship a huge collection of hardware – including parts of a possible launch deluge system – from Florida to Texas.
Captured live by NASASpaceflight’s 24/7 Space Coast Live webcam, hardware began accumulating at NASA’s Kennedy Space Center (KSC) Turning Basin on January 12th. Within a few days, four midsize storage tanks, two or three large storage tanks, five high-pressure gas tanks, multiple sections of an apparent launch deluge system, and an unfinished Starship booster transport stand were all staged and ready for shipment. Save for implicit statements from reliable sources, there wasn’t an obvious guarantee that the hardware was all SpaceX’s or headed to the company’s Starbase, Texas factory and launch site.
But combined with the sheer volume of hardware and its privileged presence on NASA KSC property, the last part to arrive – the base of an unmistakable Starship (booster) transport stand – all but confirmed that the destination is Starbase. SpaceX has already shipped hardware from Florida to Starbase multiple times, including a trio of tanks sent in October 2022, which further increases the odds that everything visible is destined for Starbase.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
It might also not be a coincidence that in its first attempt to build a Starship launch site at Kennedy Space Center, SpaceX installed four midsize tanks and plenty of high-pressure gas tanks at LC-39A. The resurgence of work on a totally different Starship pad design at 39A in late 2021 likely made that hardware redundant. It’s possible that the four smaller tanks set to be shipped to Starbase originated at 39A and are being moved in the hopes that they can be more useful elsewhere.
Additionally, satellite photos taken on January 3rd, 2023 and shared by Harry Stranger show a pair of larger tanks also sitting unused at Pad 39A. Ultimately, it’s almost certain that the delivery is SpaceX hardware bound for Starbase, Texas.
A deluge? Under my Starship?
The most interesting part of the shipment is arguably a group of giant metal tubes. Measuring several feet wide, dozens of feet long, and fitted with multiple outlets connected to the same giant pipe, the likeliest possible explanation is that the manifolds are part of a plan to upgrade SpaceX’s Texas Starship launch site with a deluge system.
Almost all rockets use some sort of deluge system to prevent their own exhaust from damaging or destroying themselves or their surroundings. A large volume of water sprayed into the space just below a rocket’s engines can prevent the immense acoustic energy (sound) they produce from wreaking havoc. A deluge also helps protect launch pad hardware by allowing some of the energy in the exhaust to boil and vaporize water instead of eating into concrete or steel. But CEO Elon Musk has infamously stated that SpaceX is intentionally attempting to build an orbital launch site that doesn’t need a flame diverter for Starship – the most powerful rocket in history.
That’s gone about as well as one might expect. Even Starship, which can produce about 18% as much thrust as Super Heavy, has repeatedly incinerated the concrete beneath its test stand, spreading molten debris for thousands of feet and starting major brush fires in a nature reserve. After every six-engine Starship static fire, SpaceX must painstakingly remove and replace all of the concrete beneath the test stand.
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The problem is even more apparent at Starbase’s orbital launch mount, where SpaceX has begun to conduct Super Heavy booster static fire tests. Thus far, SpaceX has had to replace the concrete under the OLM after almost every Super Heavy static fire – a process that takes a week or two. The company recently replaced that concrete with a mix optimized to survive high temperatures, but it remains to be seen if that will survive a direct blow from the most powerful rocket in history.
For the time being, Starbase’s environmental permit only allows up to five orbital launches per year, making lengthy post-launch repairs mostly inconsequential. However, if SpaceX ever wants Starbase to rapidly launch multiple Starships back to back – essential for in-space refilling – or launch dozens of Starships per year, it’s become clear that a deluge system is likely essential.
Starship’s Florida deluge
Some part of SpaceX knows that. The design of Starship’s first Florida launch pad has already been upgraded to include a giant deluge ring embedded in the ground at the base of the mount. Unusual design aside, the structure is sized such that it’s almost certainly a high-flow deluge system capable of spraying thousands of gallons of water per second.
Three months later, SpaceX appears to be preparing to ship two giant deluge manifolds and some deluge plumbing from Florida to Starbase. If SpaceX intends to retrofit Starbase’s existing orbital launch site with a giant deluge system, the process would likely take months and render the pad more or less unusable from start to finish. Alternatively, Musk recently reported that SpaceX intends to build a “rocket test facility” at a separate property it purchased in South Texas. Located miles from the Starbase launch pad, the former gun range could potentially allow SpaceX to test Starships and Super Heavy boosters without disrupting orbital launch preparations and taking over Starbase’s only orbital launch mount.
Perhaps it’s not a coincidence that the same site – currently used for storage and limited Starship tank testing – already hosts some smaller parts of a potential Starbase deluge system. Regardless, it’s clear that significant changes are coming to Starbase and its associated facilities.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
Elon Musk
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Elon Musk shared a new Terafab video showing Optimus, Robovans, and a stunningly futuristic campus.
Elon Musk posted a new video of Terafab on X Thursday morning, and the most eye-catching details in it were not the building itself, but two products still awaiting production: Optimus and the Robovan.
The concept render, credited to SpaceX, shows Optimus robots working the grounds of the roughly 2.5-mile-long facility planned for the Gibbons Creek site in Grimes County, while a Robovan glides along an elevated roadway cutting through the building itself, sharing the frame with a Tesla Semi and a Cybercab.
Robovan is the boxy, driverless people and cargo mover Musk unveiled alongside Cybercab at Tesla’s “We, Robot” event in October 2024. He pitched it as a way to move up to 20 passengers at once, or handle freight instead, at a target cost he claimed could fall under a dollar a mile, with no steering wheel or pedals, the same layout as Cybercab. Nearly two years later, Robovan still has no confirmed production timeline and has not shown up in any factory footage, which makes Thursday’s render one of the only recent looks at the vehicle in any form.
Terafab Texas will be the largest and most valuable building on Earth by far.
And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y
— Elon Musk (@elonmusk) August 6, 2026
Optimus has moved further along. Tesla began converting Fremont’s old Model S and Model X assembly line into a Gen 3 Optimus production line earlier this year, and Musk visited the site on July 1 to mark the changeover. A second, larger Optimus plant is under construction at Giga Texas, targeting volume production in summer 2027 and eventual capacity of 10 million units a year. Tesla AI lead Ashok Elluswamy said this month the robot has “big shoes to fill” in replacing the S and X line, while Musk has repeatedly called Optimus the company’s biggest product of any kind, with a long-term price he has pegged between $20,000 and $30,000.
Check out the “Robovan” from @Tesla
📸: @Teslarati pic.twitter.com/D4es2i9NUe
— TESLARATI (@Teslarati) October 11, 2024
“Terafab Texas will be the largest and most valuable building on Earth by far,” Musk wrote alongside the clip. “And it will be stunningly beautiful.”
One quote post summed up the reaction: “Futuristic scene with RoboVan + Cybercab + Tesla Semi + Optimus.”
Beyond the vehicles, the architecture wrapped around them stands out too. The building’s facade is canted at sharp angles, with illuminated horizontal bands running through what appears to be a multi level interior visible from outside. Below the elevated roadway, pedestrians walk along a plaza next to a reflecting pool, and the skyline behind the campus is dotted with angular spires that read more like sculpture than infrastructure, a departure from the strictly utilitarian look of Gigafactory Texas or Starbase.
The timing tracks with what Terafab representative Riley Trennell told Grimes County residents on Wednesday, when he said renderings of the facility would be released “within days.” Musk’s post followed less than 24 hours later, and Texas Governor Greg Abbott’s office sent out its own release Thursday confirming the project. As Teslarati reported this morning, Terafab’s tax abatement agreements with Grimes County are now signed and active, and SpaceX has sent the county its first $10 million payment under that deal. The dollar figure tied to this phase of construction, per Reuters, is $16.8 billion, one of the first hard capital expenditure numbers attached to Terafab since Musk unveiled the joint Tesla-SpaceX-xAI venture in March.Reaction on X ranged from enthusiastic to skeptical. “God Bless Texas! Everything is bigger and better in Texas!” one reply read. Another was more measured: “Terafab in a decade…..”
Whether the finished building matches the render is a separate question from whether Musk wanted people talking about the render itself. Less than a day after posting, the video had already crossed 5.5 million views.
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
