News
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.
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.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
