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SpaceX "DARKSAT" results: can Starlink and astronomy happily coexist?
Astronomers have begun to gather and analyze detailed observations of a SpaceX Starlink satellite prototype officially labeled DARKSAT and the initial results hint that the satellite constellation should be able to happily coexist with ground-based astronomy in the future.
Since SpaceX began launching batches of 60 Starlink satellites in May 2019, the company has raised the ire of parts of the astronomy community and simultaneously awed and inspired many less technical observers with clusters of shooting star-like satellites that are easily visible after launches. While the mid-sized spacecraft do become much dimmer as they raise their orbits from ~300 km (185 mi) to 550 km (340 mi), they are far from invisible even at that operational altitude. It’s safe to say that the current impact on ground-based astronomy is still just shy of negligible even with 360 satellites in orbit, but that impact is assuredly greater than zero and the relatively bright spacecraft have already interrupted telescope observations at many sites around the world.
Given that the 360 satellites already in orbit are just a tiny fraction of the ~4400, ~12,000, or even ~40,000 that SpaceX could one day launch, it would be irresponsible to argue that the constellation’s impact – and the impact of others like it – will continue to be minor as the number of satellites grows. Thankfully, while it doesn’t appear that prospective low Earth orbit (LEO) constellation architects anticipated the potential astronomy impact, SpaceX’s Starlink team has rapidly responded and already launched a satellite featuring tweaks designed to dim its appearance from the ground. For several reasons, the initial results from “DARKSAT” are extremely promising – now visible below in some of the first photos offering a useful comparison.
Launched on January 7th, 2020, a set of 20 spacecraft including DARKSAT – representing a single “plane” of the broader Starlink constellation – all arrived at their operational ~550 km (340 mi) orbits by February 23rd. As previously discussed on Teslarati, initial results first published on March 18th revealed that the Starlink DARKSAT prototype – essentially an early alpha test for darkening techniques – was already 55% darker than unmodified spacecraft. While making satellites less reflective makes thermal management a much greater challenge, DARKSAT has managed to raise its orbit and begin operations without issue, although it’s unknown whether the satellite’s antennas and avionics are also functioning nominally.
For darker spacecraft, perhaps the most important test will be long-term reliability, as constantly absorbing more heat than a reflective satellite is likely to put their structure, avionics, and radiators through significantly more thermal stress. As such, SpaceX may launch a limited number of additional darkened prototypes over the coming months but is much less likely to darken all satellites on any given launch until DARKSATs have successfully operated in orbit for months or even years.
On the ground, SpaceX may try to perform sped-up stress testing, but proving that darker satellites are a viable solution will almost invariably take time. Earlier this month, CEO Elon Musk revealed that SpaceX may attempt to design deployable solar shades for Starlink satellites if darkening their bodies is not enough to fully mitigate major impacts to astronomy. Knowing SpaceX, the first in-orbit solar shade test(s) could happen during any of several upcoming Starlink launches.
Adding reliable, deployable solar shades without appreciably raising Starlink’s production costs could be a major challenge, given the fundamental complexity of large, deployable mechanisms in space, but SpaceX – if anyone – is likely up to the challenge. More importantly, the fact that SpaceX’s very first attempt at reducing Starlink albedo (reflectivity) has produced a satellite 55% darker than its peers suggests that much more can probably be done along those lines, given additional time for extra experiments and deeper optimization.
As a result, it may be the case that SpaceX ends up launching 750-1000+ reflective Starlink satellites before an affordable, mass-producible DARKSAT variant is ready to take over. In that event, Starlink could plausibly have a small to moderate negative impact on ground-based astronomy for several years. However, comments made by SpaceX executives over the years suggest that no single Starlink satellite is likely to operate for more than five or so years before being replaced, meaning that the entire constellation would be continuously refreshed (as long as it’s generating revenue). Even if a thousand bright(er) Starlink satellites make life a bit harder for some astronomers, the fact remains that the consequences of any single Starlink satellite variant – assuming SpaceX remains serious about fully mitigating the constellation’s impact – are inherently temporary.
If SpaceX continues to make progress darkening satellites and developing cheap solar shades, it seems all but guaranteed that even a constellation of tens of thousands of Starlink satellites will be able happily coexist with the astronomy community, all the while delivering cheap, fast internet to millions of people – especially those lacking access – around the world.
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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.
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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
