News
SpaceX seeks approval for Starlink internet tests on high-performance govt. planes
According to updated regulatory documents and recent Aviation Week interviews with the US Air Force Research Laboratory, it can be all but guaranteed that the USAF has begun working with SpaceX to test the feasibility of using the company’s planned Starlink satellite internet constellation for military communications purposes.
In early August, SpaceX updated regulatory documents required by the Federal Communications Commission (FCC) for the company to be permitted to experimental test its two prototype Starlink internet satellites, named Tintin A and B. Launched roughly six months ago as a copassenger on one of SpaceX’s own Falcon 9 rockets, the satellite duo has been quietly performing a broad range of tests on orbit, particularly focused on general satellite operations, orbital maneuvering with SpaceX’s own custom-built electric propulsion, and – most importantly – the experimental satellites’ cutting-edge communications capabilities.
The orbit histories of @SpaceX's Tintin A/B Starlink prototype satellites, launched in February! Some thoroughly intriguing differences in behavior over the six months they've spent on-orbit. Data and visualizations generated by the lovely https://t.co/xKOdbP89tz. pic.twitter.com/a8CfQaZJep
— Eric Ralph (@13ericralph31) August 9, 2018
Per a public summary of the application update, SpaceX is awaiting FCC permission to begin a new series of tests of its prototype satellite internet network, this time highlighting an intriguing interest in applying Starlink connectivity to moving aircraft in order to provide them an exceptionally flexible and powerful suite of communications capabilities.
“SpaceX seeks to modify its experimental authorization to allow testing of two different antennas, both of which will operate on the ground and one of which will also operate from a moving aircraft.”
In those same documents, the company states that it is “working with a manufacturer of conformal antennas for tactical aircraft” to design and build “a custom installation kit consisting of mechanical plates for the low-profile antennas and fairings reducing wind drag”, seemingly indicating that SpaceX itself intends to supply the phased array antennae itself. Normally, this sort of testing would be fairly mundane and expected for any global satellite network, as one of the largest markets for satellite internet connectivity happens to be commercial aviation, particularly airlines and passenger entertainment.
-
- SpaceX’s first Starlink prototypes launched in late February aboard a flight-proven Falcon 9 booster. (Pauline Acalin)
-
- (SpaceX)
-
- One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage in February 2018. (SpaceX)
However, the plot thickens beyond that extent thanks to a few select phrases. Most tellingly, the company writes that it “will perform a series of tests with the integrated airborne prototype terminal … varying motion for representative roll and pitch rates of a high-performance aircraft“, later also describing the program the update as a request for permission for “additional test activities undertaken with the federal government.”
It just so happens that the US Air Force’s Research Laboratory (AFRL) spoke with Aviation Week earlier this year (just weeks after SpaceX’s first prototype satellites had launched, in fact) about a nascent program exploring the potential utility of a spate of commercial Low Earth Orbit satellite internet constellations proposed for launch in recent years.
“To explore the art of the possible, AFRL is planning to contract with at least one commercial internet provider for a set of antennas that can be mounted onto Air Force test aircraft, Beal says. The team will then fly the aircraft … directly under the associated satellites and establish a communications path.” – Lara Seligman/AviationWeek
As of publishing then (March 2018) and now, SpaceX is the only company in the world to have launched a pair of functional demonstration satellites as a part of its proposed megaconstellation, meaning that it’s the only company that has a (technically) operational network with which they can test inter-satellite connectivity, connection hand-offs between different satellites, and multi-satellite operations.
While it’s currently unclear how that series of tests transpired and if they were or are officially connected to the AFRL’s own program, the briefest thought of the USAF (and thus the Department of Defence) as a prospective anchor customer for SpaceX’s Starlink constellation is extraordinarily exciting, especially given the apparent difficulties and costs associated with actually deploying even the first wave (~900 satellites) of such a massive constellation (~4500 satellites total).
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
