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SpaceX “intends” to start launching next-generation Starlink satellites in March
In a new Q&A with the Federal Communications Commission (FCC), SpaceX says it still “plans” and “intends” to begin launching the next generation of Starlink satellites as early as March 2022.
In August 2021, SpaceX filed an application modification request with the FCC in a bid to change its plans for the next-generation “Gen2” Starlink constellation, which still aims to drastically improve and expand upon its first few phases. SpaceX filed the first unmodified Gen2 Starlink application with the FCC in May 2020, requesting permission to launch an unprecedented 30,000 satellites. While the size of the proposed constellation is extraordinary, the FCC has also been exceptionally slow to process it. Only five months after SpaceX submitted its Starlink Gen2 modification request and nineteen months after its original Gen2 application did the FCC finally accept it for filing, which means that it has taken more than a year and a half to merely start the official review process.
That extremely slow pace of work could pose problems for SpaceX’s characteristically ambitious deployment schedule.
In a January 7th, 2022 electronic filing in which SpaceX answered a dozen questions from the FCC, the company didn’t outright criticize the extreme sluggishness with which it was reviewing the application but the sentiment was still just below the surface throughout it. After noting that the FCC continues to ask for far more information from SpaceX than it does from other constellation applications, some of which have recently received licenses in spite of that, SpaceX states that it while it “filed its Gen2 Application more than nineteen months ago…and its Amendment nearly five months ago, they were accepted for filing only two weeks ago.”
It’s perhaps no coincidence that that inexplicable delay only came to an end two weeks after FCC Chairwoman Jessica Rosenworcel – who SpaceX notes recently acknowledged a “need to speed the processing of applications to keep pace with…innovation” – was finally confirmed by the US Senate.
Most importantly, though, SpaceX used its extensive Q&A to reveal that it downselected to one of the two similar constellation configurations proposed in its Gen2 application modification. Specifically, SpaceX says it will continue to develop Configuration 1 only, which is designed and organized to take full advantage of the company’s next-generation Starship launch vehicle. That should simplify the licensing process for many Starlink competitors, which have sought to hobble SpaceX’s application with bizarre requests to the FCC and complained ad nauseam about how much of a burden analyzing two potential constellation layouts was for them. Now they will only have to consider one constellation layout, making SpaceX’s Gen2 constellation a more traditional – if still massive – proposal.
Clearly lacking a great deal of self-awareness about the irony of such of a question, the FCC also saw fit to ask SpaceX for “any updates regarding the expected timing of launches for the Gen2 system.” The timing of Starlink Gen2 launches is obviously unequivocally contingent upon FCC approval more than 19 months after SpaceX first submitted an application for said approval. Nonetheless, SpaceX politely answered the question, revealing that it had “informed Commission staff before filing its Amendment” in August 2021 that it “plans to have Gen2 satellites prepared for launch as soon as March 2022” and “still intends to begin launching [Starlink Gen2 satellites] as early as March 2022.”
Many readers and industry followers interpreted this as an implicit claim that Starship will be ready to launch Starlink Gen2 satellites as early as March 2022 – just another of the company’s detached-from-reality schedule estimates, in other words. That’s simply not the case, though. While SpaceX does confirm that it’s settling on a Starlink Gen2 configuration that will explicitly depend upon Starship for the full 29,988-satellite constellation’s timely, cost-effective deployment, FCC deployment and operations licensing are almost inherently unconcerned with how the constellation gets into space. For example, the original Gen2 application SpaceX modified last August never mentioned which launch vehicle would be responsible for launching tens of thousands of satellites. So long as the rocket is compliant with FCC regulations and has an active permit for any given launch, which is also the responsibility of a different bureau, the FCC is effectively indifferent about which rockets launch a given constellation.
In other words, while SpaceX has made it clear that Starlink Gen2 Configuration 1 is optimized for Starship, SpaceX will be free to launch Gen2 satellites on any rocket it wants if or when the FCC approves the constellation. Assuming that Starlink Gen2 satellites will still be able to fit inside a 5.2m (17 ft) wide payload fairing, that includes Falcon 9. Further, in early 2018, the FCC allowed SpaceX to launch the first two Starlink satellite prototypes before it had issued the company a license for the full constellation, making it clear that with the right paperwork, prospective constellation operators can launch and test prototype satellites before their full constellations are approved.
This is to say that there is nothing theoretically preventing SpaceX from again pursuing permission to launch a few prototype Starlink satellites (this time Gen2) before the FCC has finished reviewing and approving the whole constellation. In fact, anything less would actually be surprising and unusual for the company. When SpaceX says in January 2022 that it plans to have Gen2 satellites ready for launch by March 2022, it’s thus not hard to believe that that’s the truth. Perhaps it will take a month or two longer than planned to complete the prototypes, secure temporary FCC approval, and build and license a new E-band ground station, but it’s still believable that SpaceX will be ready and able to launch the first few Starlink Gen2 satellites on Falcon 9 within the next several months. Above all else, unless SpaceX has explicitly designed Starlink Gen2 satellites such that they no longer fit inside a Falcon fairing, nothing is forcing SpaceX to wait for Starship if Gen2 prototypes are ready to launch before the next-gen rocket.
Given that Starship will have to wait until at least March 2022 for its first orbital test flight after FAA review delays, it’s obviously implausible that the rocket will be ready to launch Starlink prototypes by then. Starship S20 – currently said by CEO Elon Musk to be the first space-bound prototype – doesn’t even have a payload bay. Unless SpaceX wants to wait several more months after that to kick off the flight-testing phase of Starlink Gen2 development, it’s likely that the first few satellites will launch on Falcon 9 – either alongside routine Starlink V1.5 launches or on their own.
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
The Space Force just handed SpaceX $2.29 billion to build the military’s space internet backbone.
The U.S. Space Force awarded SpaceX a $2.29 billion contract on May 26, 2026 to build the backbone of its Space Data Network, a satellite-based communications system designed to keep American military forces connected anywhere on Earth in real time. The contract is firm-fixed-price and requires SpaceX to deliver a fully operational prototype by the end of 2027.
In plain terms, the SDN Backbone is the plumbing behind the military’s space-based internet. It functions as a low Earth orbit satellite constellation providing robust, high-capacity, and low-latency data transport for the Joint Force, connecting sensors and weapons systems continuously, globally, and securely. Think of it as a private, hardened version of Starlink built specifically for battlefield communications, one that soldiers, ships, and aircraft can rely on even in contested environments where ground-based networks have been disrupted.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The Space Force was direct about why SpaceX was selected. “The SDN Backbone leverages the best of commercial innovation and delivers a strong foundation for the SDN mission set — a huge benefit and enabler for our warfighters,” said USSF Col. Ryan Frazier.
“We aren’t trading speed for scale; we are demanding both. By using rapid prototyping and Other Transaction Authorities, we are ensuring our advanced solutions are integrated and delivered to the warfighter as fast as possible,” added USSF Lt. Col. Fry, SDN Backbone system program manager.
The SDN Backbone will work alongside the Space Development Agency’s Transport Layer, with the two systems forming a unified open architecture to provide critical data transport for current and future Department of War missions.
As Teslarati has reported, this is not SpaceX’s first Space Force contract of 2026. In April, the Space Force awarded SpaceX $178.5 million to launch missile tracking satellites, and SpaceX is already embedded in the Golden Dome missile defense software group. The $2.29 billion SDN Backbone award puts SpaceX at the center of how the American military communicates in space, a position with direct implications for its reported $1.75 trillion IPO valuation as the company heads toward a public offering as early as June 2026.
Tesla’s dedicated factory for building up to ten million Optimus units is officially under construction at Gigafactory Texas.
Drone footage released on May 27 by Giga Texas observer Joe Tegtmeyer captures the significant milestone of the first steel structure officially standing at Tesla’s new Optimus factory on the North Campus of the facility.
Phase two of land reclamation is advancing steadily, and the progress will let the new building extend nearly the full length of the main Giga Texas factory, potentially exceeding 4,000 feet, while measuring somewhere between 50 and 70 meters narrower. Extensive foundation work is proceeding as well.
Big news at the new Optimus 10m/y factory construction site today! The 1st steel structure has been erected & as expected the second phase of land reclamation is underway.
This will allow this new factory to grow to nearly the same length as the main Giga Texas factory,… pic.twitter.com/FidRLV6XpU
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 27, 2026
This facility forms a central element of Tesla’s broader North Campus expansion at Giga Texas. The project will add more than 5.2 million square feet of new industrial space. It sits alongside other advanced developments, including a Terafab for next-gen AI chips. The scale reflects Tesla’s commitment to transforming humanoid robotics into a core pillar of the company’s future.
Musk has said that Optimus will be the biggest product in the world on several occasions. He believes it will be Tesla’s biggest valuation contributor.
Tesla prepares to expand Giga Texas with new Optimus production plant
Tesla plans to build about 10 million robots at the site annually once it is completed, which would be about 27,000 units each day.
The Optimus plant at Giga Texas is part of Tesla’s phased strategy for Optimus manufacturing. In an effort to start production of the robot well before the Giga Texas plant is complete, Tesla ended production of the Model S and Model X vehicles, which were built in Fremont, California, to make way for initial Optimus manufacturing efforts.
Production there will start in either July or August of this year, and early units will support internal factory tasks while the team gathers real-world data to refine processes. The Gigafactory Texas facility will house a second-gen production line. It targets high-volume output starting in Summer 2027.
Musk has repeatedly described Optimus as potentially more valuable than Tesla’s entire vehicle business. Current versions are already completing minor tasks around various facilities, while Tesla continues to refine its abilities and add new features.
Tesla’s total investment could reach several billion dollars. Significant challenges lie ahead, including the creation of an entirely new manufacturing ecosystem, the refinement of AI systems for dependable autonomy, and the development of reliable supply chains for actuators, sensors, and other components.
Nevertheless, the visible progress at Giga Texas highlights Tesla’s capacity to translate ambitious concepts into physical reality.
Tesla’s Optimus factory stands as much more than a simple expansion project, as it is quite literally the second phase of what could potentially be the biggest product ever. With construction beginning, 2027 is poised to become a transformative year for Tesla, as it evolves even further from an electric vehicle leader into a pioneer of intelligent, general-purpose machines.
The Tesla and SpaceX merger everyone is talking about is quietly building
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
