At the same time as SpaceX is assembling hardware and manufacturing dozens of Raptor engines for Starship’s inaugural orbital test flight, it’s also preparing for what will follow.
Last week, a local photographer captured photos of one of the many dozens of deliveries that arrive at SpaceX’s Boca Chica Starship factory every month – notable this time around because of package labels that reference a “heat shield” and “mini bakery.” In any other case, it would’ve been just another nondescript delivery – likely carrying the latest batch of the ceramic Starship heat shield tiles SpaceX currently manufactures in Cocoa Beach and Cape Canaveral, Florida.
However, as the photographer (@StarshipGazer) that captured the images noted, that Florida Starship heat shield factory just so happens to be colloquially known as “The Bakery” by the SpaceX team that runs it.
As the nickname would suggest, The Bakery is one of two main Florida-based facilities tasked with turning raw materials into the black, hexagonal heat shield tiles that have begun to spread across the exterior of Starship prototypes. The June 7th delivery of a “mini bakery” strongly implies that SpaceX has now begun to build out some limited capacity for heat shield tile production at Boca Chica itself – under the main Starship factory roof, in other words.
While the number of tiles present has only really begun to grow in the last six or so months, SpaceX has been building, testing, and refining Starship’s heat shield technology for more than two years. SpaceX’s custom-built ceramic tiles made their first public appearances in July and August 2019, first launching into orbit on a Cargo Dragon spacecraft and later tagging along on Starhopper’s spectacular 150m (~500 ft) hop a few weeks later. Dragon went on to reenter and splash down in the Pacific Ocean without issue about a month later, effectively marking the first successful orbital reentry of (part of) a Starship heat shield.
With Starship SN8 heralding the arrival of full-size prototype flight tests in the last few months of 2020, SpaceX began to substantially increase the number of tiles installed on Starships, jumping from a handful to hundreds within a few months. Although Starship SN15’s successful May 5th, 2021 launch and landing likely means it will never fly, Starship SN16 was outfitted with more than a thousand tiles (and SN15 flew with almost as many). While those tiles have essentially zero experience acting as a heat shield on Starship prototypes, launching them on suborbital test flights still subjects those heat shield installations to major thermal and mechanical stresses similar to (or worse than) what Starship will need to withstand during launch and after reentry.
Given that at least a few of the ceramic tiles installed on each prototype have invariably shattered at some point during testing, it’s unclear exactly how successful those coupon tests have been. Unlike the Space Shuttle, which also relied almost exclusively on catastrophically fragile ceramic heat shield tiles, Starship’s tiles are mounted directly to its hull and that hull is made out of steel instead of an aluminum frame. In theory, Starship’s structure can thus withstand – and remain functional – at temperatures approaching 800°C (1500°F), whereas the Shuttle’s heat shield had to keep the vehicle’s aluminum structure below ~180°C (360°F).
Of course, Starship has yet to even attempt to survive an orbital-velocity reentry with some 10,000 ceramic heat shield tiles mounted directly to its steel skin. If successful, SpaceX’s ultra-simple design could give Starship massive advantages over the Shuttle, which ultimately proved to be more dangerous than traditional crew capsules and about as expensive as a similarly capable expendable rocket. But Starship’s heat shield has its work cut out for it to prove that the vast spacecraft is truly up to the challenge of orbital reentry and safe, reliable reuse.
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.
Tesla Vice President of Vehicle Engineering, Lars Moravy, recently revealed the company has thought about introducing a Plaid powertrain on the Model 3, but there could be some challenges involved.
On the Ride the Lightning podcast, Moravy revealed that he thinks about a Plaid Model 3 “all the time,” and it certainly has a place in Tesla’s potential lineup of future vehicles.
Now that the Plaid powertrain is technically defunct due to the newfound absence of the Model S and Model X, Tesla could find a way to reintroduce the lightning-quick trim level to its mass-market vehicles.
But there are going to be some challenges with it. Moravy said that the Model 3 Plaid would likely adopt the carbon-sleeved motors that the Model S Plaid had. However, packaging would be a major challenge, as Moravy said on the podcast, it would be a “tight engineering squeeze.”
It’s important to note that there are no active production plans for the Model 3 Plaid at this point, but it’s also worth noting that with the Model S and Model X Plaid no longer available, Tesla would likely be willing to introduce something that is even more white-knuckle than the Model 3 Performance, which already boasts a 2.9-second 0-60 MPH acceleration rate and a top speed of 163 MPH.
Of course, there is the Roadster, but we don’t know when that will exactly make it to market, and we know that, for sure, it will not be accessible to many.
Tesla unveils juicy new detail on the Roadster and hints at new unveil timeline
Tesla has prided itself in building some of the best cars out there, but they’re also interested in building cars that are simply fun to be in.
A Plaid Model 3 could truly push the limits and could end up being one of the best cars Tesla will ever build, especially if it can shave off at least half of a second from its 0-60 MPH time and increase its top speed slightly.
More than anything, the real changes will be in the ride and aerodynamics. Tesla improving things like the suspension, handling, and downforce will be the true trademarks of its Plaid powertrain; putting it in the Model 3 could be a great move for the company and for customers interested in high-end performance.
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
Tesla’s dedicated Optimus factory construction officially underway at Giga Texas
