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SpaceX wants to attempt Starship booster catch during first orbital launch
An updated document submitted by SpaceX to the US Federal Communications Commission (FCC) has revealed details about the company’s plan for the first Starship booster ‘catch’ attempt.
The document follows a different batch submitted by SpaceX in June 2021, when the company detailed its plans for Starship’s orbital launch debut as background while requesting permission from the FCC to use Starlink dishes for in-flight telemetry. A month earlier, a different request focused on more standard telemetry antennas had already revealed that even if the mission went perfectly, Starship would not fully reach orbit on its first attempted spaceflight. It also confirmed that SpaceX had no intention of recovering the upper stage or Super Heavy booster assigned to Starship’s launch debut – a sort of implicit acknowledgment that success was (then) not expected on the first try.
Twelve months later, SpaceX has submitted an updated overview of Starship’s orbital launch debut in a new request for permission to use multiple Starlink dishes on both stages. While most of the document is the same, a few particular details have changed about Super Heavy’s role in the mission.
This time around, SpaceX says that the Super Heavy booster will “will separate[,] perform a partial return[,] and land in the Gulf of Mexico or return to Starbase and be caught by the launch tower.” Prior to this document, SpaceX’s best-case plans for the first Super Heavy booster to launch never strayed from a controlled splashdown in the Gulf of Mexico – potentially demonstrating that it would be safe to attempt booster recovery on the next launch but all but guaranteeing that the first booster would be lost at sea.
A year later, SpaceX appears to be a bit more confident and wants to leave itself the option to attempt to recover the first Super Heavy booster that launches. However, the company has dramatically complicated the process of testing early Super Heavy and Starship recovery (and thus reuse) by fully removing traditional and predictable landing legs and designing its latest prototypes such that the only way they can be recovered in one piece is with a giant mechanized ‘launch tower’ nicknamed Mechazilla.
The launch tower and its three mobile arms will play a crucial role in all aspects of orbital Starship launches. The first arm swings out to brace Super Heavy for Starship installation and connect the upper stage to power, propellant supplies, and other launch pad utilities. A more exotic pair of arms nicknamed ‘chopsticks’ has a more complex job. On top of using the chopsticks to lift, stack, and demate Starships and Super Heavy boosters and almost any weather and wind conditions, SpaceX wants to use the arms as an incredibly complex and precarious rocket recovery system.
For a booster or Starship “catch,” the rocket will approach the tower, enter the gap between the splayed arms, hover in place while the arms close around it, and eventually come to rest on hardpoints that appear to offer about as much surface area as a coffee table. Based on a simulation of the process shown by Elon Musk, calling it a “catch” is a misnomer, as the arms will mainly move in one dimension (open/close) and can’t actually ‘grab’ the rocket in any real sense. As built and shown, they are closer to a tiny fixed landing platform capable of minor last-second positional adjustments.
Eventually, the chopsticks could shave a small amount of time off of post-recovery processing, removing the need for a crane (or the same arms) to attach to a landed booster or ship. They could also shave off the dry mass required for landing legs, though all interplanetary ships will still need legs. However, they will also inherently make proving their own efficacy a nightmare. By all appearances, the current recovery mechanisms on the arms and the landing hardpoints on ships and boosters mean that a ‘catch’ could fail if either stage is more than a foot or two from a perfect bullseye or rotated a few degrees in the wrong direction. With the method SpaceX has devised, even the tiniest error could easily end with a massive, pressurized, partially-fueled rocket destroying the chopsticks and plummeting a few hundred feet to the ground, guaranteeing an explosion that could damage surrounding infrastructure or start fires that might.
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In the event of larger anomalies during a landing attempt, Starship or Super Heavy could accidentally impact the launch tower, damaging or even outright destroying the skyscraper-sized structure. Ultimately, the immense risk posed by any catch attempt means that unless SpaceX has miraculously gotten the design of everything involved nearly perfect on its first try, the company will have to be extraordinarily cautious and expend a large number of ships and boosters to avoid rendering its only Starship launch tower unusable.
At least to some extent, SpaceX likely knows this and Super Heavy would likely need to be in excellent health and perform perfectly during the ascent and boostback portions of its launch debut to be cleared for a catch attempt. Ultimately, Starship’s first orbital launch could end up being even more of a spectacle than it’s already guaranteed to be.
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
