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SpaceX’s Starship wins $53M from NASA for full-scale orbital refueling test
SpaceX’s Starship program has won $53 million from NASA to perform a full-scale test of orbital propellant transfer, taking the company and space agency’s relationship on the crucial technology to the next level.
NASA revealed the results of its fifth round of “Tipping Point” solicitations on October 14th, announcing awards of more than $370 million total to 14 separate companies. This year’s investments focused on three main categories: “cryogenic fluid management, lunar surface [operations], and closed-loop [i.e. autonomous] descent and landing capability demonstrations.”
In a fairly predictable outcome, the bulk (~$176 million) went to Lockheed Martin and the United Launch Alliance (ULA), while the other half (~$189 million) was split among the twelve remaining companies. In an upset, however, SpaceX was awarded a substantial contract for a crucial aspect of Starship development.
Today’s Tipping Point contract is technically the second time NASA has awarded SpaceX funding for propellant transfer development. In October 2019, almost exactly one year ago, SpaceX won $3 million “to develop and test…cryogenic fluid coupler [prototypes] for large-scale in-space propellant transfer,” marking NASA’s first direct investment in Starship. It seems that NASA was thoroughly satisfied with the results of that icebreaker test – enough to fund a full demonstration of Starship propellant transfer to the tune of $53.2 million.
As Ars Technica’s Eric Berger notes, NASA investing eight figures in a SpaceX Starship propellant transfer demonstration – let alone some $250 million overall in four separate companies – comes as a major surprise. In doing so, NASA is effectively testing the tolerance of political stakeholders in programs like Orion and SLS – programs that exist more to preserve jobs and prop up Congressional stakeholders. If a magnitude(s)-cheaper and more capable solution like distributed launch and orbital refueling were demonstrated under NASA’s own purview, it might become a lot harder to defend heritage programs that have been hemorrhaging ~20% of the space agency’s annual budget for almost a decade.
NASA says that this round of Tipping Point contracts could last up to five years. Aside from a $41.6 million contract with Intuitive Machines to develop a Moon hopper spacecraft capable of propulsively hopping around the lunar surface, the most interesting awards are focused on “cryogenic fluid management.” Eta Space received $27 million for a “small-scale flight demonstration of a complete cryogenic oxygen fluid management system to be integrated with Rocket Lab’s Photon spacecraft bus and launched on an Electron rocket.
Lockheed Martin won $89.7 million for an “in-space demonstration mission using liquid hydrogen…to test more than a dozen cryogenic fluid management technologies.” ULA, of which Lockheed Martin is a member, was awarded $86.2 million to test “precise tank pressure control, tank-to-tank transfer, and multi-week propellant storage” with a Vulcan Centaur upper stage.
Finally, SpaceX won $53.2 million for a “large-scale flight demonstration to transfer 10 metric tons of [liquid oxygen] between tanks on a Starship vehicle.” Notably, this seems to imply that NASA is effectively funding a single-ship orbital flight test in which a Starship prototype will (most likely) attempt to transfer liquid oxygen between its main LOx tank and a smaller ‘header’ tank.
Coming on the heels of an April 2020 contract that awarded SpaceX $135 million to develop a crewed Starship design optimized for Moon landings, NASA is beginning to put some serious money where its mouth is to develop a wide range of innovative solutions that may enable sustainable human space exploration.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
