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SpaceX putting the finishing touches on Starship’s orbital launch pad
SpaceX appears to have begun tying up a number of loose ends at Starship’s first orbital launch site, potentially setting the stage for major rocket testing CEO Elon Musk has stated could begin next month.
The list of tasks started or completed in just the last week or two is significant and each one is singularly focused on similar goals: pave the way for SpaceX to finish testing the first orbital-class Starship and Super Heavy booster and prepare for the first orbital launch attempt of the largest rocket ever built. While SpaceX’s progress towards those goals over the last several months has been decidedly slow relative to the pace of similar work completed in the very recent past, the nominal timeline Musk recently sketched out suggests that things could once again start to happen at a dizzying rate.
Launch Tower
Kicking off a jam-packed two weeks of minor to major finishing touches, SpaceX rigged Starbase orbital launch tower’s rocket-catching arms to a system of pulleys, and ‘drawworks’ in a process known as “reeving.” Thousands of feet of rope were first threaded from up, down, and through the ~145m (~440 ft) tower to act as a temporary guide for the next step. Once fully rigged, anchored, and attached to the start of the steel cable actually meant to operate the system, the tower’s ‘drawworks’ was activated for the first time to reel in the guide rope – simultaneously installing the steel cable. By November 9th, the process was more or less complete, leaving the steel cable firmly attached to the tower’s giant rocket-catching arms and able to carry their significant weight.
Thanks Ralph and @StarshipGazer! Updated diagram below. pic.twitter.com/lUvcbshKGs— LunarCaveman (@LunarCaveman) November 10, 2021
SpaceX hasn’t quite finished installing those arms and does not appear to have picked up the slack in the cable that will eventually lift them up and down the tower, but the arm assembly’s first real move is likely just a few weeks away. Notably, a bit of scaffolding around the tower’s ‘legs’ still needs to be removed before the catch arms can freely roll up and down rails welded to their exteriors. SpaceX will also need to complete shakedown testing of the arms themselves, ensuring that the massive structures’ hydraulic, electrical, and mechanical systems are all working properly.
In the near future, those arms will be used to grab, lift, and install Super Heavy boosters and stack Starships on top of them, while SpaceX also hopes to eventually use them to catch boosters and ships out of mid-air. At least for the former role, a separate arm visible about halfway up the tower in the photo above will also be crucial. Known as the tower’s Starship quick-disconnect (QD) arm or claw, SpaceX has also made significant progress on the structure, practically completing it in the last few days.
Designed to fuel Starship and stabilize the top of Super Heavy with its claw, the Starship ‘QD arm’ is also able to swing left and right both to quickly back away during launches and to make room for the catch arms during rocket catches and ship/booster stacking operations. Last week, SpaceX technicians finished plumbing the arm, which requires thousands of feet of insulated steel tubes to connect to the pad’s propellant tanks. This week, on November 23rd, SpaceX installed the last major component of the arm – the actual quick disconnect (QD) mechanism that will connect to Starship to supply power, communications, and propellant.
A few small actuators likely still need to be installed and the QD mechanism itself will have to be fully connected to pad systems but the QD arm now appears to be more or less complete and should soon be ready to fuel Starships installed on top of Super Heavy boosters.
Launch Mount
Last but not least, SpaceX performed multiple tests of the pad’s ‘orbital launch mount’ – the giant, steel structure that will support Super Heavy, hold the booster down during testing and before liftoff, and supply it with thousands of tons of propellant. On November 21st, SpaceX completed the first of those tests, seemingly venting an unknown gas out of the mount. More likely than not, it was the first simultaneous test of all 20 of the mounts Raptor Boost engine gas supplies, which – having no need to reignite in flight – will rely on ground gas supplies for ignition. Each of Super Heavy’s 20 outer Raptor engines has a small umbilical and quick disconnect mechanism, resulting in what is likely the most mechanically complex rocket launch mount ever built.
On November 22nd, the orbital launch mount’s booster quick disconnect panel actuated for the first time, showing off the first glimpse of how it will move forward to connect to Super Heavy after a booster is installed on the mount. To prevent its sensitive components from being practically incinerated each launch, the mount’s QD panel will also need to rapidly move away from Super Heavy just before liftoff.
Aside from simply avoiding direct impingement from the several-thousand-degree plume created by 29-33 Raptor engines at full thrust, that movement will also tie into some kind of hood, seamlessly actuating hatches that will close to truly protect the device. That hood was itself spotted for the first time on November 21st and will likely be installed on the launch mount and over the naked QD mechanism in the very near future.
Finally, over the last week or so, SpaceX has begun installing a number of new pipes on and around the launch mount, likely assembling a water deluge system that will help manage the extreme thermal and acoustic environment created by the most powerful rocket in history shortly before and after liftoff. When activated, a spray bar circling the mount’s full interior circumference will likely unleash several tons of water per second in a giant artificial waterfall, hopefully preventing Super Heavy from damaging itself with the sheer sound produced by its Raptor engines or violently eroding the surrounding pad or launch mount legs with its plume.
Ultimately, once all the tower, arm, and mount work described above is completed, the only obvious thing standing between the orbital launch pad and the first Super Heavy booster testing and first orbital Starship launch will be the delivery of liquid methane fuel, which could easily begin any day now.
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
