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SpaceX reveals Starship “marine recovery” plans in new job postings
In a series of new job postings, SpaceX has hinted at an unexpected desire to develop “marine recovery systems for the Starship program.”
Since SpaceX first began bending metal for its steel Starship development program in late 2018, CEO Elon Musk, executives, and the company itself have long maintained that both Super Heavy boosters and Starship upper stages would perform what are known as return-to-launch-site (RTLS) landings. It’s no longer clear if those long-stated plans are set in stone.
Oddly, despite repeatedly revealing plans to develop “marine recovery” assets for Starship, SpaceX’s recent “marine engineer” and “naval architect” job postings never specifically mentioned the company’s well-established plans to convert retired oil rigs into vast floating Starship launch sites. Weighing several thousand tons and absolutely dwarfing the football-field-sized drone ships SpaceX recovers Falcon boosters with, it goes without saying that towing an entire oil rig hundreds of miles to and from port is not an efficient or economical solution for rocket recovery. It would also make very little sense for SpaceX to hire a dedicated naval architect without once mentioning that they’d be working on something as all-encompassing as the world’s largest floating launch pad.
That leaves three obvious explanations for the mentions. First, it might be possible that SpaceX is merely preparing for the potential recovery of debris or intact, floating ships or boosters after intentionally expending them on early orbital Starship test flights. Second, SpaceX might have plans to strip an oil rig or two – without fully converting them into launch pads – and then use those rigs as landing platforms designed to remain at sea indefinitely. Those platforms might then transfer landed ships or boosters to smaller support ships tasked with returning them to dry land. Third and arguably most likely, SpaceX might be exploring the possible benefits of landing Super Heavy boosters at sea.
Through its Falcon rockets, SpaceX has slowly but surely refined and perfected the recovery and reuse of orbital-class rocket boosters – 24 (out of 103) of which occurred back on land. Rather than coasting 500-1000 kilometers (300-600+ mi) downrange after stage separation and landing on a drone ship at sea, those 24 boosters flipped around, canceled out their substantial velocities, and boosted themselves a few hundred kilometers back to the Florida or California coast, where they finally touched down on basic concrete pads.
Unsurprisingly, canceling out around 1.5 kilometers per second of downrange velocity (equivalent to Mach ~4.5) and fully reversing that velocity back towards the launch site is an expensive maneuver, costing quite a lot of propellant. For example, the nominal 25-second reentry burn performed by almost all Falcon boosters likely costs about 20 tons (~40,000 lb) of propellant. The average ~35-second single-engine landing burn used by all Falcon boosters likely costs about 10 tons (~22,000 lb) of propellant. Normally, that’s all that’s needed for a drone ship booster landing.
For RTLS landings, Falcon boosters must also perform a large ~40-second boostback burn with three Merlin 1D engines, likely costing an extra 25-35 tons (55,000-80,000 lb) of propellant. In other words, an RTLS landing generally ends up costing at least twice as much propellant as a drone ship landing. Using the general rocketry rule of thumb that every 7 kilograms of booster mass reduces payload to orbit by 1 kilogram and assuming that each reusable Falcon booster requires about 3 tons of recovery-specific hardware (mostly legs and grid fins) a drone ship landing might reduce Falcon 9’s payload to low Earth orbit (LEO) by ~5 tons (from 22 tons to 17 tons). The extra propellant needed for an RTLS landing might reduce it by another 4-5 tons to 13 tons.
Likely less than coincidentally, a Falcon 9 with drone ship booster recovery has never launched more than ~16 tons to LEO. While SpaceX hasn’t provided NASA’s ELVPerf calculator with data for orbits lower than 400 kilometers (~250 mi), it generally agrees, indicating that Falcon 9 is capable of launching about 12t with an RTLS landing and 16t with a drone ship landing.
This is all to say that landing reusable boosters at sea will likely always be substantially more efficient. The reason that SpaceX has always held that Starship’s Super Heavy boosters will avoid maritime recovery is that landing and recovering giant rocket boosters at sea is inherently difficult, risky, time-consuming, and expensive. That makes rapid reuse (on the order of multiple times per day or week) almost impossible and inevitably adds the cost of recovery, which could actually be quite significant for a rocket that SpaceX wants to eventually cost just a few million dollars per launch. However, so long as at-sea recovery costs less than a few million dollars, there’s always a chance that certain launch profiles could be drastically simplified – and end up cheaper – by the occasional at-sea booster landing.
If the alternative is a second dedicated launch to partially refuel one Starship, it’s possible that a sea landing could give Starship the performance needed to accomplish the same mission in a single launch, lowering the total cost of launch services. If – like with Falcon 9 – a sea landing could boost Starship’s payload to LEO by a third or more, the regular sea recovery of Super Heavy boosters would also necessarily cut the number of launches SpaceX needs to fill up a Starship Moon lander by a third. Given that SpaceX and NASA have been planning for Starship tanker launches to occur ~12 days apart, recovering boosters at sea becomes even more feasible.
In theory, the Starship launch vehicle CEO Elon Musk has recently described could be capable of launching anywhere from 150 to 200+ tons to low Earth orbit with full reuse and RTLS booster recovery. With so much performance available, it may matter less than it does with Falcon 9 and Falcon Heavy if an RTLS booster landing cuts payload to orbit by a third, a half, or even more. At the end of the day, “just” 100 tons to LEO may be more than enough to satisfy any realistic near-term performance requirements.
But until Starships and Super Heavy boosters are reusable enough to routinely launch multiple times per week (let alone per day) and marginal launch costs have been slashed to single-digit millions of dollars, it’s hard to imagine SpaceX willingly leaving so much performance on the table by forgoing at-sea recovery out of principle alone.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
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SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
