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SpaceX rolls last Starship off the assembly line ahead of “major upgrades”
SpaceX has installed Starship serial number 11’s (SN11) steel nosecone, effectively completing the rocket and marking the end of production for a series of four virtually identical prototypes.
SpaceX has soared through a limited production run of four full-height Starship prototypes with a more or less frozen design, simultaneously serving as a pilot run for a nascent Starship assembly line while also producing high-fidelity prototypes for the program’s first high-altitude flight testing. Work on Starship SN8 – the first of those four prototypes – began around July 2020 when labeled hardware was first spotted.
Parts of SN9, SN10, SN11, and SN12 gradually started to appear over the next few months. Less than four months after production began, (half of) Starship SN8 rolled to the launch pad in late October to kick off a series of acceptance tests.
After an unusually long ~6 weeks of testing, SpaceX declared Starship SN8 ready for flight and ultimately pulled off a high-altitude launch that made it just a dozen or so seconds (~5%) away from a complete success – far further than anyone really expected. That surprising level of success appeared to lead SpaceX to reevaluate its plans and the strategic design of its test plans.
One result was observed in publicly-visible labels SpaceX uses to identify the dozens of Starship parts in work at any given moment: after SN12, only a few minor unfinished parts of SN13 and SN14 were ever spotted, departing from the flood of activity observed while building SN8 through SN11. In November, CEO Elon Musk revealed that “major upgrades” were planned for Starship SN15 and all subsequent prototypes.
The implication was that SpaceX had already written off no fewer than three Starships (SN8-SN10) to prove that a new, exotic approach to rocket landings could work as planned. If those three failed, SpaceX could likely use Starships SN11 through SN14 – likely enough prototypes to either succeed or conclude that a redesign is necessary. Ultimately, after Starship SN8’s spectacular success and last-second failure, SpaceX seemingly concluded that it was unlikely to need a full seven prototypes to achieve the first soft landing(s) and effectively killed Starships SN12, SN13, and SN14 in the cradle.
SpaceX likely concluded that SN8 had demonstrated that a vast majority of Starship’s existing design was already sound, reducing enough risk to confidently begin major upgrades – akin to building a more permanent structure only after ensuring that the foundation is stable. Indicating exactly that, SpaceX has already begun stacking Starship SN15 and has been churning out hardware for SN16, SN17, and SN18 for the last few months.
That ultimately means that one or more upgraded Starships will likely be ready to carry the torch forward as soon as SN10 and SN11 flight testing comes to an end – whether that means continuing recovery attempts or pushing the envelope higher and faster after the first successful soft landing(s).
The nature of those “upgrades” remains unclear beyond apparent fit-and-finish improvements and the possibility of a more easily manufacturable nosecone design, but it’s clear that things will become clearer far sooner than later at SpaceX’s current rate of progress.
Elon Musk
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI, Elon Musk’s artificial intelligence startup, has purchased five additional 380 MW natural gas turbines from South Korea’s Doosan Enerbility to power its growing supercomputer clusters.
The deal, which was confirmed by Musk on X, highlights xAI’s effort to aggressively scale its operations.
xAI’s turbine deal details
News of xAI’s new turbines was shared on social media platform X, with user @SemiAnalysis_ stating that the turbines were produced by South Korea’s Doosan Enerbility. As noted in an Asian Business Daily report, Doosan Enerbility announced last October that it signed a contract to supply two 380 MW gas turbines for a major U.S. tech company. Doosan later noted in December that it secured an order for three more 380 MW gas turbines.
As per the X user, the gas turbines would power an additional 600,000+ GB200 NVL72 equivalent size cluster. This should make xAI’s facilities among the largest in the world. In a reply, Elon Musk confirmed that xAI did purchase the turbines. “True,” Musk wrote in a post on X.
xAI’s ambitions
Recent reports have indicated that xAI closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development. The funding, as per the AI startup, “will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products.”
The company also teased the rollout of its upcoming frontier AI model. “Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote in a post on its website.
Elon Musk
Elon Musk’s xAI closes upsized $20B Series E funding round
xAI announced the investment round in a post on its official website.
xAI has closed an upsized $20 billion Series E funding round, exceeding the initial $15 billion target to fuel rapid infrastructure scaling and AI product development.
xAI announced the investment round in a post on its official website.
A $20 billion Series E round
As noted by the artificial intelligence startup in its post, the Series E funding round attracted a diverse group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group, among others.
Strategic partners NVIDIA and Cisco Investments also continued support for building the world’s largest GPU clusters.
As xAI stated, “This financing will accelerate our world-leading infrastructure buildout, enable the rapid development and deployment of transformative AI products reaching billions of users, and fuel groundbreaking research advancing xAI’s core mission: Understanding the Universe.”
xAI’s core mission
Th Series E funding builds on xAI’s previous rounds, powering Grok advancements and massive compute expansions like the Memphis supercluster. The upsized demand reflects growing recognition of xAI’s potential in frontier AI.
xAI also highlighted several of its breakthroughs in 2025, from the buildout of Colossus I and II, which ended with over 1 million H100 GPU equivalents, and the rollout of the Grok 4 Series, Grok Voice, and Grok Imagine, among others. The company also confirmed that work is already underway to train the flagship large language model’s next iteration, Grok 5.
“Looking ahead, Grok 5 is currently in training, and we are focused on launching innovative new consumer and enterprise products that harness the power of Grok, Colossus, and 𝕏 to transform how we live, work, and play,” xAI wrote.
Tesla (NASDAQ: TSLA) stock received a price target update from Pierre Ferragu of Wall Street firm New Street Research, citing the company’s growing lead in self-driving and autonomy.
On Tuesday, Ferragu bumped his price target from $520 to $600, stating that the consensus from the Consumer Electronics Show in Las Vegas was that Tesla’s lead in autonomy has been sustained, is growing, and sits at a multiple-year lead over its competitors.
CES 2026 validates Tesla’s FSD strategy, but there’s a big lag for rivals: analyst
“The signal from Vegas is loud and clear,” the analyst writes. “The industry isn’t catching up to Tesla; it is actively validating Tesla’s strategy…just with a 12-year lag.”
The note shows that the company’s prowess in vehicle autonomy is being solidified by lagging competitors that claim to have the best method. The only problem is that Tesla’s Vision-based approach, which it adopted back in 2022 with the Model 3 and Model Y initially, has been proven to be more effective than competitors’ approach, which utilizes other technology, such as LiDAR and sensors.
Currently, Tesla shares are sitting at around $433, as the company’s stock price closed at $432.96 on Tuesday afternoon.
Ferragu’s consensus on Tesla shares echoes that of other Wall Street analysts who are bullish on the company’s stock and position within the AI, autonomy, and robotics sector.
Dan Ives of Wedbush wrote in a note in mid-December that he anticipates Tesla having a massive 2026, and could reach a $3 trillion valuation this year, especially with the “AI chapter” taking hold of the narrative at the company.
Ives also said that the big step in the right direction for Tesla will be initiating production of the Cybercab, as well as expanding on the Robotaxi program through the next 12 months:
“…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla has transitioned from an automaker to a full-fledged AI company, and its Robotaxi and Cybercab programs, fueled by the Full Self-Driving suite, are leading the charge moving forward. In 2026, there are major goals the company has outlined. The first is removing Safety Drivers from vehicles in Austin, Texas, one of the areas where it operates a ride-hailing service within the U.S.
Ultimately, Tesla will aim to launch a Level 5 autonomy suite to the public in the coming years.
Elon Musk confirms xAI’s purchase of five 380 MW natural gas turbines
Elon Musk’s xAI closes upsized $20B Series E funding round
