News
SpaceX Super Heavy ‘high bay’ construction begins in South Texas
After several weeks of preparations, SpaceX has begun assembling the massive ‘high bay’ it will use to stack and outfit Starship’s massive Super Heavy boosters.
Over the last six or so months, SpaceX has been hard at work expanding and upgrading its Boca Chica, Texas Starship factory, part of which has included building multiple ‘high bays’ (also known as vehicle/vertical assembling builds or VABs). So far, those buildings have been sized explicitly for Starship production and are not even tall enough to allow Starships to be fully integrated, instead serving as bays for Starship tank section assembly.
The VAB SpaceX has been almost exclusively using for the last four or so months is roughly 45m (115 ft) tall, leaving just enough clearance for Starship tank sections to be stacked by an external crane on simple work stands. The Starship VAB is also wide enough for two ships to be simultaneously stacked and outfitted, a capability SpaceX recently took advantage of while building Starships SN4, SN5, and SN6. With a conical nose section installed, Starship alone will measure some 50m (165 ft) from tail to tip – more than 70% as tall as an entire two-stage Falcon 9 or Falcon Heavy rocket. The ship’s Super Heavy booster (first stage), however, is dramatically larger, still, and will need its own similarly-sized production facilities.
Measuring at least 70m (230 ft) tall, Super Heavy boosters will singlehandedly be the same height as an entire Falcon 9 or Heavy rocket – already extremely tall as far as modern orbital-class rockets go. Fully stacked, Starship and Super Heavy will be an incredible 120m (~395 ft) tall – approximately 25% shy of the technical definition of a skyscraper. To build rockets that large, SpaceX will unsurprisingly need to build some unique facilities – especially so given that Starships must be assembled vertically.
While the existing Starship VAB is undoubtedly large enough for SpaceX to begin stacking roughly half of a Super Heavy booster at a time, it would defeat the purpose of having a VAB – shielding the final assembly process from winds and weather.
A dedicated Super Heavy VAB was the obvious solution. To build a high bay some 80m (260 ft) tall, though, SpaceX had to rent a commensurately-sized crane, which it has spent the last two or so weeks gradually assembling and checking out. Now, as of July 7th, Super Heavy VAB installation has finally begun. Based on aerial photos and videos taken by LabPadre and RGV Aerial Photography over the last few weeks, SpaceX or its contractor(s) have already assembled at least 12 additional prefab sections of the structure on top of the two now installed.
To complete the new VAB, some 32 of those prefab sections will likely need to be installed, ultimately producing a high bay that is almost identical to the Starship VAB but tall enough to fully stack Super Heavy boosters. Based on Starship’s VAB construction schedule, beginning on January 16th and effectively complete by mid-March, SpaceX could be ready to begin producing the first Super Heavy booster prototypes as early as September or October.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
