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SpaceX’s first 33-engine Super Heavy booster reaches full height
Approximately 11 weeks after the process began, SpaceX has finished stacking its newest Super Heavy booster prototype – the first of its kind intended to host 33 new Raptor V2 engines.
Designed to launch Starship’s massive, namesake upper stage part of the way to orbit, Super Heavy is in many ways simpler than Starship but just as complex and unprecedented in others. Ignoring SpaceX’s unusual plans to have boosters land on huge mechanical arms installed on a skyscraper-sized tower, Super Heavy is ‘merely’ a large vertical-launch, vertical-landing liquid rocket booster – the likes of which SpaceX already has extensive experience with through Falcon 9 and Falcon Heavy. What mainly sets Super Heavy apart is its sheer scale.
Measuring around 69 meters (~225 ft) from tip to tail, Super Heavy – just one of two Starship stages – is almost as tall as an entire two-stage Falcon 9 or Falcon Heavy rocket. At nine meters (~30 ft) wide, a single Super Heavy booster – effectively a giant steel tube – should be able to store at least six or seven times as much propellant as Falcon 9 and about two to three times as much as Falcon Heavy. Engine count and peak thrust are similarly staggering.
SpaceX’s newest Super Heavy prototype – Booster 7 (B7) – expands those engine-related capabilities even further. Instead of the 29 Raptor V1 engines installed on Super Heavy B4, Booster 7 is designed to support up to 33 Raptor V2 engines. While the V2 design significantly simplifies Raptor’s design to make it easier to build, install, and operate, it also substantially boosts maximum thrust from around 185 tons (~410,000 lbf) to at least 230 tons (~510,000 lbf). In theory, if Super Heavy B7 is outfitted with a full 33 Raptor V2 engines capable of operating at that claimed thrust level, Booster 7 could theoretically produce at least 40% more thrust than Booster 4. B4, however, has yet to attempt a single static fire.
The fact that SpaceX hasn’t put Booster 4 through a single full wet dress rehearsal (a launch simulation just shy of ignition) or static fire test after more than half a year at the orbital launch site has led many to assume that the prototype is likely headed for premature retirement. With Booster 7 now perhaps just a week or two away from test-readiness, SpaceX finally has a viable replacement capable of both carrying the flame forward and kicking off the qualification of the first prototype designed to use Raptor V2 engines.
Booster 7 features a number of other design changes, including sleeker raceways (external conduits that protect wiring and smaller plumbing); a different layout of the pressure vessels, ‘hydraulic power units,’ and umbilical panel installed on its aft; and significant changes to the aerocovers that slot over that aft hardware. Beyond its Raptor engines, the two next most substantial modifications made to Super Heavy Booster 7 are arguably a pair of strake-like aerocovers and the addition of large internal ‘header’ tanks meant to store landing propellant.
A series of new sharp-edged aerocovers are now expected to slot over the top of two new pairs of five composited-overwrapped pressure vessels (COPVs) that run about a third of the way up Booster 7’s tanks. It’s possible that they will function a bit like strakes, fixed wing-like structures designed to improve aerodynamic stability. In comparison, Super Heavy B4 has four sets of two COPVs spaced evenly around the outside of its engine section.
Finally, SpaceX appears to have upgraded Super Heavy Booster 7 with a full set of internal header tanks, meaning that it should now be able to store all needed landing propellant in separate tanks. That significantly decreases the amount of pressurization gas required and makes it much easier to ensure that Super Heavy’s Raptor engines are fed with an uninterrupted flow of propellant during complex in-space and in-atmosphere maneuvers. Following SpaceX’s decision to turn Super Heavy’s tank vents into maneuvering thrusters, header tanks should also decrease the chances of liquid propellant being accidentally vented while the booster is in microgravity/free-fall conditions.
With any luck, Super Heavy B7 will be fully assembled and ready for proof testing. It’s very likely that it will take SpaceX several more months to mature Raptor V2’s design into something ready for flight and produce and qualify at least 33 of the engines but in the interim, Booster 7 can hopefully kick off cryogenic proof and wet dress rehearsal testing as early as late March or early April.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
