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SpaceX moves Super Heavy booster to make room for Mechazilla arm installation
For the second time, SpaceX has removed the first potentially flightworthy Super Heavy from Starbase’s orbital launch mount – this time to reportedly make room for the installation of a pair of huge ‘Mechazilla’ arms.
Designed with three primary purposes in mind, SpaceX has decided to outfit Starbase’s Starship launch tower – an almost 500 ft (150m) tall framework – with three massive arms that CEO Elon Musk has informally deemed “Mechazilla.” The first of those arms is a relatively simple swinging structure that has already been installed on the tower and outfitted with a giant claw-like appendage. Once a few more parts are installed and a bit more plumbing completed, that “quick disconnect arm” or QD arm will help stabilize Super Heavy during Starship installation and connect the massive reusable upper stage to the pad’s tank farm and power supplies while still on the ground.
The star of the show, though, has always been a pair of even larger arms that are hoped to one day all SpaceX to catch Super Heavy boosters and Starships out of the air.
Of course, those catcher arms – deemed chopsticks by SpaceX employees – have more than one purpose. Likely explaining why they were ever considered in the first place, SpaceX’s Starbase launch site – situated walking distance from the Gulf of Mexico on the South Texas coast – was always going to have to deal with extreme weather and high winds on a practically daily basis. Additionally, conditions that are already disruptive at sea level become a near-constant nightmare for vertical launch vehicle integration, where Starship and Super Heavy are effectively hollow cylinders with extensive surface areas that need to be regularly and precisely manipulated 50-150m (200-450 ft) above the ground.
Already, SpaceX regularly has to halt work involving cranes and boom lifts at Starbase. For Starbase (Boca Chica) to ever be able to support regular orbital Starship launches, let alone the dozens to hundreds per year Musk has hinted at, cranes were never going to be a viable long-term solution for the all-weather capabilities and rapid reusability SpaceX requires. In other words, whether SpaceX ever actually manages to routinely ‘catch’ the world’s largest rocket booster and upper stage in the future, a tower with giant arms (or some other exotic crane-free solution) was always going to be needed at Starbase.
Mauricio, thanks for the shout-out. I got some great feedback from folks and updated this diagram once more. Added another @NicAnsuini photo to show the scale of these parts! pic.twitter.com/o54hdBITfL— LunarCaveman (@LunarCaveman) September 16, 2021
This is all to say that the Starship launch tower’s massive pair of arms – (in)famous for Musk’s plans to catch rockets – have a more immediate and guaranteed purpose: lifting, stacking, and otherwise manipulating Starship and Super Heavy in almost all weather conditions. Using tiny hardpoints located just under Super Heavy’s grid fins and (once installed) under Starship’s forward flaps, the chopstick arms will be mounted on a carriage that will attach to rails installed on the exterior of three of the tower’s arms. A complex system of cables, winches, motors, and pulleys will then attach to that carriage, giving the carriage and its arms the ability to move up and down the tower.
In theory, that means that the launch tower arms will be able to drop down, grab Super Heavy off of a SpaceX transporter, and lift it onto the orbital launch mount. Then, once the quick disconnect arm has swung into place and ‘grabbed’ Super Heavy’s interstage to secure it, the main arms will again drop down, grab Starship off of another transporter, and raise the 50m (~165 ft) rocket around 100m off the ground to install it on top of Super Heavy. Finally, the QD arm can then connect Starship to the pad systems.
SpaceX has been working around the clock on those chopstick arms for months. However, thanks to information shared by a forum member who visited Starbase and briefly chatted with one of the SpaceX technicians on-site, they might be almost finished. According to the employee they spoke with, SpaceX planned to temporarily remove Super Heavy Booster 4 from the orbital launch mount to make room for Mechazilla chopstick arm installation as early as this weekend (now come and gone) or next week. Mere days later, SpaceX returned B4 to a transport stand and moved the booster out of the way. In other words, having already been proven right with Super Heavy, it appears that SpaceX really does intend to install the Starship launch tower’s chopstick arms and carriage as early as this week. Stay tuned for more!
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
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
