News
A SpaceX surprise: Falcon Heavy booster landing to smash distance record
In an unexpected last-second change, SpaceX has moved Falcon Heavy Flight 3’s center core landing on drone ship Of Course I Still Love You (OCISLY) from 40 km to more than 1240 km (770 mi) off the coast of Florida.
Drone ship OCISLY is already being towed to the landing site, necessary due to the sheer distance that needs to be covered at a leisurely towing pace. The current record for distance traveled during booster recovery was set at ~970 km by Falcon Heavy center core B1055 in April 2019. If successful, Falcon Heavy center core B1057 will smash that record by almost 30% after sending two dozen spacecraft on their way to orbit. Falcon Heavy Flight 3 is scheduled to lift off in support of the Department of Defense’s Space Test Program 2 (STP-2) mission no earlier than 11:30 pm ET (03:30 UTC), June 24th. A routine static fire test at Pad 39A will (hopefully) set the stage for launch on Wednesday, June 19th.
This comes as a significant surprise for several reasons. First and foremost, the difference between a center core landing 40 km or 1300 km from the launch site is immense. For Falcon Heavy, the center core shuts down and separates from the rest of the rocket as much as a minute after the rocket’s two side boosters, potentially doubling the booster’s relative velocity at separation.
That extra minute of acceleration means that the center core can easily be 50-100+ km downrange at the point of separation. In other words, landing 40 km offshore aboard drone ship OCISLY would be roughly akin to a full boostback burn, meaning that the center core would need to nullify all of its substantial downrange velocity, turn around, and fly ~50-100 km back towards the launch site. Being able to perform such an aggressive maneuver would indicate that Falcon Heavy’s boost stage has a huge amount of propellant (delta V) remaining after completing its role in the launch.
To have STP-2’s center core recovery moved from 40 km to 1240 km thus indicates an absolutely massive change in the rocket’s mission plan and launch trajectory. For reference, Falcon Heavy Flight 2’s Block 5 center core (B1055) set SpaceX’s current record for recovery distance (970 km/600 mi) after launching Arabsat 6A – a massive ~6500 kg (14,300 lb) satellite – to a spectacularly high transfer orbit of >90,000 km (56,000 mi).
Why so spicy?
There are three obvious possibilities that might help explain why the STP-2 mission has abruptly indicated that it will require SpaceX’s most energetic booster recovery yet.
1. STP-2 is carrying at least 1-2 metric tons worth of mystery payload(s)
This is highly unlikely. The USAF SMC has already released a SpaceX photo showing the late stages of the STP-2 payload stack’s encapsulation inside Falcon Heavy’s payload fairing. Short of an elaborate faked encapsulation followed by the installation of additional mysterious spacecraft or some extremely dense hardware hidden inside, it’s safe to say that the STP-2 payload stack weighs what the USAF says it weighs, which is to say not nearly heavy enough to warrant a record-smashing booster recovery given the known orbital destinations.
The USAF further confirmed that there is no ballast on the stack, removing the possibility of a lead weight or steel boilerplate meant to artificially push Falcon Heavy to its limits.
2. STP-2’s already-challenging Falcon upper stage mission profile is even more exotic than described
Per official mission overviews, it’s already clear that STP-2 could be the most challenging launch ever attempted for SpaceX’s orbital Falcon upper stage. According to SpaceX itself, “STP-2…will be among the most challenging launches in SpaceX history, with four separate upper-stage engine burns, three separate deployment orbits, a final propulsive passivation maneuver, and a total mission duration of over six hours.”
While undeniably challenging, it’s not clear why it would require such a high-energy center core recovery. With a payload mass of just ~3700 kg, Falcon 9 has launched much larger payloads to (relatively) higher orbits, but this fails to account for the added challenge of long coasts and multiple different orbits. Also of note, the above graph (courtesy of a years-old USAF document) appears to disagree with SpaceX’s description of “four… upper-stage burns”, instead showing five burns (red spikes).
More likely than not, OCISLY’s ~1200-kilometer move can be explained largely by the reintroduction of what the above graph describes as the Falcon upper stage’s “disposal burn”, likely referring to a deorbit burn. On top of the delta V already required for the first four burns, it isn’t out of the question that an additional coast and deorbit burn from 6000 km (3700 mi) would push the recovery equation in favor of attempting to incinerate center core B1057.
3. USAF/DoD conservatism strikes again?
The last plausible explanation for this radical shift is that the US Air Force/Department of Defense (DoD) has decided last-second that they want more margins on top of their already-overflowing safety margins, quite literally pushing B1057 to the edge of its performance envelope to mitigate low-probability failure modes. This has been done to an even more extreme extent with the US Air Force’s recent GPS III SV01 launch, in which SpaceX was forced to expend a new Falcon 9 Block 5 booster to provide the extreme safety margins the USAF desired.
According to the USAF, the STP-2 mission – including launch costs – represents as much as $750M, coincidentally similar to the estimated cost of the GPS III SV01 satellite and an expendable Falcon 9 rocket. As such, it’s not out of the question that a similar level of paranoia/conservatism is in play for STP-2.
Numbers 2 and 3 are equally plausible explanations for this last-second booster recovery shift. Given the US military’s active involvement, it’s more likely than not that no explanations will be offered. Regardless, this surprise development is bound to result in a truly spectacular recovery attempt for SpaceX’s second Block 5 center core and will likely involve breaking several still-fresh records in the process.
Falcon Heavy Flight 3 is in the middle of rolling out to SpaceX’s Kennedy Space Center Pad 39A launch facilities for a routine pre-launch static fire test, scheduled to occur no earlier than 12:30 pm ET (16:30 UTC), June 19th. If all goes well, SpaceX should be on track for its first STP-2 launch attempt at 11:30 pm ET (03:30 UTC), June 24th.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
-
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
