News
SpaceX’s third Starlink launch in three weeks is just around the corner
SpaceX is just a few days away from Falcon 9’s third Starlink internet satellite launch in 22 days, also the second commercial Starlink rideshare mission in two weeks.
If successfully, Starlink v1.0 L9 mission will mark nearly six hundred internet satellites launched by SpaceX since the company began dedicated missions in May 2019, as well as ~530 operational v1.0 spacecraft launched since November 2019. According to SpaceX executives, the company can begin rolling out internet service to customers via “UFO on a stick” user terminals once 14 v1.0 launches have been completed, meaning that the constellation could be just five launches away from generating consistent revenue after the next batch of satellites are safely in orbit.
Meanwhile, SpaceX debuted a separate method of generating revenue from Starlink launches just ten days ago when it successfully launched three Planet imaging satellites on top of 58 new Starlink spacecraft. While the revenue from booking a few satellites to launch on Starlink missions is likely nowhere close to covering the actual material cost to SpaceX, it can certainly help offset the extraordinarily capital-intensive process of constellation build-out. Less than two weeks after SpaceX’s Starlink rideshare debut, the very next launch is scheduled to include two commercial imaging satellites – this time for BlackSky Global.
Built by Washington startup LeoStella, the two imaging satellites scheduled to launch on Starlink-9 arrived in Cape Canaveral, Florida on June 1st in time to be processed and installed on top of a stack of either 58 or 60 Starlink internet satellites.
Approximately half as large as the three ~110 kg (240 lb) SkySats SpaceX launched on June 13th, LeoStella’s first two BlackSky satellites are believed to weigh around 55 kg (~120 lb) each and are capable of imaging the Earth’s surface at a resolution of ~1m per pixel from a nominal 500 km (310 mi) orbit. BlackSky’s LeoStella contract includes another 18 such satellites, all of which could (but probably wont) launch on future Starlink missions.
Smallsat constellation operators typically aim for diversity when launching more than a handful of satellites, ensuring that a hypothetical launch vehicle failure wont delay or destroy an entire constellation. Still, according to competitor Planet, SpaceX’s rideshare pricing is so good that it has actively changed how the prolific satellite operator thinks about constellation expansion. Planet, for reference, managed to launch three SkySats – weighing ~330 kg (~730 lb) – for something like $3 million, at least 5-7 times cheaper than launching the same spacecraft on three dedicated Rocket Lab Electron rockets.
Supporting Planet’s high praise, SpaceX recently announced that it had already secured launch contracts for more than 100 small satellites less than ten months after the program debuted, potentially injecting an impressive $50 to $100 million in revenue. A large portion of those satellites are likely scheduled to launch on one of SpaceX’s dedicated semi-annual rideshare missions, the first of which is aiming to launch in December 2020, but at least one or several dozen are probably manifested on Starlink launches.
According to CEO Elon Musk, the ultimate cost of a flight-proven Falcon 9 launch can be as low as $15 million – excluding overhead but including a new upper stage, booster recovery, propellant, and other miscellaneous costs. As such, a single 60-satellite Starlink launch likely costs SpaceX less than $30 million total, meaning that an average of five small satellites (base price: $1 million per slot) manifested on a Starlink launch would save SpaceX ~17% every time.
Regardless, Falcon 9 booster B1051 is scheduled to become the third SpaceX rocket to launch five times when it lifts off for Starlink-9 no earlier than (NET) 4:39 pm EDT (20:39 UTC) on June 25th, a delay of three days from the original June 22nd target.
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Elon Musk
Tesla confirms that work on Dojo 3 has officially resumed
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo 3,” Elon Musk wrote in a post on X.
Tesla has restarted work on its Dojo 3 initiative, its in-house AI training supercomputer, now that its AI5 chip design has reached a stable stage.
Tesla CEO Elon Musk confirmed the update in a recent post on X.
Tesla’s Dojo 3 initiative restarted
In a post on X, Musk said that with the AI5 chip design now “in good shape,” Tesla will resume work on Dojo 3. He added that Tesla is hiring engineers interested in working on what he expects will become the highest-volume AI chips in the world.
“Now that the AI5 chip design is in good shape, Tesla will restart work on Dojo3. If you’re interested in working on what will be the highest volume chips in the world, send a note to AI_Chips@Tesla.com with 3 bullet points on the toughest technical problems you’ve solved,” Musk wrote in his post on X.
Musk’s comment followed a series of recent posts outlining Tesla’s broader AI chip roadmap. In another update, he stated that Tesla’s AI4 chip alone would achieve self-driving safety levels well above human drivers, AI5 would make vehicles “almost perfect” while significantly enhancing Optimus, and AI6 would be focused on Optimus and data center applications.
Musk then highlighted that AI7/Dojo 3 will be designed to support space-based AI compute.
Tesla’s AI roadmap
Musk’s latest comments helped resolve some confusion that emerged last year about Project Dojo’s future. At the time, Musk stated on X that Tesla was stepping back from Dojo because it did not make sense to split resources across multiple AI chip architectures.
He suggested that clustering large numbers of Tesla AI5 and AI6 chips for training could effectively serve the same purpose as a dedicated Dojo successor. “In a supercomputer cluster, it would make sense to put many AI5/AI6 chips on a board, whether for inference or training, simply to reduce network cabling complexity & cost by a few orders of magnitude,” Musk wrote at the time.
Musk later reinforced that idea by responding positively to an X post stating that Tesla’s AI6 chip would effectively be the new Dojo. Considering his recent updates on X, however, it appears that Tesla will be using AI7, not AI6, as its dedicated Dojo successor. The CEO did state that Tesla’s AI7, AI8, and AI9 chips will be developed in short, nine-month cycles, so Dojo’s deployment might actually be sooner than expected.
Elon Musk
Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online
Elon Musk shared his update in a recent post on social media platform X.
xAI has brought its Colossus 2 supercomputer online, making it the first gigawatt-scale AI training cluster in the world, and it’s about to get even bigger in a few months.
Elon Musk shared his update in a recent post on social media platform X.
Colossus 2 goes live
The Colossus 2 supercomputer, together with its predecessor, Colossus 1, are used by xAI to primarily train and refine the company’s Grok large language model. In a post on X, Musk stated that Colossus 2 is already operational, making it the first gigawatt training cluster in the world.
But what’s even more remarkable is that it would be upgraded to 1.5 GW of power in April. Even in its current iteration, however, the Colossus 2 supercomputer already exceeds the peak demand of San Francisco.
Commentary from users of the social media platform highlighted the speed of execution behind the project. Colossus 1 went from site preparation to full operation in 122 days, while Colossus 2 went live by crossing the 1-GW barrier and is targeting a total capacity of roughly 2 GW. This far exceeds the speed of xAI’s primary rivals.
Funding fuels rapid expansion
xAI’s Colossus 2 launch follows xAI’s recently closed, upsized $20 billion Series E funding round, which exceeded its initial $15 billion target. The company said the capital will be used to accelerate infrastructure scaling and AI product development.
The round attracted a broad group of investors, including Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic partners NVIDIA and Cisco also continued their support, helping xAI build what it describes as the world’s largest GPU clusters.
xAI said the funding will accelerate its infrastructure buildout, enable rapid deployment of AI products to billions of users, and support research tied to its mission of understanding the universe. The company noted that its Colossus 1 and 2 systems now represent more than one million H100 GPU equivalents, alongside recent releases including the Grok 4 series, Grok Voice, and Grok Imagine. Training is also already underway for its next flagship model, Grok 5.
Elon Musk
Tesla AI5 chip nears completion, Elon Musk teases 9-month development cadence
The Tesla CEO shared his recent insights in a post on social media platform X.
Tesla’s next-generation AI5 chip is nearly complete, and work on its successor is already underway, as per a recent update from Elon Musk.
The Tesla CEO shared his recent insights in a post on social media platform X.
Musk details AI chip roadmap
In his post, Elon Musk stated that Tesla’s AI5 chip design is “almost done,” while AI6 has already entered early development. Musk added that Tesla plans to continue iterating rapidly, with AI7, AI8, AI9, and future generations targeting a nine-month design cycle.
He also noted that Tesla’s in-house chips could become the highest-volume AI processors in the world. Musk framed his update as a recruiting message, encouraging engineers to join Tesla’s AI and chip development teams.
Tesla community member Herbert Ong highlighted the strategic importance of the timeline, noting that faster chip cycles enable quicker learning, faster iteration, and a compounding advantage in AI and autonomy that becomes increasingly difficult for competitors to close.
AI5 manufacturing takes shape
Musk’s comments align with earlier reporting on AI5’s production plans. In December, it was reported that Samsung is preparing to manufacture Tesla’s AI5 chip, accelerating hiring for experienced engineers to support U.S. production and address complex foundry challenges.
Samsung is one of two suppliers selected for AI5, alongside TSMC. The companies are expected to produce different versions of the AI5 chip, with TSMC reportedly using a 3nm process and Samsung using a 2nm process.
Musk has previously stated that while different foundries translate chip designs into physical silicon in different ways, the goal is for both versions of the Tesla AI5 chip to operate identically. AI5 will succeed Tesla’s current AI4 hardware, formerly known as Hardware 4, and is expected to support the company’s Full Self-Driving system as well as other AI-driven efforts, including Optimus.
Tesla confirms that work on Dojo 3 has officially resumed
Elon Musk’s xAI brings 1GW Colossus 2 AI training cluster online
