News
SpaceX delivers 59 spacecraft to orbit on fifth flawless rideshare launch
Update: After a slight eight-minute delay, SpaceX has successfully launched its fifth dedicated ‘Transporter’ rideshare mission, carrying 59 different spacecraft into a sun-synchronous orbit (SSO).
Following the Falcon 9 upper stage’s initial deployment of 39 different spacecraft, two of the deployed spacecraft will deploy another 20 or so small satellites over the next several weeks. Around an hour and a half after liftoff, SpaceX finally announced that the final Transporter-5 payload deployment was complete, confirming that the mission was a total success.
Falcon 9 booster B1061 performed as expected, acing its second Transporter launch in a row and eighth launch and landing overall since November 2020. Transporter-5 was SpaceX’s fifth launch this month and 22nd launch this year, representing an average of one launch every 6.5 days since the start of 2022. If SpaceX is able to complete four launches in June, it will be exactly half of the way to achieving 52 launches – an average of one launch per week – in a single calendar year.
SpaceX appears to be on track to launch its fifth dedicated Falcon 9 rideshare mission as early as 2:27 pm EDT (18:27 UTC) on Wednesday, May 25th, carrying a wide variety of interesting payloads into Earth orbit.
SpaceX has reportedly assigned Falcon 9 B1061 to the mission and Transporter-5 will be its eight launch and landing attempt since November 2020 and third launch this year. While of no particular consequence, B1061 will also become the first Falcon 9 booster to launch two Transporter missions back to back after supporting Transporter-4 less than two months ago. Falcon 9 is scheduled to lift off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 facilities and boost the Transporter-5 payload and upper stage most of the way out of the atmosphere, while the booster will return back to the Florida coast to land on a concrete pad just a few miles to the south.
Like Transporter-4, which launched with just 40 deployable payloads on April 1st, Transporter-5 appears to be another very small rideshare mission relative to SpaceX’s first three Transporter launches, demonstrating the company’s continued commitment to operating the service a bit like public transit. A public bus will still happily carry just a single passenger – efficiency, while important, comes second to dependability. For many of SpaceX’s individual Smallsat Program customers, that may help to alleviate some of the downsides of massive multi-dozen-satellite rideshares, which can often make individual customers feel forgotten and unimportant when they’re forced to swallow delays caused by payloads other than their own.
Based on official information provided by SpaceX on May 24th, Falcon 9 is scheduled to deploy only 39 payloads during Transporter-5. However, the real number of satellites deployed during the mission will likely be a bit higher due to the presence of three or four different vehicles that are designed to host or carry some of those payloads to different orbits. Spaceflight’s ‘Sherpa-AC1’ won’t have significant propulsion but it will carry several hosted payloads (‘hosted’ in the sense that the payload is not a free-flying satellite of its own) after deploying from Falcon 9.
The other two or three are true orbital transfer vehicles (OTVs), meaning that they have some kind of propulsion and are designed to deploy smaller satellites in customized orbits. The ultimate goal of the many startups trying to develop high-performance OTVs is to extract the best of both worlds from large rideshare missions and small rockets, combining ultra-cheap prices and orbits that are heavily optimized for each payload. Transporter-5 may carry Exolaunch’s “Reliant” OTV (unconfirmed) but is definitively scheduled to launch with D-Orbit’s “ION SCV-006” OTV and startup Momentus Space’s first ‘Vigoride’ OTV. Vigoride carries the unique distinction of being propelled by a first-of-its-kind “microwave electrothermal thruster” that turns water into a superheated plasma propellant.
Vigoride’s first true launch will be treated mainly as a test flight but it will also carry up to eight different small satellites. D-Orbit’s ION OTV only has one confirmed satellite on its manifest but will likely launch with at least a few more. All told, the number of satellites deployed as a result of Transporter-5 will likely be closer to 50 – a decent improvement over Transporter-4.
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Several of those 50 or so payloads are particularly intriguing. Momentus Space’s first Vigoride OTV, if successful, could pave the way for the most capable commercial space tug currently available, with up to 2000 meters per second of delta V (dV) – a way to measure the stamina of rocket propulsion. NASA has also manifested its small Terabyte InfraRed Delivery (TBIRD) technology demonstrater satellite on Transporter-5 and will attempt to prove that it’s possible to use small, high-power lasers as extremely high-bandwidth downlinks. NASA hopes the tiny satellite will be able to transmit at up to 200 gigabits per second (Gbps), allowing it to downlink terabytes of data during a single pass over an Earth-based ground station.
AISTECH Space will launch an Earth observation satellite prototype outfitted with a first-of-its-kind high-resolution thermal imager. Last but certainly not least, Nanoracks and Maxar are scheduled to launch the first of multiple planned demonstrations and technology maturation missions for in-space manufacturing and construction technologies. The hosted payload is relatively simple by many measures and will only operate for about an hour, but it aims to demonstrate the first structural metal cutting in space.
Parent company Voyager Space ultimately wants to use the expertise it gains from the ‘Outpost Program’ to convert expended rocket upper stages into orbital ‘Outposts’ that will host customer payloads and support the continued development of in-space harvesting, recycling, construction, and more.
As of 5 am EDT (09:00 UTC), SpaceX still hasn’t officially confirmed via Tweet or website update that Transporter-5 is ‘go’ for launch. If it is, an official webcast available here will likely begin around 2:10 pm EDT (18:10 UTC).
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
