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SpaceX’s Falcon Heavy launch imminent as Elon Musk unveils first photos
For the first time in SpaceX’s history, the company is close enough to the inaugural launch of its massive Falcon Heavy rocket that the vast majority of the vehicle is already at Cape Canaveral, FL, and all three of its first stages have been mated together.
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- The first Falcon Heavy, seen here fully integrated aside from its payload fairing. (SpaceX)
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- Falcon Heavy’s three boosters and 27 Merlin 1D engines on full display. (SpaceX)
We know this because Elon Musk took to Instagram and Twitter last night and posted the first-ever real-life photos of the launch vehicle, currently stationed at the Horizaontal Integration Facility (HIF) at SpaceX’s LC-39A launch pad.
At launch, Falcon Heavy will only be surpassed in thrust and payload by the megarockets of the 1960s, the US Saturn V and the Soviet N-1. Best described by an eager employee, Falcon Heavy will have the same thrust as fifteen 747 Jumbo Jets at full throttle, and could nearly carry a fully-loaded 737 passenger jet into low Earth orbit (LEO) in a fully expendable configuration.
Over the past several weeks of inactivity, SpaceX’s pad technicians have been hard at work modifying the LC-39A launch pad and its Transporter/Erector/Launcher (TEL) to support the inaugural launch of Falcon Heavy. This mainly involved considerably upgrading the water deluge system used to muzzle the impact of the sheer sound created at launch, but also required the addition of four more hold-down clamps, necessary to abort a launch after engine ignition. An additional array of communications wiring and umbilical connections for fueling have also likely been added to the TEL in order to support the requirements of what are essentially three simultaneous Falcon 9 launches.
Pad 39A’s TEL undergoing modifications. Hold-down clamps are the grey enclosures seen at the end of the TEL. Note the worker standing in the middle for a sense of scale. (Tom Cross/Teslarati)
A lack of frenetic activity at the pad in the last handful of days suggests that those modifications are nearly complete, and SpaceX fans and followers are now eagerly awaiting the rollback of the TEL to 39A’s integration facilities, where Falcon Heavy will soon after be integrated with the TEL for the first time ever. After this milestones, we can expected Falcon Heavy to be rolled out the pad for what is known as a wet dress rehearsal (WDR), akin to a launch or static fire but without any engine ignition. It’s possible that a bug-free WDR could fluidly transition into the first static fire for the vehicle, but it is probable that SpaceX will take a more cautious approach with this launch campaign. Following the successful completion of the WDR and static fire, Falcon Heavy’s inaugural launch will be imminent. We are potentially no more than 40 days out, the closest SpaceX has ever been to a Falcon Heavy launch.
Of note, the final picture posted by Musk offers an absolutely stunning view of the vehicle’s business end, showing off its 27 Merlin 1D engines and revealing quite obviously that both of Falcon Heavy’s side cores are flight-proven, whereas the center core is new. The photos provided also offer a glimpse of the only component clearly missing, the second stage and its mysterious Tesla Roadster payload. Unconfirmed whispers in the fan community have it on good authority that the Roadster has in fact already been mated to the second stage’s payload adapter, and transport to the Cape and integration with the full Falcon Heavy stack are undoubtedly imminent.
Falcon Heavy at the Cape pic.twitter.com/hizfDVsU7X
— Elon Musk (@elonmusk) December 20, 2017
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Possibly most significant of all, Musk suggested that the Roadster payload would be sent on a course to Mars, although it has yet to be concluded whether that will be in the form of a general orbit similar to Mars or an actual trans-Martian injection culminating in an orbit around the Red Planet. The former is far more likely, but the latter would be an extraordinarily impressive test of SpaceX hardware in deep space, a necessary precursor for the company’s goals of interplanetary colonization. Time will tell, and in the meantime we can expect a veritable flood of rocket and payload photos as SpaceX rapidly approaches a historic moment for the company.
Be sure to follow us on Instagram as we go bring you live video and behind the scenes coverage from Cape Canaveral at each SpaceX launch!
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
