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ULA set to ship Vulcan rocket to Florida for Moon lander launch
After many years of delays, all the parts of the United Launch Alliance’s next-generation Vulcan Centaur rocket are about to converge on Florida for their first launch.
Unveiled in 2015, ULA has been working on Vulcan Centaur since at least 2014. Following Russia’s first illegal invasion of Ukraine, countries around the world attempted to punish the aggressor mainly through economic sanctions. In the US, those sanctions included bans on the import of most Russian aerospace technologies, including the RD-180 engines that still power ULA’s Atlas V workhorse rocket in 2023. In 2014, ULA announced that it would work with Blue Origin to integrate the startup’s BE-4 engine into a new rocket booster to end its reliance on Russian engines.
More than eight years later, that BE-4 engine is finally ready for flight, and the rest of the first two-stage Vulcan rocket appears to be right behind it.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Eastward-bound
In a burst of New Year activity, CEO Tory Bruno confirmed that Vulcan Flight 1’s core stage (booster) has been fully assembled, buttoned up, and loaded onto ULA’s transport ship. The aptly named RocketShip will ferry the booster from ULA’s Decatur, Alabama factory to Cape Canaveral, Florida, where it will enter the final stages of launch preparation at the company’s Cape Canaveral Space Force Station (CCSFS) LC-41 pad.
Simultaneously, ULA has finished proof testing Vulcan’s first Centaur V upper stage, a larger and more advanced version of the Centaur III stage ULA and its predecessors have been flying for decades. Centaur V is almost twice as wide as Centaur III and is designed to hold two and a half times more propellant, enabling significantly higher performance in some scenarios.
Additionally, while ULA has partially abandoned plans for a reusable upper stage called ACES (Advanced Cryogenic Evolved Stage), some of those improvements may still be added to Centaur V. Compared to Centaur III, Centaur V’s longevity in space will grow from 8 to 12 hours. ULA is also developing a “mission extension kit” that will allow it to operate for multiple months – unprecedented for a rocket stage powered by cryogenic propellant.
Photos taken by a local paper appear to indicate that ULA is shipping one or more payload fairing (nosecone) halves alongside Vulcan’s first flightworthy booster. While unconfirmed, it would make sense for ULA to ship Vulcan’s booster and fairing together. Another tweet from Tory Bruno indicates that ULA intends to ship Vulcan’s booster and upper stage together, increasing the odds that all components will be aboard RocketShip when it departs for Florida.
A New Workhorse
Vulcan Centaur is ultimately designed to fully replace ULA’s existing Delta IV and Atlas V rockets. Building and operating two very different rockets simultaneously is undoubtedly one of the reasons that ULA’s launch costs are so much higher than SpaceX’s, and simplifying to a single production line is one clear way to achieve major cost savings. ULA hopes that the simplest version of Vulcan will eventually cost about $100 million per launch – still far more than SpaceX’s base Falcon 9 price [PDF] but potentially more competitive than Atlas V. That’s unclear, though, as Bruno has previously stated that Atlas V’s launch costs have fallen to about $100 million apiece thanks to unrelated cost savings.
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Regardless, Vulcan Centaur will be a capable rocket and its price is close enough to SpaceX’s extremely competitive Falcon 9 for it to be a mostly valid option for launch customers who want diversity or want to avoid SpaceX for less rational reasons. Vulcan has secured more than 70 launch contracts thanks to ULA’s intimate relationship with the US military and Amazon’s reluctance to launch its Project Kuiper internet satellites with the company behind Starlink, a direct competitor.
Fitted with two BE-4 engines, six solid rocket boosters (SRBs), and unknown upgrades, ULA says the most capable version of Vulcan Centaur will be able to launch up to 12.1 tons (26,700 lb) to the Moon, 15.3 tons (33,700 lb) to geostationary transfer orbit (GTO), and 27.2 tons (60,000 lb) to low Earth orbit (LEO). To high orbits, the most capable Vulcan variant will fairly competitive with SpaceX’s Falcon Heavy rocket. To low orbits, it will generally match or slightly exceed the performance of an expendable Falcon 9, but likely for a much higher price. By every measure, the simplest and cheapest Vulcan variant is significantly less capable than even a partially reusable Falcon 9 and will likely cost 50-100% more.
Moon or bust
Indicating ULA’s confidence in the unflown rocket, the main target of Vulcan’s first launch is the Moon. Vulcan Flight 1 will carry two main payloads: the first two Amazon Kuiper satellite prototypes and Pittsburgh startup Astrobotic’s first Peregrine Moon lander. After deploying both Kuiper satellites in low Earth orbit, Centaur V will fire up again and attempt to send the 1.3-ton (~2850 lb) Peregrine lander directly to the Moon – also known as a trans-lunar injection (TLI) burn. Developed as part of NASA’s Commercial Lunar Payload Services (CLPS) program, Peregrine will be tasked with entering orbit around the Moon and eventually landing up to 70-90 kilograms (150-200 lb) of payload on the lunar surface.
The first Peregrine Moon lander is fully assembled and currently in the middle of extensive integrated testing. If successful, ULA CEO Tory Bruno says that Vulcan will likely be ready to launch sometime in Q1 2023, though Q2 2023 is more likely.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?'”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
