In its current iteration, SpaceX is largely a data company seeking to provide enormous amounts of compute for artificial intelligence. During an earnings call on Tuesday afternoon, company officials spent much of their time discussing ambitious plans to roll out up to 10 GW of compute in 2027—on the ground. Gone are the days of aspirational talk about sending humans to Mars and settling the red planet.
Now it is almost all about artificial intelligence and the data needed to support its expansion. However, the company’s long-term ambitions to provide data services from space, initially with the Starlink Internet constellation and eventually through the “Starmind” data center constellation, still rely on an actual rocket. That would be the Starship vehicle, and during the earnings call, SpaceX founder Elon Musk and the company’s president and chief operating officer, Gwynne Shotwell, provided new performance targets for the vehicle.
It has been a little more than three weeks since the 14th test flight of the massive rocket, which largely went well despite some issues with the Raptor rocket engine. SpaceX has gleaned enough data from that test, Musk said, to attempt a catch of both the Super Heavy first stage of the rocket and the Starship upper stage on the next flight. Musk said he believes success is “more likely than not” for these attempts, but he added the company is hardware rich if there are failures.
Both catches would happen at the company’s launch site in South Texas, Starbase. SpaceX is currently targeting November for this 15th test flight. One of the big hurdles is regulatory, as the Starship vehicle must return to the launch site over land, including northern Mexico.
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