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NASA asks SpaceX to decide the fate of ‘Dragon XL’ lunar cargo spacecraft
In a new Request For Information (RFI) quietly released by NASA on April Fools’ Day, the space agency appears to have indirectly asked SpaceX to determine the fate of its ‘Dragon XL’ lunar cargo spacecraft.
In March 2020, NASA announced that it had selected SpaceX to deliver the bulk of pressurized and unpressurized cargo it would need to crewed and operate a proposed “Gateway” lunar space station for the first several years of its existence. To accomplish that task, SpaceX would develop a heavily-modified single-use version of its Dragon 2 spacecraft with more propellant storage, more space for cargo, and a range of other design changes.
Known as Dragon XL, that spacecraft would weigh around 15 to 16 tons (~33,000-35,000 lb) at liftoff and likely require a fully or partially expendable Falcon Heavy launch for each mission to the Moon. At the time, it was a fairly balanced and reasonable choice on NASA’s part, leveraging existing investments and experience with SpaceX and Dragon and erecting no major technical hurdles. However, more than two years later, NASA still hasn’t started work on the contract.
That’s why the new April 1st RFI is so intriguing. NASA begins by referencing fine print in the original 2018 Gateway Logistics Services (GLS) Request For Proposals (RFP) that allows the agency to continue receiving and considering new proposals from new and existing providers throughout the program’s planned 17-year lifespan. The agency says its primary motivations are for “information and planning purposes, to request feedback, to promote competition,” and to “[determine] whether to conduct an on-ramp in 2022.” NASA doesn’t specify what exactly that means, but in the context of the rest of the text, it appears that the agency wants to use this RFI to help determine whether or not to finally “on-ramp” its existing Dragon XL contract with SpaceX.
However, the document gets far more interesting and suggestive. Later, NASA spells out what exactly it wants respondents to discuss. In a list of eight main questions, the agency repeatedly hints at a desire to substantially expand the scope of GLS. In question #8, NASA asks if, to help “create a vibrant supply chain in deep space,” respondents would be able to deliver additional cargo to “cislunar orbits [and] the lunar surface” or offer a “dedicated delivery tug capability” or “rapid response delivery service.”
NASA also asks for information on ways prospective GLS providers could “[minimize] the cost impact of…requirement changes,” “reduce operating costs,” and “minimize upfront costs.” In questions #2 and #3, NASA requests details about “new and/or innovative capabilities” that could “significantly increase…cargo delivery capacity” within “the next five years” and states that “offerors exceeding the minimum [cargo] capabilities may be viewed more favorably.”
NASA seems very interested in the potential benefits of alternative deep space cargo transport services that are both cheaper and more capable than Dragon XL. Between the lines, however, the RFI also reads as if it was written directly to SpaceX. The first question is perhaps the most telling: “Is your company interested in on-ramping to the GLS contract to provide Logistics Services as described in the original solicitation?”
SpaceX is the only company with an existing GLS contract that it could “on-ramp to” – a roundabout way to say “start work on”. In the following questions, NASA then repeatedly expresses interest in cargo transport capabilities well beyond the original contract’s requirements and asks about innovative new capabilities that could enable such improvements. NASA even “recognizes” and hints at a willingness to consider unorthodox solutions that, for example, might require “more than one launch” per cargo delivery or help “minimize upfront costs to the Government.” Put simply, while it does open the door for just about any US company to inform NASA about new GLS options, it’s hard not to conclude that this new RFI is at least partially designed to give SpaceX an opportunity to propose Dragon XL alternatives or upgrades.
The most obvious option: Starship. Through the Human Landing System (HLS) program, NASA has already committed to investing at least $3 billion to develop a crewed Starship Moon lander and the fully-reusable launch vehicle and refueling infrastructure required to launch and operate it. With barely any modification, the Starship architecture SpaceX and NASA are already developing could be used to deliver dozens of tons of pressurized cargo to cislunar space, lunar orbit, the Gateway, the lunar surface, or just about anywhere else NASA wants. Leveraging that significant investment would also tick almost every box in NASA’s new RFI by drastically reducing upfront and total development costs, helping to stimulate a “vibrant” deep space supply chain, and beating Dragon XL’s cargo capabilities by a factor of 5, 10, or even 20+.
Of course, there are technical challenges and reasons to believe that Starship can’t easily replace Dragon XL. Even Dragon XL risked running into Gateway’s visiting vehicle mass limit of just 14 tons. Starship would likely weigh at least 100-200 tons – more than the entire Gateway. Dragon XL would use non-cryogenic propellant and is baselined to spend at least 6-12 months at a time at the Gateway. NASA has also studied the possibility of using Dragon XL as a crew cabin or bathroom to temporarily relieve Gateway’s extremely cramped habitable volume. Starship’s main engines use cryogenic propellant that wants nothing more than to warm up and boil into gas, making it far harder to keep at the station for months at a time. Those problems are likely solvable, but it’s still worth noting that Starship is not a perfect fit right out of the box.
The RFI could also end with a whimper if SpaceX simply tells NASA that it’s happy to proceed with Dragon XL as proposed. Only time will tell. NASA is planning to hold an industry day on April 20th to better explain the RFI’s goals and wants responses by May 31st, 2022, after which the agency will decide whether or not to follow up with a solicitation or on-ramp Dragon XL.
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SpaceX just locked up a NASA record no other U.S. spacecraft can touch
SpaceX’s Crew-13 Dragon reached the ISS in under eight hours, and NASA confirmed a record.
SpaceX now owns every spot on the list of the five fastest trips a U.S. spacecraft has ever made to the International Space Station, and its newest entry beat the old mark by more than four hours.
Crew Dragon Grace docked to the forward port of the station’s Harmony module at 7:05 p.m. ET on October 1, just 7 hours and 55 minutes after lifting off from Space Launch Complex 40 at Cape Canaveral. NASA confirmed the milestone in a space station blog update, writing that the flight “marked the fastest launch‑to‑docking of a U.S. spacecraft in the history of the International Space Station.”
The previous U.S. record also belonged to Dragon. SpaceX’s uncrewed CRS-31 cargo mission reached the station in a little over 12 hours in November 2024. The fastest crewed trip before last week was Crew-11, which took 14 hours and 43 minutes in August 2025, according to Space.com.
A post that Elon Musk reposted on Monday filled out the rest of the ranking. Behind Crew-13, CRS-31 and Crew-11 sit Axiom’s Ax-2 mission at 15 hours and 35 minutes and NASA’s Crew-4 at 15 hours and 44 minutes. All five flew on Dragon.
SpaceX turned a heralding moment for Starship into its greatest
Crew-13 carried NASA astronauts Jessica Watkins and Luke Delaney, Canadian Space Agency astronaut Joshua Kutryk, and Roscosmos cosmonaut Sergey Teteryatnikov. NASA had projected a docking around 8 p.m. ET, as Teslarati reported the day before launch, and Dragon arrived nearly an hour early. Our launch day coverage noted that the flight was lined up to be the quickest Crew Dragon transit yet.
The speed came from timing more than hardware. SpaceX’s Julianna Scheiman said the station “was in an opportune spot in space,” which let Dragon start closing the gap almost immediately after reaching orbit. “This is close to the fastest it could be,” she added. Most Crew Dragon flights still take close to a day, using a series of Draco thruster burns to raise and phase their orbit before arrival.
Dragon’s next job at the station is a departure. NASA said Monday it is targeting 8:05 a.m. ET on Wednesday, October 7, for Crew-12 to undock, setting up a splashdown off the coast of California around 11:34 a.m. on Thursday. Clearing that port makes room for CRS-35, a cargo Dragon carrying the final set of iROSA solar arrays.
Dragon remains NASA’s only operational ride to the station while Boeing’s Starliner stays grounded, and the agency recently added Crew-15, Crew-16 and Crew-17 to SpaceX’s contract in a $946 million modification.
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
SpaceX just locked up a NASA record no other U.S. spacecraft can touch
Elon Musk teases TSMC as potential Terafab partner
