SpaceX
How does SpaceX measure up to other Mars-destined challengers? [Countdown to Mars, Part 1]
SpaceX isn’t the only organization with eyes set on the skies of Mars. There are other dreamers with their own plans and technology. How does SpaceX measure up?
If it wasn’t entirely clear before, it is now with all the recent announcements from SpaceX: Elon Musk said “Mars”, and he really meant Mars. While Falcon 9 hits milestone after milestone, SpaceX inches closer and closer to “boots on the ground” in red, Martian regolith.
SpaceX isn’t the only organization with eyes set on Martian skies, however. There are other dreamers with their own plans and technology, NASA being a “given” of course. After all, if we’re going to Mars, it’s natural to expect the agency that sent humans to the moon to have something to say about sending humans to another planetary body.
Who all is planning on going to Mars?
To be clear, the Mars planners I’m referring to here are developing full missions for human transport, not just robotics. Further, I’m narrowing the criteria to only include those actively developing the technology rather than working on related scientific studies, developing artistic concepts, engineering helpful devices, and so forth.
In that light, it seems the field thus far consists of two other major players besides SpaceX.
NASA
Aptly named, NASA’s “Journey to Mars” program consists of developing all the capabilities needed to achieve what its designation implies. Their vision comprises the development of their next generation rocket, the Space Launch System, coupled with a crew capsule called Orion.
The Space Launch System has three primary components: One main core and two solid rocket boosters, most components being either derived or upgraded from space shuttle technology. The plan is to “evolve” the configurations through three “blocks”, the third of which will be capable of handling all of the payload needs for a mission to Mars.
The Orion capsule, nicknamed “Apollo on steroids”, is very similar to the capsules used in the Apollo programs, but with significant upgrades such as the heat shield that must handle higher reentry speeds. Further, it will house up to four astronauts (one more than Apollo) while supported by a service module, i.e., a connected structure that will provide resources such as power and oxygen. Overall, it’s about three feet wider than the Apollo capsules, an expansion which translates into a much roomier space square-footage wise.
Somewhere in NASA’s mix is an Asteroid Redirect Mission that involves capturing an asteroid, bringing it into orbit around the moon, and sending crews there to land and study it. Don’t see how that’s really related to Mars? Neither do I, but it’s included on all the “Journey to Mars” posters so it must be. I think I’ve heard people try and explain why the moon wouldn’t suffice for any Mars-related training as well, but I’m personally not convinced enough to really cite the argument. I’m not alone in that confusion, either.
Personally, I’d prefer the pure scientific study of an asteroid to be the justification for the mission, or maybe even “practice” for a future Armageddon event, but when everyone is drumming for Mars, I guess you do what you can. I’ve read that NASA attempted to market it as both of those, but the attempts weren’t successful.
Oh, wait. They changed “asteroid” to “large boulder on an asteroid”. I wonder why? Some of their pages are still citing the original mission… Perhaps it was always either/or?
Speaking of that poster, there’s a space habitat and Mars transfer craft listed, but no other details are provided. NASA’s political and budgetary constraints seem to be limiting any details about how they plan on getting to Mars (landing in particular) once SLS and Orion are flying. These types of restrictions are the reason NASA even has other contenders for the mission, although those same challengers are the ones pushing the journey into the public drumming in the first place.
Mars One
Mars One is a non-profit foundation which hopes to send astronauts they select and train through an in-house application process to Mars via technology they will pay to have built and launched using current service providers.
Founded by Dutch scientist-entrepreneurs Bas Lansdorp and Arno Wielders in 2011, Mars One is an unusual player in the Mars transport game. It is not an aerospace company, as all systems are designed and built by outsourced companies, and their planned sources of funding are private investment and the creation of a reality show documenting the astronauts’ mission from training through their first steps on Mars (although they’ve had some recent troubles with that). Mars One would also like you to purchase plenty of merchandise in the meantime to support their efforts and have even set up a “point” system to encourage this.
For their astronauts, the company solicited applications from would-be space travelers around the world via the Internet, received about two hundred thousand responses, and is now in the process of narrowing down their candidate field to a maximum of twenty-four hopefuls (six groups of four, specifically) that will train together for the next ten years before groups are shuttled off to Mars every two years.
Mars One also plans on having their entire human habitat set up by rovers prior to the first astronaut arrivals, meaning there will be several cargo missions to the surface in the lead-up years. Their first unmanned mission is planned for 2020 wherein some tech will be put to the test along with placing a communications satellite in orbit. Then, a rover and second communications satellite is planned for 2022, followed by cargo missions in 2024 to have the habitat fully operational by 2025 in advance of the first crew arrival in 2027.
Oh, by the way, their trip to Mars will be one-way. According to them, it’s a strategic choice, not a matter of insurance liability for guaranteeing return.
While all space-going organizations face criticism in one way or another, the criticism lodged at Mars One is fairly significant, some even labeling the mission as a scam. To be fair, the nature of their mission combined with the lack of government backing or a billionaire founder puts them in the position that demands fundraising to be a primary activity. Add to that an estimated mission cost of six billion dollars and skepticism quickly rises. Everything involved becomes subject to close analysis.
Their plans aren’t impossible, of course, just full of challenges without perceivable solutions. I don’t personally believe the mission is a scam, and I don’t doubt its long-term viability should the astronauts actually make it to Mars; I think they won’t be the only crews visiting the planet come the days when their intentions match their funding needs, therefore a “back up” plan is essentially built-in. However, I also see a ten-year mission plan that is placing a lot of faith in contract work that is supposed to produce what SpaceX is still working on fourteen years after-the-fact and with a much better financial portfolio.
Honorable Mention: “Mars Direct” by The Mars Society
Founded in 1998 by Dr. Robert Zubrin (and “others”), The Mars Society has made humans on Mars their business for a very long time. Since they are not an organization primarily developing & building technology to go to Mars, I have to classify them as “honorable mention”; however, their contributions to the effort should definitely be noted. Elon Musk certainly has.

Dr. Zubrin of The Mars Society introduces Elon Musk. (Credit: Chris Radcliff under CC by SA-2.0.)
“Mars Direct” is The Mars Society’s detailed plan for putting humans on Mars and, like Mars One, it focuses on building components using existing technology to achieve orbit and landing rather than depending on future developments. It advocates a “live off the land” approach that minimizes cargo needs.
The Mars Direct mission would comprise two phases. First, using a heavy lift launch vehicle, a fuel generation structure would be sent to the Martian surface to generate a Methane/Oxygen bipropellant for a return trip and to power equipment. Second, another fuel generation structure plus a crew and habitat would be sent and landed near the first structure. While in orbit, the effects of zero gravity would be mitigated by rotation of the crew vehicle via a tether connected to the spent upper stage of the transport rocket to act as an anchor. The crew missions would necessarily require a two-year length due to the orbital proximities of Earth and Mars combined with the six-month travel time each way.
Unlike Mars One, this plan has been developed with incredible detail and was published in 1991 by Dr. Zubrin, David A. Baker, and Owen Gwynne. The Mars Society also has annual conferences (this year’s will be the 19th one) which both flesh out the plan’s details and feature speakers across the aerospace spectrum discussing the various aspects. Dr. Zubrin’s book, The Case for Mars, fleshes out the plan in a more readable format, and there’s also plenty of good stuff on the Mars One website.
SpaceX’s Plan for Mars
The founding goal of SpaceX was, and still is, making humans a multiplanet species. Therefore, no incredibly detailed introduction or lengthy explanation is really needed for them when discussing companies interested in going to Mars (see: publicity). However, for the sake of being thorough (and for the sake of sake’s sake), let’s review the Musk brand for Mars.
Known for its Falcon rocket series (along with its famous founder), SpaceX isn’t hitching a ride to Mars as is Mars One, thereby avoiding the potential pitfall of being “all dressed up with nowhere to go”. They’re building their own ride: The Falcon Heavy.
Scheduled for a test launch this November, the Falcon Heavy will be the most powerful rocket in operation since the Saturn V was used for the Apollo moon program. With three cores powered by nine Merlin engines each, Falcon Heavy will be able to haul around 120,000 pounds to low earth orbit (LEO), 50,000 pounds to geostationary transfer orbit (GTO), and 30,000 pounds of payload to Mars. Just for fun, SpaceX’s website also cites a 6,400 pound payload capacity for trips to Pluto.
SpaceX is also developing their own crew capsule, the Dragon (“Red Dragon” when on its way to Mars), which will include a propulsive landing system (i.e., it can hover) via its eight SuperDraco engines. The landing system also doubles as an emergency escape system in the event that there’s a problem during launch, and while space traveling, Dragon will be supported by a “trunk” (essentially with the same function as Orion’s service module) to support missions as needed.
Now, pardon my excitement, but these things are really cool. The SuperDraco engines are doubled up and self-contained, meaning that the lander can lose up to half its engines and still land safely, and if anything goes wrong with one engine, it’s isolated to not impact the others. The engines are also 3D-printed out of Inconel, a high performance nickel-based super alloy.
Bonus level! SpaceX’s long-terms plans don’t just include short(ish) jaunts to Mars and back, although, unlike Mars One, there will be an option to return to Earth via regular cargo missions. There also may be an option with their up and coming Mars Colonial Transport vehicle.
The Mars Colonial Transporter is, at the moment, a mysterious development SpaceX is working on to achieve its goal of large-scale Martian colonization. There’s plenty of speculation about the details, but officially, even the size is being kept secret for now. Elon will only reveal it to be “So big.” A few details were shared (or speculations confirmed) during a Reddit “Ask Me Anything “ (AMA) session this past January such as:
- The second stage could be reusable
- The architecture will be completely different from the Falcon/Dragon system
- The goal payload capacity is 100 metric tons
- There is a family of methane-based engines called “Raptor” being developed by SpaceX for travel to and exploration of Mars.*
*Note: This detail wasn’t particularly new to the AMA, but there aren’t many original sources where Elon or a SpaceX executive has spoken directly about it, thus I’ve included it.
Overall, it certainly seems like SpaceX is charging ahead compared to the others that are aimed for Mars, but it’s not because of their publicity wins. Their steady march via the piece by piece development of the required technology combined with the customer-driven financial viability of the company as a rocket launch provider are key to the believably that they will actually make Mars “happen”.
Coming Up on Countdown to Mars…
SpaceX’s colonial “grand plan” reveal is what I’m counting down to with this “Countdown to Mars” article series. Scheduled for September 26th – 30th of this year, Elon Musk has stated that he will be announcing detailed plans for their Mars Colonial Transporter at the International Astronautical Conference in Guadalajara, Mexico. It’s supposed to be so awesome, even Elon can hardly contain himself. To say that I’m incredibly excited as well would be a huge understatement. So I won’t. I’ll just keep writing about things related to it!
Coming up on “Countdown to Mars”…
How do these companies plan on solving some of the biggest challenges for achieving a successful mission to Mars? Then, if we are talking about permanent settlements on Mars, what will the human power structure look like? Or in other words, what kind of government will the first human Martians have?
Stay tuned!
Elon Musk
SpaceX’s newest Starmind will make earth data centers obsolete
Elon Musk confirmed Starmind as SpaceX’s AI satellite constellation name, targeting one million orbital compute nodes.
Elon Musk confirmed that Starmind will be the official name of SpaceX’s planned AI satellite constellation, following a trademark filing by xAI that surfaced earlier this week. Starmind is what’s being described to the FCC as a constellation of up to one million AI satellites
It’s worth noting that SpaceX’s Starlink communication satellite and Starmind are built on the same orbital infrastructure concept but serve entirely different purposes. Starlink is a connectivity network, with satellites receiving and relaying data between points on Earth, and functioning as a high-speed internet backbone in space. The satellites themselves do not process or think, and move information from one place to another, the same function a fiber cable performs underground.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
Starmind, on the other hand, is something completely different, and tather than moving data, its satellites would compute data through artificial intelligence and directly in orbit using onboard processors powered by large solar arrays. Where a Starlink satellite is essentially a very fast pipe, a Starmind satellite is a server. The practical implication is that Starmind would allow AI models to run inference, process queries, and generate outputs from space, then beam results down to users anywhere on Earth within milliseconds, and without the data ever needing to travel to a terrestrial data center.
Starship will be able to carry 30 to 50 AI1 satellites per launch, delivering the equivalent of dozens of server racks per flight, with no land acquisition, no power grid approval, and no cooling infrastructure required on the ground.
SpaceX is pursuing this new technology as terrestrial data centers are running into hard limits such as lack of physical space, community opposition, and power and water consumption at a scale that is increasingly difficult to permit. Space has unlimited solar power, natural vacuum cooling, and no zoning boards. Musk said in a June 8 video presentation that he expects space to become the lowest-cost location to deploy AI compute within two to three years. Two AI1 prototypes are scheduled to launch in early 2027, with volume production targeted for the end of that year at a new facility called Gigasat.
The real world applications Starmind enables extend well beyond powering Grok. A constellation of orbiting AI processors could run inference workloads for any paying customer, anywhere on Earth, with latency measured in milliseconds rather than the seconds associated with ground-based cloud routing across continents. Starmind, if it scales as described, would make SpaceX the landlord of AI compute the same way Starlink made it the landlord of satellite internet.
Investor's Corner
SpaceX makes $20 billion move to optimize its balance sheet
SpaceX announced today that it commenced its first-ever public bond offering, marking a significant step in the newly public company’s capital markets strategy.
The company announced an offering of senior unsecured notes expected to raise at least $20 billion.
The move comes just a short time after SpaceX completed one of the largest initial public offerings in history. In mid-June, the company priced shares at $135 and raised more than $85 billion, propelling founder Elon Musk’s net worth past the trillion-dollar mark and giving the firm substantial liquidity.
🚨 SpaceX has announced its inaugural offering of senior unsecured notes.
The net proceeds will be used to repay outstanding loans under its bridge loan facility in full.
This inaugural debt offering represents a financing milestone for SpaceX, which previously depended… pic.twitter.com/pcOZuVbTRv
— TESLARATI (@Teslarati) June 22, 2026
According to the company’s SEC filing, the net proceeds from the notes will be used primarily to repay in full the outstanding borrowings under its existing bridge loan facility, cover related fees and expenses, and fund general corporate purposes. The offering is being conducted under Rule 144A, as well as Regulation S, targeting qualified institutional buyers and non-U.S. investors. Notes will be unsecured obligations ranking equally with other unsubordinated debt.
The $20 billion bridge loan was used to refinance approximately $17.5 billion in higher-cost “junk” debt tied to X and xAI. SpaceX had merged with xAI in February 2026 in an all-stock deal. The bridge facility, which matures in September 2027, had represented the bulk of SpaceX’s long-term debt.
SpaceX officially acquires xAI, merging rockets with AI expertise
In connection with the bond launch, SpaceX disclosed it held approximately $100.8 billion in cash and cash equivalents as of June 19. Investor calls began on the announcement date, with pricing and launch expected shortly thereafter. Rating agencies have assigned investment-grade ratings to the proposed bonds, reflecting confidence in SpaceX’s dominant position in commercial launches and the growth trajectory of its Starlink internet offering.
The debt raise also allows SpaceX to optimize its balance sheet by replacing short-term, higher-cost bridge financing with longer-date, lower-cost fixed-income securities. This provides greater financial flexibility to support capital-intensive initiatives, including the development of Starship, the expansion of the Starlink constellation, and the integration of AI capabilities following the xAI combination.
SpaceX shares (NASDAQ: SPCX) fell sharply on the news, dropping over 16 percent overall on the market on Monday. The stock had surged initially after debuting but pulled back amid profit-taking and broader market dynamics.
Overall, the bond offering underscores SpaceX’s transition to a mature public company with access to diverse funding sources. It positions the firm to pursue its long-term vision of multiplanetary expansion and AI infrastructure, while maintaining a disciplined approach to its capital structure in a high-growth but capital-heavy industry.
Elon Musk
SpaceX confirms third massive compute deal at Colossus data center
SpaceX confirmed today that it has officially signed its third massive compute deal, providing compute at its Colossus data center in Southaven, Mississippi.
Reflection AI will gain immediate access to NVIDIA GB300 chips at SpaceX’s Colossus 2 data center. In return, Reflection will pay SpaceX $150 million per month starting on July 1, with total payments reaching approximately $6.3 billion if the contract runs through its duration, which is until 2029. Either party can terminate the agreement with 90 days’ notice after the initial three-month period.
CNBC first reported the deal.
🚨 SpaceXAI has agreed to a new compute deal with Reflection AI.
Reflection gets access to NIVIDIA GB300s, and will pay $150M per month to SpaceXAI for the compute. pic.twitter.com/bNPare8U5u
— TESLARATI (@Teslarati) June 22, 2026
This latest partnership highlights SpaceX’s strategy of commercializing its massive Colossus supercomputing infrastructure, originally developed to power Elon Musk’s Grok AI models. The company has rapidly expanded its customer base in the AI sector following its February 2026 merger with xAI, a transaction that valued the combined entity at $1.25 trillion.
SpaceX has previously signed significant compute deals with other major players.
It granted Anthropic exclusive access to the full capacity of its Colossus 1 data center, which exceeds 300 megawatts and includes over 220,000 NVIDIA GPUs. Details from SpaceX’s IPO filings indicate Anthropic will pay $1.25 billion per month through May 2029, potentially generating around $45 billion over the term of the deal.
Additionally, Google agreed to pay SpaceX $920 million per month for compute capacity from October 2026 through June 2029. This 32-month period will provide Google access to roughly 110,000 NVIDIA GPUs, along with supporting processors and memory. Capacity ramps up through September at a reduced fee, with termination options after the first year.
SpaceXA also established arrangements for computing power with Cursor, an AI coding startup. SpaceX acquired them in a $60 billion all-stock deal.
These arrangements position SpaceX’s collective position as an AI infrastructure powerhouse with high-margin revenue potential. The Google deal alone could generate nearly $29.5 billion over its term, while the Reflection contract adds another $6.3 billion.
Combined with the Anthropic arrangement, SpaceX stands to realize tens of billions in revenue from compute leasing in the coming years, which diversifies beyond SpaceX’s traditional rocket launches and Starlink operation.
The deals underscore growing demand for advanced AI training and inference capacity amid chip shortages and surging model development needs. Reflection, valued at $25 billion and focused on “American open intelligence” with government and national security ties, cited recent restrictions on closed models as validation for open-source approaches.
For SpaceX, the partnerships transform capital-intensive data centers into flexible revenue sources while supporting its broader AI ambitions after the company has gone public.

