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SpaceX to submit Moon lander proposal for latest NASA spaceflight competition

SpaceX's Starship is seen here with engines ignited on a potential circumlunar voyage. (SpaceX)

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SpaceX reportedly plans to submit its own human-rated Moon lander design for NASA’s latest major request for proposal (RFP), part of the agency’s rough plan to return humans to the Moon no earlier than 2028.

Meant to begin delivering NASA astronauts to the surface of the Moon as early as 2028, the agency hopes to base those lander operations on a thus far unbuilt space station orbiting the Moon with the support of its SLS rocket and Orion spacecraft.

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Meant to build directly off of SLS/Orion, a NASA-designed rocket and spacecraft beset with at least three years of delays and billions of dollars in cost overruns, it’s unclear where SpaceX might fit into NASA’s latest modernized attempt at an Apollo Program 2.0. Alongside the 2017 cancellation of Crew Dragon’s propulsive landing program due in part to the likely cost of the certification burden NASA would have placed on the technology before allowing it to land astronauts, SpaceX also canceled Red Dragon (and thus Grey Dragon), a proposal to use a minimally modified version of Crew Dragon as an ad-hoc Mars lander and R&D testbed.

Aside from the likely cost of certifying propulsive Crew Dragon to NASA specifications, CEO Elon Musk also explained the program’s cancellation as a consequence of SpaceX’s far greater interest in what he described as “vastly bigger ship[s]” in July 2017. This translated into a presentation at IAC 2017 a few months later, where Musk revealed SpaceX’s updated design for a giant, fully-reusable launch vehicle meant to enable sustainable Mars colonization, known then as BFR. BFR has since been reconceptualized at least two more times, settling (at present) on a radical new approach said to rely heavily on stainless steel as a replacement for advanced carbon composites.

In the second half of 2018 and the first few months of 2019, the SpaceX CEO’s BFR (now Starship/Super Heavy) narrative has noticeably diverged from a largely exclusive focus on Mars to include a new interest (be it genuine or out of convenience) in the Moon. Most notably, Musk stated in January and February 2019 that SpaceX’s single-minded goal for BFR was now “to reach the moon as fast as possible”.  In response to a question about SpaceX’s intentions for the first few orbital BFR (Starship) launches, Musk also replied, “Moon first, Mars as soon as the planets align”.

This is likely explicitly connected to Japanese billionaire Yusaku Maezawa’s decision to purchase the first operational Starship (BFR) launch in support of his philanthropic #DearMoon project, meant to send 8-10 artists from across Earth on the first commercial voyage around the Moon as early as 2023. While no specific value was given, the implication of CEO Elon Musk’s emotional response when discussing the financial support pegged the number in the hundreds of millions of dollars, likely on the order of $250M to $500M. However, any astute bureaucrat or aerospace executive would also be (and have been) distinctly aware of a new political undercurrent pushing for the US and NASA to return humans to the Moon, circulating for the last few years before breaking through to the surface in the last six or so months.

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Orion/SLS versus Starship/Super Heavy?

Per Musk’s frequent and insistent comments on just how hard he expects it to be for SpaceX to fully fund the development of BFR, it would come as no surprise to learn that SpaceX had set its eyes on potential sources of major BFR development funds. Where exactly NASA will find the multibillion-dollar sum likely required to develop even a commercial human-rated Moon lander is entirely unclear, but alas. Although NASA’s new Moon mission seems like an apt fit for SpaceX, funding aside, the problem remains that SpaceX’s next-generation Starship/Super Heavy (formerly BFR) launch vehicle poses a direct, existential threat to NASA’s SLS rocket and Orion spacecraft, an almost entirely expendable system likely to cost no less than $1B per launch and unlikely to launch for the first time until 2021.

NASA’s human return to the Moon is meant to directly complement SLS/Orion thanks to the intention of using a theoretical Moon-based space station (known as Gateway) in a bizarre lunar orbit (known as a  “Near Rectilinear Halo Orbit” or NRHO) as the base of lunar-landing operations. The decision to place said Gateway in a lunar halo orbit derives almost exclusively derives (PDF) from a separate decision to design NASA’s future exploration plans around SLS and Orion, particularly Orion in the context of the Moon. Put simply, Orion is relatively mass-inefficient and has a fairly limited amount of delta V (shorthand for the capacity to change one’s velocity), preventing far more useful orbits (i.e. actual lunar orbits). The fragile web of Gateway, SLS, Orion, and any potential crewed Moon landers is intentionally designed to be interdependent, meaning that each piece on its own makes little objective sense and has no obvious functional benefit relative to a bevy of alternatives.

 

As designed, SpaceX’s Starship/Super Heavy combo would be a nearly redundant and radically simpler solution to the mishmash of Gateway, SLS, Orion, and others. A return to using propulsive Crew Dragon landings as a method of significant payload delivery to the lunar surface is immensely unlikely. The value of an entirely new SpaceX-built craft is equally unclear, given Musk and SpaceX’s general stance on putting development funds towards things that bring the company closer to achieving its ultimate goal of sustainable interplanetary colonization. Regardless, it will undoubtedly be exciting to see what happens and whether SpaceX actually chooses to submit a proposal for one or all aspects of NASA’s baselined lunar lander.


Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes!

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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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.

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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.

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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.

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Elon Musk teases TSMC as potential Terafab partner

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SpaceX Terafab rendering
SpaceX Terafab rendering

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.

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.

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Elon Musk’s Terafab project locks up massive new partner

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.

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Elon Musk follows Trump’s lead, says a SpaceX name change is coming

Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.

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Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.

In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”

The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”

Elon Musk and Trump are closer than ever, and Tesla could be the big winner

SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.

Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.

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The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.

It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”

The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.

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