SpaceX
SpaceX & ULA could compete to launch NASA’s Orion spacecraft around the Moon
In barely 48 hours, the future of NASA’s SLS rocket was buffeted relentlessly by a combination of new priorities in the White House’s FY2020 budget request and statements made before Congress by NASA administrator Jim Bridenstine. Contracted by NASA to companies like Boeing, the outright failure of SLS contractors to stem years of launch delays and billions in cost overruns has lead to what can only be described as a possible tipping point, one that could benefit companies like ULA, SpaceX, and Blue Origin.
On March 11th, the White House’s 2020 NASA budget request proposed an aggressive curtail of mission options available for the SLS rocket, preferring instead to save hundreds of millions (and eventually billions) of dollars by prioritizing commercial launch vehicles and indefinitely pausing all upgrade work on SLS. On March 13th, Administrator Bridenstine stated before Congress that he was dead-set on ensuring that NASA sticks to a current 2020 deadline for Orion’s first uncrewed circumlunar voyage (EM-1), even if it required using two commercial rockets (either Falcon Heavy or Delta IV Heavy) to send the spacecraft around the Moon next year. In both cases, it’s safe to say that the political tides have somehow undergone a spectacular 180-degree shift in attitude toward SLS, the first salvo in what is guaranteed to be a major political battle.
“Deferred” upgrades
Of the many potential challenges the ides of March have placed before SLS, the first and potentially most significant involves the rocket’s tentative path to future upgrades over the course of its operation. Those upgrades primarily center around the Exploration Upper Stage (EUS) and a new mobile launcher (ML) platform, as well as a longer-term vision known as SLS Block 2. At least with respect to the EUS, NASA (and politicians) were apparently less and less okay with the extraordinary amount of money and time Boeing suggested it would need to develop the new upper stage, to the extent that cutting (or “deferring”) its development could likely save NASA billions of dollars between now and the distant and unstable completion date. Without the EUS, SLS would be dramatically less useful for extreme deep space exploration, effectively the entire purpose of its existence. Instead, the White House included language that would limit SLS launches to crew transfer missions with the Orion spacecraft and nothing more, cutting out heavy cargo missions for science or station-building. Ultimately, those crew transport launches would probably be more than enough to keep SLS Block 1 and Orion busy.
However, two days later, Administrator Bridenstine stated before Congress that he was dead-set on ensuring that NASA sticks to a current 2020 deadline for Orion’s first uncrewed circumlunar voyage (EM-1), going so far as to suggest that NASA was examining the possibility of launching the ~26 ton (57,000 lb) spacecraft on a commercial rocket, followed by a separate launch of a boost stage to send Orion to the Moon. If this were to occur, the consequences could be far-reaching for SLS, potentially delaying the first crewed launch of Orion on SLS until EM-3 and creating a ready-made, one-to-one replacement for SLS at drastically lower costs. At that point, nothing short of political heroics and aggressive bribery could save the SLS program from outright cancellation.
As it stands, the only rockets capable of conceivably supporting a 2020 launch of the 26-ton Orion are ULA’s Delta IV Heavy and SpaceX’s Falcon Heavy, both of which are certified by NASA for (uncrewed) launches. In fact, Falcon 9 was very recently certified by NASA’s Launch Services Program (LSP) to launch the highest priority NASA payloads, signifying the space agency’s growing confidence in SpaceX’s reliability and mission assurance. While the process of certifying Falcon Heavy for an uncrewed Orion launch would be far more complicated than simply grouping Falcon 9’s readiness with Heavy, it would no doubt help that Falcon Heavy is based on hardware (aside from the center core) almost identical to that found on Falcon 9.


The fact that Bridenstine indicated that the primary goal of these potential changes was to speed up EM-1 – an uncrewed demonstrated of Orion functionally similar to Crew Dragon’s recent DM-1 mission – is also significant, as is the fact that such a commercial SLS stand-in would require two separate launches to complete the mission. One launch would place Orion and its service module (ESM) into Low Earth Orbit (LEO), while a second launch would place a partially or fully-fueled upper stage into orbit to propel Orion on a trajectory that would take it around the Moon and back to Earth, similar to the milestone Apollo 8 mission. The need for two launches and the fact that Orion would be uncrewed means that both SpaceX and ULA would be possible candidates for either or both launches, potentially allowing NASA to exploit a competitive procurement process that could lower costs further still.
If Europa Clipper is anything to go off of, launching Orion EM-1 on a commercial rocket could save NASA and the US taxpayer at least $700M (before any potential development costs), aided further by potential competition between ULA and SpaceX. On the other hand, a system that can launch Orion and support EM-1 could fundamentally support all Orion EM missions, of which many are planned. Whether or not Bridenstine and the White House have considered the ramifications, what that translates into is a direct and pressing threat to the continued existence of SLS, with the White House recommending that the rocket be barred from launching large science missions or space station segments as the NASA administrator proposes making it redundant for Orion launches. As Ars Technica’s Eric Berger rightly notes in the tweet at the top of this article, those are the only three conceivable projects where SLS would have any value at all.
If NASA actually went through with this preliminary plan to launch Orion around the Moon on a commercial rocket, they agency would have also fundamentally created a packaged replacement for SLS with a price tag likely 2-5 times cheaper. If Congress had the option to choose between two offerings with similar end-results where one of the two could save the US hundreds of millions of dollars at minimum, it would be almost impossible to argue for the more expensive solution.
Battle of the Heavies
Despite the potential competitive procurement opportunity for a commercial Orion launch, things could get significantly more complicated depending on the political motivations behind the White House and NASA administrator. While Bridenstine explicitly avoided saying as much, the options available to NASA would be ULA’s Boeing-built Delta IV Heavy (DIVH) rocket and SpaceX’s brand new Falcon Heavy. DIVH holds a present-day advantage with active NASA LSP certification for uncrewed spacecraft launches, something Falcon Heavy has yet to achieve.
Nevertheless, it could be the case that NASA, Bridenstine, and/or the White House have a vested interested in potentially replacing SLS for crewed Orion launches entirely. Either way, it’s incredibly unlikely that NASA would launch SLS for the first time ever with astronauts aboard, a massive risk that would also patently contradict the agency’s posture on Commercial Crew launch safety, which has resulted in one uncrewed demo for both Boeing and SpaceX before either be allowed to launch astronauts. NASA also demanded that SpaceX launch Falcon 9 Block 5 seven times in the same configuration meant to launch crew. If NASA is actually interested in at least preserving the option for future crewed launches using the same commercial arrangement, Falcon Heavy is by far the most plausible option Orion’s first uncrewed launch. NASA and SpaceX are deep into the process of human-rating Falcon 9 for imminent Crew Dragon launches with NASA astronauts aboard, meaning that NASA’s human spaceflight certification engineers are about as intimately familiar with Falcon 9 as they possibly can be.


Given that much of Falcon Heavy has direct heritage to Falcon 9, particularly so for the family’s newest Block 5 variant, SpaceX has a huge leg up over ULA’s Delta IV Heavy if it ever came time to certify either heavy-lift rocket for crewed launches. In a third-party study commissioned by NASA and completed in 2009, The Aerospace Corporation concluded that Delta IV Heavy could be human-rated but would require far-reaching modifications to almost every aspect of the rocket’s hardware and software. Most notably, Aerospace found – in a truly ironic twist of fate – that Boeing would likely need to develop a wholly new upper stage for a human-rated Delta IV Heavy, increasing redundancy by increasing the number of RL-10 engines from two to four. As proposed by Boeing, the Exploration Upper Stage – under threat of deferment due to high cost and slow progress – would also feature four RL-10 engines and much of the same upgrades Boeing would need to develop for EUS. Aside from an entirely new upper stage, ULA would also need to develop and qualify an entirely new variant of the RS-68A engine that powers each DIVH booster. Ultimately, TAC believed it would take “5.5 to 7 years” and major funding to human-rate Delta IV Heavy.
Meanwhile, Falcon Heavy already offers multiple-engine-out capabilities, uses the same M1D and MVac engines – as well as an entire upper stage – that are on a direct path to be human-rated later this year, and two side boosters with minimal changes from Falcon 9’s nearly human-rated booster. NASA would still need to analyze the center core variant and stage separation mechanisms, as well as Falcon Heavy as an integrated and distinct system, but the odds of needing major hardware changes would be far smaller than Delta IV Heavy.

Regardless, it will be truly fascinating to see how this wholly unexpected series of events ultimately plays out as Congress and its several SLS stakeholders begin to analyze the options at hand and (most likely) formulate a battle plan to combat the threats now facing the NASA rocket. According to Administrator Bridenstine, NASA will have come to a final decision on how to proceed with Orion EM-1 as soon as a few weeks from now.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
News
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
Elon Musk teases TSMC as potential Terafab partner
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.
Elon Musk
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.
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.
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.