SpaceX
There are many challenges involved in a mission to Mars. What are they and what technology is SpaceX working on to address them?
The concept of sending humans to Mars has been an exciting idea for decades, and the direction of space travel in the 21st century is finally presenting the possibility of actually making that happen. Of course, once everyone let the seriousness of such a journey sink in, the question of feasibility has inevitably come to the table for open discussion with the goal of finding realistic solutions.
It’s interesting enough to simply review the missions of all the Mars hopefuls (Part 1), but now that the reviews are in, it’s the details that are driving the discussion. After all, even the casual observer knows that deep space travel presents challenges such as long-term zero gravity and the ever-popular doom-and-gloom danger of cosmic radiation.
[Say that last one in a loud, booming voice for extra effect.]
Before breaking down any specifics, I want to acknowledge that there’s more than just a twelve-step program to getting to Mars (twelve being the obligatory “go-to” number). It requires an entire infrastructure of capabilities that build upon and support one another. However, I’m taking a leap of faith by assuming that inevitably anyone making a successful trip to Mars will have partnerships in place to tap into such an infrastructure. It’s the larger components of the specific missions that I’m focusing on here.
Outlining the Challenges for a Mission to Mars
Credit: NASA
NASA has a dedicated “Space Technology Mission Directorate” (STMD) charged with developing the capabilities needed to achieve the missions and goals NASA is given.
With the red planet as one of the big missions of the day (meaning Mars obviously, although Pluto has also been determined to be red), there’s no shortage of PowerPoints, panels, and interviews to source for what’s being worked on. I’ll follow their lead for discussion.
Transportation
Falcon 9 launch | Credit: SpaceX
First and foremost, in order to explore Mars, we’ve got to get there and (arguably) back. Depending on the length of stay and mission purpose, the cargo needs are going to play a part in the “how” part of this puzzle piece. Small stuff, no sweat (relative to general space traveler sweat levels). Big stuff? Now we’ve got issues.
Propulsion
Propulsion has been an interesting discussion to watch from the sidelines, mainly due to the debate over the types of systems available versus the types of systems thought to be needed. General mission discussions tend towards a six to eight month flight time each way plus a year and a half or so on the surface, but there are those advocating for shorter flight times to mitigate hazard exposure and reduce cargo needs.
Current rocket fuels can speed things along, but only at the expense of high fuel consumption. Nuclear fusion (and fission) systems are in the works which would theoretically reduce the flight time to Mars to approximately three months, but the timeframe needed to fully develop and test such new technologies isn’t a big crowd pleaser.
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The methane-based nature of SpaceX’s Raptor engine for their speculated Mars Colonial Transport doesn’t really lend either way to this debate because using methane is a choice surrounding resource availability rather than power levels. Since methane can be harvested and manufactured on Mars, it reduces the need to carry as much fuel from Earth on missions, thus lowering costs. Methane-based fuel generation is also one of the key parts of the Mars Society’s “Mars Direct” proposal.
Entry, Descent, and Landing
Given the fact that we’ve sent several rovers to Mars already, it might be surprising that getting a craft from orbit to the Martian surface is actually a huge challenge. A quick survey of our recent history certainly makes the case for landing to be a non-issue, so what’s the deal?
Apollo landing module | Credit: NASA
Yes, we land heavy things on Earth all the time, but we do so with an atmosphere about 99% thicker than the one on Mars. The lack of air pressure and wind on Mars means that there isn’t any real air resistance to aid in slowing down a massive descending craft nor is there any wind to tap into for a glider or parachute to be very effective.
What about the moon?
There’s virtually no atmosphere there, either, yet we landed quite a bit of cargo during the Apollo program. That explanation would be gravity. The moon has less than half the gravity that Mars does, which is less than 20% that of Earth. The difference in power required to land a crew module on the moon vs. Mars could maybe be compared to landing a mini Falcon 9 with a micro drone onto a piece of plywood in the middle of a swimming pool versus dropping, say, a child-sized Tesla Model S. Maybe not, but it’s fun to think about. So cute…
In 2012, NASA landed the rover “Curiosity” on the Martian surface using a very complicated parachute-plus-propulsion crane system. The existence of such technology somewhat gives the impression that landing things on Mars is already a solved problem. If what we’re landing is about the mass of a small car, this impression is true, but if we are landing anything significantly larger, such as a capsule carrying humans for example, then the problem is still a problem as larger masses require greater counterforce to slow down their descent.
SpaceX Gives Back
Falcon 9 first stage landing | Credit: SpaceX
SpaceX’s focus on developing propulsive landing systems is aiming to solve the problem of counterforce. This is actually an area where SpaceX is supporting NASA’s Journey to Mars (instead of the other way around) via the data obtained from their Falcon 9 landings to date. One of NASA’s proposed solutions is a “supersonic retropropulsion” system, meaning periodic firing of the engines on a craft to counter the speed resulting from a trip through the (small) Martian atmosphere. To date, NASA hasn’t been able to test this type of technology in an environment similar to what would be encountered on Mars whereas SpaceX has. By studying the results of SpaceX’s Falcon 9 first stage landings, NASA can use the information gathered for their retropropulsive system designs.
Back scratchers, unite!
Crew Systems
Apollo capsule in clean room | Credit: SDASM Archives
The crew ships under development for taking astronauts to Mars have a number of requirements to meet to be successful transports, and from the information available thus far, their progress seems to be moving along swimmingly. SpaceX’s Crew Dragon has been announced with photos and basic details provided, and NASA’s Orion capsule has enjoyed a marketing campaign providing numerous details for quite some time now.
Dragon capsule during hover test | Credit: SpaceX
The primary improvements in both capsule designs over the Apollo age seem to be more room, better heat shields, better software, and glass cockpits (i.e., touch screens). Crew Dragon can also hover (eventually landing) and blast off from its rocket transport in an emergency event. The aesthetics are pretty swank as well. Why isn’t there anything vastly different from what we’ve already done?
If it ain’t broke, don’t fix it.
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Crew Cargo & Environmental Systems
Environmental systems and supplies to keep human travelers alive and (mostly) happy have been generally worked out via prior orbital missions, especially on the long-term International Space Station (ISS) ones. However, there are a few added “catches” that a mission to Mars throws in.
ISS | Credit: NASA on The Commons
First, the ISS is able to maintain long-term human crews due to regular cargo resupply missions. The travel distance for Mars-bound astronauts will render such types of delivery schedules unavailable. No cargo deliveries mean carrying all the cargo required for the entire trip, something that generally demands multiple rocket launches for supply assembly before heading out.
Other than the higher expense of multiple launches, this seems to just be a matter of logistics and cost effectiveness rather than capability. SpaceX’s Falcon Heavy was certainly designed with these cargo requirements in mind considering the power packed into its engines.
Second, life support system technology has been developed and advanced over the years on the ISS, but it requires a lot of maintenance to upkeep. Perhaps the life support systems on the new crew capsules will endure for longer than the systems on the ISS as they have the data available to design around, but in the event that upkeep is just a fact of life that can’t be prevented, crews will surely undergo the training to perform repairs as needed as they are now.
As development in the space industry continues, these issues may become minimal. For instance, short-term resupply missions could eventually become available as travel time to Mars decreases with more efficient and powerful propulsion systems. The development of photon propulsion via lasers is ongoing, the goal being to accelerate around 220 pounds of unmanned spacecraft to 25% the speed of light for a three-day trip to Mars. That could almost translate into a sort of Mars-based Amazon Prime. I see what you’re up to, Jeff Bezos!
SpaceX also plans on making regular cargo missions to Mars a bi-annual affair, so as long as supplies and equipment can last for the 26-month(ish) window between launches, it’s Mars-certified.
Zero Gravity Impacts
Astronaut Ed White on a spacewalk | Credit: NASA on The Commons
When astronauts return from long-term zero gravity, their bodies have to acclimate after changes despite attempts to mitigate the effects through exercise regimens. If you’re just going from Earth to space and then Earth again, no big deal really. But going from Earth to space and then Mars? There won’t be a team of medical professionals ready to drag the astronauts out of the capsule and tell them to take it easy for a while.
That’s kind of an amusing image, actually. The Red Dragon capsule lands but everyone inside is all laid out looking like they are badly hungover from the prior night’s club hopping. Throw in some glitter for Instagram? Sorry, I’m digressing…
What exactly are the effects of long-term zero gravity on the human body? According to NASA, muscles (including the heart) can atrophy at a rate of 5% per week, bones at 1% per month, and about 22% of blood volume is lost. These are generally recoverable, but it takes about as long to recover a muscle as it did to lose it, and bone can take two to three years to grow back if it does at all. The lower Mars gravity would probably mean an easier recovery process, but there’s still a process involved and the entire crew is affected. Not even regular exercise can mimic all of the (needed) effects that gravity has on the body.
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Space colony concept art | Credit: NASA on The Commons
The concept of using a rotating space craft to mitigate this problem is seen so often in movies and space habitat designs that one might think it’s a “given” that some version of it will be used for Mars travel. In fact, The Mars Society’s “Mars Direct” plan even advocates for a rotating craft which uses the spent upper stage of the rocket as an anchor to spin the crew capsule around for artificial gravity simulation.
Since nothing looked like it would “spin” on the Dragon and Falcon Heavy media releases nor did there seem to be much room for a treadmill, I was really curious about what SpaceX’s answer to long term zero gravity was. From what I’ve read, it isn’t seen as a real problem or “show stopper”, if you will. Again, I’m missing a direct source to cite for any Elon or SpaceX comment on the issue, but from commentary around the web, it seems that the issue has surfaced in public discussions with no particular technology addressed to overcome it.
Perhaps this is one more thing we will see come September when SpaceX’s Mars Colonial Transporter plans are revealed. I can’t imagine that one hundred body-worn, space-traveling colonists wouldn’t be a problem needing to be addressed.
Surface Power
When it comes to any sort of space travel, solar seems to be one of the “go to” choices for power sourcing outside of propulsion. Unfortunately, when it comes to Mars exploration, solar power alone may not be enough. For one thing, Mars receives less than half the sunlight that Earth does, and most of that sunlight is only available in certain regions of the planet such as around the equator. Frequent light-blocking dust storms are also a problem. NASA’s STMD has outlined advanced batteries, regenerative fuel cells, fission nuclear systems, and solar arrays as the choice technologies for development in the area of surface power.
Nuclear power plant | Credit: US National Archives
Now, I admit that I don’t have all the time in the world to watch every Elon Musk video in existence (although I do enjoy the convenience of a YouTube channel with nearly all of them compiled), but I haven’t had much luck finding original sources of either Elon or a SpaceX executive directly commenting on the subject of surface power. I’m sure something is out there either eluding me or that I’ve forgotten I’ve seen.
Crew Dragon uses solar arrays attached to its trunk during flight for power, but the trunk is jettisoned prior to reentry (or entry when talking about Mars). I could make an educated guess based on the connections between Elon Musk and Solar City, Tesla, and the methane-based Raptor engines to presuppose that solar power, advanced batteries, and methane fuel generation are part of SpaceX’s surface power plans, but in the end it’s just a guess. Also, if Raptor is using a methane-based fuel because it can be resourced outside of Earth, I’d imagine that surface power would tie into that same manufacturing capability.
ISS solar panels | Credit: NASA on The Commons
Mars One plans to utilize solar power for its surface power needs, specifically “thin film solar photovoltaic panels”. There isn’t much detail about their required panel size available, only that they should have the ability to be rolled up and transported elsewhere if need be. Finally, as I mentioned previously, the “Mars Direct” plan advocates tapping into fuel generation structures that manufactures a Methane-Oxygen bi-propellant.
Overall, it seems everyone is likely on a similar page regarding power sources – nothing crazy or unheard of, unless you think nuclear anything is too risky.
Coming Up on Countdown to Mars…
Wernher von Braun and Walt Disney | Credit: NASA on The Commons
Cosmic space radiation! There’s so much on this topic, it’s worth an entire piece on its own. Spoiler alert: Elon doesn’t seem to be worried about that issue. Why not?
Also, stay tuned for a (theoretical) discussion on future Martian government…
Did you know that Werner von Braun had a fictional tale of a Martian society wherein the elected Martian leader was called “The Elon”? It’s almost as though he really did take a trip on that Nazi time traveling bell thing…
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Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Tesla has one big financial question to answer for investors: Morgan Stanley
