Elon Musk wants to build AI satellite factories on the moon—and now SpaceX will compete for NASA’s $10 billion in contracts to build a lunar base | Fortune

SpaceX will compete for a share of NASA's roughly $10 billion in lunar base contracts, Elon Musk said, as the company pursues plans to build AI satellite factories on the moon. The move expands SpaceX's role beyond launch services into lunar infrastructure as NASA works to establish a sustained human presence on the surface. Musk's vision ties the moon base to AI compute, with satellites manufactured off-world rather than launched from Earth. The contract competition matters because it could reshape the economics of space-based manufacturing and give SpaceX a foothold in a market currently served by traditional aerospace contractors. Watch for NASA's contract awards and further details on how SpaceX would power and staff lunar satellite production.