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Reading: The Bezos-Musk house rivalry is capturing for the moon and the winner is not going to simply dominate the cosmos—however the way forward for AI infrastructure | Fortune
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Asolica > Blog > Business > The Bezos-Musk house rivalry is capturing for the moon and the winner is not going to simply dominate the cosmos—however the way forward for AI infrastructure | Fortune
Business

The Bezos-Musk house rivalry is capturing for the moon and the winner is not going to simply dominate the cosmos—however the way forward for AI infrastructure | Fortune

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Last updated: April 15, 2026 6:59 pm
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1 day ago
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The Bezos-Musk house rivalry is capturing for the moon and the winner is not going to simply dominate the cosmos—however the way forward for AI infrastructure | Fortune
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Contents
  • Elon Musk’s SpaceX versus Jeff Bezos’ Blue Origin
  • AI infrastructure in house

Elon Musk and Jeff Bezos, two of the three richest males on this planet, are engaged in a stratospheric showdown to dominate house, and the result might determine the way forward for moon journey and even AI infrastructure.

In gentle of the Artemis II’s profitable mission earlier this month, which noticed astronauts fly by the moon for the primary time in 50 years, each Musk’s SpaceX and Bezos’ Blue Origin have turned their consideration away from different initiatives to arrange for future lunar missions. Each firms had been awarded multi-billion-dollar contracts from NASA years in the past to develop lunar landers for 2 future Artemis missions that plan to land people on the moon by the tip of the last decade for the primary time since 1972.

Elon Musk’s SpaceX versus Jeff Bezos’ Blue Origin

SpaceX is growing its Human Touchdown System, an formidable lander that at 165 toes tall, or 15 tales, is bigger than any that has been beforehand made and can use an elevator to move each astronauts and cargo to the lunar floor from the crew cabin close to the highest of the lander. 

In the meantime, Blue Origin is growing its Blue Moon lander. Though it appears extra like a conventional lander, it is usually technologically superior. It’s going to reportedly be geared up with LIDAR sensors that can map the moon’s floor to keep away from hazards and discover the flattest touchdown space, in line with Area.com. Each firms’ landers are designed to be reusable, which is supposed to chop down on the price of future moon missions.  

The stakes for SpaceX and Blue Origin are excessive. Whichever lunar lander is prepared first and is efficiently examined will in the end assist the U.S. beat out China by touchdown astronauts on the moon earlier than the world’s second largest financial system plans to take action in 2030.  

The primary take a look at would be the Artemis III mission, scheduled for mid-2027, which can doubtlessly take a look at each SpaceX and Blue Origin’s landers—if they’re prepared on time. As a part of the mission, astronauts will launch into low Earth orbit aboard a rocket carrying NASA’s Orion capsule, just like the one used for the Artemis II mission. Offered the whole lot goes as scheduled, each SpaceX and Blue Origin will individually launch their landers into house to check their docking skill with the Orion craft. This would be the first take a look at of a course of that’s key to the Artemis lunar landings in 2028. Throughout the lunar landings, the Orion capsule and moon lander will launch individually and dock in lunar orbit earlier than the astronauts descend to the moon’s floor.

This primary competitors can even convey NASA nearer to establishing a everlasting presence on the celestial physique.

NASA final month introduced a phased plan to construct a everlasting lunar base and outlined a method for crewed floor landings each six months to construct up the infrastructure for a moon base following the primary lunar landings in 2028. The efforts are a part of a push by NASA to ascertain a human presence on the Moon’s south pole that “will strengthen American leadership in space, usher in scientific discoveries, and serve as the proving ground for crewed Mars missions,” in line with a NASA presentation.

Whereas Musk’s SpaceX was based in 2002, two years after Blue Origin, the corporate is, in some ways, gentle years forward of opponents. It was the primary to develop a commercially confirmed reusable rocket, the Falcon 9, which since its first profitable mission in 2010 has emerged as a lodestar for the business. SpaceX used the Falcon 9 in 165 launches final 12 months, breaking its report for launches from the 12 months prior whereas making up 85% of all American orbital launches, in line with Area.com. It has additionally used the Falcon 9 to amass the largest satellite tv for pc fleet ever with 10,000 satellites in orbit to energy its Starlink satellite tv for pc web service. 

Regardless of these achievements, Bezos is betting Blue Origin will win by transferring slowly and steadily. 

The corporate accomplished its first orbital launch with its New Glenn rocket in 2025 and efficiently reached orbit, though its booster wasn’t recovered for use once more as was deliberate. In November, the corporate efficiently landed its booster again on Earth after serving to launch two probes to Mars as a part of NASA’s Escape and Plasma Acceleration and Dynamics Explorers (ESCAPADE) mission. 

AI infrastructure in house

As AI continues to speed up on Earth, each Blue Origin and SpaceX are exploring the thought of transferring the infrastructure that powers it to house. Whereas the thought remains to be in its early levels, with extra highly effective photo voltaic arrays, sooner or later, house knowledge facilities would have the benefit of harnessing cleaner photo voltaic vitality, Jeff Thornburg, a SpaceX veteran and CEO of Portal Area Methods beforehand advised Fortune. Far above the Earth, these future floating knowledge facilities would even be free from the rules and myriad protests towards knowledge facilities firms have confronted when constructing infrastructure on Earth.

Nonetheless, it’s unclear whether or not it’s possible to place AI knowledge facilities in house. The technical and monetary challenges are staggering, particularly when launching {hardware} into orbit is much dearer than constructing AI infrastructure on Earth. And but, each SpaceX and Blue Origin are already making strikes to arrange, simply in case.

SpaceX has already filed plans with the Federal Communications Fee to launch as much as 1 million satellites with AI computing skill into house. Blue Origin, for its half, requested the FCC final month for permission to launch practically 52,000 satellites into house which might be able to AI computing. 

“Orbital data centers are the most efficient way to meet the accelerating demand for AI computing power,” SpaceX wrote in its submitting. 

As Bezos predicted at a tech convention in Turin, Italy, final 12 months, within the coming a long time, the subsequent frontier for AI could possibly be off-planet.

“Space will end up being one of the places that keeps making Earth better. It already has happened with weather satellites. It’s already happened with communication satellites,” he stated. ”The subsequent step goes to be knowledge facilities and different kinds of producing.”

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TAGGED:BezosMuskcosmosbutdominateFortuneFutureinfrastructureMoonRivalryshootingspaceWinner
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