NASA Chief Jared Isaacman Says 'Never Bet Against' Elon Musk, Adds 'We Can't Do It Without' SpaceX for Moon Base

The article is a bullish commentary on SpaceX’s strategic importance and long-term optionality. NASA administrator Jared Isaacman said investors should “never bet against” Elon Musk, arguing that SpaceX’s capital strength and engineering execution make orbital data centers and lunar infrastructure plausible. He emphasized that NASA’s plans for a permanent moon presence cannot be achieved without SpaceX, reinforcing the company’s central role in U.S. space ambitions. The piece also highlights Musk’s ongoing promotion of orbital AI/data-center concepts, SpaceX’s AI1 satellite plans, and the recent 13th Starship flight test. Overall, the market takeaway is that investor confidence in SpaceX’s execution and commercialization pipeline remains high, even as the concept is still early-stage and technically ambitious.