SpaceX Isn't Rocket Lab's Biggest Threat Now -- Blue Origin Is

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    "title": "SpaceX Isn't Rocket Lab's Biggest Threat Now -- Blue Origin Is - The Globe and Mail",
    "excerpt": "Rocket Lab and Blue Origin both bid to build a Mars Telecommunications Network for NASA. Last week, NASA awarded the $700 million contract to Blue Origin. Rocket Lab is racking up a lot of losses on Mars contracts -- but it's doing better back here on Earth. In May 2026, NASA issued a Request for Proposals inviting space companies to bid to build it a Mars Telecommunications Network, or MTN, comprising multiple satellites orbiting the Red Planet. Rocket Lab (NASDAQ: RKLB) wanted the work, saying it's \"well positioned\" to build the MTN and promising to \"put our best foot forward\" and \" see who wins .\" Well, now we know the result -- and it wasn't Rocket Lab that won. Missed AI’s \"Act 1\"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of \"Act 1\" - the R&D phase. \"Act 2\" is the global rollout. Continue » Image source: Getty Images. Instead of Peter Beck and Rocket Lab, it's Jeff Bezos and Blue Origin who will build MTN for NASA. For an estimated $700 million, Blue Origin will deliver a single high-performance Mars Telecommunications Orbiter (MTO) to NASA no later than Dec. 31, 2028. The spacecraft will be based on Blue Origin's internally developed Blue Ring spacecraft, designed for low earth orbit and deep-space missions. Of course, \"network\" implies more than...",
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