NASA released the draft solicitation for ISS-replacement stations: firm-fixed-price IDIQ awards to 2+ providers, a crewed flight test by 2029 required for certification, final RFP in late August and awards expected spring 2027.
Most station contenders are private — Vast is self-funded, Axiom and Blue Origin unlisted — leaving Voyager Technologies (NYSE: VOYG) as the main public play. Our read on a capital-hungry race with one listed runner. (Our opinion, not investment advice.)
Our read — labelled opinion, not investment advice.
Station spec sheets range from Vast's 45 m³ Haven-1 to Blue Origin's 830 m³ Orbital Reef. Almost all of these are design figures, not flown hardware — here is how to read them against the ISS's ~916 m³.
NASA plans to deorbit the ISS around 2030, and a field of private stations is racing to be ready before the lights go out in low Earth orbit. We track each contender's development stage — not their press releases.