> Why would satellites be manufactured on the moon? There's nothing on the moon. The raw materials would have to be ferried over first. What would be the point?

From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.

From the poles you can get fuel (water ice -> water + hydrogen + oxygen).

The real constraint is not materials, but rather power generation, automation reliability, and initial capital investment.

So you have to shuttle machines, energy systems, and electronics.

The moon can supply mass, oxygen, fuel, and structure.

Satellites that would benefit most are: huge comms platforms, space-based power satellites, large radar arrays, deep-space telescopes, etc.

>From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.

Do we actually know how to do that?

>From the poles

From the poles! So the proposal includes building a planetary-scale railway network on bumpy lunar terrain.

>The moon can supply mass, oxygen, fuel, and structure.

None of those are things we are hurting for down here, though.

Power would almost certainly mostly come from solar panels. The SpaceX-xAI press release mentions using mass drivers which are electrically powered. Could make Hydrogen-Oxygen rocket fuel but not needed in Moon's lower gravity/thin atmosphere.

> The real constraint is not materials

It's solvents, lubricants, cooling, and all the other boring industrial components and feedstocks that people seem to forget exist. Just because raw materials exist in lunar regolith doesn't mean much if you can't actually smelt and refine it into useful forms.