档案库 · 太空 · 机器人 · 国防 · 战略决策 · 2020–2026
Interlune：首次月面开采前已获5亿美元氦-3订单
前蓝色起源高管向量子计算公司和美国能源部销售月球氦-3，在开采启动前已锁定近5亿美元订单和一份NASA合同。
Interlune
做的是什么生意
Interlune is a Seattle natural-resources company, founded in 2020, developing compact, low-power machinery to harvest helium-3 and other gases from lunar regolith, while separately working to separate helium-3 from terrestrial helium supplies. It aims to become the first U.S. company to commercialize resources from space, with quantum-computing firms and the U.S. Department of Energy as anchor buyers.
启动资金：$18 million in venture seed funding to date (company-reported as of May 2025): a $1.85M seed in 2022, then a $15.5M tranche revealed in SEC filings and covered by TechCrunch on 2024-02-02.
起因
Founded in Seattle in 2020 by a team of government and industry veterans, Interlune spent years in stealth. TechCrunch reported on 2024-02-02 that SEC filings showed a $15.5M funding tranche — its first public financing signal since a $1.85M 2022 seed — and quoted CTO Gary Lai, who spent 20 years at Blue Origin: "We aim to be the first company that harvests natural resources from the moon to use here on Earth." CEO Rob Meyerson was president of Blue Origin for 15 years.
经过
On May 7, 2025 Interlune announced its first commercial customer: Maybell Quantum agreed to buy thousands of liters of helium-3 per year from 2029 to 2035 for its dilution refrigerators, and Interlune also signed a purchase agreement with the U.S. Department of Energy Isotope Program. On May 4, 2026 NASA awarded Interlune a sole-source, firm-fixed-price SBIR Phase III contract worth $6.9M over 18 months to build a payload that will collect lunar regolith, heat it on the Moon and measure the volatile gases released — helium-3 and hydrogen among them — with a launch targeted for 2028 on a commercial CLPS lander; Interlune said it then held nearly $500M in binding helium-3 purchase orders.
结果
Still pre-extraction: the payload is scheduled to fly in 2028, and first helium-3 deliveries to Maybell run from 2029 to 2035. What Interlune had proven by May 2026 was the demand side — DOE and quantum-computing purchase agreements plus NASA's contract for the harvesting technology — not yet the lunar supply itself.
背景
Interlune是一家西雅图公司，由政府和行业资深人士于2020年创立——CEO Rob Meyerson曾执掌蓝色起源15年，CTO Gary Lai是其太空运输首席架构师——旨在成为第一家将太空资源商业化的美国公司。该公司一直保持隐身，直到2024年初SEC文件披露了1550万美元的融资，此前在2022年获得185万美元种子轮融资。
其赌注在于月球月壤中的氦-3是一个真实市场：量子计算机在稀释制冷机中冷却量子比特，这些制冷机依赖氦-3，美国能源部同位素项目是买家。2025年5月，Interlune签署了首个商业客户——Maybell Quantum，同意在2029年至2035年间每年购买数千升——加上能源部的采购协议。
2026年5月4日，NASA授予Interlune一份690万美元的独家SBIR三期合同，为期18个月，开发一种在月球上加热月壤并测量释放的挥发性气体（包括氦-3和氢）的有效载荷，目标于2028年通过商业CLPS着陆器发射。该公司称其持有来自能源部和量子计算客户近5亿美元的具有约束力的氦-3采购订单。
开采尚未发生：首个有效载荷于2028年飞行，向Maybell的交付于2029年开始。截至2026年5月已证明的是需求和政府验证；月球开采器能否按计划建造、发射和交付是赌注中未决的部分。
这件事要成立，得有什么
- 量子的冷却问题是具有日期的需求：稀释制冷机现在需要氦-3，Maybell承诺从2029年到2035年每年数千升。
- 硬件前的合同支付困难部分：能源部和量子计算采购订单，加上NASA的SBIR三期合同，为通往月球开采器的漫长道路提供资金。
- 小型、高效的机械是技术楔子：Interlune声称拥有最小、最低功耗的开采器，成本足够低，可以飞到月球并在那里运行。
- 政府资金同时作为验证：NASA和NSF奖项测试提取技术，而公司预订商业承购。
可借鉴之处
当一种资源稀缺且需求有日期时，在建造矿场之前出售供应合同：客户而非火箭证明市场。
后续进展
截至2026年5月4日，Interlune在NASA 690万美元SBIR三期合同下建造工程开发单元和飞行硬件，有效载荷计划于2028年通过NASA CLSP计划的商业机器人着陆器发射。该任务将使用基于NASA MSOLO仪器的质谱仪测量月壤中的氦-3和氢。氦-3销售——来自能源部和量子公司近5亿美元的具有约束力的订单——预计为后续月球开采提供资金；公司还持有NSF和德克萨斯太空委员会的合同，迄今已筹集1800万美元种子资金。
资料来源
- Interlune Awarded $6.9 Million Contract from NASA for Lunar Resource Development
- NASA to launch full-scale development of 'resource-extraction technology from lunar soil'… invests $6.9 million in a private company
- Interlune Announces Maybell Quantum as First Commercial Customer to Buy Helium-3
- Secretive moon startup led by ex-Blue Origin leaders raises new tranche of funding
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