NASA killed its lunar rover. A company you've probably never heard of is building the only power system that could explore where it was supposed to go.
Zeno Power is a 65-person startup founded in 2018 with offices in Washington, D.C. and Seattle. It has $60 million in US government contracts, a $50 million Series B round, and an agreement with the French nuclear recycler Orano for priority access to the isotope americium-241. It does not have a contract with NASA for a lunar mission. It is building the hardware anyway.
The reason is straightforward: the only way to survive a lunar night in the polar regions is nuclear power, and nobody else has a system ready.
The technical constraint is simple to state. Temperatures inside permanently shadowed craters at the lunar poles drop below minus 240 degrees Celsius. Solar panels are useless in regions that never see sunlight. A rover with batteries alone cannot operate through a two-week lunar night. The only power source that works is a radioisotope power system, or RPS, a device that converts heat from radioactive decay into electricity continuously, regardless of light or temperature.
The programmatic problem is more complicated. NASA's previous attempt at this was the Volatiles Investigating Polar Exploration Rover, known as VIPER. It was a 430-kilogram water-ice-seeking rover that had its own RPS. NASA originally awarded Astrobotic $199.5 million under the Commercial Lunar Payload Services program to deliver it on a Griffin lander, and later modified that contract to $323 million. Then NASA canceled VIPER in July 2024, citing cost overruns and schedule risk, and is now disassembling the hardware for parts.
The agency has no funded replacement. A commercial rover called FLIP, built by Astrolab, will fly on the same Griffin lander that was supposed to carry VIPER, but it is not a NASA mission and does not have VIPER's science payload. Griffin itself has been delayed to mid-2026, according to SpaceNews.
What NASA does have is a program called PRISM, the Payload and Research Investigations on the Moon initiative, which asks commercial companies to propose lunar surface science missions. PRISM's Step-2 proposals are due in February 2026. The question underneath that competition is whether any of those proposals can actually reach a permanently shadowed region, and the answer depends entirely on what powers them.
That is where Zeno enters. The company presented a paper at the Lunar and Planetary Science Conference in March 2026, co-authored with Advanced Space, a company that operates orbital relay satellites around the Moon. The paper proposed two mission concepts for landing directly inside permanently shadowed craters using americium-241-fueled radioisotope systems. The first uses small radioisotope heater units to keep electronics warm. The second uses a Stirling generator, a type of engine with no rotating parts, to produce enough electricity for a science payload.
The paper is notable because Advanced Space is not a science company. It is a communications infrastructure operator. Its involvement suggests the architecture being designed is commercial cislunar infrastructure, not a government science mission.
Zeno has been building toward this moment for several years. In July 2023, NASA awarded the company $15 million under a program called Harmonia to develop an americium-241-fueled RPS, working with Blue Origin and NASA Glenn Research Center. The goal was a lunar surface demonstration by 2027. In September 2025, Zeno signed an agreement with Orano for priority access to americium-241 produced at Orano's La Hague nuclear fuel recycling site in Normandy, France. Americium-241 is recovered from used nuclear fuel, making it a byproduct of existing reactor operations rather than a primary mining product. Its half-life is over 430 years, meaning a system built with it could run for decades without fuel replacement.
The isotope choice matters because the traditional space nuclear fuel, plutonium-238, has been in shortage since domestic production ended in 1988. The Department of Energy resumed Pu-238 production for NASA in 2015, but stockpiles remain limited. Russian imports are unavailable due to sanctions. Americium-241 sidesteps that supply problem.
A team of engineers published a separate study in 2024 analyzing an ice-mining rover using americium-241 RPS. According to Universe Today's coverage of the work, they found that a Stirling-based dynamic conversion system satisfies every temperature requirement for operating inside a polar crater, including using waste heat to sublimate ice from the regolith. The engineering works. The question is whether it flies.
The 2027 flight target is Zeno's own target, not a NASA commitment. PRISM selection does not happen until early 2026 at the earliest. Even if Zeno wins a contract, space nuclear systems require NASA safety review and launch authorization processes that have delayed every previous program. The gap between a ground demonstration and flight qualification is not trivial.
What Zeno is doing is building the hardware before the contract exists, on the assumption that the policy pressure will create the customer. The White House issued a directive in December 2025 calling for a nuclear reactor on the lunar surface by 2030. That mandate does not specify who builds the power systems that a lunar reactor would need to survive the dark. Zeno is betting it will be Zeno.
If the company delivers flight hardware before NASA commits to a PSR mission, it will own the supply chain for lunar surface power in permanently shadowed regions. NASA becomes a buyer rather than a program manager, the same shift that happened with commercial cargo and commercial crew, except the stakes are higher because the infrastructure is harder to replicate. The Artemis program depends on understanding lunar water ice as a resource for long-duration stays. Without a functioning rover in those regions, that understanding comes from orbit instead of the ground.
Whether Zeno gets there first depends on what PRISM selects. The competition closes in February 2026.