Ars Technica reports that the company has told NASA it will stop flying Crew Dragon, the agency's only reliable astronaut transport to the International Space Station, by or before 2030.
It also stopped selling commercial Falcon 9 launches for missions after 2028.
Politico reported that SpaceX told the US Space Force it would not bid on three new launch contracts in the late 2020s.
Three sources told Ars that SpaceX recently informed companies building small lunar landers for NASA's Moon Base that it will not provide their launches.
SpaceX is still fulfilling its existing government contracts.
NASA has awarded it roughly $20 billion in contracts over two decades, and its Falcon rockets are effectively a single point of failure for national security launches.
The Artemis Moon program and the space station both rely on the company.
According to the reporting, Musk now sees artificial intelligence as the central opportunity.
SpaceX has acquired xAI and gone public, and it is prioritizing Starlink satellites, "Starmind" space-based data center satellites, and ground-based computing such as the Colossus project in Memphis.
Third-party launches, including NASA's, are described as a rounding error in revenue.
Meanwhile, NASA is also trying to beat China back to the Moon by 2030.
The biggest open question is SpaceX's Human Landing System contract, a $2.89 billion award from 2021 to adapt Starship as a lunar lander. NASA's Artemis manager, Jeremy Parsons, says SpaceX's management is committed to the lunar missions, and no one at NASA told the reporter the company will miss its commitments. But sources say the lander is not among SpaceX's top-resourced projects. A key in-orbit refueling test has slipped to "early" 2027, and NASA's internal estimate for a lunar landing campaign is about 22 Starship launches, while Musk says 6 to 8. Blue Origin, which redesigned its lander to skip refueling and is investing $3 billion in Florida facilities, is increasingly seen as NASA's alternative, though it has launched only three orbital missions and its New Glenn rocket recently exploded on its pad.