They won’t, because there’s no other company that can credibly meet the Artemis objectives for a lunar lander in a reasonable time frame. Boeing is the main competitor but they’re already struggling to satisfy all of their current contracts: Starliner was supposed to be operational in 2017, but it had its first crewed test flight this year and it malfunctioned seriously enough that they decided it wasn’t safe to bring the astronauts home on it. NASA pulling SpaceX off of the Artemis project would functionally be the end of it.
Was that this studio, or their other studio that’s been running since 2017? This one, “Team Blue,” was supposed to be working on some unannounced AAA game.