One company appears to be thriving as part of NASA's return to the Moon
Briefly

One of the requirements is a 4K data link, said Steve Altemus, co-founder and chief executive of Intuitive Machines, in an interview. That kind of high fidelity data only comes from a data relay with a larger antenna than can be delivered to the surface of the Moon.
This is part of NASA's plan to build a more robust 'Near Space Network' for communications within 1 million miles of Earth (the Moon is about 240,000 miles from Earth). Intuitive Machines' contract is worth as much as $4.82 billion over the next decade, depending on the level of communication services that NASA chooses to purchase.
Read at Ars Technica
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