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Amazon's $11.6 billion Globalstar deal is the second hyperscale bet on an "outside-in" mobile connectivity business strategy after SpaceX. We read it as thesis validation, not a new strategy, and trace how wholesale payment flows invert between mobile carriers and satellite platforms.
11.5 MHz Time-Division Duplexing Capacity
Apr 21, 2026
Beijing-based Orbital Chenguang closed a Pre-A1 equity round from Haisong Capital, CITIC Construction Investment Capital, Cathay Capital, and others, alongside strategic credit lines totaling 57.7 ...
Apr 21, 2026
SpaceX executed an agreement granting it the option to acquire AI coding startup Cursor for $60 billion later this year, or pay a $10 billion partnership fee. Cursor will train its models on xAI's ...
Apr 20, 2026
The FAA grounded New Glenn on Monday and ordered a mishap investigation into the NG-3 upper-stage underperformance. The agency must approve Blue Origin's final report and any corrective actions bef...
Apr 19, 2026
Blue Origin refurbished and re-flew a New Glenn first stage for the first time on the NG-3 mission, landing the booster at sea on its second flight. The upper stage underperformed. Preliminary data...
Apr 17, 2026
NASA selected SpaceX for a $175.7 million Falcon Heavy contract to launch the European Space Agency's Rosalind Franklin Mars rover no earlier than late 2028. The rover has been mission-ready since ...
Apr 16, 2026
The U.S. Space Force selected Blue Origin to lease and develop Space Launch Complex 14 at Vandenberg, enabling future polar-orbit operations for New Glenn. The decision advances an assessment proce...
Apr 16, 2026
SpaceX cleared the final ground-test milestones ahead of Starship Flight 12. On April 15, Ship 39, the first V3 upper stage, completed a 60-second, six-engine static fire. On April 16, Super Heavy ...
Apr 15, 2026
Tesla's AI5 inference chip, due for samples in late 2026 and volume production in 2027 across Samsung and TSMC fabs, uses a half-reticle die design targeting dramatically higher yield at scale. Mus...
This is a bottom-up revenue model for orbital compute infrastructure, calibrated against CoreWeave's published contract economics. Two independent approaches converge on a revenue range of $10.7 billion to $16.0 billion per gigawatt of input power per year. The lower bound captures the advantage of higher Power Usage Effectiveness (PUE). The upper bound prices in custom inference silicon performance of operations per delivered watt. Silicon efficiency is the dominant variable, producing a $14.5 billion/GW swing across its feasible range. Revenue per GW is location-independent; orbital deployment wins on the cost side, where Wright's Law learning curves compress launch and subsystem costs with each replacement cycle while revenue holds.
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