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Week in Space: key developments and our takeaways.
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Mach33
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| The Space Finance Group |
{"frequency":"weekly","subject":"Weekly Space Intelligence: 100 GW in Orbit, Musk Eyes Moon, Starlink × O2, Intuitive Machines Buys Lanteris","introduction":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003eThis week’s analysis dissects \u003cstrong\u003eMusk’s 100 GW orbital compute plan\u003c/strong\u003e. Top space news this week: \u003cstrong\u003eStarlink’s UK deal with O2\u003c/strong\u003e, \u003cstrong\u003eIntuitive Machines’ $800 M Lanteris acquisition\u003c/strong\u003e, and \u003cstrong\u003eMusk’s new Moon focus\u003c/strong\u003e.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n","banner":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTc0MSwicHVyIjoiYmxvYl9pZCJ9fQ==--14bca85d69f7c03d45a9669efcddfb8e2696ad6a/Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20Copy%20of%20M33_NewsletterBanner%20(3).png","posts":[{"title":"Inside Musk’s Plan for 100 GW of Compute in Orbit","slug":"inside-musk-s-plan-for-100-gw-of-compute-in-orbit","visibility":"public","type":"analysis","card_description":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003eA breakdown of SpaceX’s 100-gigawatt per year orbital compute goal in ~5 years: the power, thermal, and hardware breakthroughs needed to make it real.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n","tags":["SpaceX","Orbital Data Centers","Starlink"],"url":"https://research.33fg.com/analysis/inside-musk-s-plan-for-100-gw-of-compute-in-orbit","published_at":"Nov 05, 2025","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTc0MCwicHVyIjoiYmxvYl9pZCJ9fQ==--e78356c15ca1657bb6497bea8e139f322709baf4/Spacedatacenters.jpg","featured_chart_image":null}],"charts":[],"news":[{"title":"China Delays Shenzhou‑20 Return After Space‑Debris Impact","summary":null,"tags":["China","Debris"],"url":"https://research.33fg.com/news/china-delays-shenzhou-20-return-after-space-debris-impact","published_at":"Nov 05, 2025","source":"Reuters","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTc0MywicHVyIjoiYmxvYl9pZCJ9fQ==--4b37864d95362ffa8f1d595f6acc55adc9011568/shenznjsz.jpg","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003eShenzhou‑20, a crewed spacecraft of the China Manned Space Agency (CMSA), has delayed its return to Earth after being struck by a small piece of orbital debris. The landing, originally scheduled for November 5, has been postponed while impact analysis and risk assessment are conducted. This is the first time a Shenzhou return mission has been delayed due to debris risk.\u003cbr\u003e\u003cbr\u003eThe incident underscores the escalating operational risk from space‑debris proliferation, which could increase lifecycle costs and insurance requirements for certifying human and commercial space missions. For players in the space infrastructure space the event may accelerate demand for active debris‑removal services and space traffic‑management solutions, affecting market dynamics and potentially opening ancillary service growth opportunities.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Intuitive Machines to Acquire Lanteris for $800 M","summary":"The combined entity revenue exceeds $850 million*, with positive Adjusted EBITDA*, and $920 million* in backlog Expedites and enhances delivery against key existing contracts, including Near Space Network Services Expands Intuitive Machines’ data services business from lunar and Earth-based operations into LEO, MEO, GEO, Moon, Mars, and deep space missions Strengthens the Company’s position to prime future National Security Space (Golden Dome and Space Development Agency’s Layered Architectur","tags":["Intuitive Machines"],"url":"https://research.33fg.com/news/intuitive-machines-to-acquire-lanteris-for-800-m","published_at":"Nov 04, 2025","source":"Intuitivemachines","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTc0MiwicHVyIjoiYmxvYl9pZCJ9fQ==--6de598c11da329cb734684fbeac87f05befed2b9/inttnainvfs.jpg","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003eIntuitive Machines (Nasdaq: LUNR) announced on November 4 that it will acquire Lanteris Space Systems (formerly Maxar Space Systems) from Advent International in a deal worth approximately \u003cstrong\u003e$800 million\u003c/strong\u003e, comprising \u003cstrong\u003e$450 million in cash and $350 million in stock\u003c/strong\u003e. The transaction is expected to close in Q1 2026, subject to regulatory approvals. As of September 30 2025, the combined entity is projected to have annual revenues exceeding \u003cstrong\u003e$850 million\u003c/strong\u003e and a backlog of approximately \u003cstrong\u003e$920 million\u003c/strong\u003e.\u003cbr\u003e\u003cbr\u003eFrom an investor perspective, this marks a strategic pivot for Intuitive Machines from lunar landers into a vertically‑integrated space prime capable of manufacturing, building and operating across LEO/MEO/GEO and cislunar domains. The acquisition brings scale, manufacturing heritage and a larger contract book to absorb risk and expand business lines, yet it also raises integration risk and dilution from the equity component. Market reaction was modestly negative pre‑market, suggesting some investor caution on valuation and near‑term execution.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Elon Musk Says SpaceX Will “Lean In Big On The Moon”","summary":null,"tags":["SpaceX","Cislunar"],"url":"https://research.33fg.com/news/elon-musk-says-spacex-will-lean-in-big-on-the-moon","published_at":"Nov 03, 2025","source":"X","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5NCwicHVyIjoiYmxvYl9pZCJ9fQ==--cbcb938e10b060294605bca8a1698733577dfcce/glsa.jpeg","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eElon Musk\u003c/strong\u003e said \u003cstrong\u003eSpaceX will “lean in big on the Moon,”\u003c/strong\u003e signaling a notable shift in tone from his long-held Mars-first narrative. While Musk has historically portrayed lunar activity as secondary and a \"distraction\" to Mars colonization, this marks one of the first times he has openly suggested SpaceX will pursue an ambitious lunar strategy in parallel. The statement aligns with the company’s deepening involvement in NASA’s \u003cstrong\u003eArtemis\u003c/strong\u003e program through its \u003cstrong\u003eStarship Human Landing System (HLS)\u003c/strong\u003e and hints at broader plans for cargo delivery, infrastructure, and surface operations. Musk also tweeted that \u003cstrong\u003e“quantum computing is best done in the permanently shadowed craters on the Moon,”\u003c/strong\u003e and separately proposed that \u003cstrong\u003eStarship could deliver 100 GW per year to high Earth orbit within 4–5 years\u003c/strong\u003e, scaling to \u003cstrong\u003e100 TW per year from a lunar base\u003c/strong\u003e producing solar-powered AI satellites accelerated by a mass driver; an ambitious vision that ties lunar industry directly to global energy and compute infrastructure.\u003cbr\u003e\u003cbr\u003e\n\u003c/div\u003e\n\u003cdiv\u003eMusk’s comments imply that \u003cstrong\u003eSpaceX intends to commercialize the Moon\u003c/strong\u003e, using it to refine refueling, construction, and autonomous operations while generating near-term revenue from logistics and government contracts. Mars clearly remains the company’s long-term priority, but Musk’s acknowledgment underscores how maturing \u003cstrong\u003eStarship\u003c/strong\u003e capabilities could enable profitable lunar infrastructure ahead of interplanetary missions. This evolution broadens SpaceX’s addressable market and positions it as a central player in both the \u003cstrong\u003elunar economy\u003c/strong\u003e and future \u003cstrong\u003eMars transport architecture\u003c/strong\u003e.\u003c/div\u003e\n\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Starcloud Launches First Satellite With NVIDIA H100 GPU to Kickstart Orbital Data-Centers","summary":null,"tags":["Orbital Data Centers"],"url":"https://research.33fg.com/news/starcloud-launches-first-satellite-with-nvidia-h100-gpu-to-kickstart-orbital-data-centers","published_at":"Nov 02, 2025","source":"X","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5NSwicHVyIjoiYmxvYl9pZCJ9fQ==--6bc590ab8da2d54d58f55816a5167927cdc5902b/Screenshot%202025-11-03%20at%2014.08.48.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eY Combinator\u003c/strong\u003e announced that portfolio company \u003cstrong\u003eStarcloud\u003c/strong\u003e successfully launched its \u003cstrong\u003efirst satellite\u003c/strong\u003e just \u003cstrong\u003e21 months after founding\u003c/strong\u003e, marking the \u003cstrong\u003efirst-ever deployment of an NVIDIA H100 GPU in space\u003c/strong\u003e. The milestone positions Starcloud as a pioneer in the emerging field of \u003cstrong\u003eorbital data centers\u003c/strong\u003e, leveraging solar power and on-orbit compute to process data directly in space. The satellite’s payload will demonstrate high-efficiency AI inference and onboard processing capabilities designed to reduce latency and bandwidth costs associated with downlinking massive datasets.\u003cbr\u003e\u003cbr\u003e\n\u003c/div\u003e\n\u003cdiv\u003eFor investors, the mission represents a tangible breakthrough in the \u003cstrong\u003ein-space computing sector\u003c/strong\u003e, validating the transition from conceptual designs to operational hardware. Starcloud’s success complements recent moves by \u003cstrong\u003eSpaceX\u003c/strong\u003e and \u003cstrong\u003eRendezvous Robotics\u003c/strong\u003e toward in-orbit infrastructure, signaling a broader shift toward commercial compute platforms beyond Earth. With \u003cstrong\u003eNVIDIA’s H100 architecture\u003c/strong\u003e now operating off-planet, the company stands at the intersection of AI, energy, and aerospace, potentially opening new markets in \u003cstrong\u003eedge inference\u003c/strong\u003e, \u003cstrong\u003edata-relay optimization\u003c/strong\u003e, and \u003cstrong\u003eautonomous satellite operations\u003c/strong\u003e.\u003c/div\u003e\n\u003c/body\u003e\u003c/html\u003e\n"},{"title":"ULA Readies Atlas V For ViaSat 3 F2 As Payload Integration Completes","summary":null,"tags":["ULA"],"url":"https://research.33fg.com/news/ula-readies-atlas-v-for-viasat-3-f2-as-payload-integration-completes","published_at":"Nov 01, 2025","source":"X","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5MCwicHVyIjoiYmxvYl9pZCJ9fQ==--c408d217a4d3212157395eb7ed3cc84535ce3392/Screenshot%202025-11-03%20at%2013.33.26.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003e\n\u003cstrong\u003eUnited Launch Alliance\u003c/strong\u003e reported that \u003cstrong\u003eViaSat 3 F2\u003c/strong\u003e is integrated with \u003cstrong\u003eAtlas V\u003c/strong\u003e, moving the mission toward a \u003cstrong\u003eNov 5\u003c/strong\u003e window pending range approval. Visuals posted publicly show the payload mated and stack operations progressing at \u003cstrong\u003eCape Canaveral\u003c/strong\u003e. This follows ULA’s 2025 national security certification milestones for \u003cstrong\u003eVulcan\u003c/strong\u003e. For investors, near term Atlas backlog execution supports revenue bridge while \u003cstrong\u003eVulcan\u003c/strong\u003e ramps, and commercial GTO missions diversify cash flow. Progress on integration helps de risk schedule for a high profile commercial customer in a competitive broadband market.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"SpaceX Signals Move Into Orbital Data Centres","summary":null,"tags":["Orbital Data Centers","Mars","Starlink"],"url":"https://research.33fg.com/news/spacex-signals-move-into-orbital-data-centres","published_at":"Nov 01, 2025","source":"X","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5MiwicHVyIjoiYmxvYl9pZCJ9fQ==--dfa6423bb79a1c87f1d942a49b63b8728890c142/starlink-comparison-1440x877.jpg","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eElon Musk\u003c/strong\u003e confirmed that \u003cstrong\u003eSpaceX “will be doing” orbital data centers\u003c/strong\u003e, replying to an \u003cstrong\u003eArs Technica\u003c/strong\u003e article on self-assembling in-space compute facilities. The post marks the first explicit public statement tying SpaceX to in-orbit compute infrastructure, hinting at future use of laser-linked Starlink satellites for this purpose. The move follows external efforts like \u003cstrong\u003eRendezvous Robotics\u003c/strong\u003e and \u003cstrong\u003eStarcloud\u003c/strong\u003e, which are prototyping modular orbital compute nodes that can autonomously assemble in microgravity. Although Musk gave no timeframe, the discussion implies a long-horizon capability aligned with SpaceX’s vertically integrated infrastructure ambitions.\u003c/div\u003e\n\u003cdiv\u003e\n\u003cbr\u003eMusk’s statement suggests SpaceX may eventually diversify beyond communications into \u003cstrong\u003eedge compute and cloud processing in orbit\u003c/strong\u003e, leveraging Starlink’s global mesh for low-latency AI inference and data relay. The Mach33 team interprets this as a \u003cstrong\u003epost-Starlink monetization vector\u003c/strong\u003e;\u003cstrong\u003e \u003c/strong\u003elikely a \u003cstrong\u003e2030s-era revenue line\u003c/strong\u003e that would absorb excess \u003cstrong\u003eStarship\u003c/strong\u003e launch capacity once broadband growth tapers. We note it could also serve as a \u003cstrong\u003etechnology pathfinder for Mars infrastructure\u003c/strong\u003e, enabling data processing in \u003cstrong\u003eMartian orbit\u003c/strong\u003e before full planetary deployment. The development reinforces SpaceX’s strategy of stacking adjacent high-margin businesses atop its launch and constellation backbone.\u003c/div\u003e\n\u003c/body\u003e\u003c/html\u003e\n"},{"title":"SpaceX Poised For $2 Billion Pentagon Contract Under “Golden Dome” Shield","summary":null,"tags":["Military","Starlink"],"url":"https://research.33fg.com/news/spacex-poised-for-2-billion-pentagon-contract-under-golden-dome-shield","published_at":"Oct 31, 2025","source":"Wsj","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5MywicHVyIjoiYmxvYl9pZCJ9fQ==--8ba5a60873f51a9151829d6534976e0e06bb8716/Screenshot%202025-11-03%20at%2013.46.57.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\n\u003cdiv\u003eAccording to the Wall Street Journal, SpaceX is set to receive approximately \u003cstrong\u003e$2 billion\u003c/strong\u003e from the United States Department of Defense to develop a constellation of satellites aimed at tracking missiles and aircraft as part of Golden Dome, the expansive missile defence initiative championed by Donald Trump. The funding is said to be included in the tax-and-spending bill signed in July 2025 and would support an “air moving target indicator” system potentially fielding up to \u003cstrong\u003e600 satellites\u003c/strong\u003e. Both SpaceX and the Pentagon declined to comment, noting the matter is pre-decisional. \u003cbr\u003e\u003cbr\u003e\n\u003c/div\u003e\n\u003cdiv\u003eThe potential award reinforces SpaceX’s growing role in national-security space infrastructure and signals its push into increasingly high-barrier defence markets. The scale of the contract, if finalized, could materially shift the company’s revenue mix toward government programmes and reduce dependence on purely commercial broadband customers. At the same time, heightened exposure to classified defence programmes introduces execution and regulatory risk, making transparency and margin visibility more opaque relative to its consumer business.\u003c/div\u003e\n\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Iridium Debuts PNT Security ASIC For Jam And Spoof Resistant Devices","summary":"Devices reliant on GPS and other Global Navigation Satellite Systems (GNSS) can integrate comprehensive protection against jamming, spoofing and time interruptions with the Iridium PNT ASIC...","tags":["Iridium","Military","DTC"],"url":"https://research.33fg.com/news/iridium-debuts-pnt-security-asic-for-jam-and-spoof-resistant-devices","published_at":"Oct 30, 2025","source":"Iridium","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTc0NCwicHVyIjoiYmxvYl9pZCJ9fQ==--2ec471018075ce945bcdf51895d05cf282422d86/irdm.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003e\n\u003cstrong\u003eIridium Communications\u003c/strong\u003e unveiled a miniature \u003cstrong\u003ePNT ASIC\u003c/strong\u003e designed to deliver authenticated positioning, navigation and timing globally as a hardened complement to \u003cstrong\u003eGNSS\u003c/strong\u003e. The chip targets consumer, industrial and government devices that need resilience against jamming and spoofing, leveraging Iridium’s pole to pole network. The initiative broadens Iridium’s product stack beyond connectivity into embedded silicon. \u003cbr\u003e\u003cbr\u003eFor investors, chipset level integration can expand TAM into hardware and diversify revenue beyond subscription services. It also positions Iridium as a partner to terrestrial and Non Terrestrial Network vendors pursuing \u003cstrong\u003edirect to device/IoT\u003c/strong\u003e roadmaps where trusted timing is essential for mobility and safety critical applications. The move reinforces \u003cstrong\u003eIridium’s strategy to entrench its role in the defense and government sector\u003c/strong\u003e, offering secure, jam-resistant capabilities that strengthen its position against emerging competitors.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Blue Origin Hot Fires New Glenn Ahead Of NASA EscaPADE Mars Mission","summary":"NASA's ESCAPADE mission remains on track to launch as soon as Nov. 9.","tags":["Launch","Blue Origin"],"url":"https://research.33fg.com/news/blue-origin-hot-fires-new-glenn-ahead-of-nasa-escapade-mars-mission","published_at":"Oct 30, 2025","source":"Space","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY4OSwicHVyIjoiYmxvYl9pZCJ9fQ==--9f6213b269d928dd9be6e8b9b8f539e085f25b7d/Screenshot%202025-11-03%20at%2013.30.59.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003e\n\u003cstrong\u003eBlue Origin\u003c/strong\u003e conducted a \u003cstrong\u003eclamped hot fire\u003c/strong\u003e of \u003cstrong\u003eNew Glenn’s\u003c/strong\u003e seven \u003cstrong\u003eBE 4\u003c/strong\u003e engines at \u003cstrong\u003eCape Canaveral\u003c/strong\u003e as it prepares to launch NASA’s \u003cstrong\u003eEscaPADE\u003c/strong\u003e dual spacecraft to \u003cstrong\u003eMars\u003c/strong\u003e. The test occurred on \u003cstrong\u003eOct 30\u003c/strong\u003e and followed posts from \u003cstrong\u003eJeff Bezos\u003c/strong\u003e and the company confirming planned ignition and data collection. Public schedules indicate EscaPADE is targeting a mid-November launch window. For investors, a clean integrated engine firing reduces technical risk for the next New Glenn flight and keeps the Mars science payload on track. It also signals progress toward recurring medium to heavy lift services that can compete for government science and commercial constellation missions.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"ESA Floats One Billion Euro “European Resilience From Space” Program","summary":null,"tags":["Space Situational Awareness","Europe","Earth Observation"],"url":"https://research.33fg.com/news/esa-floats-one-billion-euro-european-resilience-from-space-program","published_at":"Oct 30, 2025","source":"Europeanspaceflight","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5MSwicHVyIjoiYmxvYl9pZCJ9fQ==--a30ead223fbf92f3b0c5bf20ac5a0b52a8156281/1besa.jpeg","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\u003cdiv\u003eThe \u003cstrong\u003eEuropean Space Agency\u003c/strong\u003e outlined a proposed \u003cstrong\u003eEuropean Resilience from Space\u003c/strong\u003e program with a \u003cstrong\u003eone billion euro\u003c/strong\u003e budget targeting dual use orbital capabilities from \u003cstrong\u003e2028\u003c/strong\u003e. The concept, discussed publicly this week, seeks to consolidate European defense related space systems and accelerate procurement. Funding levels for the next three years are due to be set in November. For investors, a dedicated ESA line item for space resilience signals multi year visibility for European primes and startups in secure connectivity, Earth observation and SSA. It also points to an expanding non U.S. demand pool for payloads, ground networks and launch that can support diversified revenue away from U.S. cycles.\u003c/div\u003e\u003c/body\u003e\u003c/html\u003e\n"},{"title":"Virgin Media / O2 Partners With Starlink To Launch UK’s First Direct-to-Cell Service","summary":"Service scheduled to launch in 2026 will be first in Britain to use Starlink’s satellites to connect to handsets","tags":["DTC","Starlink"],"url":"https://research.33fg.com/news/virgin-media-o2-partners-with-starlink-to-launch-uk-s-first-direct-to-cell-service","published_at":"Oct 30, 2025","source":"Theguardian","thumbnail":"https://research.33fg.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY5NiwicHVyIjoiYmxvYl9pZCJ9fQ==--fead26d16875beb5f796feca3e979c2a8fc28191/logo.png","commentary":"\u003c!DOCTYPE html PUBLIC \"-//W3C//DTD HTML 4.0 Transitional//EN\" \"http://www.w3.org/TR/REC-html40/loose.dtd\"\u003e\n\u003chtml\u003e\u003cbody\u003e\n\u003cdiv\u003e\n\u003cstrong\u003eVirgin Media O2\u003c/strong\u003e has signed a \u003cstrong\u003emulti-year, UK-first partnership\u003c/strong\u003e with \u003cstrong\u003eSpaceX’s Starlink\u003c/strong\u003e to introduce a new service called \u003cstrong\u003eO2 Satellite\u003c/strong\u003e, which will connect standard mobile phones directly to satellites in areas with no terrestrial coverage. The service, powered by \u003cstrong\u003eStarlink’s Direct-to-Cell network\u003c/strong\u003e, will initially enable \u003cstrong\u003emessaging and data access\u003c/strong\u003e for compatible handsets, with \u003cstrong\u003evoice and video calling to follow in later phases\u003c/strong\u003e. Internal trials are already underway, with a \u003cstrong\u003ecommercial launch targeted for H1 2026\u003c/strong\u003e. Virgin Media O2 expects the rollout to extend \u003cstrong\u003eland-mass mobile coverage to over 95 % within 12 months\u003c/strong\u003e, using \u003cstrong\u003eStarlink’s 650+ LEO satellites\u003c/strong\u003e paired with its licensed UK mobile spectrum.\u003cbr\u003e\u003cbr\u003e\n\u003c/div\u003e\n\u003cdiv\u003eThe partnership represents a \u003cstrong\u003eturning point in the UK telecom landscape\u003c/strong\u003e, marking the first large-scale integration of \u003cstrong\u003edirect-to-cell satellite connectivity\u003c/strong\u003e into a mainstream carrier network. It signals that mobile operators are beginning to view \u003cstrong\u003esatellite overlays as strategic complements\u003c/strong\u003e to terrestrial infrastructure; particularly for rural coverage obligations and spectrum-efficiency gains. The move also places \u003cstrong\u003eStarlink’s DTC platform firmly into the commercial phase\u003c/strong\u003e, years ahead of most competitors, and sets a regulatory precedent for spectrum-sharing models between mobile network operators and satellite providers. The deal strengthens SpaceX’s foothold in Europe’s telecom ecosystem and could materially influence \u003cstrong\u003espectrum valuations, infrastructure modeling, and rural broadband policy\u003c/strong\u003e across the continent.\u003c/div\u003e\n\u003c/body\u003e\u003c/html\u003e\n"}]}
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