Bird? Plane? It's A New Satellite Network
AmazonAmazon(US:AMZN) Seeking Alpha·2026-01-22 12:30

Company Developments - Blue Origin, owned by Amazon founder Jeff Bezos, announced plans for a new satellite constellation named TeraWave, consisting of 5,408 satellites aimed at enhancing space-based communication capabilities [3][4] - TeraWave is set to target data centers, enterprise users, and government clients, with a planned deployment in the fourth quarter of 2027, offering data speeds of up to 6 terabits per second [5][6] Competitive Landscape - Amazon has its own satellite venture called Leo, previously known as Project Kuiper, which may indicate potential mergers or partnerships in the future [4] - The primary competitor for Blue Origin's TeraWave is Starlink, founded by Elon Musk, which currently operates 9,000 satellites and has doubled its customer base to 9 million active subscribers over the past year [4][5] - Starlink primarily serves the mass market with internet and phone services, while TeraWave is designed for high-capacity data transmission [5] Technology and Infrastructure - TeraWave will utilize a hybrid network of Low Earth Orbit (LEO) and Medium Earth Orbit (MEO) satellites, employing infrared lasers for secure, high-bandwidth data transmission without the need for spectrum licenses [6][7]