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Eighteen months ago, something strange happened in the space industry: everywhere you looked, satellite bus manufacturers (new, old, pivoted, or expanded into) started raising capital at astronomical levels and valuations.
SpaceX’s IPO prospectus is here.
BlackSky generated $21M of revenue in Q1, a 29% YoY decline.
For many satellite applications, optical links are not worth their cost (often hundreds of thousands of dollars).
Signal intelligence business HawkEye 360 IPO’d last week, raising $416M at a $2.4B valuation.
We cover terrestrial bottlenecks, cost analysis, the competitive landscape, and technical challenges.
The technical challenges to orbital data centers are well understood, and boil down to the following:
Orbital data center competition includes big players like SpaceX, Blue Origin, Sophia Space, Starcloud, Aetherflux, and Axiom. Plus, satellite manufacturing suppliers such as Apex and K2 Space.
