Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
jp7189 Competition is good. Let's hope the initial offering has decent reliability. Thought admittedly, I'm having a hard time imagining how 150 sattelites with "thousands" planned will compete with starlink's 9000 deployed with thousands added every year. The direct link to AWS workloads is a nice touch and would be attractive to the right corporate user. Reply
gggplaya Blue Origin is still kind of a joke compared to SpaceX. SpaceX's launch cadence is also insane at like 2-3 launches per month. I'm not sure how Amazon Leo will be able to compete, especially that SpaceX's super heavy is nearly ready which can launch their huge V3 sats. I'm all for competition and I hope Bezos has some secret ace up his sleeve. But as it is, I'm not seeing how this will compete and sustain itself. Reply
edzieba gggplaya said: SpaceX's launch cadence is also insane at like 2-3 launches per month. Per week (and closer to 4-5 per week now) and now about 15 per month. Kuiper have a literal stack of Atlas V cores from contracted launches waiting payloads (stacked some in Decatur and some at the 'Cape), contracted launches on Vulcan awaiting payloads, Falcon 9 launches awaiting payloads, and contracted launches on Ariane 6 (though delays are on Arianespace, there). The limiting Factor in Kuiper deployment rate is not BO, but satellite manufacture. Reply
hotaru251 WHile starlink (and the like) is fine as helps those in rermote areas…these shouldnt be used in places of other options as the more people using them the slower the speeds so if everyone in a city uses one you gettign crap speed and betetr off using a normal provider. Reply
gggplaya edzieba said: Per week (and closer to 4-5 per week now) and now about 15 per month. Kuiper have a literal stack of Atlas V cores from contracted launches waiting payloads (stacked some in Decatur and some at the 'Cape), contracted launches on Vulcan awaiting payloads, Falcon 9 launches awaiting payloads, and contracted launches on Ariane 6 (though delays are on Arianespace, there). The limiting Factor in Kuiper deployment rate is not BO, but satellite manufacture. Only the SpaceX Falcon is reusable. So those launches must be very expensive. I don't see how they can be competitive with Starlink, considering each satellite is only designed to last 7 years. Meaning, you need to recoup the cost of the launch and satelite within a 7 year period just to break even. As well as the running costs of operators and ground stations. SpaceX can at least launch Starlinks at cost, as well as launch starlinks as part of other activities when there's extra room from other payloads. Reply
Vanderlindemedia And does AWS have DC's in area's where normally bad to no internet reception is? It would beat the purpose; other then a marketing stunt offering up to a gigabit link, which is still highly dependent on air quality, sight and such. On top of that sending in all those satellites must have a collision sooner or later. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/networking/SPONSORED_LINK_URL
- https://www.tomshardware.com/networking/amazon-leo-ultra-enterprise-grade-terminal-targets-up-to-1gbps-satellite-internet#main
- https://www.tomshardware.com
- Large-capacity microSD cards are now regularly out of stock in Japan as storage crunch claims another victim — high-capacity HDDs are also vanishing
- Lenovo stockpiles RAM as prices skyrocket, reportedly has enough inventory to last through 2026 — memory stock claimed to be 50% higher than usual to fight pric
- GeForce NOW Enlists ‘Call of Duty: Black Ops 7’ for the Cloud
- AWS, Google, Microsoft and OCI Boost AI Inference Performance for Cloud Customers With NVIDIA Dynamo
- Framework stops selling standalone RAM to ward off scalpers — warns it will have to increase memory pricing soon as AI crunch bites
Informational only. No financial advice. Do your own research.