Elon Musks nächster Streich: SpaceX bläst mit einem Milliardendeal zum Angriff auf die Telekomriesen
Der Raumfahrtkonzern SpaceX will in den USA das Oligopol im Mobilfunkmarkt aufbrechen. Schlechter läuft es in Indien: Dort hat sich Musk mit dem reichsten Mann des Landes verkracht.
Elon Musk's latest move could disrupt the telecommunications market in the United States. However, his efforts in India have encountered obstacles. In a recent development, SpaceX acquired a nationwide package of mobile frequencies from Grain Management. The purchase price is estimated to be 8 billion US dollars, which SpaceX can pay using the 75 billion US dollars it raised from its June IPO.
This makes SpaceX the largest IPO in history, with a valuation of over 2 trillion US dollars. To justify such a valuation, Musk needs SpaceX to achieve rapid growth. Analysts predict the company's revenue could soar to over 400 billion US dollars by 2030. However, the company is currently operating at a loss. Musk hopes that the launch and development of various business areas, such as larger rockets like Starship, will help bring in revenue.
SpaceX is also aiming to become a leading provider of artificial intelligence, with the construction of AI data centers in space. While SpaceX is already a dominant force in satellite internet with Starlink, the company faces challenges expanding into urban areas due to the poor performance of its satellite connections inside buildings and its reliance on separate terminals and weather-dependent signal quality.
Musk's latest strategy involves attacking the US mobile market with an 800-megahertz frequency package, aiming to become a major competitor to the three dominant providers: Verizon, AT&T, and T-Mobile. After the deal was announced, the stocks of the competitors dropped by over 6 percent, while SpaceX's stock rose. Starlink is not only expanding in the US but also in other large countries with poor mobile network coverage, such as Australia, New Zealand, Canada, and various Latin American countries like Chile or Brazil.
India is another lucrative market, but progress is slow due to opposition from wealthy figures, including Mukesh Ambani, the richest man in India. Musk criticized Ambani, calling it a "crime against the Indian people" for his plans to build a network with over 1000 satellites. This criticism came amid SpaceX's successful Borsingang and Musk's plans for a colony on Mars, with Satellites, servers, and Starships at the forefront of his vision.
Written by urgent.news from NZZ Wirtschaft's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.