Challenge SpaceX Starlink! Bezos's Blue Origin launches enterprise-level satellite network

Wallstreetcn
2026.01.22 07:44
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Bezos's Blue Origin announced the launch of a high-speed satellite internet service called TeraWave, primarily targeting large enterprises, data centers, and government agencies, with plans to launch the first batch of satellites in 2027. This move will compete with Amazon's Amazon Leo project and SpaceX's Starlink system. TeraWave focuses on high-value customers, avoiding the fiercely competitive consumer market, and aims to provide high bandwidth and stable services

On Wednesday local time, Blue Origin, the space company owned by Jeff Bezos, announced plans to build a high-speed satellite internet service named TeraWave, primarily targeting large enterprises, data centers, and government agencies.

This means that Blue Origin will compete in the enterprise satellite internet market with Amazon's Amazon Leo project, which took five years to develop, and SpaceX's Starlink system. Notably, both Blue Origin and the Amazon Leo project were founded by Bezos, creating internal competition between the two.

According to the plan, Blue Origin will launch the first batch of TeraWave satellites in the fourth quarter of 2027, with plans to deploy over 5,000 satellites to build a global network, offering communication speeds of up to 6 terabits per second (Tbps).

Currently, the satellite internet market is showing significant differentiation. SpaceX has established a leading advantage with its Starlink system, serving over 9 million users and generating annual revenue in the billions of dollars; although Amazon Leo launched its enterprise preview last November and has deployed 180 satellites, its services have not yet entered large-scale commercial use. Blue Origin's entry marks a further intensification of competition in the enterprise space internet sector.

Blue Origin's TeraWave service adopts a clear enterprise-focused strategy. This service is specifically aimed at large enterprises, data centers, and government agencies that have extremely high demands for bandwidth and stability, rather than adopting a "consumer + enterprise" mixed market coverage model like competitors such as Starlink.

By focusing on high-value, high-performance demand segments, TeraWave avoids the fiercely competitive and lower-margin consumer market, allowing it to concentrate resources on developing enterprise and government clients that are more sensitive to network quality, security, and customized services. This differentiated positioning helps it build a clear competitive barrier in the already saturated satellite internet market.

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