Blue Origin Launches Satellite Internet Service Competing with SpaceX and Amazon
Key Points
- TeraWave will provide data speeds up to 6 terabits per second using satellites in low Earth orbit and medium Earth orbit, with first deployments starting in Q4 2027
- The service will compete directly with SpaceX's Starlink (9,000+ satellites, 9 million customers) and Amazon's Project Kuiper (targeting 3,236 satellites)
- Bezos has stated he believes Blue Origin will eventually become a bigger company than Amazon, which he founded in 1994
AI Summary
Blue Origin Enters Satellite Internet Market with TeraWave Service
Key Developments:
Jeff Bezos-backed Blue Origin announced plans to launch TeraWave, a satellite internet network targeting enterprise, data center, and government customers. The company will deploy 5,408 satellites positioned in low Earth orbit (LEO) and medium Earth orbit (MEO), between 100 and 21,000 miles from Earth's surface.
Timeline and Specifications:
- Deployment scheduled to begin in Q4 2027
- Network will deliver data speeds up to 6 terabits per second
- Satellites will be positioned in both LEO and MEO
Competitive Landscape:
TeraWave will compete directly with SpaceX's Starlink, which dominates the market with over 9,000 satellites in orbit and approximately 9 million customers. Amazon's Project Kuiper (formerly Leo) also poses competition, having launched 180 satellites since April 2025 and targeting a constellation of 3,236 satellites. Amazon opened an enterprise preview in November and plans a broader commercial launch.
Strategic Context:
Blue Origin, founded by Bezos in 2000, is primarily known as a rocket launch company for space tourism. The company achieved a milestone in January with its first successful New Glenn rocket launch. CEO Dave Limp, Amazon's former devices chief, now leads Blue Origin. Bezos has expressed confidence that Blue Origin will eventually surpass Amazon, calling it potentially "the best business that I've ever been involved in."
Market Implications:
The satellite internet market is becoming increasingly crowded, with multiple billionaire-backed ventures competing for enterprise and government contracts. Blue Origin's late entry and 2027 timeline may present challenges against established competitors already serving millions of customers.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| GPT-5-mini | Neutral | 82% |
| Claude 4.5 Haiku | Neutral | 68% |
| Gemini 2.5 Flash | Neutral | 80% |
| Consensus | Neutral | 76% |