SpaceX seeks 80,000 US wireless sites to challenge nationwide carriers

By Public Technologies
  • SpaceX is seeking access to at least 80,000 US wireless sites to build a nationwide mobile network, potentially becoming the fourth national carrier.
  • Discussions include Crown Castle; access to existing sites could accelerate deployment and reduce construction costs.
  • AT&T, Verizon and T-Mobile shares fell 4.2% to 5% in extended trading Thursday amid concerns over potential competition.
  • TD Cowen estimates a nationwide terrestrial network would cost more than $80 billion, requiring years of investment beyond site leases.
  • Tower operators could gain leasing revenue, while SpaceX’s satellite assets could differentiate its service in areas with limited terrestrial coverage.


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