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Amazon Is Entering The Satellite Race—But That’s Not The Real Story!

Amazon.com has never been shy about spending big when it sees a control point forming. The $10.8 billion Globalstar deal may be the clearest example yet—not because of satellites, but because of the scarce layer it secures: licensed spectrum. On the surface, this looks like another move in the satellite race against competitors like SpaceX. But that framing misses the deeper strategic intent. The acquisition is not simply about expanding a satellite network; it is about securing a critical layer that enables connectivity at scale. Amazon is already investing heavily across infrastructure, including cloud, chips, and logistics, and this move appears to extend that strategy into global communication pathways. With Project Leo already underway and commercial rollout expected soon, the Globalstar deal looks less like an entry point and more like an acceleration of an existing roadmap.