SpaceX seeks 80,000 US wireless sites to challenge nationwide carriers
Bitget2026/10/24 09:27- 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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