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TerraWave

News

Blue Origin plans TerraWave, a satellite internet network to challenge Starlink.

Space

Leon Wilfan

Jan 22, 2026

13:30

  • Blue Origin is shifting its satellite internet plans toward enterprise use, with TeraWave focused on high-capacity orbital connectivity for governments and cloud providers.


  • Hyperscalers, defense, and financial networks gain secure, low-latency alternative. Fiber operators and consumer-focused constellations like SpaceX’s Starlink face pricing pressure.


  • Regulatory approvals, New Glenn launch cadence, and early enterprise traffic pilots are worth paying attention.

Space company Blue Origin just announced TeraWave, a 5,408-satellite internet network built for businesses, data centers, and governments.


First launches are slated for late 2027.


For a company long defined by rockets and patience, this is a sharp turn.


TeraWave targets low and medium Earth orbits to push up to six terabits per second of capacity.


Six terabits is about more than just browsing or streaming. It is about moving cloud workloads, sovereign data, and encrypted traffic at scale without touching terrestrial fiber chokepoints.


This move throws Blue Origin directly into the ring with SpaceX and its Starlink system, which already has more than 9,000 satellites, and recently launched additional 7,500. Starlink also has roughly 9 million customers.


It also tangles Blue Origin with Amazon, which is building its own constellation after rebranding Project Kuiper to Leo. Amazon has 180 satellites up and plans 3,236 in total. Blue Origin rockets are slated to carry some of them.


The disruption behind the news: Internet is moving to space fast.


Starlink proved that satellite internet is a viable business.


Blue Origin is taking the next step and slicing the market.


Instead of chasing consumers one dish at a time, it is aiming straight at the highest-value traffic.


Governments. Hyperscalers. Defense. Financial networks.


Anyone who values latency, security, and redundancy over price.


The real disruption is segmentation. TeraWave shifts satellite internet from a consumer connectivity story into an infrastructure story.


That changes who buys, how deals are structured, and how regulation shows up.


If Blue Origin delivers even half of that six-terabit capacity, it creates a parallel backbone in space. That weakens the pricing power of terrestrial fiber providers and undercuts the assumption that cloud traffic must touch ground networks.


For enterprises, this introduces a new failover layer that does not care about borders, cables, or disasters.


There is also an internal disruption. Amazon is both partner and rival. Its cloud business lives and dies by bandwidth economics.


A Blue Origin enterprise network creates optionality. It gives Amazon leverage in pricing transit and resilience.


The timing is aggressive but intentional. 2027 aligns with the maturation of AI workloads that are already straining data center interconnects. Training clusters do not want jitter. Governments do not want dependency. Space-based internet answers both.


Blue Origin is run by Dave Limp, with the backing and patience of Jeff Bezos.


What to watch next


First, watch spectrum and regulatory filings.


A 5,408-satellite network forces coordination and invites scrutiny. Governments will choose sides quietly.


Second, watch launch cadence.


TeraWave lives or dies on execution. The New Glenn rocket must fly often and reliably.


The recent booster landing after launching NASA payloads was progress, but cadence beats milestones. New Glenn is now a revenue-critical asset.


Third, watch enterprise pilots.


When cloud providers, defense agencies, or financial exchanges start routing real traffic through orbit, the market will reprice satellite networks overnight.


If it works, space becomes a second backbone of the internet. If it fails, Blue Origin is left on the sidelines while others capture the value. There is no middle ground.

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