WSJ Details Amazon's Challenge to SpaceX Starlink in $108B LEO Internet Market

A WSJ report frames Amazon's Project Kuiper as a major challenger to SpaceX's Starlink dominance in the LEO satellite internet sector, projected to reach $108 billion by 2035 amid high capex and regulatory hurdles. Coverage began May 9 warning of competitive risks to Starlink—10,000 satellites, $10.4B of SpaceX's $15B 2025 sales—ahead of a potential SpaceX IPO, spotlighting Amazon's ~300 satellites, $11.6B Globalstar deal, and FCC mandate for 1,618 satellites by July 30. Escalating rivalry could pressure Starlink margins while offering Amazon a vast new revenue opportunity.