TA: A new era of communication infrastructure
- Elise Quevedo
- Apr 19
- 1 min read
When Amazon makes a large investment announcement in satellite infrastructure, we pay attention. Last year, Goldman Sachs projected the global satellite market would exceed $100 billion by 2035. The same forecast placed the current market at roughly $15 billion.
That gap reflects the structural change happening across communications, earth observation, and navigation. When Amazon invests at this stage, we take notice. There is a demand for ubiquitous connectivity and resilient infrastructure.
I relate research and development to this jump. I made the case that consistent investment propels scientific advancements in my most recent article on R&D. That thesis is now embodied in the satellite industry.
Highlights include reduced launch costs, increased flexibility, and smaller chipsets thanks to software-defined payloads. Each development builds on the one before it. The domino effect is what we call it.
Government initiatives used to control the satellite market. But now, businesses seek better connectivity in remote areas, consumers expect flawless service everywhere, and defense agencies need more resiliency. Our needs are changing.
The full research note was posted first in the publication "Tomorrow's Affairs" on April 19th 2026
