Starlink targets the US mobile communications market, SpaceX (SPCX.US) opens up new growth opportunities: Wall Street focuses on the restructuring of the telecommunications industry landscape
智通财经2026/10/09 09:55According to Jinse Finance, SpaceX (SPCX.US), the "AI + Space Exploration" leader founded and led by Elon Musk with a market capitalization exceeding 2 trillions USD, plans a major acquisition of a nationwide 800MHz spectrum portfolio in the United States from Grain Management, involving up to 14MHz paired spectrum. This marks a key step toward becoming a comprehensive mobile communications operator. This significant transaction initiated by SpaceX is still pending approval from the Federal Communications Commission (FCC). Media reports citing insiders reveal that the deal is valued at approximately 8 billions USD. The market has subsequently reassessed the competitive barriers for traditional telecom operators. America's three leading operators—AT&T, Verizon, and T-Mobile—saw their shares quickly decline in after-hours US stock trading on Thursday, with AT&T, which in recent years has explicitly refused to cooperate with SpaceX, seeing its share price drop by about 6% at one point.
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