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On February 4, 2026, AT&T and Amazon formed an extensive strategic partnership that integrates terrestrial fiber infrastructure with orbital satellite capabilities.
The AT&T–Amazon deal integrates AWS cloud services into AT&T’s network, including migrating major AT&T workloads to AWS hybrid cloud platforms.
Investors are concerned about AST SpaceMobile’s high cash burn and the performance gap between its handful of BlueBird satellites and the thousands being deployed by SpaceX and Amazon.
AT&T plans to outsource some of its computing to AWS clouds and to use Amazon’s Q Developer AI software to expedite the process.
The AT&T–Amazon agreement secures a large, guaranteed revenue base for Amazon’s Leo constellation as it deploys its satellite array.
Amazon is deploying a Leo constellation planned to total 3,236 satellites.
Shares of AST SpaceMobile fell 12% following the AT&T–Amazon announcement.
AT&T is pairing its expanding fiber infrastructure with AWS cloud capabilities to connect data centers and create a more resilient, scalable, and intelligent connectivity ecosystem.
Amazon added 10 additional Falcon 9 launches and 12 more New Glenn missions to its launch manifest in January 2026.
Amazon booked almost all of its initial deployment capacity on three launch vehicles that had not yet flown or were in early testing: ULA’s Vulcan, Arianespace’s Ariane 6, and Blue Origin’s New Glenn.
Amazon has invested more than $10 billion in its satellite broadband program and secured over 100 launch missions, the largest commercial launch procurement in history.
Amazon requested a 24-month extension from the Federal Communications Commission on January 30, 2026 to meet a critical deployment milestone for its satellite broadband network Amazon Leo (formerly Project Kuiper).
Amazon requested that the deadline to deploy half of its constellation, roughly 1,618 satellites, be moved from July 30, 2026 to July 30, 2028.
Amazon cited a near-term shortage of available rockets as the reason for requesting the extension from the FCC.
SpaceX secured a definitive deal worth approximately $19.6 billion in late 2025 for EchoStar's AWS‑3, AWS‑4, and H‑block spectrum licenses.
Amazon booked its first three Falcon 9 launches with SpaceX in December 2023 to place prototype satellites into orbit.
Amazon rebranded Project Kuiper as Amazon Leo.
Amazon requested a waiver or extension from the FCC based on its deep investments and assertions of good-faith progress toward deployment.
Amazon initially diversified launch bookings across United Launch Alliance, Arianespace, and Blue Origin.
Amazon purchased 10 Falcon 9 launches from SpaceX for the Amazon Leo program.