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Bloomberg

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Tesla reportedly weighs China carveout ahead of potential SpaceX merger; Musk calls report “fake news”

Tesla is reportedly considering separating its China operations to reduce regulatory and geopolitical complications ahead of a possible merger with SpaceX, whose U.S. defense work could draw scrutiny from Beijing. Elon Musk has denied the reports, calling them “fake news,” leaving the proposed transaction unconfirmed.

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Orbital Data Center Constellations Need Space-Safety Rules Before Deployment

As companies develop plans for data centers in orbit, experts are urging the industry to establish safety practices early. The emerging constellations raise unresolved questions about orbital coordination, traffic management and the long-term effects of adding significant infrastructure to an already contested space environment.

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SpaceNews.com

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K2 Space raises $500M at $6.8B valuation to scale large satellite production for commercial and defense markets

K2 Space has secured $500 million in Series D funding at a $6.8 billion valuation, more than doubling its value in seven months. The California-based satellite manufacturer plans to scale production, accelerate next-generation spacecraft development and move from orbital demonstrations toward larger commercial and military orders.

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Via Satellite

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SES wins LATAM inflight-connectivity deal for 60+ Airbus and Embraer jets as satellite operator targets broader transformation

SES will provide LATAM’s multi-orbit, electronically steerable antenna inflight-connectivity solution across more than 60 Airbus and Embraer twinjets, including its future E195-E2 fleet. The agreement comes as SES reports declining first-half revenue and adjusted EBITDA, while saying its Iris² deal is days from completion.

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Starlink Mobile’s D2D TAM faces link-budget scrutiny as SpaceX’s opportunity model underperforms

SpaceX argues Starlink Mobile represents a very large total addressable market for direct-to-device connectivity, but commentary from industry observers questions the feasibility of the approach. The concern centers on whether the D2D link budget can reliably deliver service at the scale implied by SpaceX’s market sizing.

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