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Infrastructure

SpaceX reportedly in talks to use 80,000 US cell sites in push into mobile carrier market

If the arrangement goes ahead, SpaceX would pair tower access with its satellite network to compete with the country's largest wireless carriers.

SpaceX is reportedly negotiating with Crown Castle, one of the largest US cell tower owners, to gain access to about 80,000 cell sites as it moves to challenge Verizon, T-Mobile and AT&T directly. Bloomberg's sourcing indicates the arrangement would let SpaceX combine a tower network with its direct-to-cell satellite constellation. Reuters puts the scale in context: 80,000 sites would amount to roughly half of the 158,500 cell towers currently operating in the country. On an earnings call, Crown Castle's chief executive declined to name customers but indicated the company is in discussions with all parties interested in satellite services, including SpaceX and Amazon. The push follows SpaceX's recent purchase of low-band spectrum licenses and an FCC approval to deploy 15,000 upgraded V2 Starlink Mobile satellites, after it bought 2GHz spectrum from EchoStar for $17 billion last year.

Why it matters

The reported talks would give SpaceX a route into mobile service that does not depend on building its own tower network from scratch. Combining towers with direct-to-cell satellites would let it cover both populated areas and places where towers are sparse, which puts pressure on Verizon, T-Mobile and AT&T in their core business. Crown Castle's comments suggest other satellite operators are also seeking tower access, so the outcome could shape how the sector divides ground and space infrastructure. Nothing has been agreed, and the details remain based on reporting rather than a signed deal.

Sources · 1

Checked against its sources before publishing · 25 October at 11:42