Analysys Mason Podcast

The emerging orbital data centre market is attracting growing interest, driven by the expansion of space-based operations and the increasing challenges associated with terrestrial data centres. Rising demand for AI in both domains is further fuelling interest. The prominent entrepreneurs advocating orbital data centres, including Elon Musk, Sam Altman, Jeff Bezos and Eric Schmidt, highlight the considerable activity and hype surrounding orbital data centres.

In this podcast, three of Analysys Mason’s experts, Christopher Baugh, Claude Rousseau and Simon Sherrington, discuss the ‘why’ and ‘how’ of orbital data centres. They examine perspectives from the terrestrial data centre sector, the current challenges facing data centre growth, how these factors are linked to the emerging orbital market and what developments may lie ahead.

Learn more about our recently published report: Orbital data centres: trends and analysis

Learn more about our Earth observation programme

This short extract from Analysys Mason’s M&A Predictions podcast features Charles Murray, Partner, and Alessandro Ravagnolo, Partner, discussing the renewed momentum behind mobile market consolidation in Europe.

In this bite-sized segment Charles explores why 4-to-3 consolidation is firmly back on the agenda, what has changed since earlier European deals, and why recent regulatory decisions are being viewed as a potential inflection point for the sector. He looks at where consolidation activity is most likely to emerge next, the role of network-sharing as an alternative path, and the implications for operators, investors and infrastructure players.

The conversation is particularly relevant for senior decision makers navigating sustained investment pressure, returns on capital and regulatory complexity across European mobile markets.

Explore our thinking on mobile market consolidation here

In this podcast, our space experts, Christopher Baugh, Partner, and Prachi Kawade, Senior Analyst, cover how Amazon Leo and TeraWave from Blue Origin will soon enter the low-Earth orbit (LEO) connectivity market and raise the competitive pressure on today’s satellite broadband leaders.

Amazon Leo’s LEO network pairs gigabit class, enterprise-grade performance with deep AWS integration, signalling a cloud-native challenger built for far more than consumer access. Blue Origin’s TeraWave constellation will up the ante with a multi-orbit, ultra-high throughput design aimed squarely at enterprise, government and data-centre workloads. We compare these architectures with Starlink’s model and highlight where features such as symmetrical multi-Tbit/s capacity and built-in redundancy could shift expectations for non-terrestrial networks. We also examine the strategic and operational hurdles both players must clear to compete globally.

Explore our related programmes: 

Satellite Capacity
Satellite Broadband

In this podcast, Research Partners Caroline Gabriel, Chris Baugh and Tom Rebbeck discuss the key topics that we will cover in our research in 2026. They explore spectrum, AI and why the telecoms industry may be ‘losing its religion’. Caroline, Chris and Tom also share the one thing that they will be watching most closely in 2026.

Learn more about our research and insights here

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The space industry is entering a decisive phase as satellite connectivity, government investment and new commercial models move from experimentation to large-scale deployment.

In this podcast episode, Christopher Baugh, Partner and Head of Space Research, is joined by Antoine Grenier, Partner and Head of Space Consulting, alongside Lluc Palerm and Claude Rousseau, Research Directors in Analysys Mason’s space practice. They discuss why 2026 will mark a year of adoption and scaling for the space sector, including the accelerating integration of satellite and terrestrial networks; rising demand for direct-to-device services; increasing government focus on sovereignty and control; and the implications of growing investment, consolidation and infrastructure build-out across the space value chain.

Read the full predictions here: Predictions for the space industry in 2026.

Watch the video episode here: Predictions for the space industry in 2026