Analyst Insights
Real-time analysis of market signals, vendor moves, and technology milestones shaping the Orbital Cloud category.
January 5, 2026
Rocket Lab's Neutron Update Confirms the Walled Garden Thesis
The latest Neutron specifications reveal a 3kW power budget, reinforcing the architectural limitation of vertical integration. Modular platforms with 20kW+ capacity will dominate high-margin AI workloads.
January 3, 2026
Why Microsoft Azure Space is a Partner, not a Competitor
Azure Space focuses on ground segment and data processing, not orbital infrastructure. Their GSaaS offering complements the Orbital Cloud stack rather than competing with it.
December 28, 2025
Edge AI Validation: NVIDIA Jetson Payloads Launch on Standard Buses
Multiple missions are now deploying GPU payloads on commercial buses, proving that edge AI in orbit is not science fiction. The bottleneck shifts from compute to downlink capacity.
December 20, 2025
Interface Standardization: iSSI and RAFTI Adoption Reaches Critical Mass
Over 10 satellites have launched with standard refueling and docking ports. This milestone enables the Multiplier Effect: assets can now be serviced and upgraded in orbit.
Analyst insights are updated as market signals emerge. For comprehensive market research, explore the Market Map and Forecasts.