Bros, $NVIDIA(NVDA.US) is still falling so much today, $Tesla(TSLA.US) missed the rally, $AMD(AMD.US) is coming to pick people up. So shameless, not even pretending. I'll just watch the show, $Alphabet(GOOGL.US) is going strong tonight!
" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/39228110.md" description: "🔥🚀Amazon sues, FCC fires back: The real problem isn't SpaceX's 1 million AI satellite plan, but that Amazon's own satellites haven't been launched yet. A new controversy surrounding $Tesla(TSLA.US) Elon Musk / $SPACEX Starlink is heating up recently. Amazon has submitted a formal petition to the U.S. FCC (Federal Communications Commission), asking the regulator to reject SpaceX's new satellite plan..." datetime: "2026-03-12T14:39:09.000Z" locales: - [en](https://longbridge.com/en/topics/39228110.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39228110.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39228110.md) author: "[辰逸](https://longbridge.com/zh-CN/profiles/16318663.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/39228110.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39228110.md) #Bros, $NVIDIA(NVDA.US) is still falling so much today, $Tesla(TSLA.US) missed the rally, $AMD(AMD.US) is coming to pick people up. So shameless, not even pretending. I'll just watch the show, $Alphabet(GOOGL.US) is going strong tonight!
🔥🚀Amazon sues, and the FCC fires back directly: The real problem isn't SpaceX's plan for 1 million AI satellites; it's that Amazon hasn't even launched its own satellites yet. A new controversy surrounding $Tesla(TSLA.US) Elon Musk / $SPACEX Starlink is heating up recently. Amazon has filed a formal petition with the U.S. **FCC (Federal Communications Commission)**, urging the regulator to reject SpaceX's new satellite plan. This plan is extremely aggressive: Deploying up to 1 million AI satellites. The goal is to create a brand new type of orbital infrastructure— a "space data center." Simply put, it's about moving AI computing power into orbit. In its petition, Amazon raised two main criticisms: First, the scale of this plan is utterly outrageous. They believe deploying 1 million satellites could take: "several centuries." Second, Amazon argues that such a massive satellite network would lead to: Orbital congestion Spectrum interference Space safety issues Therefore, they are asking the FCC to deny approval. But the FCC Chairman's response was very direct. He publicly stated: Amazon should fix its own problems first. The reason is that Amazon's satellite project, Project Kuiper, currently faces a practical challenge. According to FCC licensing requirements: Amazon needs to deploy half of its satellites within a specified timeframe. The Kuiper constellation originally planned for a total of over 3,200 satellites. But the current deployment progress is far behind. The FCC Chairman even publicly mocked, saying: Amazon might deploy about 1,000 fewer satellites, failing to meet the milestone. Therefore, he advised Amazon: "Get its own satellites up first." Instead of spending time blocking competitors. This actually reflects a larger competitive landscape. Currently, the low-Earth orbit satellite internet market has three main players: $SPACEX Starlink $Amazon(AMZN.US) Project Kuiper (and government projects from China and Europe) Among them, Starlink's leading advantage is very clear. As of now: Starlink has already launched over 6,000 satellites. While Amazon Kuiper is still in the early deployment phase. SpaceX's rocket advantage is also a key factor. Because Falcon 9 and Starship can launch satellites continuously at extremely low cost. This allows Starlink to rapidly expand its constellation size. But a plan for 1 million satellites is clearly a whole new level. The logic behind this concept isn't actually communication, but: AI computing. Some people are starting to discuss a future scenario: If AI data centers consume more and more electricity, a new solution might emerge: Placing computing power in space. Reasons include: Abundant solar energy Easier heat dissipation Proximity to global communication networks Although this idea is still very early, SpaceX's plan has already raised alarm among competitors. Amazon's opposition actually reflects a reality: Space infrastructure is becoming the next generation of internet competition. In the past decade, tech giants fought over: Cloud computing. In the next decade, the competition might expand to: Orbital infrastructure. When satellite internet, AI data centers, and global communication networks begin to merge, companies controlling the space network may gain new advantages. The question is— If AI satellite data centers really do emerge in the future, who do you think the biggest winner will be? $SPACEX, with its rocket capabilities, or $Amazon(AMZN.US), with its cloud ecosystem? ### 相关股票 - [Tesla (TSLA.US)](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [Destiny Tech100 (DXYZ.US)](https://longbridge.com/zh-CN/quote/DXYZ.US.md) - [Amazon (AMZN.US)](https://longbridge.com/zh-CN/quote/AMZN.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-CN/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-CN/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-CN/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-CN/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-CN/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-CN/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-CN/quote/TSLR.US.md) - [Direxion Daily AMZN Bull 2X Shares (AMZU.US)](https://longbridge.com/zh-CN/quote/AMZU.US.md)