Aerospace & Defense
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SpaceX Leads LEO Buildout as Nvidia, Amazon and Blue Origin Pivot to Orbit
LEO infrastructure investment surged into 2025, driven by mega‑constellation plans from SpaceX, Amazon Kuiper and newly disclosed filings from Blue Origin that target orbital compute. The wave sharpens launch, payload and semiconductor bottlenecks, concentrates market power with a few vertically integrated providers, and escalates regulatory, environmental and astronomical risks.