US Space Development Agency

Headlines · 1

1. Oct 10
   LEO megaconstellations squeezed by parts shortage and AI data centre demand

   TechNews reports that the wave of LEO satellite "megaconstellation" projects from Amazon, Blue Origin and others is colliding with shortages of critical components and materials, and with competition from AI data centres for electrical gear such as switchgear and transformers. A 54-page supply-chain report published in March 2026 by the Aerospace Industries Association and PwC, based on about 30 industry interviews, identified nine bottleneck components including valves, actuators, switchgear and transformers, while Novaspace partner Carla Filotico said China holds roughly 98% of global gallium nitride capacity. AIA's Steve Jordan Tomasweski said a space company may order 10 units while a data centre orders 10,000, and argued governments should give space firms priority allocation; several experts expect some megaconstellation plans to fall short and the industry to consolidate.

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