SpaceX’s mobile carrier push reportedly involves tapping into 80,000 cell sites

The Verge ·

SpaceX is reportedly in talks with US tower owner Crown Castle to access at least 80,000 mobile phone sites, as it prepares to compete with Verizon, T-Mobile and AT&T. Combining ground-based sites with its direct-to-phone satellite network could help the company build a broader mobile service.

The proposed access would cover about half of the 158,500 cell towers currently operating in the US. SpaceX has also acquired low-band spectrum licences and received US regulator approval to deploy 15,000 upgraded V2 Starlink Mobile satellites; last year, it bought 2GHz spectrum from EchoStar for $17 billion. Crown Castle’s chief executive said the company was speaking with all parties, without confirming a specific deal.

In short

  • SpaceX is reportedly seeking access to 80,000 cell sites.
  • The plan combines towers with direct-to-phone satellites.
  • The company is positioning Starlink Mobile as a major US carrier.

Steelman: both sides, in good faith

The strongest fair case each way — we don't pick a winner.

The case for

Access to Crown Castle’s sites could help SpaceX combine satellite coverage with existing mobile infrastructure, potentially reaching customers in areas where conventional networks struggle and giving consumers another competitor. Supporters could argue that using established sites is a practical way to expand service and that competition may encourage better coverage, prices and innovation.

The case against

A large-scale deal could give SpaceX a powerful foothold in mobile markets and intensify pressure on established carriers and other providers, with uncertain effects on long-term competition. Critics could also question whether the proposed reach and investment will translate into reliable service, and whether concentrating more connectivity infrastructure and influence in one company serves consumers and the wider market well.

Explained simply

US mobile networks rely on a mix of ground-based sites, including towers that carry calls and data between phones and the wider network. SpaceX is known for Starlink, its satellite internet service, and is developing a service that connects satellites directly to mobile phones.

Crown Castle owns and operates mobile phone sites in the US, while Verizon, T-Mobile and AT&T are the country’s major mobile providers. SpaceX has obtained some wireless spectrum, the radio frequencies needed to carry mobile signals, and plans to combine satellite links with ground-based infrastructure.

That combination could let SpaceX offer mobile coverage in more places, including areas where ground networks are limited. How extensive such a service could become would depend on access to sites, spectrum and the satellite network, as well as how it competes with established providers.

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