Beyond Rockets: Why SpaceX’s IPO Is Really an Infrastructure Story

SpaceX’s IPO tells a story that goes far beyond rockets. Novaspace examines how Starlink, Starship, AI and next-generation infrastructure underpin the company’s growth ambitions and what this strategy reveals about the future of the global space economy.
Centre for Space Futures, Novaspace and SpaceTech Gulf Sign Agreement to Develop Global Space Capability Mapping Dashboard
The Centre for Space Futures, Novaspace and SpaceTech Gulf have signed a Memorandum of Cooperation to develop a Global Space Capability Mapping Dashboard. The initiative will provide governments, industry leaders, investors and researchers with a trusted, data-driven platform to benchmark national space capabilities, identify expertise, and accelerate international collaboration across the global space economy.
D2D Market Evolution: The Case Beyond Consumer Demand

Direct-to-device (D2D) satellite connectivity is rapidly evolving beyond consumer services. In this joint Novaspace and BCG white paper, explore the market trends, strategic value pools, investment dynamics, and emerging opportunities across government, defense, sovereign communications, and industrial IoT.
Will Super-Heavy Launch Vehicles expand the space economy or concentrate market power?

Starship and New Glenn promise cheaper access to orbit, but the biggest disruption may be the rise of vertically integrated companies controlling launch, infrastructure, and downstream markets.
Connected Aircraft Fleet Set to Exceed 70,000 by 2035
Novaspace’s latest In-Flight Connectivity report points to sustained, long-term growth in the In-Flight Connectivity (IFC) market, with connected aircraft numbers to exceed 70,000 by 2035. Simultaneously, IFC penetration is expected to rise from 48% to 72% in commercial aviation and from 67% to 88% in business aviation.
Global SSA Market to Reach $61B as Governments Prioritize Space Security, Resilience, and Orbital Safety
The 2nd edition of Novaspace’s Space Situational Awareness (SSA) report points to a pivotal decade ahead, with cumulative global spending projected to reach $61 billion over the next ten years. Amid rising orbital congestion, contested space activity, and growing geopolitical tensions, SSA is becoming foundational to space security, operational resilience, and long-term orbital safety.
Private Space Investment Rebounds Sharply in Q1 2026
Novaspace’s newly released Space Innovation Atlas report reveals that private investment in space ventures rebounded strongly in Q1 2026, reaching $9.4 billion invested across 82 companies worldwide. While total funding rose 145% year over year, the number of funded companies declined, signaling a market increasingly focused on execution, scalability, and commercial maturity.
Space-Based Optical Communications Becomes a $12.9B Strategic Market
LEO to dominate, accounting for over 99% of LCT demand driven by constellation growth Paris, France – April 2026 – The third edition of Novaspace’s Optical Communications Market report forecasts cumulative global revenues for space-based Laser Communication Terminals (LCTs) to reach $12.9 billion through 2035, driven overwhelmingly by LEO constellations, which will account for more […]
Global Smallsat Deployment Accelerates, with 16,900 Satellites Projected Through 2035
The 11th edition of Novaspace’s Prospects for the Small Satellite Market report forecasts 16,900 small satellites (under 500 kg) to be launched between 2026 and 2035. This equates to an average of 230 tons per year, or approximately 640 kg launched daily, driven by growing sovereign constellation demand.
CLPS 2.0: How NASA’s Lunar Surface Ambitions are Reshaping the Commercial Lunar Delivery Market

NASA’s Commercial Lunar Payload Services program is transitioning from early-stage missions to sustained lunar logistics. CLPS 2.0 introduces higher mission cadence, tighter cost structures, and increased technical demands—reshaping how commercial providers, suppliers, and investors approach the lunar delivery market.