Veytics Intelligence
2026-10-23 · Seekingalpha

SpaceX reportedly targets 80K cell sites for wireless network; AT&T, Verizon, T-Mobile drop

[Human hand using digital tablet near 4G,5G communications tower] xijian * SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) aims to secure a minimum of 80,000 cell sites across the U.S., and it’s in talks with at least one major cellular infrastructure company to reach that goal, _Bloomberg News_ reported. * The agreements would solidify the rocket and satellite giant’s path toward building a fourth nationwide wireless carrier, the report said. * One of the companies they’re in talks with is Crown Castle (CCI [https://seekingalpha.com/symbol/CCI]), which, along with American Tower (AMT [https://seekingalpha.com/symbol/AMT]) and Vertical Bridge Holdings, are among the largest owners of cellular towers. AMT shares rose 4.

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