COMPANIES · SPACE INFRA

SES

A Luxembourg-based satellite operator that runs communications satellites in geostationary and medium Earth orbit, including the O3b mPOWER constellation, and acquired rival Intelsat.

AI-adjacentSpace infra
What it does

A Luxembourg-based satellite operator that runs communications satellites in geostationary and medium Earth orbit, including the O3b mPOWER constellation, and acquired rival Intelsat.

Why it matters

AI is not a primary economic driver; it is on the map as a major satellite connectivity provider whose network has been tied to cloud services, including Microsoft Azure, and as a SpaceX launch customer.

How it makes money

Governments, telecom and mobile operators, airlines, shipping companies and media firms pay for satellite capacity, connectivity services and video distribution.

Geography

Luxembourg (Betzdorf)

AI stack position

Space and next-generation infrastructure. Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do. Open the space lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

SpaceX launched O3b mPOWER satellites for SES
Provides infrastructure toCurrent
SES said on September 13, 2026 that its final three O3b mPOWER satellites launched on a SpaceX Falcon 9 from Cape Canaveral.

Source: 2026-09-13 · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating (completed launch)

Limits: A completed launch; does not establish future launch contracts, prices paid, or exclusivity.

SES's Final Three O3b mPOWER Satellites Successfully Launched ↗

Dated or announced (1)

Microsoft signed as O3b mPOWER cloud customer of SES
Buys fromDated / announced
SES said in August 2021 that Microsoft would be the first cloud-provider customer of O3b mPOWER, placing gateways at or near Azure data centers for Azure Orbital and ExpressRoute.

Source: 2021-08-18 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A 2021 announcement; does not establish that the arrangement continues in 2026, how much capacity Microsoft buys, or contract value.

SES's O3b mPOWER Tapped by Microsoft for Azure Network Cloud Services ↗
Evidence for this profile

SES's Final Three O3b mPOWER Satellites Successfully Launched ↗
Reviewed

Explore it interactively

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .