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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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Interesting VLEO could be the next (space) bottleneck, and China is betting heavily on it Jiangxing Wu, an academician of the Chinese Academy of Engineering, called VLEO the “last new strategic resource layer in near-Earth space” and identified 2026–2030 as a critical window for China He warned that delaying could allow other countries to secure scarce orbital slots China has already submitted ITU filings covering frequency and orbital resources for more than 200,000 satellites, with the vast majority targeting VLEO
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