China sees a second chance in VLEO as AI shifts the satellite race from chips to networks

Starlink's scale in low Earth orbit has cemented its lead in commercial space for a decade. Against this backdrop, China is betting on very low Earth orbit (VLEO), and AI is shifting competition from chips to satellite networks.

• Starlink maintains dominance in low Earth orbit for a decade
• China views VLEO as a second chance in the satellite race
• Competition shifts from chips to AI-based network solutions