SpaceX is aiming to turn Starlink Mobile into a major U.S. wireless carrier, challenging AT&T, Verizon and T-Mobile with a hybrid network that combines direct-to-cell satellites and terrestrial 5G.

A multiyear agreement with Qualcomm will bring its cellular technology to tens of thousands of 5G sites beginning in 2027, marking a significant step toward that goal.

To build out the ground network, SpaceX is reportedly discussing access to at least 80,000 U.S. cell sites, potentially through talks with tower owner Crown Castle.

SpaceX has also acquired low-band spectrum licenses covering up to 14 MHz of paired spectrum in the 800 MHz band, subject to Federal Communications Commission approval; the company says it should improve signal penetration inside buildings.

Separately, SpaceX has discussed acquiring Boost Mobile or using its network for Starlink Mobile, though Boost relies on T-Mobile and AT&T, whose permission may be required.

Deutsche Telekom CEO Tim Höttges said he takes SpaceX’s plans seriously, while estimating the effort could cost Elon Musk more than $200 billion.

If Starlink Mobile gains traction, established providers including AT&T, T-Mobile, Verizon, Comcast Business and Spectrum Business may have to reassess how satellite connectivity changes the competitive landscape.

Industry analyst Jeff Kagan sees the Qualcomm agreement as a major step for Starlink Mobile and a potential catalyst for broader change across wireless.

The deal could also give Qualcomm a role in Starlink’s expansion by supplying network infrastructure, as technology companies look for growth beyond mature wireless and smartphone markets.

Kagan says Qualcomm has adapted to previous shifts in wireless and could find new opportunities in satellite communications, AI and data centers, although it is too early to know which areas will drive its biggest growth.

That strategy reflects Kagan’s “Growth-Wave” concept: companies move through change, expansion, maturity and decline, and Qualcomm’s partnership is one way to pursue fresh growth rather than rely only on traditional markets.

The agreement offers an opening for both SpaceX and Qualcomm, but who will lead the next connectivity transition remains uncertain.