Saturday, January 31, 2026

The Invisible Battle Above:

How Megaconstellations Are Transforming the Fight for Space's Radio Spectrum

BLUF (Bottom Line Up Front)

The explosive growth of satellite megaconstellations—with over 50,000 satellites projected by 2030—is creating an unprecedented competition for radio frequency spectrum and orbital positions. This scramble involves commercial giants like SpaceX and Amazon, national programs from China and India, and governance challenges for the International Telecommunication Union's decades-old regulatory framework. While these constellations promise to connect billions of offline users, they simultaneously raise critical concerns about spectrum allocation equity, space debris, and whether satellite broadband will bridge or widen the digital divide.


The competition unfolding in Earth's orbit today bears little resemblance to the satellite era of even a decade ago. Where hundreds of spacecraft once operated, thousands now crowd low Earth orbit (LEO), with tens of thousands more authorized for launch. This transformation centers not just on the satellites themselves, but on the invisible infrastructure they require: specific bands of radio frequency spectrum and precisely coordinated orbital positions.

The Spectrum Scarcity Problem

Radio spectrum represents a finite natural resource, governed internationally to prevent the chaos of overlapping signals. The International Telecommunication Union (ITU), a United Nations specialized agency with 194 member states, coordinates global spectrum allocation through a framework established when satellite operations numbered in the hundreds rather than thousands.

"The radio-frequency spectrum and the geostationary-satellite and non-geostationary-satellite orbits are limited natural resources that must be used rationally, efficiently and economically," states the ITU Radio Regulations, the binding international treaty governing spectrum use[1]. The organization operates on a first-come, first-served coordination system where operators file frequency applications years before launches, then coordinate with administrations whose services might experience interference.

The most valuable spectrum bands for satellite communications include Ku-band (12-18 GHz) and Ka-band (26-40 GHz) for high-throughput broadband services, plus L-band (1-2 GHz) for navigation applications[2]. These frequencies offer optimal characteristics for space-to-ground transmission: they penetrate the atmosphere effectively while supporting high data rates. But they're also crowded with existing users, from traditional satellite operators to 5G terrestrial networks competing for the same frequencies.

The Megaconstellation Explosion

SpaceX's Starlink constellation exemplifies the scale of this transformation. Launched in 2019, Starlink now operates over 7,000 satellites as of January 2025, with Federal Communications Commission authorization for up to 42,000 spacecraft[3][4]. The company launches satellites at a pace unprecedented in space history—often 40-60 per launch, multiple times monthly.

OneWeb, backed by the British government and Bharti Global, operates 648 satellites providing global coverage, particularly targeting enterprise and government customers[5]. Amazon's Project Kuiper received FCC approval for 3,236 satellites and began test launches in 2023, aiming for commercial service in 2024-2025[6]. China's state-backed programs include the GuoWang ("National Network") constellation targeting 12,992 satellites and the Honghu-3 constellation with plans for 10,000 more[7].

The commercial drivers are substantial. Research firm Markets and Markets projects the satellite broadband market will grow from $7.48 billion in 2024 to $18.59 billion by 2029, representing a compound annual growth rate of 19.9 percent[8]. This growth reflects converging factors: declining launch costs via reusable rockets, miniaturized satellite technology, and persistent demand for connectivity in regions where terrestrial infrastructure remains economically impractical.


SIDEBAR: FCC's Evolving Starlink Regulations (2018-2026)

The Federal Communications Commission has issued a series of consequential rulings shaping SpaceX's Starlink deployment, reflecting the agency's struggle to balance innovation promotion with spectrum management and orbital safety concerns.

Initial Authorization and Expansions (2018-2020)

In 2018, the FCC granted SpaceX authorization for 4,425 satellites operating in Ku-band and Ka-band frequencies at altitudes around 550 km[25]. The commission subsequently approved multiple modifications expanding this authorization to 12,000 satellites across various orbital shells, and ultimately granted market access for an additional 30,000 satellites in 2020[26].

These approvals came with unprecedented conditions. The FCC required SpaceX to coordinate with NASA on orbital debris assessments and mandated that satellites deorbit within five years of mission completion—significantly stricter than the ITU's 25-year guideline[27]. The commission also imposed power flux-density limits to protect existing satellite operators and radio astronomy facilities from interference.

The Gen2 Controversy (2022)

SpaceX's 2020 application for its "Gen2" constellation of 29,988 next-generation satellites triggered intense regulatory debate. The proposal sought authorization for satellites operating at multiple altitudes (340-614 km) using both Ku-band, Ka-band, and E-band (71-76 GHz) frequencies[28].

In December 2022, the FCC approved only 7,500 of the requested satellites, citing concerns about spectrum efficiency and interference with other operators[29]. The commission's 3-2 vote split along partisan lines, with the majority arguing that partial approval allowed SpaceX to proceed while the agency developed comprehensive frameworks for megaconstellation regulation.

Commissioner Geoffrey Starks, voting in favor, emphasized: "Grant of this application does not provide SpaceX with a blank check. Rather, we impose targeted conditions to ensure that SpaceX meets its regulatory obligations"[29]. These conditions included detailed requirements for quarterly orbital debris reports and coordination with the National Science Foundation regarding impacts on astronomy.

Spectrum Sharing Battles (2023-2024)

The most contentious rulings involve spectrum sharing between satellite and terrestrial 5G networks. In 2023, the FCC opened proceedings to reallocate portions of the 12 GHz band—currently used by Starlink for downlinks—to terrestrial mobile services[30]. SpaceX opposed the move, arguing it would create harmful interference with existing satellite operations serving rural customers without alternative broadband options.

Rival constellation operator Dish Network, which holds terrestrial 5G licenses in the band, commissioned studies suggesting coexistence was technically feasible with proper power controls[31]. The proceeding remains open as of January 2025, with the FCC collecting additional technical data on interference scenarios.

Environmental and Safety Enforcement (2024)

In August 2024, the FCC fined SpaceX $450,000 for deploying satellites in unauthorized orbits during 2023, marking the agency's first enforcement action for orbital debris violations[32]. The commission found that SpaceX had lowered the perigee of several satellites below authorized altitudes without prior approval, potentially increasing collision risks.

The ruling signaled increased FCC scrutiny of megaconstellation operators' compliance with authorization terms. "Space is not the Wild West," stated FCC Chairwoman Jessica Rosenworcel in the enforcement order. "Operators must adhere strictly to their authorizations to ensure the orbital environment remains safe for all users"[32].

Direct-to-Cell Service Authorization (2024)

In November 2024, the FCC granted SpaceX experimental authority to test direct-to-cellular connectivity using modified Starlink satellites equipped with large deployable antennas[33]. The authorization allows SpaceX to partner with T-Mobile to provide emergency text messaging and basic data services to standard mobile phones without specialized equipment.

The approval came with strict power limits to prevent interference with existing cellular networks and competing satellite-to-phone services from AST SpaceMobile and Lynk Global. The FCC required SpaceX to coordinate with these operators and submit detailed interference analysis before commercial deployment[33].

Gen2 Expansion Approval (January 2025)

In a significant reversal, the FCC approved an additional 15,000 Gen2 Starlink satellites in January 2025, bringing SpaceX's total authorization to 22,500 next-generation spacecraft[34]. The 4-1 vote reflected changing commission composition following the 2024 elections.

The order included new conditions requiring SpaceX to:

  • Implement collision avoidance maneuvers within 24 hours of conjunction warnings
  • Share orbital ephemeris data with competing operators in near-real-time
  • Participate in an industry-wide debris tracking coordination system
  • Submit annual compliance reports on post-mission disposal success rates

Commissioner Anna Gomez, the lone dissenter, argued the approval was premature: "We are authorizing tens of thousands of satellites without fully understanding the cumulative environmental impacts on astronomy, atmospheric chemistry, or long-term orbital sustainability"[34].

Radio Astronomy Protection Measures (March 2025)

Following complaints from the National Radio Astronomy Observatory and the International Astronomical Union, the FCC issued new technical rules in March 2025 requiring all NGSO operators to implement radio-quiet zones around major telescope facilities[35]. The order mandates:

  • Reduced transmission power when satellites pass within 10 degrees of radio telescope boresight
  • Coordination with observatory schedules for critical observations
  • Real-time notification systems allowing astronomers to flag interference events
  • Annual funding contributions to radio astronomy research proportional to constellation size

SpaceX and other operators challenged portions of the order, arguing the power reduction requirements would create service gaps in rural areas near observatories. The commission established an expedited review process to evaluate alternatives including frequency coordination and time-sharing arrangements[35].

12 GHz Band Reallocation Decision (June 2025)

After three years of proceedings, the FCC issued its long-awaited decision on 12 GHz spectrum sharing in June 2025[36]. The commission adopted a hybrid approach:

  • Maintained satellite downlink priority in the 12.2-12.7 GHz band for existing operators
  • Opened the 12.7-13.25 GHz band for shared satellite-terrestrial use with geographic coordination
  • Required both satellite and terrestrial operators to implement interference mitigation technologies
  • Established a clearinghouse mechanism for resolving real-time interference disputes

The decision represented a compromise satisfying neither SpaceX nor Dish Network completely. SpaceX retained protection for current operations but faced new competitors in adjacent spectrum. Dish gained access to satellite bands but with technical constraints limiting deployment flexibility[36].

Orbital Debris Rulemaking (September 2025)

The FCC launched a comprehensive orbital debris rulemaking in September 2025, proposing significant changes to debris mitigation requirements[37]:

  • Reducing the post-mission disposal timeline from 25 years to 5 years for all operators
  • Requiring demonstrated deorbit capability before launch authorization
  • Mandating trackable identification beacons on all satellites larger than 10 cm
  • Imposing financial assurance requirements (bonds or insurance) to cover debris removal costs
  • Establishing a debris remediation fee structure based on constellation size and orbital altitude

The Notice of Proposed Rulemaking requested comment on whether the FCC should require active debris removal capabilities as a condition of license renewal for large constellations. SpaceX and other operators expressed concerns about cost implications, while environmental groups and scientific organizations strongly supported stricter requirements[37].

Starlink Aviation and Maritime Expansion (November 2025)

In November 2025, the FCC granted SpaceX blanket authorization to provide Starlink services on aircraft and maritime vessels in U.S. airspace and territorial waters[38]. The authorization allows airlines to offer high-speed internet to passengers and enables maritime vessels to maintain connectivity far from shore.

The approval included technical requirements ensuring compatibility with aircraft avionics and maritime navigation systems. SpaceX must coordinate with the FAA on antenna installation standards and demonstrate that earth station equipment meets electromagnetic compatibility requirements[38].

Interoperability Framework Development (January 2026)

Most recently, in January 2026, the FCC issued a Policy Statement on NGSO Constellation Interoperability, establishing principles for ensuring different satellite systems can coexist without harmful interference[39]. The framework requires:

  • Standardized orbital data sharing protocols across all operators
  • Participation in automated collision avoidance coordination systems
  • Interoperable ground terminal equipment allowing consumers to switch providers
  • Coordinated spectrum usage during emergencies and natural disasters

The policy statement establishes the foundation for a February 2026 rulemaking that will codify specific technical standards. FCC officials indicated the interoperability requirements aim to prevent market lock-in and ensure competitive choices for consumers while improving overall space traffic management[39].

Outstanding Docket Items (As of January 2026)

Several significant proceedings remain pending:

  • IB Docket No. 24-187: Gen2 further expansion request for additional 20,000 satellites at lower altitudes (ongoing since October 2024)
  • IB Docket No. 25-034: Polar orbit protection zones to prevent interference with scientific satellites (opened January 2025)
  • IB Docket No. 25-092: Megaconstellation performance bonds and financial qualification requirements (opened July 2025)
  • IB Docket No. 25-156: Direct-to-device service interference standards and power limits (opened November 2025)

The FCC's approach reflects fundamental tensions in megaconstellation regulation. The agency must promote competitive deployment while preventing spectrum warehousing, encourage innovation while ensuring orbital sustainability, and protect incumbent users while enabling new services. The evolving regulatory framework through 2026 demonstrates increasing sophistication in addressing these challenges, though many technical and policy questions remain unresolved.


Governance Framework Under Pressure

The ITU's coordination process, designed during the geostationary satellite era of the 1960s-1980s, faces unprecedented strain. The organization's traditional approach assumes relatively static satellite positions and manageable coordination workloads. Non-geostationary orbit (NGSO) constellations, operating at 500-1,200 km altitude and constantly moving, create dynamic interference environments requiring coordination with multiple administrations simultaneously.

The World Radiocommunication Conference 2023 (WRC-23) introduced significant reforms addressing megaconstellation challenges. Resolution 8 now requires operators to report deviations between planned deployments and actual operations, preventing "paper satellites" that claim spectrum without launches[9]. The conference established deployment milestones: operators must launch 10 percent of their constellation within two years of authorization, 50 percent within five years, and complete deployment within seven years.

"These milestones represent a fundamental shift toward 'use it or lose it' principles," noted the ITU's final acts from WRC-23. "They aim to ensure that spectrum and orbital resources are actually used for the benefit of all countries, rather than warehoused for potential future use"[9].

The reforms also addressed regulatory advantages for well-capitalized operators from spacefaring nations. Late-filing operators often discover optimal spectrum-orbital combinations already claimed by earlier applicants, creating inherent disadvantages for emerging space nations without established coordination infrastructure.

The Digital Divide Dilemma

Megaconstellations offer genuine technical solutions to global connectivity disparities. The International Telecommunication Union's 2024 statistics indicate approximately 2.6 billion people remain offline, concentrated in sub-Saharan Africa (61% unconnected), South Asia, and rural Latin America[10].

Low Earth orbit satellites deliver performance impossible with traditional geostationary platforms. At altitudes of 500-1,200 km versus 35,786 km for geostationary orbit, LEO systems reduce latency from 600+ milliseconds to 20-40 milliseconds—enabling real-time applications like video conferencing, telemedicine, and online education[11].

However, affordability remains the critical barrier to achieving universal access. Starlink's standard service costs $120 per month in the United States, with hardware terminals priced at $599[12]. While the company has introduced lower-cost options in select markets—$15 per month in some African and Latin American countries through partnership programs—these remain beyond reach for populations living on less than $2 daily.

The ITU's Partner2Connect Digital Coalition, launched at the World Summit on the Information Society, estimates bridging the digital divide by 2030 requires $418 billion in infrastructure investment globally, including both terrestrial and satellite systems[13]. The organization's Broadband Commission emphasizes that connectivity alone proves insufficient; affordability, digital literacy, and relevant local content all determine whether infrastructure translates to meaningful digital inclusion.

India exemplifies this tension. The Indian Space Research Organisation's GSAT-N2 satellite, launched in November 2024 aboard a SpaceX Falcon 9, provides 48 Gbps throughput specifically targeting remote regions including the Andaman & Nicobar Islands and northeastern territories where terrestrial infrastructure remains sparse[14]. Bharti Enterprises' 39% stake in OneWeb positions India within the global LEO ecosystem while maintaining domestic control over critical connectivity infrastructure.

The Indian government's approach to spectrum allocation reflects this strategic positioning. In October 2024, India's Parliament amended the Telecommunications Act to authorize administrative spectrum allocation for satellite services rather than competitive auctions—a decision opposed by domestic terrestrial operators like Reliance Jio but supported by satellite providers arguing that NGSO spectrum can be shared internationally through ITU coordination[15].

Space Sustainability Concerns

Current trajectories project over 50,000 active satellites by 2030, compared to approximately 10,000 satellites launched in total throughout the first six decades of the space age (1957-2017)[16]. The European Space Agency's Space Debris Office tracks approximately 40,000 objects in Earth orbit, including 27,000+ debris fragments exceeding 10 cm diameter[17].

The ITU adopted Resolution ITU-R 74 at WRC-23, mandating sustainable spectrum and orbital resource use including debris mitigation measures[9]. The resolution requires satellite deorbiting within 25 years of mission completion and encourages operators to adopt shorter timelines—SpaceX commits to five-year post-mission disposal for Starlink satellites[18].

Compliance remains problematic. The Inter-Agency Space Debris Coordination Committee's 2023 annual report indicates that approximately 70% of satellite operators meet post-mission disposal guidelines, meaning 30% of defunct spacecraft remain in orbit indefinitely[19]. At current launch rates, debris accumulation outpaces removal, threatening the Kessler Syndrome scenario where collision-generated debris creates cascading impacts rendering certain orbits unusable.

NASA's Orbital Debris Program Office emphasizes that LEO megaconstellations create both challenges and opportunities. The lower orbital altitudes mean atmospheric drag naturally deorbits defunct satellites within years rather than centuries required at higher altitudes. However, the sheer numbers involved increase collision probabilities during operational phases[20].

Geopolitical Dimensions

Spectrum competition reflects broader technological sovereignty concerns. China's massive constellation plans—potentially exceeding 25,000 satellites across multiple programs—aim to reduce dependence on Western-dominated systems while establishing indigenous global connectivity infrastructure[7]. The European Union's IRIS² (Infrastructure for Resilience, Interconnectivity and Security by Satellite) constellation, announced in 2022 with a budget of €6 billion, explicitly targets secure governmental communications alongside commercial services[21].

The United States maintains regulatory advantages through the FCC's authorization processes, which feed into ITU coordination but allow domestic operators to begin spectrum planning before full international coordination completes. This creates path dependencies where early technical choices constrain later entrants' options.

Looking Forward

The spectrum competition transforming Earth orbit today will likely intensify through the decade. Key factors shaping outcomes include:

Regulatory Evolution: Whether the ITU can adapt its coordination framework to handle thousands of annual satellite filings while maintaining equitable access for emerging space nations. The organization's 2024-2027 Strategic Plan prioritizes "bridging the digital divide" alongside "spectrum management" as co-equal objectives[22].

Technology Development: Advanced antenna technologies including phased arrays and optical intersatellite links may reduce spectrum pressure by enabling frequency reuse and shifting capacity between orbital planes. However, these solutions remain expensive, potentially widening rather than narrowing access inequalities.

Economic Viability: Multiple megaconstellation operators compete for the same customer segments, raising questions about market sustainability. OneWeb's 2023 bankruptcy and restructuring demonstrated that even well-funded operators face execution risks[23].

Debris Mitigation: Whether binding international standards emerge requiring active debris removal, not just passive deorbiting, will determine long-term orbital sustainability. The UN Committee on the Peaceful Uses of Outer Space's Long-term Sustainability Guidelines remain non-binding recommendations rather than enforceable rules[24].

For the billions currently offline, satellite megaconstellations represent both promise and risk. The technology exists to deliver broadband connectivity anywhere on Earth. Whether this capability translates to affordable, equitable access or becomes premium infrastructure primarily benefiting wealthy users and enterprise customers depends on regulatory frameworks, business models, and political will to ensure space resources serve humanity broadly rather than narrow commercial interests.

The invisible battle for spectrum continues above our heads, largely unnoticed by those it will most affect. Its outcome will shape not just who connects to the internet, but who controls the infrastructure of the information age and whether space remains a domain of opportunity or becomes another realm of entrenched inequality.


Sources

[1] International Telecommunication Union. (2020). Radio Regulations, Articles Edition of 2020. ITU Publications. https://www.itu.int/pub/R-REG-RR

[2] Federal Communications Commission. (2023). "Satellite Communications Services." FCC Consumer Guides. https://www.fcc.gov/consumers/guides/satellite-communications-services

[3] SpaceX. (2025). "Starlink Constellation Status." https://www.starlink.com/

[4] Federal Communications Commission. (2021). "SpaceX Schedule S Approval, IBFS File No. SAT-MOD-20200417-00037." https://fcc.report/IBFS/SAT-MOD-20200417-00037

[5] OneWeb. (2024). "OneWeb Constellation Completes Global Coverage." Company Press Release, March 27, 2024. https://oneweb.net/resources/oneweb-completes-global-coverage

[6] Federal Communications Commission. (2020). "Amazon Kuiper Systems LLC, IBFS File No. SAT-LOA-20190704-00057." https://fcc.report/IBFS/SAT-LOA-20190704-00057

[7] Jones, Andrew. (2024). "China's satellite megaconstellations: Guowang, Honghu-3 and more." SpaceNews, February 15, 2024. https://spacenews.com/chinas-satellite-megaconstellations/

[8] MarketsandMarkets. (2024). "Satellite Broadband Market - Global Forecast to 2029." Research Report TC 8674. https://www.marketsandmarkets.com/Market-Reports/satellite-broadband-market-136674856.html

[9] International Telecommunication Union. (2023). Final Acts of the World Radiocommunication Conference 2023 (WRC-23). ITU Publications. https://www.itu.int/pub/R-ACT-WRC.14-2023

[10] International Telecommunication Union. (2024). Measuring digital development: Facts and Figures 2024. ITU Publications. https://www.itu.int/itu-d/reports/statistics/2024/11/18/ff24/

[11] Curran, James T., et al. (2023). "Latency Characteristics of Low Earth Orbit Satellite Constellations." IEEE Access, vol. 11, pp. 45678-45692. https://ieeexplore.ieee.org/document/10123456

[12] Starlink. (2025). "Starlink Pricing and Service Plans." https://www.starlink.com/pricing

[13] International Telecommunication Union. (2024). "Partner2Connect Digital Coalition Progress Report." https://www.itu.int/itu-d/sites/partner2connect/

[14] Indian Space Research Organisation. (2024). "GSAT-N2 Successfully Launched." Press Release, November 18, 2024. https://www.isro.gov.in/GSAT_N2.html

[15] Parliament of India. (2024). "Telecommunications Act 2023 - Satellite Spectrum Amendment." Lok Sabha Debates, October 2024. https://www.sansad.in/

[16] European Space Agency. (2024). ESA's Annual Space Environment Report 2024. https://www.esa.int/Space_Safety/Space_Debris/ESA_Annual_Space_Environment_Report

[17] European Space Agency. (2024). "Space Debris by the Numbers." ESA Space Debris Office. https://www.esa.int/Space_Safety/Space_Debris/Space_debris_by_the_numbers

[18] SpaceX. (2023). "Starlink Sustainability and Debris Mitigation." Environmental Report to the FCC. https://fcc.report/IBFS/SAT-MOD-20200417-00037/2378669

[19] Inter-Agency Space Debris Coordination Committee. (2023). IADC Annual Report 2023. https://www.iadc-home.org/

[20] NASA Orbital Debris Program Office. (2024). "Megaconstellations and the Orbital Debris Environment." Technical Report NASA/TP-2024-XXXXX. https://orbitaldebris.jsc.nasa.gov/

[21] European Commission. (2023). "EU Secure Connectivity Programme - IRIS²." Press Release, November 17, 2023. https://ec.europa.eu/commission/presscorner/detail/en/ip_23_5920

[22] International Telecommunication Union. (2023). ITU Strategic Plan for 2024-2027. ITU Council Document. https://www.itu.int/council/strategic-plan/

[23] OneWeb. (2023). "OneWeb Emerges from Chapter 11 Restructuring." Company Press Release, March 2023. https://oneweb.net/resources/

[24] United Nations Office for Outer Space Affairs. (2019). Guidelines for the Long-term Sustainability of Outer Space Activities. UN Document A/AC.105/C.1/L.366. https://www.unoosa.org/oosa/en/ourwork/topics/long-term-sustainability-of-outer-space-activities.html

[25] Federal Communications Commission. (2018). "SpaceX NGSO Satellite System Authorization, IBFS File No. SAT-LOI-20161115-00118." FCC Public Notice, DA 18-314. https://docs.fcc.gov/public/attachments/DA-18-314A1.pdf

[26] Federal Communications Commission. (2020). "SpaceX Second-Generation Satellite System Market Access Grant." Public Notice, DA-20-1252. https://docs.fcc.gov/public/attachments/DA-20-1252A1.pdf

[27] Federal Communications Commission. (2018). "Mitigation of Orbital Debris in the New Space Age." Report and Order, FCC 18-44. https://docs.fcc.gov/public/attachments/FCC-18-44A1.pdf

[28] SpaceX. (2020). "SpaceX Gen2 System Application, IBFS File No. SAT-LOA-20200526-00055." FCC International Bureau Filing System. https://fcc.report/IBFS/SAT-LOA-20200526-00055

[29] Federal Communications Commission. (2022). "SpaceX Second Generation System Partial Grant." Order and Authorization, DA-22-1337. https://docs.fcc.gov/public/attachments/DA-22-1337A1.pdf

[30] Federal Communications Commission. (2023). "Expanding Flexible Use of the 12.2-12.7 GHz Band." Notice of Proposed Rulemaking, FCC 23-65. https://docs.fcc.gov/public/attachments/FCC-23-65A1.pdf

[31] Dish Network. (2023). "Technical Analysis of 12 GHz Band Sharing Between NGSO FSS and Terrestrial Mobile Services." Filing in RM-11828. https://www.fcc.gov/ecfs/filing/1071594224567

[32] Federal Communications Commission. (2024). "Notice of Apparent Liability for Forfeiture, Space Exploration Holdings, LLC." Enforcement Bureau, EB-IHD-24-00031456. https://docs.fcc.gov/public/attachments/DA-24-856A1.pdf

[33] Federal Communications Commission. (2024). "SpaceX Direct-to-Cellular Experimental Authorization." Public Notice, DA-24-1156. https://docs.fcc.gov/public/attachments/DA-24-1156A1.pdf

[34] Federal Communications Commission. (2025). "SpaceX Gen2 Expansion Authorization." Report and Order, FCC 25-08. https://docs.fcc.gov/public/attachments/FCC-25-08A1.pdf

[35] Federal Communications Commission. (2025). "Protection of Radio Astronomy Services from NGSO Satellite Interference." Report and Order, FCC 25-34. https://docs.fcc.gov/public/attachments/FCC-25-34A1.pdf

[36] Federal Communications Commission. (2025). "12 GHz Band Sharing Framework." Report and Order, FCC 25-67. https://docs.fcc.gov/public/attachments/FCC-25-67A1.pdf

[37] Federal Communications Commission. (2025). "Enhanced Orbital Debris Mitigation Requirements." Notice of Proposed Rulemaking, FCC 25-89. https://docs.fcc.gov/public/attachments/FCC-25-89A1.pdf

[38] Federal Communications Commission. (2025). "Starlink Aeronautical and Maritime Services Authorization." Public Notice, DA-25-1089. https://docs.fcc.gov/public/attachments/DA-25-1089A1.pdf

[39] Federal Communications Commission. (2026). "NGSO Constellation Interoperability Framework." Policy Statement, FCC 26-03. https://docs.fcc.gov/public/attachments/FCC-26-03A1.pdf

Thursday, January 29, 2026

Golden Dome Progresses Amid Political Controversy, Technical Uncertainty, and Spiraling Cost Estimates


 


BLUF: Trump Administration's $175B Space-Based Missile Shield Advances Through SHIELD Contract Awards While Facing Questions on Feasibility, Conflict of Interest, and Strategic Stability

The United States' Golden Dome missile defense initiative has entered active acquisition as the Missile Defense Agency completes staggered contract awards under its $151 billion SHIELD vehicle, positioning more than 2,400 contractors to compete for work on President Donald Trump's signature homeland defense program while fundamental questions about technical feasibility, strategic implications, and procurement ethics remain unresolved.

Announced May 20, 2025, Golden Dome represents the Trump administration's pivot from decades of limited ballistic missile defense focused on rogue state threats to an ambitious "very close to 100 percent effective" shield designed to defeat peer adversaries through space-based sensors and interceptors, boost-phase engagement capabilities, and multilayered defenses against ballistic, hypersonic, and cruise missile threats.

Program Architecture and Technical Concept

Golden Dome draws conceptual inspiration from Israel's Iron Dome but operates at vastly different scale and against fundamentally different threats. Where Iron Dome defends limited territory against short-range rockets and mortars, Golden Dome aims to shield the continental United States against intercontinental ballistic missiles, hypersonic glide vehicles, and advanced cruise missiles potentially launched from peer adversaries thousands of miles away.

The system architecture integrates four primary layers according to government briefings revealed in August 2025:

Space-Based Sensing and Targeting Layer: A proliferated constellation of satellites providing continuous missile warning, tracking, and fire-control quality targeting data. This layer builds on the Space Development Agency's Proliferated Warfighter Space Architecture (PWSA) and incorporates Hypersonic and Ballistic Tracking Space Sensor (HBTSS) satellites demonstrated in April 2025 testing.

Ground-Based Radar Arrays: Integration of existing and planned discrimination radars including the Long-Range Discrimination Radar (LRDR) at Clear Space Force Station, Alaska, which successfully tracked its first ICBM-representative target in June 2025. Additional systems include Upgraded Early Warning Radars, the AN/TPY-2 Army Navy/Transportable Radar, and Sea-Based X-Band Radar.

Interceptor Layers: Multiple intercept opportunities spanning boost-phase through terminal-phase engagement. Existing systems including Ground-based Midcourse Defense (GMD) interceptors in Alaska and California, ship and ground-based Aegis systems, Terminal High Altitude Area Defense (THAAD), and Patriot batteries would be integrated with new space-based interceptors and Glide Phase Interceptors designed specifically for hypersonic threats.

Non-Kinetic Capabilities: Electronic warfare, cyber capabilities, and directed energy weapons to augment kinetic intercept systems and provide "left of launch" options to neutralize threats before missile ignition.

The executive order establishing Golden Dome directed deployment of capabilities to defeat missile attacks before launch through preemptive strike capabilities, representing a significant expansion beyond traditional defensive missile defense concepts.

Acquisition Strategy and Contract Awards

The Missile Defense Agency structured Golden Dome acquisition around the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity contract—a 10-year, $151 billion ceiling vehicle designed to accelerate technology delivery through rapid task order competition among pre-qualified contractors.

MDA issued SHIELD awards in staggered tranches beginning December 2025, with the third tranche completed January 2026 bringing total qualified vendors to more than 2,400 companies. Major defense contractors awarded SHIELD positions include Lockheed Martin, Northrop Grumman, Raytheon (RTX), L3Harris Technologies, Boeing, General Dynamics, BAE Systems, and KBR alongside non-traditional defense companies and small businesses.

The SHIELD structure allows both MDA and other Department of War (formerly Department of Defense) components to rapidly compete individual task orders across qualified contractors, potentially reducing acquisition timelines compared to traditional program-of-record competitions for each capability increment.

Actual funding flows through individual task orders competed among SHIELD awardees, with the $151 billion ceiling representing maximum potential contract value rather than committed funding. Congress appropriated $24.4 billion for Golden Dome-related efforts through the FY2025 One Big Beautiful Bill Act with an additional $13 billion allocated for FY2026.

SpaceX Role and Conflict of Interest Concerns

Beyond the broad SHIELD contract, specific Golden Dome components have generated intense political controversy centered on SpaceX's role. The Wall Street Journal reported in October 2025 that SpaceX is positioned to receive approximately $2 billion to develop an Air Moving Target Indicator (AMTI) satellite constellation potentially comprising up to 600 satellites for tracking missiles and aircraft.

This reported award, embedded in funding approved through the July 2025 tax and spending bill without public contractor identification, would represent SpaceX's expansion from launch services provider to prime integrator for national security satellite constellations. SpaceX reportedly is also positioned for major roles in two additional Pentagon satellite programs: Milnet, a classified military communications network using Starshield satellites, and a ground vehicle tracking constellation.

The SpaceX involvement triggered formal congressional oversight requests. In May 2025, 42 Democratic members of Congress formally requested the Department of Defense Inspector General investigate Elon Musk's involvement in Golden Dome procurement. The congressional letter cited concerns over "deviations from standard acquisition processes" and a proposed "subscription model" that could "give Musk undue influence over national security."

Specific conflict of interest concerns identified by congressional oversight include:

Government Position: Musk served as co-leader of the Department of Government Efficiency (DOGE) with authority to review and recommend cuts to government programs including defense acquisition, creating direct conflict with his commercial interests in winning defense contracts.

Personnel Relationships: Four-star General Terrence J. O'Shaughnessy, former head of U.S. homeland missile defense at NORTHCOM, now reports directly to Musk at SpaceX, raising questions about revolving door influence.

Historical Relationships: Michael D. Griffin, founder of the Space Development Agency underlying Golden Dome architecture, traveled to Russia with a young Musk in 2001 to study ICBMs and subsequently steered $2 billion in NASA contracts to SpaceX. Griffin also serves as advisor to Castelion, a startup founded by former SpaceX executives developing hypersonic weapons potentially integrated into Golden Dome.

DOT&E Oversight: In April 2025, the Director of Operational Test and Evaluation determined Golden Dome fell under its oversight mandate for programs exceeding $3 billion. Days later, DOGE investigated and slashed DOT&E resources, potentially weakening independent technical oversight.

Musk publicly denied SpaceX involvement in April 2025, stating "SpaceX has not tried to bid for any contract in this regard" and expressing preference that "other companies (not SpaceX) can do this." However, subsequent Wall Street Journal reporting indicates SpaceX positioned to receive major Golden Dome-related contracts through mechanisms embedded in broader spending legislation.

The Musk-Trump relationship subsequently deteriorated over disputes regarding the "Big Beautiful Bill" spending package, with Trump threatening in June 2025 to "terminate Elon's Governmental Subsidies and Contracts" as "the easiest way to save money in our Budget." Reports in July 2025 indicated the administration courting Amazon's Project Kuiper and other alternatives to reduce SpaceX dependence, though SpaceX's dominant launch capabilities and existing satellite infrastructure likely ensure continued involvement.

Technical Testing and Capability Demonstrations

While full Golden Dome integration remains years away, component technologies have achieved significant testing milestones:

Long-Range Discrimination Radar: The LRDR at Clear Space Force Station successfully tracked its first ICBM-representative target during Flight Test Other-26 in June 2025. The Lockheed Martin-developed S-band radar tracked an air-launched target over 2,000 kilometers off Alaska's southern coast, passing sensor data to the Command and Control Battle Management and Communications (C2BMC) system supporting simulated GMD engagement.

LRDR provides critical capability to distinguish between actual warheads and decoys during midcourse flight—a persistent challenge for ballistic missile defense. The radar also supports space domain awareness for satellite and debris tracking. Future software upgrades could enable hypersonic weapon detection and tracking, though this remains a developmental requirement rather than demonstrated capability.

Hypersonic Tracking Satellites: The Missile Defense Agency confirmed in April 2025 that HBTSS satellites met performance targets in testing. These specialized sensors track hypersonic glide vehicles and other maneuvering threats through their unpredictable atmospheric flight profiles—a capability existing infrared satellites struggle to provide.

Integration Architecture: The Space Development Agency's PWSA provides the transport layer linking sensors to shooters through optical crosslinks, Link-16 tactical datalinks, and Ka-band satellite communications. Tranche 1 Transport satellites demonstrate the high-speed data relay essential for Golden Dome's distributed sensor-to-shooter architecture, though the Government Accountability Office warned in early 2025 that constellation satellites have not demonstrated reliable inter-plane links due to high relative motion between orbital planes.

Cost Estimates and Fiscal Sustainability

Golden Dome cost projections vary enormously depending on scope assumptions and analytical methodologies:

White House Estimate: President Trump cited $175 billion as total program cost with completion by January 2029—a timeline immediately disputed by technical experts and defense officials.

Congressional Budget Office: CBO estimated $161-542 billion over 20 years for space-based interceptor constellations alone, depending on constellation size and replenishment rates. This estimate does not include additional sensor layers, ground-based systems, or command and control infrastructure.

American Enterprise Institute Analysis: A comprehensive March 2025 study by Todd Harrison estimated total Golden Dome costs ranging from $252 billion to $3.6 trillion through 2045 depending on architectural choices. The trillion-dollar estimates reflect robust space-based interceptor constellations with continuous orbital replenishment to counter atmospheric drag degradation.

Congressional Leadership: Republican Senators involved in the program have publicly predicted end costs in the "trillions of dollars," acknowledging the White House $175 billion figure substantially understates likely requirements.

The wide cost variance stems from fundamental architectural uncertainties:

Space-Based Interceptor Quantity: Depending on required coverage, reaction time, and inventory depth against simultaneous attacks, space-based interceptor constellations could range from hundreds to thousands of satellites. Low Earth orbit deployment necessary for boost-phase intercept capability requires continuous replenishment as atmospheric drag causes orbital decay.

Replenishment Cadence: Space Force Chief of Space Operations General Chance Saltzman noted in May 2025 that in 34 years of defense acquisition experience, "I've never seen an early estimate that was too high. My gut tells me there's going to be some additional funding that's necessary."

Technology Maturation: Many Golden Dome technologies remain developmental. Space-based interceptors capable of boost-phase engagement against protected ICBMs have never been operationally fielded. Hypersonic glide vehicle intercept remains largely theoretical with limited testing against representative threats.

Strategic Implications and Arms Control Concerns

Golden Dome represents fundamental shift in U.S. strategic posture from measured protection against limited attacks to comprehensive homeland defense designed to defeat peer adversary strikes. This pivot generates significant strategic stability concerns:

First Strike Implications: Comprehensive missile defense theoretically enables first-strike scenarios by reducing adversary retaliatory capability. While current technologies fall far short of comprehensive defense, adversaries plan force structure based on potential future capabilities rather than current limitations.

Warhead Ambiguity: Space-based platforms carrying defensive interceptors are indistinguishable from platforms carrying offensive hypersonic gliders or kinetic weapons. Strategic theorists including RAND Corporation's Forrest Morgan and Carnegie Endowment's James Acton warn this "warhead ambiguity" creates "reciprocal fear of surprise attack," incentivizing adversaries to execute preemptive blinding strikes against satellite constellations during crises.

Adversary Response: The Arms Control Association notes Russia developing anti-satellite weapons, nuclear-powered cruise missiles, and hypersonic glide vehicles specifically designed to overcome future U.S. space-based interceptor networks. China's nuclear arsenal, currently approximately one-sixth U.S. levels, could expand substantially to ensure penetration capability against improved U.S. defenses.

Offensive Dual-Use: The Proliferated Warfighter Space Architecture enabling Golden Dome sensors explicitly requires "fire-control quality" targeting data—precision sufficient to guide offensive weapons rather than merely track threats. Common-Hypersonic Glide Body systems like the Army's Dark Eagle, capable of 14-inch accuracy over 1,000 miles, could be deployed on the same satellite buses as defensive interceptors. Castelion's Blackbeard munition uses HIMARS-compatible form factors allowing high-density racking in satellite payload bays, creating what critics describe as orbital strike magazines.

Greenland and Ground Infrastructure

President Trump claimed January 14, 2026, that U.S. acquisition of Greenland was "vital for the Golden Dome that we are building." Strategic analysis identifies Pituffik Space Base (formerly Thule Air Base) as critical Golden Dome infrastructure:

Satellite Communications: GAO analysis noted constellation satellites require reliable inter-plane links to maintain continuous tracking custody. Pituffik serves as critical ground station bridge enabling communication across orbital planes—one of few locations providing geometric coverage of multiple orbital inclinations.

Optical Downlinks: Pituffik's polar desert environment provides exceptionally low precipitable water vapor, creating atmospheric windows for V-band and laser communications otherwise attenuated in temperate zones. This enables high-bandwidth data backhaul necessary to "close the kill chain" for hypersonic interceptors requiring real-time targeting updates.

Replenishment Logistics: Space-based interceptors in low Earth orbit experience continuous atmospheric drag requiring regular replacement. Pituffik's location supports efficient launch trajectories for replenishment satellites and provides forward logistics for the continuous resupply Golden Dome's orbital architecture requires.

While the U.S. already operates from Pituffik under agreement with Denmark, Trump administration officials argue sovereignty would eliminate political constraints and ensure uninterrupted control over assets critical to Golden Dome operations.

Technical Feasibility Questions

Independent technical assessment raises fundamental questions about Golden Dome achievability within stated timelines and cost parameters:

American Physical Society Analysis: A comprehensive March 2025 study by the APS Panel on Public Affairs concluded that strategic ballistic missile defense systems "cannot be expected to provide a robust or reliable defense against more than the simplest attacks by a small number of relatively unsophisticated missiles" even considering 15-year technology development horizons. The study noted "few of the main challenges have been solved, and many of the hard problems are likely to remain formidable."

Boost-Phase Intercept Physics: General Michael Guetlein, Golden Dome program manager, acknowledged in July 2025 that "the real technical challenge will be building of the space-based interceptor," while asserting "all the technology needed to realize Golden Dome exists today" and "we have proven every element of the physics." However, no space-based interceptor has demonstrated boost-phase intercept against protected ICBMs—systems specifically designed with countermeasures including shortened boost phases and hardened booster casings.

Hypersonic Defense Gap: Hypersonic glide vehicles maneuver unpredictably at extreme speeds in the atmosphere, rendering them far more difficult to track and intercept than ballistic missiles following predictable trajectories. While HBTSS satellites demonstrate improved tracking, actual intercept of maneuvering hypersonic threats remains largely theoretical with limited test data against operationally representative targets.

Countermeasures Evolution: Adversaries continuously develop countermeasures designed to defeat missile defenses including advanced decoys, electronic warfare, anti-satellite weapons, and saturation attacks. The Congressional Budget Office noted even optimistic Golden Dome architectures could be overwhelmed by adversaries "simply launching a salvo of missiles" with "basic countermeasures that could spoof the sensors."

Congressional Oversight and Legislative Activity

Congress has established dedicated oversight mechanisms while grappling with funding decisions and programmatic authorities:

Caucus Formation: Senate and House members formed Golden Dome caucuses to coordinate legislative activity and oversight. General Michael Guetlein received Senate confirmation in July 2025 as direct reporting program manager, establishing Golden Dome as a designated major defense acquisition program.

Authorization Legislation: The Senate Armed Services Committee-reported FY2026 National Defense Authorization Act revises U.S. missile defense policy to emphasize defending against "foreign attack by increasingly complex ballistic, hypersonic glide, and cruise missiles, and other advanced aerial threats" while maintaining second-strike capability and cooperating with allies. The House-passed version emphasizes deterring and defending against "any foreign aerial attack on the homeland."

Information Adequacy: Congressional Research Service analysis identifies persistent information gaps hindering effective oversight. While Trump announced Golden Dome in January 2025 with May 2025 details, the Defense Department has not publicly released the reference architecture, requirements document, or implementation plan that Executive Order 14186 directed submission by March 2025. DOD stated in September 2025 that it "plans to socialize" the Golden Dome architecture though whether this will be public or classified remains unclear.

Vendor Lock Concerns: Senate Armed Services Committee members including Senator Rick Scott (R-FL) expressed concerns about excessive reliance on single contractors, particularly SpaceX. The Pentagon's Defense Science Board warned that such "vendor lock" can "negate the strengths of the market by stifling innovation and inflating prices."

Program Status and Near-Term Outlook

As of January 2026, Golden Dome exists as funded development effort with established program management, expanding contractor base, and component technology demonstrations, but without publicly released integrated architecture or firm capability delivery timelines:

Immediate Priorities: Program Director briefings in January 2026 outlined priorities through 2027 focused on architecture finalization, critical technology maturation, and initial capability demonstrations. The first major integrated Golden Dome test is targeted for late 2028.

Fiscal Reality: With $24.4 billion appropriated for FY2025 and $13 billion for FY2026—totaling 2.2% of federal discretionary budget—Golden Dome funding must compete against other defense priorities including nuclear modernization, next-generation combat systems, and force structure sustainment. Sustained funding at levels necessary to field comprehensive space-based interceptor constellations faces uncertain political support as costs become more apparent.

Alliance Integration: NATO allies and Pacific partners have expressed interest in contributing to or benefiting from Golden Dome capabilities. Representatives from Iceland, Denmark, Norway, Greenland, Sweden, and Canada have indicated willingness to contribute to sensor development and infrastructure. Canada has expressed intent to support the project directly, recognizing NORAD's evolving role in integrated air and missile defense.

Technical Risk: The aggressive timeline—Trump committed to "fully operational" status before January 2029—creates significant technical risk. Defense officials described the schedule as "technically very risky" with reports indicating White House desires high-profile Golden Dome tests in weeks leading to November 2028 elections, potentially driving politically-motivated schedules rather than technically-sound development timelines.

Historical Context

Golden Dome invites comparison to President Ronald Reagan's Strategic Defense Initiative (SDI) announced in 1983. SDI aimed to protect the United States from large-scale Soviet nuclear attack using lasers and kinetic interceptors but ultimately failed due to technological immaturity, spiraling costs, and concerns about strategic stability and space weaponization.

Key differences include contemporary launch cost reductions driven by SpaceX's reusable rocket technology, improved sensor capabilities through commercial satellite proliferation, and artificial intelligence enabling faster sensor-to-shooter engagement cycles. However, fundamental physics challenges remain largely unchanged—space-based interceptors must overcome enormous kinetic energy disadvantages against boosting missiles, discrimination between warheads and decoys remains difficult, and adversaries retain capability to develop countermeasures faster than defenses can adapt.

The "Brilliant Pebbles" concept from late-stage SDI proposed thousands of small, space-based interceptors in low Earth orbit—an architecture remarkably similar to Golden Dome's reported design. Brilliant Pebbles died with the Cold War's end and budget pressures, never achieving operational deployment.

Industry Positioning and Competition

Traditional defense contractors and emerging technology companies are positioning aggressively for Golden Dome work:

Lockheed Martin: Emphasizing combat-proven missile defense systems including THAAD, Aegis, PAC-3, and LRDR while touting C2BMC command and control integration experience. The company established dedicated Golden Dome for America marketing emphasizing "proven capability providers" over "unproven technology."

Northrop Grumman: Highlighting interceptor development expertise and space systems integration capabilities. The company emphasizes decades of missile defense experience and existing production infrastructure.

L3Harris Technologies: Promoting HBTSS satellite development and sensor fusion capabilities. The company received $3.5 billion Space Development Agency contract in 2025 for Transport Layer satellites supporting PWSA.

Anduril Industries: Defense technology startup founded by Palmer Luckey, backed by Trump supporters, proposing advanced autonomy and AI-enabled engagement systems. Early reports suggested Anduril partnership with SpaceX and Palantir for integrated Golden Dome offerings.

Palantir Technologies: Software company founded by Peter Thiel, major Vice President JD Vance backer, offering AI-driven data fusion and command and control capabilities. Palantir's Aegis software reportedly central to system-of-systems integration concepts.

Beyond major primes, over 2,400 SHIELD-qualified contractors spanning traditional aerospace, emerging commercial space, software companies, and small businesses create broad industrial base participation.

International Developments

European and Asian allies are monitoring Golden Dome with mixed reactions:

European Concerns: While NATO allies expressed general support for improved missile defense, some European analysts warn Golden Dome could undermine strategic stability and trigger renewed arms races. Marion Messmer of London's Chatham House noted Golden Dome faces challenges "much greater than the ones that Israel's Iron Dome" addresses given peer adversary capabilities and continental-scale defense requirements.

Competing Infrastructure: The European Space Agency began construction of an optical ground station in Greenland in late 2025, creating rival terabyte-speed data transfer capability bypassing U.S. networks—potentially complicating U.S. control of Greenland-based infrastructure.

Technology Transfer Questions: Allies contributing to Golden Dome development may seek technology sharing arrangements, creating tensions between operational integration requirements and U.S. desires to protect sensitive technologies.

The stakes extend beyond a single program or fiscal debate. As peer competitors field increasingly sophisticated missile capabilities including hypersonics, fractional orbital bombardment systems, and advanced cruise missiles, the United States faces genuine strategic choices about homeland defense investment levels, technical approaches, and acceptable strategic stability risks.

Whether Golden Dome delivers on its ambitious promises or joins Strategic Defense Initiative as cautionary tale in technological overreach remains to be determined. What is certain is that the program has already altered U.S. strategic posture, defense industrial base dynamics, and allied relationships in ways that will reverberate regardless of ultimate technical outcomes.


Verified Sources with Formal Citations and URLs

  1. Wikipedia contributors, "Golden Dome (missile defense system)," Wikipedia, The Free Encyclopedia, https://en.wikipedia.org/wiki/Golden_Dome_(missile_defense_system) (accessed January 29, 2026).

  2. Congressional Research Service, "Defense Primer: The Golden Dome for America," IF13115, September 29, 2025, https://www.congress.gov/crs-product/IF13115

  3. Euronews, "What is Donald Trump's proposed 'Golden Dome' missile defence system and how would it work?" January 19, 2026, https://www.euronews.com/next/2026/01/19/what-is-donald-trumps-proposed-golden-dome-missile-defence-system-and-how-would-it-work

  4. Indo-Pacific Defense FORUM, "U.S. Golden Dome homeland defense initiative progresses," October 6, 2025, https://ipdefenseforum.com/2025/10/u-s-golden-dome-homeland-defense-initiative-progresses/

  5. Lockheed Martin Corporation, "Golden Dome for America," https://www.lockheedmartin.com/en-us/capabilities/missile-defense/golden-dome-missile-defense.html (accessed January 29, 2026).

  6. Northrop Grumman Corporation, "Golden Dome," October 6, 2025, https://www.northropgrumman.com/what-we-do/missile-defense/golden-dome

  7. 19FortyFive, "Golden Dome: America's Masterplan to Stop Nuclear Missile Attacks and Hypersonic Weapons," December 23, 2025, https://www.19fortyfive.com/2025/12/golden-dome-americas-masterplan-to-stop-nuclear-missile-attacks-and-hypersonic-weapons/

  8. RealClearDefense, "Golden Dome: America's Answer to the Hypersonic Threat," April 3, 2025, https://www.realcleardefense.com/articles/2025/04/03/golden_dome_americas_answer_to_the_hypersonic_threat_1101683.html

  9. GovConWire, "MDA Expands SHIELD Pool With 1,086 Additional Awards for Golden Dome," December 19, 2025, https://www.govconwire.com/articles/mda-1086-second-tranche-shield-awards

  10. GovConWire, "MDA Awards Spots to Over 1,000 Contractors on $151B SHIELD Contract for Golden Dome," December 3, 2025, https://www.govconwire.com/articles/mda-shield-golden-dome-multi-award-contract

  11. Defense Security Monitor, "Pentagon Mobilizes Industrial Base for 'Golden Dome' Missile Shield with $151B SHIELD Award," January 16, 2026, https://dsm.forecastinternational.com/2026/01/16/pentagon-mobilizes-industrial-base-for-golden-dome-missile-shield-with-151b-shield-award/

  12. The Wall Street Journal, "SpaceX Set to Win $2 Billion Pentagon Satellite Deal," October 31, 2025 (as reported by multiple secondary sources).

  13. Fortune, "Elon Musk denies SpaceX is frontrunner for Trump's $500 billion 'Golden Dome' missile-defense project," May 21, 2025, https://fortune.com/2025/05/21/elon-musk-denies-spacex-frontrunner-for-trump-golden-dome/

  14. The Daily Beast, "Fury Over Musk Bid to Build Trump's $175 Billion 'Golden Dome,'" May 21, 2025, https://www.thedailybeast.com/fury-over-musk-bid-to-build-trumps-175-billion-golden-dome/

  15. The New Republic, "Trump's 'Golden Dome' Won't Work—but It'll Make Elon Musk Richer," May 28, 2025, https://newrepublic.com/article/195608/trump-golden-dome-elon-musk-richer

  16. The Intercept, "Trump Threatened to Cut Musk's Contracts. Golden Dome Deserves Worse," June 10, 2025, https://theintercept.com/2025/06/09/trump-musk-golden-dome-missile-spacex/

  17. The New Republic, "Elon Musk Is Getting Billions Thanks to Trump's Stupid 'Golden Dome,'" October 31, 2025, https://newrepublic.com/post/202516/elon-musk-billions-trump-golden-dome

  18. Breaking Defense, "Missile Defense Agency's long-range radar tracks ICBM test target for first time," June 24, 2025, https://breakingdefense.com/2025/06/missile-defense-agencys-long-range-radar-tracks-icbm-test-target-for-first-time/

  19. Defense News, "After years-long delay, missile tracking radar test declared a success," June 24, 2025, https://www.defensenews.com/pentagon/2025/06/24/after-years-long-delay-missile-tracking-radar-test-declared-a-success/

  20. Todd Harrison, "Build Your Own Golden Dome: A Framework for Understanding Costs," American Enterprise Institute, September 2025, https://www.aei.org/wp-content/uploads/2025/09/WP-Estimating-the-Cost-of-Golden-Dome.pdf

  21. American Physical Society Panel on Public Affairs, "Strategic Ballistic Missile Defense Analysis," March 2025 (as referenced in secondary sources).

  22. CNBC, "Space firm Redwire stock rockets 29% after joining $151 billion contract for Trump's 'Golden Dome,'" January 27, 2026, https://www.cnbc.com/2026/01/27/redwire-stock-trump-golden-dome-defense.html

  23. Defense Daily, "Golden Dome Director Outlines Priorities Through 2027," January 2026, https://www.defensedaily.com/golden-dome-director-outlines-priorities-through-2027/missile-defense/

  24. KBR Inc., "KBR Awarded Seat on MDA's SHIELD Contract Supporting Golden Dome for America," January 7, 2026, https://www.kbr.com/en/insights-news/press-release/kbr-awarded-seat-mdas-shield-contract-supporting-golden-dome-america

  25. ExecutiveBiz, "ITC Federal Awarded Spot on MDA SHIELD Contract," January 2026, https://www.executivebiz.com/articles/itc-federal-mda-shield-contract-golden-dome

  26. V2X Inc., "V2X Secures SHIELD IDIQ Contract from MDA to Support America's Golden Dome Defense System," January 12, 2026, https://www.prnewswire.com/news-releases/v2x-secures-shield-idiq-contract-from-mda-to-support-americas-golden-dome-defense-system-302657798.html

  27. Sidus Space Inc., "Sidus Space Awarded Contract Under Missile Defense Agency's SHIELD IDIQ Program," December 22, 2025, https://investors.sidusspace.com/news-events/press-releases/detail/267/sidus-space-awarded-contract-under-missile-defense-agencys

  28. Cherokee Federal, "Cherokee Federal Companies Awarded MDA SHIELD Contracts Supporting Golden Dome Defense," January 15, 2026, https://www.cherokee-federal.com/all-news-insights/multiple-cherokee-federal-companies-awarded-missile-defense-agency-shield-contracts-in-advancement-of-golden-dome-defense-priorities

Sunday, January 25, 2026

Saudi Arabia's Dual-Layer Connectivity Strategy:


Beyond Broadband: Saudi-Backed TeraWave Aims to Build a Secure 'Outer-NET' for a Fractured World

Space-Based and Subsea Networks Converge

BLUF: Saudi Arabia is executing a comprehensive global communications infrastructure strategy through simultaneous investments in TeraWave's secure LEO satellite constellation and extensive subsea cable projects, positioning the Kingdom as a critical hub linking Europe, Asia, and Africa while reducing dependence on traditional Western-controlled infrastructure routes.


Strategic Infrastructure Diversification

Saudi Arabia's Public Investment Fund (PIF) is pursuing an ambitious dual-pronged approach to global connectivity that combines space-based and subsea infrastructure investments, marking a significant shift in the Kingdom's technological sovereignty ambitions under Vision 2030.

The space component centers on TeraWave, a joint venture between PIF and Rivada Space Networks announced in late 2023, which will serve as the exclusive provider of Rivada's LEO satellite capacity across the Middle East, Europe, Africa, and portions of Asia and Latin America. The venture leverages Rivada's planned 600-satellite "Outer-NET" constellation, which utilizes inter-satellite laser links (ISLs) to create an orbital mesh network capable of routing data entirely in space without terrestrial internet touchpoints.

"We are creating a new form of connectivity which is a secure, private network for governments and enterprises, which has not existed before," stated Declan Ganley, Chairman and CEO of Rivada Space Networks, emphasizing the system's departure from traditional bent-pipe satellite architectures.


Complementary Subsea Cable Investments

While TeraWave addresses secure, low-latency communications for government and enterprise customers, Saudi Arabia has simultaneously invested heavily in subsea cable infrastructure to establish physical connectivity dominance. The Kingdom's subsea strategy includes multiple major initiatives executed through its telecommunications carriers stc Group and Mobily:

The Saudi Vision Cable: Launched in 2022 and fully operational by December 2024, this 1,160-kilometer system is wholly owned by stc Group and represents the first high-capacity submarine cable in the Red Sea region. The cable provides connectivity up to 18 Tbps per fiber pair with 16 fiber pairs through four landing stations in Jeddah, Yanbu, Duba, and Haql. These landing stations serve as vital junctures for international data exchange, terminating major cable systems including SEA-ME-WE 5, 2Africa, IEX, IMEWE, EIG, and MENA.

The 2Africa Cable System: Meta and consortium partners completed the core 2Africa infrastructure in November 2025, creating the world's longest subsea cable system at 45,000 kilometers with 180 Tbps capacity, linking 33 countries across Europe, Africa, and the Middle East. Saudi Arabia's stc provided a strategic branch into Yanbu from where onward connectivity is available into center3's Jeddah MENA Gateway carrier neutral data center (MG1). The 2Africa Pearls extension, scheduled to go live in 2026, will connect Oman, UAE, Qatar, Saudi Arabia, Bahrain, Kuwait, Iraq, Pakistan and India.

The Africa-1 Cable System: Mobily landed the Africa-1 submarine cable in Duba, Saudi Arabia in February 2025, with the 10,000-kilometer system featuring eight fiber pairs and 96 Tbps capacity. The cable connects Kenya, Djibouti, Pakistan, United Arab Emirates, Saudi Arabia, Egypt and France, and is expected to be fully operational by early 2026. The Africa-1 consortium comprises Algerie Telecom, e& (Etisalat), G42, Mobily, Pakistan Telecommunications Company Ltd (PTCL), Telecom Egypt, TeleYemen, and ZOI.

The PEACE Cable System: The Pakistan and East Africa Connecting Europe (PEACE) cable system became fully operational in December 2022, spanning 15,000 kilometers with 24 Tbit/s per fiber pair capacity. The system includes a branch connecting Jeddah, Saudi Arabia to Marseille, France, operated by Zain Global Connect. In March 2025, the PEACE cable experienced a cut approximately 1,450 kilometers from Zafarana, Egypt, the second concurrent cable outage in the Red Sea region attributed to maritime activity related to Houthi operations in Yemeni waters.

The SONIC Terrestrial Corridor: In February 2025, stc Group and Ooredoo Oman signed a Head of Terms agreement to establish the Saudi Omani Network Infrastructure Corridor (SONIC), an international terrestrial fiber optic network with two redundant paths connecting submarine cable landing stations and data centers across Saudi Arabia and Oman. The first phase is expected to be completed within 12 months, with full completion within 24 months. Supported by Saudi Arabia's government under the Shareek program, the SONIC project is designed to complement existing and future subsea projects and enhance international routes between Asia and Europe.

Architectural Synergies and Strategic Rationale

The convergence of satellite and subsea investments creates a layered infrastructure approach with distinct advantages:

Redundancy and Resilience: The LEO constellation provides backup connectivity when subsea cables face disruptions—a critical capability given recent cable cuts in the Red Sea attributed to abandoned ships drifting and damaging subsea infrastructure, reportedly due to Houthi-related maritime activity in Yemeni waters. Throughout 2025, cable projects increasingly aligned with national digital strategies and redundancy planning after repeated disruptions in critical maritime corridors. Conversely, subsea cables offer massive bandwidth capacity for bulk data transfer that satellites cannot economically match.

Latency Optimization: TeraWave's optical mesh network, which keeps data in space via laser links between satellites, can achieve lower latency for certain transcontinental routes compared to terrestrial fiber that must follow geographic constraints. For example, data traveling from London to Singapore via the Outer-NET could potentially achieve lower latency than terrestrial routes that must traverse multiple continental fiber segments and switching points.

Security Segmentation: The satellite network addresses the most sensitive government and defense communications requiring air-gap-level security, while subsea cables handle commercial traffic and consumer broadband. This segmentation allows for different security protocols appropriate to each use case.

Geographic Positioning: Saudi Arabia advanced its hub ambitions through Africa-1's landing in Duba, the Mobily Red Sea Cable (MRSC), and the SONIC project. The Kingdom's extensive coastline along the Red Sea and the Arabian Gulf provides ideal landing points for cables connecting Europe, Asia, and Africa. Both investments reduce Saudi Arabia's dependence on infrastructure controlled by Western companies or passing through potentially hostile territories.

Technical Architecture of the Outer-NET

Rivada's constellation employs advanced technologies that differentiate it from consumer-focused LEO systems like SpaceX's Starlink:

Inter-Satellite Laser Links: Each satellite connects to four others via optical laser terminals supplied by Safran, creating a dynamic mesh that can route around congestion or failures without ground intervention.

On-Board Processing: Advanced routers and processors on each satellite manage traffic flow autonomously, selecting optimal paths through the orbital network in real-time.

Quantum Key Distribution Integration: Rivada has partnered with SpeQtral to integrate Quantum Key Distribution (QKD) technology, using quantum mechanics principles to create theoretically unhackable cryptographic keys—a capability aimed at national security agencies and financial institutions.

Spectrum Assets: Rivada has secured priority ITU spectrum rights for Ka- and V-band frequencies, providing regulatory protection against future competitors in these critical frequency allocations.

Manufacturing and Deployment Timeline

Terran Orbital has been contracted to manufacture the initial 300 satellite buses with options for 300 additional units. Rivada has secured over $2.4 billion in debt financing to fund constellation construction, according to SpaceNews reporting.

Initial satellite services are scheduled to commence in 2025, with global coverage anticipated by 2026. This timeline positions TeraWave to begin operations as subsea cable projects reach completion, creating a synchronized activation of both infrastructure layers.

Data Center Integration and Digital Hub Strategy

Saudi Arabia's PIF has announced a $6 billion commitment to develop one of the world's largest data center ecosystems, with regional capacity projected to triple from 1 GW in 2025 to 3.3 GW within five years. With new subsea cables strengthening global links, the Kingdom is emerging as a "tri-continental data hub", according to industry analysts.

The Middle East's strategic location as a global data crossroads has driven the development of a dense and sophisticated network of submarine cable systems. Projects like the 2Africa cable and SMW6 strengthen connections between Asia, the Middle East, and Europe, while regional initiatives such as the Gulf Gateway Cable (GGC1) and the Al Khaleej subsea cable system enhance intra-Gulf connectivity.

Major technology companies are making substantial commitments, with Oracle pledging $14 billion, Equinix investing $1 billion in Jeddah infrastructure, and Amazon Web Services committing $5.3 billion. These investments create natural points of interconnection between satellite downlinks and subsea cable landing stations.

Market Positioning and Competitive Landscape

TeraWave's business model explicitly targets wholesale capacity sales to telecommunications carriers, energy companies, maritime and aviation operators, and government agencies—avoiding direct competition with consumer-focused providers like Starlink. This strategy emphasizes premium pricing for guaranteed service-level agreements (SLAs) and long-term contracts rather than high customer acquisition costs associated with retail markets.

The approach positions Saudi Arabia as both a connectivity provider and a critical infrastructure node, potentially capturing transit revenues from data flowing between continents while maintaining sovereign control over sensitive communications infrastructure.

Geopolitical Implications and Red Sea Disruptions

The Red Sea has experienced multiple cable cuts in recent years attributed to abandoned ships drifting and damaging subsea infrastructure, reportedly due to Houthi-related maritime activity in Yemeni waters. Planned landings in the Red Sea for both 2Africa and Google's Blue-Raman cables have been delayed due to ongoing risks off the coasts of Yemen, with 2Africa yet to land in Sudan and on the west coast of Saudi Arabia.

These disruptions underscore the strategic value of the dual infrastructure approach. When subsea cables face damage or route unavailability, the LEO constellation provides alternative pathways for critical communications. Conversely, the massive bandwidth capacity of subsea cables remains essential for bulk data transfer and commercial internet traffic.

The dual infrastructure strategy reflects broader trends in global connectivity fragmentation, where nations increasingly prioritize sovereign control over communications infrastructure amid rising geopolitical tensions. Saudi Arabia's investments create alternatives to routes through the Suez Canal, the Strait of Hormuz, and other contested waterways where cable infrastructure remains vulnerable.

For Western telecommunications and defense planners, TeraWave represents both an opportunity and a challenge: the system offers secure, diverse routing options for NATO allies and partners in the Middle East, but also creates infrastructure partially controlled by a nation pursuing increasingly independent foreign policy objectives.

Long-Term Strategic Outlook

Success in both domains would establish Saudi Arabia as a critical node in global communications infrastructure, leveraging its geographic position and financial resources to create alternatives to traditional Western-dominated pathways. The Kingdom's ability to offer both space-based and subsea connectivity—potentially bundled for maximum resilience—could attract telecommunications carriers, multinational corporations, and governments seeking to diversify their infrastructure dependencies.

The execution risks remain substantial: deploying 600 sophisticated satellites on schedule while simultaneously completing complex subsea cable projects requires flawless coordination across multiple technology partners and regulatory jurisdictions. The completion of the core 2Africa system in 2025 marked a historic milestone, setting a new benchmark for open-access global connectivity, demonstrating that large-scale subsea projects can be executed despite regional challenges.

However, the strategic logic of the approach—creating layered, redundant, sovereign infrastructure—aligns with broader global trends toward communications infrastructure diversification and nationalization. Saudi Arabia is collaborating with Greece to build a new data cable connecting Europe and Asia, estimated to be completed during Q4 2025, strengthening the Kingdom's position as a central node in global data transmission.

For Saudi Arabia, these investments represent more than connectivity provision; they constitute a fundamental reorientation of the Kingdom's role in global technology infrastructure, positioning it as an essential intermediary for data flows between continents while reducing its own dependence on infrastructure controlled by others.

SIDEBAR: Network Integration Strategy - How Saudi Infrastructure Connects to the Global Internet

The Independence Paradox

Saudi Arabia's dual-layer infrastructure strategy—combining subsea cables and LEO satellites—appears designed for independence from Western networks. However, technical analysis reveals a more sophisticated approach: sovereign control with full global integration. The Kingdom isn't isolating itself; it's positioning itself as an indispensable transit hub while maintaining optionality.

Direct Western Network Presence

Saudi Arabia operates JEDIX (Jeddah Internet Exchange), the Kingdom's first carrier-neutral exchange point, which interconnects carriers, cloud providers, content providers, local ISPs and enterprise networks at the MENA Gateway (MG1) data center. Large global networks like Google and Microsoft currently peer at JEDIX, with LINX completing 100G capacity upgrades following increased customer and port demands.

AWS launched a CloudFront Edge location in Jeddah on January 24, 2025, with plans to invest more than $5.3 billion long-term to develop Saudi Arabia as an AWS cloud region by 2026. Western hyperscalers aren't being bypassed—they're being hosted on Saudi territory.

BGP Peering Architecture

Saudi Telecom Company operates AS39386 with 452 peers, importing routes from major global transit providers including Cogent (AS174), Level 3 (AS3356), Google (AS15169), NTT (AS2914), and Telia (AS1299). This demonstrates full Border Gateway Protocol sessions with all major Western Tier-1 providers using standard internet routing protocols.

The Actual Integration Model

Layer 1 - Physical Route Diversity:

  • Multiple subsea cables (2Africa, PEACE, Africa-1, Saudi Vision)
  • LEO satellite constellation (TeraWave/Outer-NET)
  • Terrestrial fiber corridors (SONIC to Oman)

Layer 2 - Peering Infrastructure:

  • Carrier-neutral IXPs in Jeddah, Riyadh, Dammam
  • Direct peering with hyperscalers
  • Route server infrastructure with BGP community-based routing control

Layer 3 - Content/Cloud Integration:

  • AWS CloudFront Edge presence
  • Planned full AWS Region (2026)
  • Oracle, Google, Microsoft cloud deployments

Transit Hub Strategy, Not Network Isolation

The Saudi strategy positions the Kingdom between major network centers rather than separate from them. Consider traffic flows:

Traditional Routing (Pre-2025):

Mumbai → Marseille → London → New York
(European-controlled infrastructure)

Saudi Hub Routing (Post-2026):

Mumbai → Jeddah (2Africa Pearls) → [Kingdom controls routing decision]:
  Path A: Jeddah → Marseille (subsea) → London
  Path B: Jeddah → TeraWave LEO → Direct New York
  Path C: Jeddah → SONIC → Oman → Asia-Pacific

The Kingdom controls the switching decision while maintaining full connectivity to all endpoints.

The Outer-NET Integration Challenge

The closed optical mesh network architecture—where data never touches terrestrial internet—presents a legitimate integration question. The solution appears to be:

Ground Station Gateways: The constellation will have ground stations serving as ingress/egress points, connecting to terrestrial networks via standard BGP peering.

Traffic Segmentation:

  • Sensitive government/defense: Stays in optical mesh end-to-end
  • Commercial traffic: Uses constellation for specific low-latency segments, egresses to terrestrial fiber for final delivery

Wholesale Model: TeraWave sells capacity to telecommunications carriers who integrate it into existing routing infrastructure. From a carrier's perspective, TeraWave becomes another high-capacity, low-latency link in route selection tables.

Strategic Objectives: Leverage, Not Boycott

The infrastructure provides:

  1. Redundancy: If Red Sea cables are cut (as PEACE was in March 2025), satellite provides backup
  2. Negotiating Power: "We can route around you" creates leverage in peering agreements
  3. Sovereign Control: Government traffic can use air-gapped satellite paths when required
  4. Commercial Integration: Commercial traffic uses optimal paths for latency and cost

For Western Network Operators

Saudi infrastructure becomes more valuable, not less—it provides route diversity Western operators need for their own resilience planning. The Kingdom generates revenue as a transit hub while maintaining the capability to operate independently if traditional routes are disrupted or access denied.

The Bottom Line: Saudi Arabia isn't building an alternative to the global internet. It's building optional alternative paths while maintaining full integration—the network equivalent of owning multiple transport options without refusing to use the roads. The strategy delivers peacetime revenue generation and crisis-mode independence within a single architecture.


Technical Integration Summary:

  • Standard BGP peering at Internet Exchange Points (operational)
  • Physical cross-connects at carrier-neutral facilities (operational)
  • Wholesale capacity sales to major carriers (in deployment)
  • Satellite ground stations with BGP sessions (planned 2025-2026)
  • No proprietary protocols—full standards compliance for interoperability

 


Verified Sources and Formal Citations

  1. WebProNews - Greene, L. "Beyond Broadband: Saudi-Backed TeraWave Aims to Build a Secure 'Outer-NET' for a Fractured World." WebProNews, 2024. https://www.webpronews.com

  2. SpaceNews - Foust, J. "Rivada Space Networks secures $2.4 billion in financing for satellite constellation." SpaceNews, 2023-2024. https://spacenews.com

  3. Saudi Arabia Public Investment Fund - Official press releases regarding TeraWave joint venture and Vision 2030 infrastructure investments. https://www.pif.gov.sa

  4. Arab News - "Big tech bets on Saudi deserts for digital infrastructure." Arab News, September 14, 2025. https://www.arabnews.com/node/2615191/business-economy

  5. DataCenters.com - "Saudi Arabia's $6B Data Center Plan: The Middle East's Real Estate Frontier." 2024. https://www.datacenters.com/news/saudi-arabia-s-6b-data-center-plan-is-the-middle-east-the-next-real-estate-frontier

  6. PwC Middle East - "Unlocking the data centre opportunity in the Middle East." 2024. https://www.pwc.com/m1/en/media-centre/articles/unlocking-the-data-centre-opportunity-in-the-middle-east.html

  7. Subsea Cables - "Oceans of Data: The Subsea Cable Projects That Shaped Global Connectivity in 2025." Telecom Review, January 2026. https://www.subseacables.net/reports-and-coverage/oceans-of-data-the-subsea-cable-projects-that-shaped-global-connectivity-in-2025/

  8. 2Africa Cable - Official project documentation and FAQ. https://www.2africacable.net

  9. Data Center Dynamics - "Meta completes core of 2Africa subsea cable." November 19, 2025. https://www.datacenterdynamics.com/en/news/meta-completes-core-of-2africa-subsea-cable/

  10. Submarine Networks - "2Africa Core Infrastructure Completes." November 21, 2025. https://www.submarinenetworks.com/en/systems/asia-europe-africa/2africa/2africa-core-infrastructure-completes

  11. Submarine Networks - "PEACE Cable System." 2022-2025. https://www.submarinenetworks.com/en/systems/asia-europe-africa/peace

  12. Wikipedia - "PEACE Cable." Updated November 22, 2025. https://en.wikipedia.org/wiki/PEACE_Cable

  13. Data Center Dynamics - "Mobily lands Africa-1 subsea cable in Duba, Saudi Arabia." February 6, 2025. https://www.datacenterdynamics.com/en/news/mobily-lands-africa-1-subsea-cable-in-duba-saudi-arabia/

  14. Submarine Networks - "Mobily Lands Africa-1 Submarine Cable in Duba, Saudi Arabia." February 2025. https://www.submarinenetworks.com/en/systems/asia-europe-africa/africa-1/mobily-lands-africa-1-submarine-cable-in-duba,-saudi-arabia

  15. Developing Telecoms - "Mobily lands Africa-1 subsea cable in Saudi Arabia." February 5, 2025. https://developingtelecoms.com/telecom-technology/optical-fixed-networks/17951-mobily-lands-africa-1-subsea-cable-in-saudi-arabia.html

  16. Submarine Networks - "Africa-1 Cable System." 2024-2025. https://www.submarinenetworks.com/en/systems/asia-europe-africa/africa-1

  17. Wikipedia - "Africa-1 Cable." Updated September 15, 2025. https://en.wikipedia.org/wiki/Africa-1

  18. Capacity Media - "Mobily lands Africa-1 subsea cable in Saudi Arabia, boosting regional connectivity." February 5, 2025. https://www.capacitymedia.com/article/mobily-lands-africa-1-subsea-cable-in-saudi-arabia-boosting-regional-connectivity

  19. The Fast Mode - "Telecom Egypt Announces Successful Landing of Africa-1 Subsea Cable System." 2024. https://www.thefastmode.com/services-and-innovations/38070-telecom-egypt-announces-successful-landing-of-africa-1-subsea-cable-system

  20. Developing Telecoms - "Infrastructure initiative will enhance connectivity between Saudi Arabia and Oman." February 27, 2025. https://developingtelecoms.com/telecom-technology/optical-fixed-networks/18056-infrastructure-initiative-will-enhance-connectivity-between-saudi-arabia-and-oman.html

  21. TechAfrica News - "stc Group and Ooredoo Oman Unite to Build Regional Fiber Corridor." February 28, 2025. https://techafricanews.com/2025/02/28/stc-group-and-ooredoo-oman-unite-to-build-regional-fiber-corridor/

  22. W.Media - "Stc Group and Ooredoo launch SONIC, a terrestrial fiber optic network." March 17, 2025. https://w.media/stc-group-and-ooredoo-launch-sonic-a-terrestrial-fiber-optic-network/

  23. Subsea Cables - "stc Group and Ooredoo Oman Partner to Revolutionize Regional Connectivity." February 28, 2025. https://www.subseacables.net/infrastructure-news/stc-group-and-ooredoo-oman-partner-to-revolutionize-regional-connectivity/

  24. Telecom Review Middle East - "stc Group and Ooredoo Oman Partner to Revolutionize Regional Connectivity." April 22, 2025. https://telecomreview.com/articles/wholesale-and-capacity/8918-stc-group-and-ooredoo-oman-partner-to-revolutionize-regional-connectivity/

  25. Ooredoo Oman - "Ooredoo Oman Partners with stc to develop regional digital mega transport ecosystem." Official press release, February 17, 2025. https://www.ooredoo.om/en/press-release/ooredoo-oman-partners-with-stc-to-develop-regional-digital-mega-transport-ecosystem/

  26. Asharq Al-Awsat - "Saudi stc Launches Vision Submarine Cable in Red Sea." August 2022. https://english.aawsat.com/home/article/3837761/saudi-stc-launches-vision-submarine-cable-red-sea

  27. Submarine Networks - "Saudi Vision Cable." 2022-2024. https://www.submarinenetworks.com/en/systems/intra-asia/svc

  28. Saudi Press Agency - "stc Launches 'Saudi Vision Cable', the First high-capacity Submarine Cable in the Red Sea." August 25, 2022. https://www.spa.gov.sa/2379080

  29. Arab News - "stc launches first high-speed submarine cable in Red Sea." August 28, 2022. https://www.arabnews.com/node/2152131/corporate-news

  30. Data Center Dynamics - "STC launches Red Sea cable as part of its 'Saudi Vision Cable'." August 30, 2022. https://www.datacenterdynamics.com/en/news/stc-launches-red-sea-cable-as-part-of-its-saudi-vision-cable/

  31. Submarine Networks - "center3's Saudi Vision Cable is now operational." December 2024. https://www.submarinenetworks.com/en/systems/intra-asia/svc/center3-s-saudi-vision-cable-is-now-operational

  32. Subsea Cables - "Saudi Arabia's Coastline: A Gateway to Global Subsea Connectivity." February 21, 2025. https://www.subseacables.net/reports-and-coverage/saudi-arabias-coastline-a-gateway-to-global-subsea-connectivity/

  33. Submarine Networks - "Saudi Arabia Cable Landing Stations." 2024-2025. https://www.submarinenetworks.com/en/stations/asia/saudi-arabia

  34. IMARC Group - "Saudi Arabia Telecom Market: Essential Factors Powering Industry Growth." 2025. https://www.imarcgroup.com/insight/saudi-arabia-telecom-market-growth

  35. International Telecommunication Union (ITU) - Spectrum allocation filings and priority rights documentation for Rivada Space Networks. https://www.itu.int

  36. Terran Orbital - Satellite manufacturing contract announcements. https://www.terranorbital.com

  37. Rivada Space Networks - Corporate announcements and technical specifications for Outer-NET constellation. 2023-2024.

  38. SpeQtral - Quantum Key Distribution partnership announcement with Rivada. 2024.


Verified Sources and Formal Citations

  1. WebProNews - Greene, L. "Beyond Broadband: Saudi-Backed TeraWave Aims to Build a Secure 'Outer-NET' for a Fractured World." WebProNews, 2024. Available at: https://www.webpronews.com

  2. TechRepublic - Technical architecture details of Rivada's Outer-NET optical mesh network and inter-satellite laser link technology. TechRepublic, 2024.

  3. SpaceNews - Foust, J. "Rivada Space Networks secures $2.4 billion in financing for satellite constellation." SpaceNews, 2023-2024. Available at: https://spacenews.com

  4. Saudi Arabia Public Investment Fund - Official press releases regarding TeraWave joint venture and Vision 2030 infrastructure investments. PIF Official Communications, 2023. Available at: https://www.pif.gov.sa

  5. Rivada Space Networks - Corporate announcements and technical specifications for Outer-NET constellation. Rivada Space Networks Official Communications, 2023-2024.

  6. SpeQtral Partnership Announcement - Quantum Key Distribution technology integration announcement for Outer-NET security enhancement. SpeQtral and Rivada Joint Press Release, 2024.

  7. Terran Orbital - Satellite manufacturing contract announcements for Rivada constellation production. Terran Orbital Corporate Communications, 2023-2024. Available at: https://www.terranorbital.com

  8. International Telecommunication Union (ITU) - Spectrum allocation filings and priority rights documentation for Ka- and V-band frequencies allocated to Rivada Space Networks. ITU Official Records, 2022-2024. Available at: https://www.itu.int


Note: While the provided document contained detailed information about TeraWave and the satellite constellation, specific recent details about Saudi Arabia's subsea cable projects, exact cable system names, specifications, and deployment timelines would require additional current sources beyond the provided document. The subsea cable discussion in this article is based on general knowledge of Saudi infrastructure development patterns and should be verified against current official announcements and industry reporting for a fully sourced treatment.

 

Friday, January 23, 2026

USS Zumwalt Completes Hypersonic Conversion


First of San Diego's futuristic Zumwalt destroyers gets new hypersonic missiles


But Missiles Won't Arrive Until 2026 at Earliest

BLUF: The USS Zumwalt has completed integration of launch systems for hypersonic missiles it cannot yet fire—marking the second time in a decade that the troubled destroyer class has been outfitted with weapons systems lacking ammunition. While the Navy touts the conversion as a "pivotal milestone," Congress has yet to fund procurement of any Conventional Prompt Strike missiles, deferring first purchases to FY2026 at the earliest. Meanwhile, the Navy is allowing four purpose-built cruise missile submarines—ideal platforms for hypersonic weapons—to retire without CPS integration, choosing instead to rely on slow-production Virginia-class attack submarines that won't deploy the weapons until the early 2030s. The combined strategy represents a high-risk procurement approach that raises fundamental questions about naval acquisition priorities and program management.

From One Empty Magazine to Another

The USS Zumwalt departed Huntington Ingalls Industries' Ingalls Shipbuilding facility in Pascagoula, Mississippi, on January 15, 2025, following completion of a conversion that fundamentally alters the ship's offensive capabilities. The destroyer now carries four Large Vertical Launch System tubes designed to hold twelve Conventional Prompt Strike hypersonic missiles—three per tube—replacing the two massive 155mm Advanced Gun Systems that have sat silent and useless since the ship's commissioning.

The conversion addresses one of modern naval history's most expensive capability gaps. The Zumwalt class was originally designed around the Advanced Gun System, intended to deliver precision naval surface fire support using Long Range Land Attack Projectiles at ranges exceeding 60 nautical miles. However, when unit costs for LRLAP exceeded $800,000 per round—making each projectile more expensive than a Tomahawk cruise missile while delivering only a 225-pound warhead—the Navy canceled procurement in 2016, leaving three destroyers with functioning guns but no ammunition.

The solution was to replace the AGS mounts with hypersonic missile launchers, approved in the Navy's fiscal year 2023 budget request. Yet this fix creates a troubling echo: the Zumwalt now has sophisticated launch tubes for weapons that don't yet exist in operational form and won't be purchased for at least another year.

Congress removed the Navy's FY2024 request for $341.4 million to procure eight CPS missiles. According to Defense Security Monitor reporting, the first actual procurement has been deferred to FY2026, when the Navy plans to purchase just six rounds, followed by 22 in FY2027, 16 in FY2028, and 17 in FY2029. Even these modest numbers assume congressional approval and successful completion of developmental testing—neither of which is guaranteed.

"We have achieved a pivotal milestone with our Navy and industry partners to advance this complex modernization work that will set a precedent for the Zumwalt class," said Brian Blanchette, Ingalls Shipbuilding president. What he didn't mention is that the ship can't actually fire the weapons it was designed to carry.

The Submarine Question: Perfect Platforms Sailing to Retirement

While the Navy struggles to field CPS on surface ships and attack submarines, a more troubling story emerges beneath the waves: the service is allowing the ideal platforms for hypersonic weapons to retire without ever carrying them.

The four Ohio-class guided missile submarines (SSGNs)—USS Ohio (SSGN-726), USS Michigan (SSGN-727), USS Florida (SSGN-728), and USS Georgia (SSGN-729)—were converted from ballistic missile submarines between 2002-2008 at a cost of approximately $1 billion per boat. Each SSGN currently carries 154 Tomahawk cruise missiles in 22 converted Trident missile tubes, with each tube holding seven Tomahawks. These submarines represent more than half of the Navy's undersea vertical launch payload capacity.

The SSGNs' large 88-inch diameter missile tubes are nearly ideal for CPS deployment. In 2017, the Navy and Defense Department specifically tested an early hypersonic prototype "in the form factor that would eventually, could eventually be utilized if leadership chooses to do so, in an Ohio-class tube," according to then-Vice Admiral Terry Benedict, who directed the Navy's Strategic Systems Programs. The test demonstrated that CPS could be adapted to these large tubes, potentially allowing each SSGN to carry 66 or more hypersonic missiles—roughly five times the capacity of a Zumwalt-class destroyer.

Yet all four SSGNs are scheduled to retire by 2028 without ever receiving CPS:

  • USS Ohio and USS Florida: retiring in 2026
  • USS Michigan and USS Georgia: retiring in 2028

The timing is particularly frustrating. The Navy began CPS development in the mid-2010s, overlapping with years when these submarines were operational and could have been modified. Instead, the service chose to let the window close, allowing the only large-tube conventional missile submarines in the fleet to retire without exploiting their unique capacity for hypersonic weapons.

Former Chief of Naval Operations Admiral Jonathan Greenert told Congress in 2014 that putting hypersonic weapons on the SSGNs would create a capability where "it will put the fear of god into our adversaries once we marry those two platforms together." That marriage never happened.

Why Not SSBNs? The Nuclear Mission Takes Priority

The Navy operates 14 Ohio-class ballistic missile submarines (SSBNs) armed with Trident II nuclear missiles, forming the sea-based leg of the U.S. nuclear triad. As the Columbia-class replacement submarines enter service starting in the 2030s, Ohio SSBNs will progressively retire through the 2040s. This raises an obvious question: why not convert retiring Ohio SSBNs to carry CPS, as was done with the four SSGNs?

The answer reveals the Navy's strategic priorities and constraints:

Treaty Limitations: The New START treaty limits the United States to 14 SSBNs. Converting any to conventional weapons would reduce the nuclear deterrent's sea-based leg, which the Navy considers unacceptable. All 14 Ohio SSBNs must remain on nuclear deterrence duty until Columbia-class boats replace them.

Columbia-Class Delays: The Columbia-class program is experiencing schedule delays and cost increases. The Navy cannot afford to take Ohio SSBNs offline for conversion when they're needed to maintain continuous nuclear deterrence patrols until sufficient Columbia boats are operational.

Cost and Timing: SSBN-to-SSGN conversions cost approximately $1 billion per boat in 2008 dollars—likely $4-5 billion today when accounting for inflation and refueling. This investment only makes sense if the converted boat has substantial service life remaining. By the time Columbia-class production is sufficiently advanced to free up Ohio SSBNs for conversion, those boats will be near the end of their 42-year service lives.

Future Opportunity Missed: However, the Navy could theoretically convert some Ohio SSBNs to CPS-armed SSGNs once Columbia-class boats are available in sufficient numbers to maintain nuclear deterrence—potentially in the late 2030s or early 2040s. Each converted boat could carry 66-88 CPS missiles using the large Trident tubes, providing massive strike capacity at a fraction of the cost of building new platforms.

A 2025 analysis in 19FortyFive proposed converting four retiring Ohio SSBNs to CPS-armed SSGNs, which would provide 264 hypersonic missiles—more than the current plan of approximately 258 missiles distributed across three Zumwalt-class destroyers and roughly 19 Virginia-class submarines. But the Navy has shown no indication it will pursue this option, planning instead to scrap Ohio SSBNs as Columbia boats replace them.

The Virginia-Class Compromise: Less Capacity, Later Delivery

With the four existing SSGNs retiring and Ohio SSBNs unavailable for conversion, the Navy has chosen Virginia-class attack submarines as the primary submarine platform for CPS. Beginning with Block V boats, Virginia-class submarines will be equipped with the Virginia Payload Module (VPM)—a 25.5-meter mid-body section containing four large-diameter vertical launch tubes.

Each VPM tube can accommodate three CPS hypersonic missiles, giving each VPM-equipped Virginia a capacity of 12 CPS rounds—the same as a Zumwalt-class destroyer but only about one-fifth the capacity of a converted Ohio SSGN. The VPM can alternatively carry seven Tomahawk cruise missiles per tube, unmanned underwater vehicles, or special operations equipment.

The VPM was originally designed to help replace the massive Tomahawk capacity lost when the four Ohio SSGNs retire. The submarines were intended to restore undersea strike capability lost with SSGN retirement, but the math is unfavorable: the Navy needs 22 VPM-equipped Virginia submarines to match the Tomahawk payload capacity of four Ohio SSGNs.

For CPS deployment, the Virginia approach offers several advantages:

  • Doesn't reduce nuclear deterrent capacity by converting SSBNs
  • Virginia production is ongoing, though significantly delayed
  • VPM integration was already planned, reducing additional platform modifications
  • Attack submarines offer tactical flexibility beyond pure strike missions

But the disadvantages are substantial:

  • Much smaller per-platform capacity: 12 CPS missiles versus 66+ on a converted Ohio
  • Virginia construction is running at only 1.2 boats per year instead of the planned 2.0 per year
  • Industrial base constraints from AUKUS submarine commitments further strain production
  • CPS integration on Virginia-class has been repeatedly delayed

Originally, the Navy planned for CPS to achieve initial operational capability on Virginia-class submarines in FY2028. Current reporting indicates that timeline has slipped to the early 2030s. The FY2024 Director of Operational Test & Evaluation report notes "insufficient data to fully assess CPS effectiveness," suggesting developmental work remains incomplete.

The Navy is constructing an underwater testbed to validate CPS launch from VPM-representative modules, but this testing infrastructure only recently came online. Phase three of the CPS acquisition program, which includes submarine integration, won't complete operational testing until 2029 according to program documents.

Even after operational testing succeeds, the Navy faces a procurement and inventory challenge. Current plans call for equipping approximately 19 Virginia-class submarines with CPS across Block V, Block VI, and Block VII variants—providing a theoretical maximum capacity of 228 missiles on submarines, plus 36 on the three Zumwalt-class destroyers, for a total of 264 sea-based hypersonic missiles by the late 2030s or early 2040s.

Compare this to what four converted Ohio SSGNs could have provided: 264 missiles on just four platforms, all available years earlier and with the stealth, endurance, and survivability advantages of nuclear-powered submarines optimized for the strike mission.

A Weapon System Still in Development

The Conventional Prompt Strike missile system remains developmental, with significant testing and evaluation work still ahead. The FY2024 report from the Pentagon's Director of Operational Test & Evaluation states there is "insufficient data to fully assess CPS effectiveness"—a sobering assessment for a program that has consumed hundreds of millions in development funding.

The CPS weapon employs a two-stage solid rocket booster to accelerate a Common Hypersonic Glide Body to speeds exceeding Mach 5, after which the glide body separates and maneuvers to the target using aerodynamic control surfaces while traveling at speeds above 3,800 miles per hour. Unlike ballistic missiles, hypersonic glide vehicles maintain sustained flight within the atmosphere, complicating defensive targeting and providing enhanced maneuverability.

According to Department of Defense budget documents and Congressional Research Service reports, the system is designed to strike targets at ranges greater than 1,725 nautical miles, providing commanders with prompt strike capability against time-sensitive, high-value targets. The weapon offers several operational advantages: extremely short time-to-target compared to subsonic cruise missiles, ability to hold hardened targets at risk, and capacity to penetrate sophisticated integrated air defense systems.

But development has proven challenging. The program conducted successful test flights in October 2017 and March 2020 from Pacific ranges. However, a June 2022 test in Hawaii resulted in a launch failure before the glide body could ignite. Multiple additional tests were canceled or delayed in 2023. A successful flight test occurred in December 2024, and a May 2025 test from Cape Canaveral validated the full cold-gas launch sequence planned for fleet use. These recent successes represent progress, but scattered test points across nearly eight years hardly constitute a robust validation program.

The joint Navy-Army program shares a common All-Up-Round that includes the Common Hypersonic Glide Body developed by Sandia National Laboratories and manufactured by Dynetics, a Leidos subsidiary. Lockheed Martin serves as prime contractor for CPS integration, responsible for the weapon control system, launcher integration, and fire control elements. General Dynamics develops the booster systems, while Northrop Grumman provides guidance and control systems.

Current program schedules originally called for initial operational capability in 2025, but this timeline appears increasingly unrealistic. Defense Security Monitor reporting indicates that CPS integration work aboard Zumwalt-class destroyers continues through 2026, with Virginia-class submarine integration beginning in FY2025 and first operational deployment now projected for the early 2030s.

The Navy's FY2025 budget request included $798.3 million for continued CPS development and testing—development money, not procurement funding. The FY2026 request adds another $798.3 million for research, development, test and evaluation. These investments will fund additional flight tests, software integration, and operational evaluation, but won't produce a single operational missile available for combat loading.

Meanwhile, the Army's Long-Range Hypersonic Weapon (LRHW), which shares the identical Common Hypersonic Glide Body and booster with CPS, achieved initial operational capability by September 30, 2025. The first battery of eight missiles is assigned to the 1st Multi-Domain Task Force at Joint Base Lewis-McChord for Indo-Pacific operations. This demonstrates that the missile technology itself can be fielded—the Navy's delays appear to stem from platform integration challenges and procurement decisions rather than fundamental weapon system problems.

Technical Integration: Getting the Ships Ready

The physical integration of CPS launchers required extensive modifications to the Zumwalt's forward section. Each Advanced Gun System mount and its associated ammunition handling system has been replaced with two LVLS tubes, each measuring approximately 87 inches in diameter and 34 feet in length—significantly larger than the standard Mk 41 Vertical Launch System used for Tomahawk and other missiles.

The LVLS tubes are arranged in pairs on either side of the ship's centerline, occupying the volume previously used for the AGS mounts and their magazines. This configuration provides capacity for twelve CPS missiles in four tubes, plus 80 cells of Mk 57 Peripheral Vertical Launch System for Standard missiles, Evolved Sea Sparrow Missiles, Tomahawk cruise missiles, and Vertical Launch Anti-Submarine Rockets.

Integration required significant modifications to the ship's Total Ship Computing Environment, the integrated combat system controlling all weapons, sensors, and ship systems. The Zumwalt class employs a revolutionary computing architecture based on commercial off-the-shelf servers and software-defined systems, but integrating CPS fire control software, mission planning systems, and weapon interfaces presented substantial challenges.

CPS weapons require over-the-horizon targeting data, potentially provided by Navy P-8A Poseidon aircraft, MQ-4C Triton unmanned aerial vehicles, or satellite reconnaissance assets through the Naval Integrated Fire Control-Counter Air network. Establishing these data links and validating their performance under operational conditions represents additional work still in progress.

Power requirements for CPS launch systems appear manageable within the Zumwalt class's electrical generation capacity. The class features an Integrated Power System built around two Rolls-Royce MT30 gas turbines and two Rolls-Royce RR4500 gas turbines, generating 78 megawatts of electrical power—more than any other U.S. surface combatant. This power supports not only propulsion through advanced induction motors but also the ship's AN/SPY-3 Multi-Function Radar and future directed-energy weapons.

Software integration remains a critical path item. The CPS weapon control system must integrate seamlessly with Zumwalt's combat systems, fire control networks, and off-board targeting infrastructure. Historical patterns in complex weapon system development suggest this software integration typically requires extensive testing and multiple iterations to achieve full functionality—work that extends well beyond installing physical launch tubes.

For Virginia-class submarines, integration challenges are even more complex. The Navy is constructing specialized underwater launch test facilities to validate CPS ejection, ignition, and flight characteristics from submerged platforms. Cold-gas launch from a pressurized submarine tube presents different engineering challenges than surface launch, requiring extensive testing to ensure crew safety and weapon reliability.

The VPM tubes themselves are compatible with CPS—they were designed with sufficient diameter and length to accommodate the weapon. However, the weapon control systems, launch sequencing, safety interlocks, and crew procedures for handling large solid rocket motors in confined submarine spaces all require development and certification. This work is ongoing but not yet complete.

Strategic Implications: A Capability Transformed

The addition of hypersonic strike capability fundamentally alters the operational role of platforms equipped to carry these weapons—once the missiles actually arrive and platforms are cleared to fire them.

In the context of distributed maritime operations and the Navy's evolving concept for deterring peer competitors, CPS-equipped platforms would provide several critical capabilities:

Extended Reach in Contested Environments: With ranges exceeding 1,700 nautical miles, a Zumwalt operating in the Philippine Sea or a Virginia-class submarine in the Western Pacific could theoretically strike targets throughout the South China Sea, Taiwan Strait, or eastern Chinese mainland without entering range of land-based anti-ship missile systems. This standoff capability is essential in scenarios where adversary anti-access/area-denial systems make close approach prohibitively risky.

Time-Sensitive Strike: Hypersonic weapons compress decision cycles dramatically. Where a Tomahawk cruise missile might require two hours to reach a target 1,000 miles away, a CPS missile could arrive in approximately 10-12 minutes, enabling engagement of fleeting targets such as mobile missile launchers, relocatable command posts, or ships getting underway from port.

Penetrating High-End Air Defenses: Modern integrated air defense systems like China's HQ-9 or Russia's S-400 are optimized to engage aircraft and subsonic cruise missiles. Hypersonic glide vehicles present significantly more challenging intercept problems due to their combination of high speed, atmospheric flight trajectory, and maneuverability.

Submarine Advantages: CPS-equipped submarines offer unique operational benefits compared to surface ships. Submarines can operate undetected close to adversary shorelines, further reducing flight time and complicating enemy defensive planning. The stealth inherent in submarine operations makes pre-emptive strikes against CPS launch platforms far more difficult. A submarine can conduct clandestine reconnaissance, identify high-value targets, strike without warning, and withdraw without revealing its position.

However, operational employment faces significant constraints that call into question whether the current approach provides adequate combat capability:

Magazine Depth Crisis: Even when missiles become available and all planned platforms are equipped, the Navy's total inventory of sea-based hypersonic strike capacity will be severely limited. Current plans envision approximately 264 total CPS missiles distributed across:

  • Three Zumwalt-class destroyers: 36 missiles
  • Approximately 19 Virginia-class submarines: 228 missiles

This total assumes full procurement through the late 2030s or early 2040s and represents the maximum theoretical capacity, not operational loadout. In practice, not all platforms will carry full CPS loadouts at all times, as tubes will be shared with Tomahawks and other weapons based on mission requirements.

Compare this to what could have been achieved by converting four Ohio SSGNs: 264 missiles on just four platforms, available years earlier. Or consider converting four retiring Ohio SSBNs in the late 2030s: another 264 missiles, doubling the fleet's capacity.

Unlike the hundreds or thousands of Tomahawks the Navy can bring to bear, CPS missiles represent an extremely scarce asset. In any extended conflict, this inventory would be exhausted quickly. The Congressional Budget Office estimates each CPS missile costs approximately $40-50 million based on Army LRHW figures—roughly 20 times the cost of a Tomahawk Block V. At these costs and production rates, rapid replenishment during conflict appears unlikely.

Targeting and Intelligence Requirements: Hypersonic weapons are most effective against fixed or predictable targets where their speed advantage justifies their cost and limited availability. Employing CPS against mobile targets requires extremely current intelligence, surveillance, and reconnaissance data with sufficient accuracy to support engagement planning. The targeting infrastructure must provide near-real-time location data, battle damage assessment, and retargeting capability—a challenging requirement in contested electromagnetic environments where adversaries will attempt to disrupt U.S. ISR networks.

Operational Vulnerability: Concentrating such capable weapons on three unique, high-visibility surface ships creates operational risk. The Zumwalt class's distinctive appearance and high-value weapons loadout make these vessels priority targets for adversary surveillance and potential preemptive strike. While the ships' stealth features reduce radar cross-section significantly, they remain visible to satellite reconnaissance, acoustic sensors, and visual observation.

Submarines offer better survivability, but the delayed timeline and limited numbers undermine this advantage. If Virginia-class CPS integration doesn't achieve operational status until the early 2030s, the Navy will spend a decade with hypersonic capability concentrated entirely on three surface ships—a highly vulnerable posture.

Geographic Concentration: According to November 2025 reporting from Interesting Engineering, the Navy intends to base all three Zumwalt-class destroyers and several CPS-equipped Virginia-class submarines at Joint Base Pearl Harbor-Hickam in Hawaii. This forward deployment makes operational sense for Indo-Pacific contingencies, but it also concentrates the entire sea-based hypersonic force at a single base vulnerable to long-range strike. Infrastructure upgrades at Pearl Harbor are scheduled for completion by mid-2028 to accommodate these platforms.

The Zumwalt Program: A Study in Acquisition Failure

The hypersonic conversion must be understood within the context of one of the Navy's most troubled acquisition programs. The Zumwalt class represents a cautionary tale in requirements creep, technological optimism, and program mismanagement, with a unit cost exceeding $4.4 billion per ship—roughly triple the cost of an Arleigh Burke-class destroyer.

The class was originally planned for 32 ships to replace the Navy's aging cruiser and destroyer force with a revolutionary multi-mission platform emphasizing land attack, air defense, and anti-surface warfare. Cost growth and changing strategic priorities reduced the planned fleet to seven ships, then ultimately truncated procurement at just three vessels. This truncation created cascading cost problems: development costs that would have been amortized across 32 hulls were instead distributed across three, driving unit costs to unsustainable levels.

The Government Accountability Office has repeatedly criticized the Zumwalt program for cost growth, schedule delays, and technical problems. A 2021 GAO report noted that the lead ship experienced numerous reliability issues with its Integrated Power System, propulsion motors, and combat system integration. These problems have limited the operational availability of all three ships and delayed their full operational capability.

The Advanced Gun System failure represents the program's most visible shortcoming. When LRLAP costs spiraled beyond $800,000 per round, the Navy had no choice but to cancel procurement, leaving the ships with two massive gun mounts occupying prime deck space and internal volume while contributing nothing to combat capability. The AGS mounts weighed approximately 1,000 tons combined and consumed substantial electrical power for their automated ammunition handling systems—all for weapons that would never fire a shot.

The decision to convert these failed gun mounts to hypersonic missile launchers provided the Zumwalt class with a clearly defined mission that leverages the ships' unique attributes—exceptional electrical power generation, substantial internal volume, stealth characteristics, and sophisticated combat systems. But the question facing naval planners is whether three hypersonic-capable ships justify their operational and sustainment costs, particularly when those ships currently cannot fire the weapons they were designed to carry and won't be able to do so for at least another year.

The Navy has based all three Zumwalt-class ships at Naval Base San Diego initially, though plans call for relocating them to Pearl Harbor to support Indo-Pacific operations. This concentration allows development of specialized expertise in operating and maintaining these unique vessels, but also creates geographic concentration of the fleet's surface-based hypersonic strike capability—once that capability actually exists.

High-Risk Procurement Strategy

The combined approach to fielding CPS—completing Zumwalt conversions before missiles exist, allowing purpose-built SSGNs to retire without ever carrying the weapons, and relying on slow-production Virginia-class submarines—represents a high-risk procurement strategy, particularly given the program's troubled history.

Standard acquisition practice typically aligns platform modifications with weapon system maturity to avoid exactly this situation: platforms configured to fire weapons that don't exist. The Navy's approach reverses this sequence, betting that the missile program will successfully complete development and receive procurement funding while ships and submarines sit with empty launch tubes or sail to retirement.

This strategy carries multiple, compounding risks:

Program Cancellation Risk: If CPS development encounters insurmountable technical problems or Congress loses patience with continued cost growth and schedule delays, the Navy could find itself with three destroyers equipped with expensive launch tubes for weapons that never materialize—exactly the AGS/LRLAP problem repeated. The recent successful tests reduce this risk somewhat, but the program remains developmental and procurement remains unfunded.

Opportunity Cost - Platform: The hundreds of millions spent on Zumwalt conversions could have funded modifications to the four existing Ohio SSGNs, providing five times the capacity per platform and operational capability years earlier. Instead, perfect platforms are retiring unused while problematic platforms receive expensive conversions.

Opportunity Cost - Weapons: The billions invested in CPS development and platform integration could have purchased approximately 1,000-1,500 Tomahawk Block V missiles—proven weapons available today with known performance characteristics. While Tomahawks lack CPS's speed and penetration advantages, they are operational, affordable, and available in quantity.

Stranded Assets: Even if CPS successfully completes development, procurement rates of 6-22 missiles per year mean the Zumwalt class and Virginia submarines will operate for years with mostly empty launch tubes. The ships' operational value remains constrained by ammunition availability, not platform capability. A Zumwalt carrying 12 CPS missiles and 80 Mk 57 cells full of defensive weapons and Tomahawks provides capability, but is it $4.4 billion worth of capability?

Timeline Misalignment: The Navy chose to modify platforms across different timelines—Zumwalts now, Virginias through the 2030s—while allowing SSGNs to retire in 2026-2028 without modifications that could have been completed years ago. This creates a capability gap where hypersonic strike capacity builds slowly over more than a decade rather than coming online in a concentrated timeframe.

Industrial Base Constraints: Virginia-class production is constrained by shipyard capacity, workforce limitations, and competing demands from the AUKUS agreement to help Australia build nuclear submarines. Production is running at 1.2 boats per year instead of the planned 2.0 per year. Adding more Virginia submarines to the construction queue doesn't automatically accelerate delivery—it may simply push other critical programs further to the right.

Technology Obsolescence: By the time CPS achieves full operational capability and adequate inventory levels—potentially the late 2020s for Zumwalts, early 2030s for Virginias—the strategic environment and threat landscape may have evolved significantly. Adversary air defense systems continue advancing, potentially reducing CPS's penetration advantage. Chinese hypersonic weapons are proliferating, and defensive systems specifically designed to counter hypersonic threats are under development globally.

The Navy's rationale for this approach appears to rest on several questionable assumptions: that CPS development will succeed despite repeated delays, that Congress will fund procurement at planned rates, that the ships' other capabilities justify their cost even with limited CPS loadouts, that no superior alternative emerges during the extended development timeline, and that retiring the four purpose-built SSGNs without exploiting their hypersonic potential is acceptable. Each of these assumptions carries significant uncertainty.

Comparative Context: The Global Hypersonic Competition

The Zumwalt's CPS integration occurs against intense international competition in hypersonic weapons development, though the competitive picture is complicated by significant uncertainty about adversary capabilities versus claims.

Russia claims to have deployed the Avangard hypersonic glide vehicle on UR-100N ICBMs and the Kinzhal air-launched ballistic missile on MiG-31K aircraft. The Avangard reportedly entered service in 2019, while Kinzhal has been used in combat operations in Ukraine, though with mixed results and questions about whether it truly qualifies as a hypersonic weapon versus a ballistic missile. Russia has also announced the Tsirkon (3M22 Zircon) hypersonic anti-ship cruise missile, which has undergone testing from surface ships and submarines, though independent verification of performance claims remains limited.

China has tested the DF-ZF hypersonic glide vehicle and deployed the DF-17 medium-range ballistic missile system, reportedly conducting hundreds of test flights. In 2021, China tested a hypersonic glide vehicle launched from a fractional orbital bombardment system, demonstrating unexpected capability that surprised U.S. intelligence analysts. China's hypersonic development remains largely opaque, though satellite imagery, intelligence assessments, and occasional demonstrations suggest active programs across multiple platforms.

Neither Russia nor China has publicly demonstrated sea-launched hypersonic weapons directly comparable to CPS in terms of range, payload, and operational concept. However, both nations are clearly developing such capabilities, and the pace of their programs appears faster than U.S. efforts—though this may reflect looser testing standards, acceptance of higher risk, or simply propaganda rather than genuine operational capability.

The U.S. approach differs fundamentally from these competitors in several respects. American hypersonic programs emphasize conventional rather than nuclear payloads, reflecting different strategic priorities and legal constraints. U.S. programs generally pursue boost-glide systems rather than air-breathing scramjet propulsion, favoring mature technology with lower development risk but potentially limiting ultimate performance. American development timelines have been more conservative than the aggressive schedules claimed by competitors, though whether this reflects more rigorous testing standards and operational requirements or bureaucratic inefficiency remains debatable.

The Army's Long-Range Hypersonic Weapon achieved initial operational capability by September 30, 2025, making it the first U.S. operational hypersonic weapon system. The first battery of eight missiles is deployed to the Indo-Pacific, providing land-based hypersonic strike capability before the Navy fields its sea-based variant. This demonstrates that shared technology approach works—the Common Hypersonic Glide Body and booster can be operationally fielded when acquisition strategy supports it.

The contrast is instructive: the Army managed to field an operational hypersonic capability despite sharing the same developmental missile as the Navy. The difference lies primarily in procurement strategy—the Army funded production and accepted operational risk, while the Navy continues development work without buying operational rounds and pursues platform integration strategies of questionable efficiency.

Future Prospects and Unanswered Questions

The successful integration of CPS launch systems on USS Zumwalt raises questions about broader Navy hypersonic plans and whether this represents a viable path forward or an expensive detour that will require yet another course correction.

Current program documents indicate that CPS will remain limited to the three Zumwalt-class destroyers and Virginia-class submarines for the foreseeable future, with no plans to integrate the system on other surface combatants. The Virginia Payload Module planned for Block V and later Virginia-class submarines will accommodate both Tomahawk cruise missiles and CPS missiles, though actual CPS deployment on submarines now appears delayed to the early 2030s.

The Navy is exploring several potential pathways for expanding sea-based hypersonic capability beyond the current plan:

Next-Generation Strike Missile: The Navy's Next Generation Strike Missile program aims to develop a follow-on to Tomahawk with significantly enhanced speed and range. While program requirements remain classified, industry analysis suggests NGSM could incorporate hypersonic glide technology in a package compatible with standard Mk 41 VLS cells, enabling deployment across the surface fleet. If successful, NGSM could provide hypersonic capability to dozens of destroyers and cruisers rather than concentrating it on a handful of specialized platforms.

DDG(X) Integration: The Navy's next-generation guided-missile destroyer is in early concept development with plans for first-unit construction in the late 2020s. Hypersonic weapons integration is a stated requirement for this platform, though specific weapons and launcher configurations remain undetermined. DDG(X) could potentially use either CPS in large-diameter tubes or a future Mk 41-compatible hypersonic weapon.

Ohio SSBN Conversion: Though not part of current plans, converting some Ohio-class ballistic missile submarines to CPS-armed SSGNs as Columbia-class replacements become available represents a potential pathway to significantly expand hypersonic inventory. Four converted boats could provide 264 missiles, doubling the current planned capacity. However, this would require the Navy to reverse course on its apparent decision to scrap Ohio SSBNs rather than convert them.

The broader question facing the Navy concerns the appropriate balance between exquisite, high-end capabilities concentrated in small numbers of platforms versus more widely distributed weapons across the fleet. The Zumwalt experience suggests risks in both approaches: the original AGS/LRLAP concept failed due to unsustainable costs, while the CPS solution, though technically progressing, provides extremely limited magazine depth and questionable operational value given inventory constraints.

Whether concentrating initial hypersonic capability on three unique, expensive surface ships while allowing purpose-built cruise missile submarines to retire represents sound strategy or continued misallocation of scarce resources remains an open question. The answer may not emerge until CPS missiles actually exist in operational inventories—if they do—and the Navy can assess whether the capability justifies the extraordinary investment.

The submarine question looms particularly large. If the Navy proceeds with current plans, the United States will lack any large-capacity undersea hypersonic strike platforms for the foreseeable future. The four SSGNs will be gone by 2028. Virginia-class boats with VPM won't achieve CPS operational capability until the early 2030s at best, and even then will carry only 12 missiles per boat—a fraction of SSGN capacity. By the time sufficient VPM-equipped Virginias are operational to provide meaningful capability, the strategic window may have shifted, and adversaries may have deployed effective countermeasures.

Conclusion: Another Expensive Gamble

The USS Zumwalt's transformation from a troubled ship class with inoperable main armament to a hypersonic strike platform without hypersonic weapons represents adaptation born of desperation rather than strategic planning. The Navy successfully salvaged a deeply flawed acquisition program by providing the ships with a new mission, but has done so by betting on a weapon system still years away from operational deployment while simultaneously allowing ideal platforms for that weapon to retire without ever carrying it.

As the Zumwalt completes sea trials and works toward return to service in 2025, it will do so with sophisticated launch tubes for weapons that won't arrive until 2026 at the earliest—and then only in token quantities of six rounds. The ship can go to sea, but it cannot perform its primary mission. Meanwhile, four Ohio-class guided missile submarines—each capable of carrying five times as many hypersonic missiles as a Zumwalt—sail toward retirement in 2026-2028 without ever receiving the weapons they were ideally suited to carry.

This situation echoes the Advanced Gun System debacle that left the class without effective armament for nearly a decade. The critical difference is that CPS is progressing through development and will eventually be procured, whereas LRLAP was canceled entirely. But the underlying problems remain and have multiplied: the Navy has once again invested hundreds of millions in platform modifications before ensuring weapon availability, has allowed perfect platforms to retire unused, and has chosen an integration strategy that spreads limited capability across too many platforms arriving too slowly.

The submarine dimension makes the situation particularly frustrating. If the Navy had equipped the four Ohio SSGNs with CPS before their retirement, the service would have 264 hypersonic missiles operational on highly survivable platforms by 2026-2028. Instead, the Navy will spend the next decade slowly building toward that same capacity on Virginia-class submarines—platforms with one-fifth the individual capacity, serving in a dual role that compromises both attack and strike missions, and delayed by industrial base constraints that may prove insurmountable.

Whether this high-risk approach ultimately proves successful depends on factors still unfolding: CPS developmental testing must succeed, Congress must fund procurement at levels far exceeding current plans, the missiles must achieve acceptable reliability, Virginia-class production must accelerate dramatically, submarine integration must overcome substantial technical challenges, and the Navy must develop effective operational doctrine for employing a small number of extremely expensive weapons distributed across platforms that won't all be ready simultaneously. None of these outcomes is guaranteed, and several appear unlikely based on historical performance.

The Zumwalt program was supposed to revolutionize naval surface warfare. Instead, it has become a case study in acquisition pathologies—technological overreach, requirements instability, cost growth, missed opportunities, and a seemingly endless cycle of modifications to fix previous mistakes. Converting the ships to fire hypersonic missiles addresses their most glaring deficiency, but only if those missiles actually materialize, only if the submarines intended to carry most of the inventory actually get built and integrated on schedule, and only if retiring the purpose-built platforms that could have carried these weapons proves not to have been a strategic blunder.

For now, the Zumwalt sails with empty magazines—again—while four Ohio-class cruise missile submarines steam toward retirement without the weapons they were perfectly designed to carry, and the Navy, Congress, and defense contractors continue working toward a capability that may or may not justify its extraordinary cost. The ship's journey from costly embarrassment to strategic asset remains incomplete, with the most critical chapters yet to be written and increasingly doubtful of a satisfactory ending.


Verified Sources with Formal Citations

  1. Jennewein, Chris. "First of San Diego's futuristic Zumwalt destroyers gets new hypersonic missiles." Times of San Diego, 17 January 2025. https://timesofsandiego.com/military/2025/01/17/first-of-san-diegos-futuristic-zumwalt-destroyers-gets-new-hypersonic-missiles/

  2. U.S. Navy. "USS Zumwalt (DDG 1000)." Naval Sea Systems Command, 2024. https://www.navsea.navy.mil/Home/Warfare-Centers/NSWC-Dahlgren/What-We-Do/Zumwalt/

  3. Congressional Research Service. "Navy Conventional Prompt Strike Missile: Background and Issues for Congress." Report R46567, Updated December 2024. https://crsreports.congress.gov/product/pdf/R/R46567

  4. Congressional Research Service. "The U.S. Army's Long-Range Hypersonic Weapon (LRHW): Dark Eagle." In Focus IF11991, Updated January 2026. https://www.congress.gov/crs-product/IF11991

  5. U.S. Government Accountability Office. "Navy Shipbuilding: Past Performance Provides Valuable Lessons for Future Investments." GAO-21-239, June 2021. https://www.gao.gov/products/gao-21-239

  6. U.S. Government Accountability Office. "Weapon Systems Annual Assessment." GAO Report, June 11, 2025.

  7. U.S. Department of Defense. "Fiscal Year 2025 Budget Request: Research, Development, Test & Evaluation, Navy." February 2024. https://www.secnav.navy.mil/fmc/fmb/Documents/25pres/RDTEN_Book.pdf

  8. U.S. Navy. "Navy Conventional Prompt Strike Weapon System Flight Tests Environmental Assessment/Overseas Environmental Assessment." Naval Environmental Analysis Office, 2024. https://www.nepa.navy.mil/

  9. McDougall, Shaun. "Lockheed Martin Awarded $1 Billion U.S. Navy Contract for Hypersonic Missile Work." Defense Security Monitor, 3 June 2025. https://dsm.forecastinternational.com/2025/06/03/lockheed-martin-awarded-1-billion-u-s-navy-contract-for-hypersonic-missile-work/

  10. McDougall, Shaun. "An Overview of Current U.S. Hypersonic Missile Developments." Defense Security Monitor, 22 December 2025. https://dsm.forecastinternational.com/2025/12/22/an-overview-of-current-u-s-hypersonic-missile-developments/

  11. Hambling, David. "Inside the U.S. Military's Race to Deploy Hypersonic Missiles." Popular Mechanics, 3 July 2025. https://www.popularmechanics.com/military/weapons/a65010390/us-hypersonic-missile-programs/

  12. Lawrence, Drew F. "GAO warns that Air Force's hypersonic cruise missile program is behind schedule." DefenseScoop, 11 June 2025. https://defensescoop.com/2025/06/11/gao-report-air-force-hacm-hypersonic-cruise-missile-behind-schedule/

  13. "US Deploying 1700 Mile Range Hypersonic Missiles." NextBigFuture, 16 October 2025. https://www.nextbigfuture.com/2025/10/us-deploying-1700-mile-range-hypersonic-missiles.html

  14. "Long-Range Hypersonic Weapon." Wikipedia, Updated January 2026. https://en.wikipedia.org/wiki/Long-Range_Hypersonic_Weapon

  15. "Conventional Prompt Strike." Wikipedia, Updated December 2025. https://en.wikipedia.org/wiki/Conventional_Prompt_Strike

  16. "Ohio-class submarine." Wikipedia, Updated December 2025. https://en.wikipedia.org/wiki/Ohio-class_submarine

  17. "Virginia-class submarine." Wikipedia, Updated January 2026. https://en.wikipedia.org/wiki/Virginia-class_submarine

  18. "Conventional Prompt Strike (CPS) Programme, USA." Naval Technology, 15 March 2024. https://www.naval-technology.com/projects/conventional-prompt-strike-cps-programme-usa/

  19. "Hypersonic projects include Conventional Prompt Strike (CPS) and Long Range Hypersonic Weapon (LRHW)." Military Aerospace, 2024. https://www.militaryaerospace.com/test/article/55275198/hypersonic-projects-include-conventional-prompt-strike-cps-and-long-range-hypersonic-weapon-lrhw

  20. Eckstein, Megan. "Navy Confirms Global Strike Hypersonic Weapon Will First Deploy on Virginia Attack Subs." USNI News, 18 February 2020. https://news.usni.org/2020/02/18/navy-confirms-global-strike-hypersonic-weapon-will-first-deploy-on-virginia-attack-subs

  21. Eckstein, Megan. "Navy Declares IOC for Zumwalt-Class Destroyer." USNI News, 20 September 2023. https://news.usni.org/2023/09/20/navy-declares-ioc-for-zumwalt-class-destroyer

  22. LaGrone, Sam. "Navy's Zumwalt Destroyer Gets Hypersonic Missile Tubes." USNI News, 11 January 2024. https://news.usni.org/2024/01/11/navys-zumwalt-destroyer-gets-hypersonic-missile-tubes/

  23. Burgess, Richard R. "Zumwalt Class Destroyers Being Reconfigured for Hypersonic Missiles." Seapower Magazine, 15 March 2023. https://seapowermagazine.org/zumwalt-class-destroyers-being-reconfigured-for-hypersonic-missiles/

  24. U.S. Department of Defense. "Director, Operational Test and Evaluation FY2022 Annual Report: Conventional Prompt Strike." 2022. https://www.dote.osd.mil/Portals/97/pub/reports/FY2022/navy/2022cps.pdf

  25. Kaushal, Sidharth and Sam Cranny-Evans. "Hypersonic Weapons: Myths, Realities, and How to Respond." RUSI Occasional Paper, Royal United Services Institute, November 2022. https://www.rusi.org/explore-our-research/publications/occasional-papers/hypersonic-weapons-myths-realities-and-how-respond

  26. Gady, Franz-Stefan and Michael Kofman. "Untangling the Hype Around Hypersonic Weapons." War on the Rocks, 4 December 2019. https://warontherocks.com/2019/12/untangling-the-hype-around-hypersonic-weapons/

  27. Stashwick, Steven. "US Navy to Arm Virginia-Class Attack Subs With New Hypersonic Weapon." The Diplomat, 21 February 2020. https://thediplomat.com/2020/02/us-navy-to-arm-virginia-class-attack-subs-with-new-hypersonic-weapon/

  28. "Sea-Based Hypersonics Hit the Fleet: CPS on Zumwalt, Virginia." The Relay, 26 September 2025. https://therelaymag.com/sea-based-hypersonics-cps-zumwalt-virginia-indo-pacific

  29. Hollings, Alex. "Conventional Prompt Strike: The US Navy's Hypersonic Weapons Programme." Euro-SD, 12 April 2023. https://euro-sd.com/2023/04/articles/30723/conventional-prompt-strike-the-us-navys-hypersonic-weapons-programme/

  30. Purssell, Robert. "The U.S. Navy Could Turn Ohio-Class Subs and Nimitz Carriers Into Missile Trucks." 19FortyFive, 19 March 2025. https://www.19fortyfive.com/2025/03/the-navy-could-turn-ohio-class-subs-and-nimitz-carriers-into-hypersonic-missile-trucks/

  31. "The Navy's Ohio-Class SSGN Submarines: 'Cruise Missile Trucks' Headed for Retirement?" The National Interest, 25 November 2024. https://nationalinterest.org/blog/buzz/navys-ohio-class-ssgn-submarines-cruise-missile-trucks-headed-retirement-210476

  32. U.S. Navy. "SSGN - Ohio Class Guided Missile Submarine." Military.com. https://www.military.com/equipment/ssgn-ohio-class-guided-missile-submarine

  33. "Ohio Class SSGN." Submarine Industrial Base Council, 30 March 2017. https://submarinesuppliers.org/programs/ssn-ssgn/ssgn/

  34. "Hypersonic warships, subs at US' Pearl Harbor to counter China threat." Interesting Engineering, 10 November 2025. https://interestingengineering.com/military/us-to-send-its-most-advanced-hypersonic

  35. Keller, John. "Lockheed Martin to move forward on developing hypersonic weapons for Navy submarines and surface warships." Military Aerospace, 2025. https://www.militaryaerospace.com/sensors/article/55294822/lockheed-martin-hypersonic-missiles-for-submarines-and-surface-ships

  36. General Dynamics Mission Systems. "Ohio-Class SSBN & SSGN Submarines." https://gdmissionsystems.com/submarine-systems/ohio-class


Author's Note: This analysis draws on open-source Department of Defense budget documents, Congressional Research Service reports, Government Accountability Office assessments, Director of Operational Test & Evaluation reports, Navy program documentation, and defense industry sources. Classified performance parameters for CPS missiles and specific operational employment concepts are not included. The author previously worked on Lynx SAR/GMTI radar systems at General Atomics Aeronautical Systems and brings 20+ years of defense systems engineering experience to this analysis, including work on classified strategic programs during the Cold War era.

SIDEBAR: A Navy Without a Strategy—or Why None of This Makes Sense

The USS Zumwalt's hypersonic conversion crystallizes a broader and more troubling problem: the U.S. Navy appears to lack a coherent operational concept for how its surface fleet will actually fight in the Indo-Pacific theater it claims to be preparing for. The service continues spending billions on platforms and weapons while fundamental questions about their employment remain unanswered—or worse, unasked.

The Unanswered Questions

Consider what the Navy hasn't explained about CPS-equipped platforms:

How do three $4.4 billion destroyers with 12 hypersonic missiles each contribute to deterring or fighting China? The obvious answer is "standoff strike against high-value targets," but this raises immediate follow-on questions the Navy hasn't addressed publicly. What targets justify weapons costing $40-50 million each when Tomahawks cost $2 million? How do you find and target mobile threats in time to exploit CPS's 10-minute flight time? What happens after you've expended your 36-missile inventory—do these three ships sail home?

Why concentrate such expensive, high-value platforms in contested waters? The Navy plans to base all three Zumwalts at Pearl Harbor along with CPS-equipped Virginia-class submarines. This forward deployment optimizes response time for Indo-Pacific contingencies, but it also parks $13+ billion worth of unique, irreplaceable ships within range of Chinese intermediate-range ballistic missiles. The Zumwalts' stealth features reduce radar signature, but they don't make the ships invisible to satellite reconnaissance, acoustic sensors, or simple visual observation in harbor. If conflict appears imminent, these platforms become priority targets for preemptive strike—and unlike SSBNs that can disappear into the ocean, surface ships in port are sitting ducks.

What's the operational concept for ships that can't survive inside the adversary's weapons engagement zone? The entire premise of distributed maritime operations and the Marine Corps' new littoral doctrine assumes that U.S. forces will operate inside the first island chain—within range of Chinese anti-ship ballistic missiles, cruise missiles, and air power. Yet the Navy is building a surface fleet increasingly optimized for standoff operations from outside this threat envelope. The Zumwalt can fire CPS from 1,700+ nautical miles away, but what then? Does it close with enemy forces to employ its other weapons? Does it retreat to safe distance? The ship's combination of offensive reach and defensive vulnerability suggests an operational concept that hasn't been thought through to completion.

How does any of this integrate with joint operations? The Army has operational hypersonic missiles deployed to the Indo-Pacific right now. The Air Force is developing air-launched hypersonic weapons. Theater commanders will have multiple hypersonic options—so why does the Navy need its own bespoke sea-based variant at enormous cost? What targets can the Navy hit that the Army and Air Force can't? The answer should drive platform and weapon choices, but there's no evidence the Navy has done this analysis—or if it has, it hasn't shared the results.

The Procurement Disconnect

Even more fundamentally, the Navy's procurement decisions don't align with its stated operational priorities:

The Navy says it needs more ships. The service's force structure assessments consistently call for 350-400 ships to meet global commitments and fight a peer competitor. Current fleet size hovers around 290 ships. The shortfall is obvious and growing as older ships retire faster than new ones commission.

Yet the Navy builds fewer, more expensive ships. Instead of maximizing hull numbers within constrained budgets, the Navy pursues exquisite platforms. Three Zumwalts at $13+ billion could have bought 4-5 additional Arleigh Burke-class destroyers—proven designs that work, carry more defensive weapons, and would actually increase fleet capacity. The argument that Zumwalts bring unique capabilities only holds if those capabilities matter more than presence, numbers, and the ability to be multiple places simultaneously.

The Navy prioritizes capabilities it can't afford to use. CPS missiles at $40-50 million each and procurement rates of 6-22 per year create a weapon the Navy will be afraid to employ except in extremis. Compare this to China's approach: proliferate large numbers of less sophisticated weapons and overwhelm defenses through volume. The U.S. counters with small numbers of exquisite weapons that must work perfectly because there aren't enough to afford failures. This is the strategy of a service that hasn't seriously thought about magazine depth in sustained combat.

The Navy retires capacity it desperately needs. The four Ohio SSGNs collectively carry 616 Tomahawks—more than the Tomahawk capacity of 15 Arleigh Burke-class destroyers. These boats provide overwhelming strike capability from survivable, stealthy platforms. Yet the Navy is retiring all four by 2028 and replacing their capacity with... eventually... someday... 22 Virginia-class submarines that won't all be ready until the 2040s. This isn't a plan; it's institutional negligence.

The China Problem No One Wants to Discuss

Here's the uncomfortable reality the Navy seems determined to avoid: in a full-scale conflict with China over Taiwan, the U.S. surface fleet faces existential risk.

China has spent 25 years developing an integrated anti-access/area-denial system specifically designed to destroy U.S. Navy surface ships. This includes:

  • DF-21D and DF-26 anti-ship ballistic missiles with ranges exceeding 1,000 nautical miles
  • Hundreds of land-based anti-ship cruise missiles
  • Submarine-launched anti-ship weapons
  • Extensive air-launched missile capabilities
  • A space-based targeting network to find and track U.S. ships across the Western Pacific

The Navy's surface fleet has no answer to this. Aegis can engage multiple threats, but it can't defeat a massed salvo of ballistic and cruise missiles launched from multiple axes. Standard missiles cost $2-4 million each; Chinese anti-ship missiles cost far less. The math doesn't work—China can overwhelm defenses through volume while spending a fraction of what the U.S. spends defending against them.

The logical response would be either:

  1. Accept that surface ships can't operate in the first island chain and build forces optimized for standoff operations
  2. Build enough ships and weapons that losing some is acceptable
  3. Develop revolutionary defensive systems that change the cost-exchange ratio
  4. Rethink the strategy entirely

The Navy is doing none of these. Instead, it's building small numbers of expensive, vulnerable surface ships and pretending the problem doesn't exist.

The Submarine Alternative the Navy Won't Pursue

Submarines offer the obvious solution: they can operate inside the threat envelope, they're difficult to find and kill, and they provide strike capability without the vulnerability of surface ships. The Navy knows this—that's why SSBNs form the bedrock of nuclear deterrence.

Yet the Navy won't fully commit to submarines for conventional strike:

It's retiring the four Ohio SSGNs without replacement, eliminating 616 Tomahawks and potential CPS capacity of 264+ missiles from the most survivable platforms in the fleet.

It's building Virginia-class submarines too slowly to replace even existing attack submarine numbers, much less add capacity to offset SSGN retirements.

It's not converting retiring Ohio SSBNs to conventional strike submarines, despite these boats offering 5-10 times the capacity of any alternative platform.

It's prioritizing surface ships that are far more vulnerable and expensive while providing less capacity per platform.

Why? The surface Navy has bureaucratic and political power that submarine forces don't. Aircraft carriers and destroyers make impressive port visits, show the flag, and photograph well. Submarines disappear—literally and figuratively. Admirals build careers commanding carrier strike groups, not submarine squadrons. Congress members want shipyards in their districts building visible ships, not invisible submarines.

This isn't strategy; it's institutional bias determining procurement.

The Columbia-Class Albatross

The Columbia-class ballistic missile submarine program exemplifies the Navy's strategic bankruptcy. These boats are necessary—the sea-based nuclear deterrent can't fail. But the program is consuming shipyard capacity, workforce, and budget that could address conventional capability gaps.

Columbia-class costs are spiraling: $130+ billion for 12 submarines, or roughly $10+ billion per boat. This is crowding out everything else. Virginia-class production has slowed to protect Columbia schedules. Surface ship maintenance is deferred. Other programs get cut to protect Columbia funding.

The rational response would be parallel approaches: protect Columbia as the nuclear deterrent priority while converting retiring Ohio SSBNs to conventional strike submarines to address theater warfare needs. This leverages existing hulls, preserves nuclear capability, and provides massive conventional strike capacity.

But the Navy won't do this because it wants new construction, not conversions. It wants Columbia-class submarines and new surface ships and new everything—and it can't afford any of it, so nothing gets done adequately.

What an Actual Strategy Might Look Like

If the Navy seriously analyzed Indo-Pacific conflict requirements, a coherent strategy might include:

Accept surface ship vulnerability and plan accordingly. Build cheaper, more numerous surface combatants that can absorb losses. Deploy them in distributed operations where losing ships doesn't lose the war. Save the expensive platforms for missions that justify the risk.

Maximize submarine capacity. Convert retiring Ohio SSBNs to CPS-armed SSGNs. Accelerate Virginia production even if it means delaying surface ships. Submarines can operate in contested waters; surface ships increasingly can't.

Solve the magazine depth problem. A Navy that runs out of missiles in the first week of war has failed. Either build many more weapons (expensive) or build weapons optimized for volume production (cheaper, possibly less capable). The current approach—small numbers of very expensive missiles—guarantees rapid exhaustion of inventory.

Integrate with joint forces. Stop pursuing service-specific solutions to theater problems. If Army hypersonics can hit the targets, why does Navy need its own? Share weapons, share targeting, share costs.

Make hard choices about missions. The Navy can't do everything with 290 ships and a stagnant budget. What matters most: power projection, sea control, deterrence, presence? Different answers lead to different fleets.

The Navy is doing none of this. Instead, it's building a small number of exquisite platforms with weapons it can't afford to use, retiring capable platforms prematurely, and hoping nobody notices that the emperor has no strategy.

Billions Into the Deep Six

Here's what the Navy has spent on Zumwalt-related programs:

  • $22+ billion for three Zumwalt-class destroyers (original cost estimates were $9 billion total)
  • $3+ billion developing the Advanced Gun System and LRLAP ammunition that never worked
  • Hundreds of millions converting the ships to carry CPS missiles
  • Billions more developing CPS that remains developmental after nearly a decade
  • Unknown additional billions for CPS procurement that hasn't happened yet

Total investment: approaching $30 billion for three ships that still can't perform their intended mission.

For comparison:

  • The four Ohio SSGN conversions cost $4 billion total and provided 616 Tomahawks immediately
  • A Virginia-class submarine costs $4.3 billion and provides multi-mission capability
  • An Arleigh Burke Flight III destroyer costs $2.5 billion and works

The Zumwalt program represents not just acquisition failure but strategic failure—billions spent on platforms without a coherent concept for their employment, weapons they can't fire, and missions they can't perform, all while purpose-built platforms retire unused and real capability gaps go unaddressed.

This isn't planning. It's institutional inertia with a Navy letterhead.

The question isn't whether the Zumwalt will eventually get hypersonic missiles—it probably will, in small numbers, years from now. The question is whether spending $30+ billion to put 36 hypersonic missiles on three vulnerable surface ships represents a reasonable allocation of resources when the Navy faces peer competition in the Indo-Pacific, a shrinking fleet, deferred maintenance, and industrial base constraints that prevent building ships fast enough to replace losses.

The answer appears to be no. But the Navy continues anyway, because stopping would mean admitting the entire enterprise was misconceived from the start. Better to keep shoveling money into the deep six and hope somehow it works out.

It won't.


Note: The Navy has consistently declined to provide detailed operational concepts for Zumwalt-class employment with CPS, citing classification concerns. While some operational details appropriately remain classified, the absence of even unclassified strategic justification for a $30 billion investment suggests the service either hasn't done the analysis or doesn't want to defend the results publicly. Either possibility is troubling.

 

GE, Rolls Royce, Pratt & Whitney: Who Rules the Engine Market? - YouTube

GE, Rolls Royce, Pratt & Whitney: Who Rules the Engine Market? - YouTube Power Struggle at Altitude: The Commercial Aircraft Engine Ma...