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78 FOMO
SDA Tranche 2 three months early, a classified $450M contract — Sierra Space isn't a space startup anymore
Detailed breakdown of Sierra Space's defense contract portfolio underpinning the raise: $740M SDA Tranche 2 for 18 missile-warning satellites (delivered three months ahead of schedule), a classified $450M national security award, and a completed high-rate solar array manufacturing facility. Dream Chaser manufacturing milestones are done; demo flight is next.
Mar 6, 2026 #defense#satellites#dream-chaser
73 FOMO
The EXIM bet: why the US government is financing CesiumAstro's factory like it's a shipyard
SatNews analysis notes the EXIM award is specifically designed to counter Chinese vertically integrated space manufacturers. CesiumAstro's "payload-first" satellite architecture allows any manufacturer to buy best-in-class comms payloads rather than building in-house, directly threatening SpaceX's vertical integration advantage.
Feb 2, 2026 #phased-array#defense#manufacturing
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