AST SpaceMobile
Space-Based Cellular Broadband
AST’s High-Stakes Bet on AI-Era Infrastructure
For long-term investors, the key question isn’t whether AST will hit $60 or $80 in the next 18 months. It’s whether its vision for global connectivity will attract the kind of institutional capital and enterprise integration that creates network effects. If it does, the eventual valuation could be an order of magnitude higher than today’s. If it doesn’t, volatility will remain the defining feature.
Ultimately, investing in early-stage infrastructure for the AI era comes with risk—but also with outsized potential. AST SpaceMobile is attempting to do something that even trillion-dollar firms like Apple and Meta have not: build a mobile-first, space-based broadband network compatible with every smartphone on Earth. That ambition alone warrants attention.
Ultimately, investing in early-stage infrastructure for the AI era comes with risk—but also with outsized potential. AST SpaceMobile is attempting to do something that even trillion-dollar firms like Apple and Meta have not: build a mobile-first, space-based broadband network compatible with every smartphone on Earth. That ambition alone warrants attention.