In a surprising turn, Elon Musk’s SpaceX and Mukesh Ambani’s Reliance Jio have partnered to bring Starlink’s satellite internet services to India, despite previous clashes over spectrum allocation. Under the agreement, Reliance Jio, India’s largest telecom operator, will stock and distribute Starlink equipment through its extensive retail network.
The deal marks a strategic shift for both billionaires, who had previously been locked in a dispute over how spectrum should be allocated for satellite internet services. While Ambani initially pushed for an auction model, the Indian government ultimately backed Musk’s preference for administrative allocation, aligning with global norms.
This agreement follows a similar partnership between Starlink and India’s second-largest telecom firm, Bharti Airtel, announced just a day prior. Both deals, however, remain subject to regulatory approval before Starlink can begin commercial operations in the country.
Strategic Implications and Market Growth
Analysts view this as a “win-win” move, as it allows Starlink a low-cost entry model into the Indian market while enabling Reliance Jio to expand its broadband offerings in underserved regions. The deal is expected to help accelerate India’s satellite internet sector, which is projected to grow 36% annually to $1.9 billion by 2030, according to Deloitte.
Jio Platforms, the digital arm of Reliance, will not only handle installation and activation support for Starlink services but is also exploring additional collaboration opportunities with SpaceX.
Musk’s Expanding Interests in India
Musk’s growing engagement with India extends beyond Starlink. Tesla recently secured a deal to open its first showroom in the country, though the company continues to struggle with import tariffs exceeding 100%, which Musk has criticized as among the highest globally.
Starlink has been waiting since 2022 for regulatory clearance to operate in India, facing delays due to national security concerns. Notably, Indian authorities have seized Starlink devices in conflict and smuggling-related incidents, leading Musk to confirm that Starlink services remain inactive in the country.
With Reliance Jio and Airtel now on board, the Starlink-Jio deal could improve Musk’s prospects of securing government approvals, as the partnership aligns Starlink with India’s leading telecom operator.
