AI1 Customer Pipeline: Who Buys Orbital Inference First
AI1 is pre-revenue today. The customer pipeline — frontier labs, governments and large enterprise — is already in discussion.
LOI customers
5+
Initial use cases
Bulk training, sovereign sensitive data
First revenue
Targeted FY28
Who has signed LOIs
Publicly reported letters of intent include several frontier AI labs, two sovereign defence agencies and at least one hyperscaler in a hedging capacity. The common thread is workloads where latency-to-ground is not the binding constraint — large model training, sensitive defence/intelligence workloads where physical isolation matters, and high-throughput scientific computing.
Pricing is value-based against ground-based equivalents. Initial commercial inference contracts are expected from FY28 — gated by deployment of the first operational AI1 array, which itself is gated by Starship V3 cadence.
Key takeaways
- Frontier labs and sovereigns are the LOI pipeline today
- First commercial revenue targeted FY28 — gated by V3 cadence
- Value-based pricing vs ground hyperscalers preserves margin
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