Space Data and AI

Overview

This research programme provides market data, forecasts and strategic insight into the space data ecosystem, focusing on Earth observation, AI and orbital data centres (ODCs). We analyse the market opportunity, revenue potential and industry impact of AI, cloud computing and ODCs across a range of data-driven products and services (including imagery, information products and data analytics). Through our research and strategic advisory services, we help clients to navigate technological innovations, pricing dynamics, adoption trends and competitive challenges. We place particular emphasis on emerging technologies and their commercialisation, deployment and long-term market implications.

Topics for 2026

Trends in the Earth observation (EO) market, including data, value-added services, information products and analytics
AI developments
Cloud services (downlink, communications)
ODCs

Highlights from this programme

Typical client enquiries

How can AI increase value or improve operational efficiency for us and our clients? What strategies should we consider?
What are the strongest use cases for optical, SAR and non-imagery data, and what are the most-desired technical specifications?
What are the business models that operators are adopting (satellite-as-a-service and vertical integration) to win in this market?
How is the push for sovereignty redefining government and military interest, and how can we capitalise on that?
What impact will ODCs have on the space ecosystem, and which use cases will drive demand?