Matthew Bloxham

Matthew Bloxham is a Bloomberg Intelligence analyst focused on technology, media and telecommunications, including AI, digital transformation, space, telecom and internet infrastructure. He has been listed by Bloomberg Live as Head of TMT Research, EMEA at Bloomberg Intelligence and appears regularly on Bloomberg programming as an analyst commentator.

Blue Origin Explosion Strengthens SpaceX’s Case for Launch Dominance

Bloomberg Intelligence analyst Matt Bloxham argues that Blue Origin’s New Glenn launchpad explosion is a significant setback for one of the few companies with a plausible chance of pressuring SpaceX. In his assessment, the failure reinforces SpaceX’s advantage in reliable launch capability and strengthens the case investors can make for its leadership, even as its valuation depends on belief in far-reaching plans such as orbital data centers and large-scale space infrastructure.

Bloomberg TechnologyMay 29, 20265 min read