Rohit Jha
speaker
324 appearances
1 recordings
1 series
first heard May 2026
last heard 24 May
Rohit Jha’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Almost every telco in Southeast Asia and globally is building data centers.
In US, they are not only building data centers, they're hosting large learning models, they're using AI, they're reselling AI services effectively.
So selling these cloud services and AI services is key.
And then if you think about that, routing these services from lower to orbit is often much lower latency than routing domestically.
To give you one point, if you look at, let's say, US as the market, like almost all kind of streaming of ChatGPD and Gym.
And stuff in LATAM markets gets streamed from US at 20 to 30 to 40 milliseconds latency, which can be quite high.
Similar in Singapore and Southeast Asia, or everything, if let's say a business wants to use AI capabilities, they have to come back all the way to Singapore through undersea cables and then stream that back to, let's say, Bali.
That's a 50-55 millisecond latency, which completely destroys offering real-time use case.
cases.
But if you route it from low Earth orbit, the latency becomes less than 10 milliseconds, one fifth, which means it's near real time completely.
So these kind of things, I think telcos and telcos CTOs are thinking when we talk to our customers, each one of them now wants to partner up with us on our space side.
They've been working with us on the ground and they understand our technology and they see the huge value potential in the space.
But I think that's what's happening.
I think they're figuring out how they can play.
They can still remain tied to a nation's security and communications infrastructure and provide that service.
But then also
So not lose out on the upside, which is space today.
So number one, you're right about the government stepping in.
So actually, to be honest, even in the US, the US government can clearly just go with Starlink, but they are choosing to have redundancy.
Because when you're thinking about national security, just generally, you cannot just rely on one vendor.
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