Gurshabad Grover
Last month, Bharti Airtel and Reliance Jio announced partnerships with Starlink to provide satellite-facilitated internet connectivity in India, probably speeding the conclusion of Starlink’s five-year journey to enter the Indian market.
The internet service provider (ISP) space in India is already hyper-consolidated, with Airtel and Jio accounting for 81 percent share of the market. Naturally, the duopoly has been apprehensive about competition with their services and investments. Notably, the two companies had already entered partnerships to make inroads into providing satellite internet in India. In 2020, the Bharti Group made significant investments in OneWeb; and in 2022, Reliance Jio created a joint venture with SES to provide satellite internet in India. Both initiatives had advanced toward getting regulatory approvals to start providing services to customers.
These deals follow Prime Minister Narendra Modi’s visit to the U.S., which included a meeting with Elon Musk, senior adviser to the U.S. president and the CEO of Starlink’s parent company SpaceX. Even U.S. President Donald Trump assumed Musk met Modi because the former “wants to do business in India.” The timing and nature of the developments have raised eyebrows within the political opposition in India, which alleges that the deals were struck under government pressure, ostensibly to appease the U.S. government.