Eight years in the making and two years overdue, there was celebration in French Guiana, Thailand and Australia this week as Shin Satellite's iPSTAR satellite was launched from French Guiana. The launch heralds the emergence of a new era of satellite broadband across regional and remote China and India, south East Asia, Australia and New Zealand. There were some anxious moments for Arianespace and Shin Satellite officials when a "premature ground segment measurement" forced a delay in the countdown to less than 18 minutes before the end of a two-hour launch window. But the countdown was revived at 5.14 and the launch went ahead. The 6,500kg iPSTAR promises 45Gbits of throughput targeted at most of east Asia and Australia from a geostationary position. The bird isn't the first promising broadband service - Inmarsat, for example, offers a broadband service via its BGAN service to almost all of the iPSTAR service area. But iPSTAR is the first to provide connectivity at prices pitched at close to terrestrial wireless or fixed prices - less than US$50 monthly with terminals starting at $1,000 and set to come down to around $500 as volumes rise.
What started as a convenience tool for developers writing faster software boilerplate code has evolved into something considerably more consequential: an autonomous layer of software engineering capability that is beginning to restructure how organizations design, build, and govern technology at scale. Gartner's latest market study and analysis of this market makes one thing clear. This is no longer a story about productivity enhancement at the margins. It is a story about competitive realignment at the platform level, with trillion-dollar implications for the vendors who supply these tools and the enterprises deciding which ones to trust with their core development infrastructure. AI Coding Agents Market Development The scale of the market alone signals how far this category has matured. Enterprise AI coding agents are now capturing a growing share of enterprise software engineering spend, with the market estimated at roughly $9.8 billion to $11 billion annualized as of April 2026...