The most buoyant market right now is selling streaming and satellite images of US movements to Iran.

In recent years, the number of active satellites in orbit has exceeded 7,500many of them dedicated to observing the Earth with a precision that allows us to distinguish objects just a few meters away. At the same time, millions of position signals from aircraft and ships were broadcast every minute openly throughout the planet. Never before has there been so much accessible information about what is happening, in almost real time, anywhere on the planet.

A new war market in real time. The war in Iran has opened a unexpected showcaseor where each military movement becomes almost immediate content, packaged and disseminated as if it were a live event by an international artist.

Chinese technology companies have detected that opportunity and have begun to offer detailed analysis on US bases, deployments and operations using open data combined with artificial intelligence. What previously required state intelligence resources is now presented as an accessible, visual and viral product, capable of circulating both on social networks and specialized platforms. The result is a kind military streaming where the movements of a superpower are transformed into information merchandise.

Fusion between open data and AI. I counted this week the Washington Post that the core of this phenomenon is in the combination of public sources (such as satellite images, flight trackers or maritime data) with algorithms capable of processing them on a large scale. Here are companies that we had already talked about before like MizarVisionwhich use these resources to reconstruct entire deployments, identify aircraft types or follow naval group routes in near real time.

Although much of the data already existed, the difference now is in speedautomation and the ability to cross-reference information on a massive scale, turning simple scattered signals into coherent military narratives. This drastically reduces the distance between the public and the strategic.

Uoaum60o Ovda Air Force Base Mizar 625x300 10 March 26
Uoaum60o Ovda Air Force Base Mizar 625x300 10 March 26

Intelligence as a commercial product. The real turn is not only in technology, but in the business model that surrounds her. These companies do not operate like traditional intelligence agencies, but rather as suppliers that sell visibility on military operations, promoting their capabilities with real examples of active conflicts.

Signatures as Jing’an Technology They have even gone so far as to publish alleged records of communications or mission reconstructionsreinforcing the idea that they can “see everything.” Thus, war ceases to be just a geopolitical scenario and becomes a source of income based on the exploitation of raw information transformed into digestible intelligence.

Money flows in only one direction. Behind this apparent democratization of intelligence there is a very specific economic flow that mainly benefits the Chinese technological ecosystem. They remembered in the post that many of these companies have grown under the umbrella of the integration strategy Beijing civil-militaryreceiving funding and indirect support to develop dual capabilities.

Every report sold, every analysis disseminated and every platform used rstrengthens that industrial fabricfeeding a circuit where data (often generated by Western infrastructures) ends up generating value within China. In practice, monitoring the movements of the United States not only exposes its operations, but also helps finance the technological development of a strategic competitor.

A diffuse but growing threat. Although US authorities doubt that these companies can penetrate truly sensitive systems, the problem lies not so much in absolute precision as in the trend that they can represent. The ability to map movements, detect patterns and anticipate deployments is already a advantage in scenarios crisis, even if the data is not perfect.

Furthermore, this model offers China an additional advantage: it can benefit from the information without officially getting involvedusing private companies as intermediaries. The consequence is something of a new type of battlefield, one where open, processed and commercialized information becomes a strategic weapon in itself.

Image | MizarVision

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