There has been a great deal of debate on this in other threads, mostly due to the inability of MindArk to actually communicate their plans with the players in a straight forward manner.
Current theories range from the orbs possibly being teleporters to more of the current pilot/hanger nonsense to personal spacecraft to some combination of all of these. In various chats/interviews/press releases, they have hinted at them all.
Your guess is as good as anyone's.
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