Telecom Ramblings

This Industry Viewpoint was authored by Tom Traugott, SVP of Emerging Technologies at EdgeCore Digital Infrastructure

For most of the AI boom, the limiting question was who could secure the most advanced chips. In August of this year, NVIDIA signaled that the challenge has moved beyond silicon. It announced memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR intended to mobilize more than $500 billion of third-party capital for AI infrastructure over time. The goal is to finance not just accelerators, but the broader systems required to turn them into usable compute. [Read more →]

Some vendor and IX news, an IX expansion, and two acquisitions in the data center services biz: [Read more →]

Long term deals for massive amounts of fiber seem to be a thing this year, and Corning is certainly enjoying it. Yesterday Verizon and Corning announced a multi-year, multi-billion dollar supply agreement targeting demand over the next six years or so. [Read more →]

Two from Latin America and two from Down Under: [Read more →]

This Industry Viewpoint was authored by Biju Anidil, Regional VP Sales, EMEA & APAC, Evergent

Every monetisation vendor, mine included, will tell you to modernise your BSS. You have heard it a hundred times, which is why most of you have not acted. The advice is not wrong. It is incomplete, and the missing part is the reason operators stay stuck. [Read more →]

Two M&A completions, an expansion, and some quantum: [Read more →]

Some news from around the industry: [Read more →]

Four interesting items, two from across the pond and two from out west: [Read more →]

This Industry Spotlight was authored by Dario Betti, CEO, Mobile Ecosystem Forum (MEF)

On 12 September 2026, the second presidency of Donald Trump reaches its 600th day. While the political debate around the administration often focuses on tariffs, immigration, and geopolitics, telecom has quietly become one of the sectors most affected by the policy shifts of the last 18 months. [Read more →]

This Industry Viewpoint was authored by Juho Sarvikas, CEO of Inseego

Each generation of wireless has had a breakthrough moment, a single application that justified the upgrade and captured public imagination. 2G gave us Short-Message Service (SMS). 3G brought mobile internet to the masses. 4G built the smartphone ecosystem, putting everything from ridesharing and mobile banking to streaming in the palm of our hands. Each of these “killer apps” gave operators a clear story to tell: Build the network, and this is what you’ll get. [Read more →]

Four bits of fiber expansion news from around the US to catch up on: [Read more →]

EXA Infrastructure has added an interesting new longhaul route to its European network. They have built out a new terrestrial link between the Spanish markets of Barcelona and Bilbao. [Read more →]

A bit of AI, a bit of last mile fiber, and a regulatory hurdle: [Read more →]

Zayo has lined up much of the fiber that it will need for the next few years of expansion projects. They have signed a long term fiber supply agreement with none other than Corning that will keep those big spools filled through the year 2030. The deal comes as the role of fiber buildouts comes into clearer focus in supporting the AI data center boom. [Read more →]

This Industry Spotlight was authored by Chris Osian, Product Manager at Starline, a brand of Legrand

For decades, data center power planning followed a fairly straightforward rule: be precise. Engineers sized infrastructure around predictable growth models and worked hard to avoid paying for capacity that might never be used. Every dollar mattered, and excess capacity was often viewed as waste. Now, AI has changed that equation completely. [Read more →]

Three from overseas and one from the US: [Read more →]

Two from the UK and one from Japan: [Read more →]

One bit of M&A news, one edge data center deal, some campus networking, and a little FTTx: [Read more →]

Today we sit down with Dan Rice, Accenture’s Communications & Media Industry Lead for the USA, to look at trends in AI and communications infrastructure.  We last spoke with Dan about a year and a half ago, which is about a generation in the AI infrastructure world. Lots has happened since then in this industry, let alone the rest of the world.  How are things shaping up? [Read more →]

This Industr Viewpoint was authored by Paul Wright, CRO of CBNG

For much of the past decade, Fixed Wireless Access (FWA) deployment strategies have focused primarily on extending coverage and maximizing peak throughput. Vendors have highlighted multi-gigabit sector capacities. Operators have emphasized coverage expansion and subscriber growth. Technology discussions have largely centered on spectrum, radios, and headline speeds. [Read more →]

A few interesting items from around the sector: [Read more →]

A new market, a bit of consolidation, and a collaboration: [Read more →]

A few interesting items, including one bit of reverse consolidation: [Read more →]