Telecom Ramblings

If there’s one part of the continental US that it’s been particularly hard to build out new intercity fiber, it’s what they call the Northern Tier. The lack of population density always made the business case hard to justify.  But in the era of hyperscalers and AI, that route is finally getting attention, and Lumen Technologies is looking to expand across it. [Read more →]

Several bits of last mile news, a data center project, and some IX growth: [Read more →]

This Industry Viewpoint was authored by Gerry Christensen

The telecommunications landscape has reached a decisive turning point. For years, regulatory frameworks governing voice traffic operated largely on a model of passive observation and post-incident investigation. The Federal Communications Commission (FCC) intervened where necessary, but the underlying infrastructure remained reliant on legacy protocols and “best-effort” compliance.

That era is over. [Read more →]

This Industry Viewpoint was authored by Michael Reid, CEO at Megaport

AI has moved decisively into the enterprise mainstream; what was once an emerging capability now plays a foundational role in how organizations operate, compete, and respond to shifting market forces. While the world has been focused on the “brain” of AI –  the LLMs and the massive GPU clusters that train them – we have overlooked its “nervous system,” the network infrastructure required to keep AI alive. [Read more →]

Two data center development partnership projects and one new longhaul fiber route. [Read more →]

Two expansion projects and one bit of M&A: [Read more →]

Four bits of metro and last mile news from around the US: [Read more →]

At the end of last week, one of the biggest metro and regional fiber deals in recent years finally closed. Zayo has finished off its purchase of Crown Castle’s fiber business, adding some 90K route miles of dense metro fiber to its own reach and connectivity into 40K enterprise locations. The deal brings to something of a conclusion the metro rollup I’ve spent the last decade and a half keeping an eye on. [Read more →]

This Industry Viewpoint was authored by Prakash Mana, CEO of Cloudbrink

Enterprise leadership teams today operate with increasingly sophisticated models for understanding financial risk. Revenue variability, supply chain dependencies, regulatory exposure, and cybersecurity threats are all quantified, tracked, and regularly discussed at the board level. Over the past decade,
[Read more →]

A bit of M&A, a colo expansion, and two bits of FTTx expansion news: [Read more →]

T-Mobile has made two inorganic moves to expand its exposure to the last fiber mile. They have enetered into definitive agreements to create two strategic fiber joint ventures to acquire three fiber-to-the-home companies. [Read more →]

Four interesting items of regional interest: [Read more →]

This Industry Viewpoint was authored by Fady Masoud, Senior Director, Solutions Marketing at Nokia

The explosive growth of AI model training, inference and data movement across distributed, geographically distributed compute clusters is driving a sharp increase in east-west and data center interconnect traffic. Combined with increasing traffic from telecommunications providers expanding capacity in metro and [Read more →]

This Industry Viewpoint was authored by Anders Tysdal, Chief Infrastructure Officer, Tampnet

Offshore operators are under mounting pressure: ensure stable energy supply, reduce cost per barrel, improve safety and cut emissions. To deliver on these ambitions, operators are rethinking how offshore assets are connected, controlled and supported from shore. [Read more →]

Five colo related items from this week’s news: [Read more →]

Four bits of last mile expansion news to keep up with: [Read more →]

Four interesting items from around the world: [Read more →]

This Industry Viewpoint was authored by Jacques Le Mancq, President and CEO of Broadpeak

Telecommunications service providers face sustained pressure to diversify revenues and protect their share of consumer spend. Streaming bundles and aggregation strategies are gaining momentum, with video now one of the strongest drivers of broadband value. Parks Associates’ State of Streaming Report shows that more than a third of broadband households bundle a streaming subscription with home internet in Q3 2025, underlining video’s strategic importance within [Read more →]

This Industry Viewpoint was authorec by Bo Larsson, CEO of MatSing

Large sporting events create one of the most demanding environments in wireless networking. Tens of thousands of users gather in a confined space, all expecting instant connectivity. They upload videos, stream replays, share photos, and interact with digital services throughout the venue. [Read more →]

A few bits of news from around the world to catch up with: [Read more →]

Five bits of regional news to catch up with from around North America: [Read more →]

Three network expansion projects on three continents to catch up with: [Read more →]

Over the weekend, the UK Defence Secretary highlighted activity by Russian submarines deep under the Atlantic. The craft are said to have been surveiling subsea cables and pipelines, which as an island the UK is more heavily dependent on than others. But I don’t think it’s an isolated thought, rather it’s learned behavior from what’s going on in the Strait of Hormuz. [Read more →]