Telecom Ramblings

This Industry Viewpoint was authored by Stephen Douglas, Head of Market Strategy, Spirent, a Keysight company

Most of the energy conversation in our industry right now is about consumption. How much power AI data centers will pull, where the chips go, whether the models can run cheaper. Fair questions. But there’s a quieter shift underneath them that I think matters more for telecom operators, and it has nothing to do with how much energy they use. It’s about energy they could supply. [Read more →]

There was some interesting fiber M&A in one of the biggest infrastructure markets in the world the other day. SummitIG has announced the acquisition of Dark Fiber & Infrastructure. SummitIG is majority owned by SDC Capital Partners, while DF&I was part of the portfolio at Blue Owl Capital, and the two both have substantial assets in northern Virginia. [Read more →]

Four expansion projects in four parts of the world to catch up with. [Read more →]

This week we have some high profile consolidation in the networking business, specifically in the international enterprise arena. BT Group and Verizon have decided to create a 50/50 joint venture, combining BT International and Verizon’s international enterprise wireline going forward. [Read more →]

A few items to catch up with: [Read more →]

A bit of FTTx and a bunch of AI: [Read more →]

Two network expansions and a bit of non-commercial support: [Read more →]

Some last mile news, an intercity optical buildout, and some possible M&A: [Read more →]

This Industry Viewpoint was authored by Gerry Christensen

The outbound enterprise calling landscape is standing on the precipice of its most profound structural shift since the inception of the STIR/SHAKEN framework. For years, the telecommunications industry has wrestled with a fractured trust ecosystem where bad actors thrived on malicious anonymity, and legitimate businesses were forced to pay a premium just to prove they weren’t scammers. [Read more →]

Power is the binding constraint on new GPU deployments. Operators who already hold energized space are looking to convert compute demand into revenue themselves. Colocation facilities and former bitcoin miners are moving up the stack into bare metal and GPU-as-a-Service. And colocation facilities can finance the climb on better terms than the new neoclouds they compete with. [Read more →]

Some new terrestrial fiber far away, a new FTTx market back home, a bit of M&A, and some cloud interconnection south of the border: [Read more →]

There was a key bit of consolidation announced in the fiber world yesterday, albeit an in-house project. Great Plains Communications and Ritter Communications will be merging into a single entity under the brand RightFiber. [Read more →]

Four bits of US network infrastructure new: a major wavelength deployment, some new backbone PoPs, and dueling FTTx rollouts in the southwest: [Read more →]

This Industry Viewpoint was authored by Gerry Christensen, Special Contributor to Telecom Ramblings

The regulatory architecture of the U.S. voice network is undergoing a structural renovation. On October 29, 2025, the Federal Communications Commission (FCC) adopted a sweeping multi-part item at its October Open Meeting, releasing a consolidated Ninth Further Notice of Proposed Rulemaking (FNPRM) and Public Notice.

While the headline goal remains the ongoing battle against illegal robocalls, [Read more →]

This Industry Viewpoint was authored by Dario Betti, CEO, Mobile Ecosystem Forum

UK-based Gamma Communications is drawing the attention of several suitors; Providence Equity Partners is in talks, and there is also confirmed interest from Epiris and a consortium backed by Oakley Capital with Giacom.  A takeover of Gamma—valued at about $1.2 billion—could impact partnerships, competition and investment across Europe’s business communications sector. [Read more →]

A mix of infrastructure products from around the industry: [Read more →]

Four bits of partnership news and one M&A. [Read more →]

Four bits of expansion news from around the industry over in Europe: [Read more →]

A few interesting tidbits from around the industry: [Read more →]

This Industry Viewpoint was authored by Mike Tapp, Head of Finance at LiquidStack

Not a week goes by without news of yet another super-massive data center being planned, proposed, or built. The headlines are filled with eye-watering figures around size, cost, capacity, and aggressive timelines. But while big numbers are a good way to attract eyeballs, one of the figures that matters most to today’s data center operators is rarely reflected in today’s headlines. [Read more →]

Two data center projects and two fiber updates: [Read more →]

Two from northwestern Europe and two from the US/Mexico border region: [Read more →]

SUBCO and Firmus are teaming up to build some subsea fiber that’s, well, under down under. The new cable will connect the island of Tasmania to the rest of Australia.  It will be the island’s first new fiber connection in a couple of decades. [Read more →]