Telecom Ramblings

It may seem like the data center space is nothing but cavernous AI facilities these days, but the enterprise data center opportunity is still alive and well out there in the marketplace. ValorC3, which recently rebranded from Tonaquint, is one of the newer entrants assembling a portfolio in the space. With us today is ValorC3 CEO Jim Buie. Jim joined the company in October after holding leadership positions at Involta (now ark data centers), ViaWest (now Flexential), and Comcast. [Read more →]

This Industry Viewpoint was authored by Ohad Peled, Product Marketing Manager at Sony Semiconductor Israel

Over the last few years, asset tracking has emerged as a critical business function, and is estimated to grow to a $34.5B market by 2032, according to Custom Market Insights. Whether businesses are monitoring a global supply chain or keeping tabs on expensive equipment, knowing where assets are [Read more →]

Four last mile and metro news, three from the US and one from across the pond: [Read more →]

Upgrades and expansions around the world to catch up with: [Read more →]

The global network operator Arelion is upgrading its network footprint on its home region of Scandinavia. The investments will target hyperscale data center connectivity and demand from the AI marketplace with the help of Ciena’s RLS technology. [Read more →]

“Three years ago, we covered the early planning behind New Mexico Fiber Network (NMFN), which aimed to unify rural, regional providers into a scalable, independent network.”  Today, NMFN is about to light up a stand alone midde-mile network to help serve the communications needs of the region. NMFN brings together a set of rural, regional providers to assemble an independent statewide network.  New Mexico itself has long been bypassed by most national infrastructure players.  But that is changing, and the state’s unique charms are starting to bring it some infrastructure attention.  To see where things are now and where they are headed, we had a chat with NMFN Chairman Jim Meyers, with some additional bits from CEO David Jimenez, and COO Jerimiah Cole. [Read more →]

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

Apple has quietly but decisively made two major announcements at its June 2025 Worldwide Developers Conference (WWDC) that could reshape the role of identity in mobile services—including for operators, wholesalers, and enterprise service providers. These moves, while consumer-facing on the surface, will likely have wide-reaching implications for how [Read more →]

Two regional last mile projects and two data center infrastructure investments from southeast Asia: [Read more →]

Four bits of FTTx news from along the east coast of the US. [Read more →]

Interesting deals from around the globe: [Read more →]

Three items of regional interest from around the US: [Read more →]

This Industry Viewpoint was authored by Sarada Akshinthala, Associate Vice President – Telecom, Techwave

In boardrooms and strategy decks we often hear about spectrum, 5G and data centres. But if you are in the trenches of telecom, particularly on the wholesale or enterprise side, you know the real game is not just about speed or capacity. It is about how well we engineer the physical layer of telecom infrastructure. And more importantly, how seamlessly we can execute it. [Read more →]

One subsea cable, two data center financings/expansions, and a couple of technology partnerships: [Read more →]

A bit of FTTx M&A plus three expansion projects, two domestic and one international: [Read more →]

Three interesting bits of news from Europe and one from down under. [Read more →]

With the rise of AI infrastructure over the last couple years, all parts of the data center industry have shifted in that direction.  That means lots of very high density colocation and a whole lot of power to keep it running.  However, the vast majority of the focus has been at the hyperscale level, with the enterprise opportunity getting second shrift.  But what we once called the edge is still out there, and AI is coming there too.  One company looking to fill the gap is DartPoints, whose current footprint spans 11 markets in the Midwest, the Carolinas, and Louisiana.  With us today for a return visit is DartPoints CEO Scott Willis, whom we spoke to in December of 2020. [Read more →]

This Industry Viewpoint was authored by: Steve MacDiarmid, Executive Managing Director at FNT Software

As the digital divide continues to shrink, thanks to sweeping federal investment, broadband providers are racing to deploy fiber infrastructure at unprecedented scales. Leading the charge is the Broadband Equity, Access, and Deployment (BEAD) Program—an initiative funded by the Infrastructure Investment and Jobs Act (IIJA) that allocates over $42 billion to expand high-speed internet access across the United States. While the majority of [Read more →]

A range of metro and last mile items from around the US to catch up with: [Read more →]

Three bits of subsea related network news, plus one on land: [Read more →]

Two bits of HPC data center news, and one FTTH project completion: [Read more →]

Four interesting items from around the world to start June with: [Read more →]

A data center project, an FTTH expansion, and a subsea speed trial: [Read more →]

Four bits of fiber and vendor news from the US, the UK, and Germany: [Read more →]