Telecom Ramblings

A data center/energy JV, some mobile infrastructure, and some evolving views on funding AI investments: [Read more →]

This Industry Viewpoint was authored by Markus Persson, Global Industry Director, Telecom at IFS.

The new blueprint for delivering low-latency, high-speed 5G SA, no matter where you are

5G Standalone (SA) has the capability to reduce latency by 23% compared to 5G non-standalone (NSA) networks. But, while 5G SA has always excelled in rural locations and at one-off events, up to now, it has been a challenge to get the intelligence from these networks to optimise services. [Read more →]

An IX expansion, some FTTx, and a bit of destruction: [Read more →]

Four projects from four parts of the world to keep up with: [Read more →]

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

Four expansion products of regional interest to catch up with: [Read more →]

This sponsored viewpoint was authored by Bryan Lamphere, Senior Vice President of Network Planning and Engineering, Fidium

Legacy networks still function. That’s exactly the problem.

The move toward fiber-first infrastructure is already underway and accelerating. Still, some assume that because legacy networks continue to function, there is no urgency to move away from them. From an operator’s perspective, that assumption is getting harder to defend. [Read more →]

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

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

A few interesting items from around the US to catch up with: [Read more →]

Two bits of M&A and a minority stake: [Read more →]

This Industry Viewpoint was written by Todd Humphreys, WEI GTM Cybersecurity GTM Leader

AI is now embedded across modern security tools and systems that help telecom operators detect vulnerabilities and threats faster and at a greater scale. Security processes that once took weeks of manual analysis can now be completed in just minutes, dramatically increasing visibility across distributed Radio Access Network (RAN) infrastructure, core networks and virtualized environments. [Read more →]

Three interesting new regional fiber projects, one by a new name: [Read more →]

Three metro expansion projects and one bit of M&A news: [Read more →]

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

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 →]