Telecom Ramblings

There have been two interesting inorganic moves in the data center technology space worth checking out this week. With all the change driven by the demands of AI, the industry is shifting faster than it ever has. [Read more →]

Two fiber network projects and two data center projects to catch up with. [Read more →]

A few interesting items to catch up with to start the week: [Read more →]

This Industry Viewpoint was authored by Cody Bowman, VP Solution Consulting, North America, Nokia

Telecommunication service providers in North America are approaching an inflection point. Navigating economic headwinds while confronting unprecedented technological change will determine who leads and who lags over the next decade. [Read more →]

There was some interesting consolidation in the metro fiber space on the east coast today. Pilot Fiber has announced a deal under which it will take over the enterprise fiber business of Extenet Systems. [Read more →]

A bit of interesting M&A happened yesterday in the data center space. Novacap and H5 Data Centers have launched a new joint venture targeting the carrier hotel space under the brand HyscaleIX. And they’re starting out with the acquisition of four existing IX facilities. [Read more →]

Some M&A news, some Wi-Fi, some UC, and some FTTx: [Read more →]

The rise of AI infrastructure spending may seem recent to most, but to MOX Networks, it has been a reality for nearly a decade. Born as the fiber infrastructure support for NantWorks, a global ecosystem of healthcare, life sciences, and technology companies founded by Dr. Patrick Soon-Shiong, MOX has been designing, planning, building, and operating unique high-capacity routes to meet its own capacity needs while offering excess capacity for general demand. MOX’s latest effort has been to acquire multiple pairs on both the Topaz transpacific and Firmina transatlantic systems to satisfy internal demand and to commercialize access capacity. With us today to talk about MOX’s infrastructure investment plans, both terrestrial and subsea, is President and CEO Allen Meeks. [Read more →]

Three bits of international news from the European theatre: [Read more →]

This Industry Viewpoint was authored by Jim Tyrrell, Vice President of Global Product Strategy, TNS Communications Market

The collective fight against robocall bad actors begins 2026 at a critical juncture. While STIR/SHAKEN has curbed some scam volume, the limits of call signing protocols have been exposed and are being exploited by bad actors to power new waves of robocall attacks. [Read more →]

A giant fiber deal, two relationship expansions, and some new cloud investment plans: [Read more →]

An subsea upgrade, an AI infrastructure investment, a hyperscale lease, and a bit of M&A: [Read more →]

As much of the US digs out of the snow, here are 2 bits of M&A news, and three expansion projects from around the world: [Read more →]

This Industry Viewpoint was authored by Jenny Gerson, Senior Director of Sustainability, DataBank

Sustainability has become considerably more complicated for the data center industry heading into 2026. Political shifts, policy changes, and other new market dynamics are creating an environment where progress may become harder to achieve. [Read more →]

Five bits of news from around the industry and the world to catch up with: [Read more →]

Two metro fiber buildouts, two FTTx expansions, and one new edge interconnection facility. [Read more →]

The Australian-based subsea cable builder and operator SUBCO is looking to the northeast in a big way. Yesterday SUBCO announced plans to build its own transpacific cable, connecting Australia and the mainland US directly with a new system called APX East. [Read more →]

An Industry Exclusive announcement from Globalinx

Reinforcing the region’s role in the Mid-Atlantic digital infrastructure ecosystem, Globalinx (GLX) is announcing its plans to construct subsea fiber optic infrastructure near Ocean City, Maryland. [Read more →]

This Industry Viewpoint was authored by Tae Oh, founder of Spacecoin.

The space data centre race is moving faster than the rules needed to govern it. Google’s Project Suncatcher, Starcloud’s GPU satellites, China’s Three-Body Computing Constellation – each is a serious bet that the future of AI infrastructure lies beyond Earth. The logic makes sense: space offers constant solar power, natural cooling, and escape from the land and energy limits strangling data centres on the ground. But the way these systems are being built should give pause. Every major player is constructing its [Read more →]

Two international moves affecting APAC infrastructure, and two regional infrastructure projects in the US: [Read more →]

Uniti Wholesale says it will be building out some significant new infrastructure in the south-central US. Fresh off the consolidation of Uniti and Windstream Wholesale earlier this year, the company is looking to take on the connectivity needs of developing AI hubs across the region. [Read more →]

A couple of data centers, both near and really far, and the end of a wireless infrastructure buildout dream. [Read more →]

Four items to start the week. [Read more →]