Telecom Ramblings

Might we be on the edge of a new phase of consolidation on the US fiber landscape?  That’s what FiberLight CEO Bill Major has on his mind at the moment.  He took the helm last spring when Morrison & Co finalized the purchase of FiberLight from Thermo Companies.  With Morrison’s backing, the company has the resources to be more aggressive both organically and inorganically.  How do they view the industry right now?  Let’s find out. [Read more →]

Four interesting network expansion projects from this week to catch up with, now that ITW week is coming to a close. [Read more →]

This Industry Viewpoint was authored by Aniket Khosla, Spirent’s Vice President of Wireline Product Management

For a technology limited to sci-fi movies just a few years ago, artificial intelligence (AI) is suddenly everywhere. In a McKinsey survey conducted in April 2024, less than a year after ChatGPT and other first-generation tools debuted, 55% of respondents said they were already using AI. More than two thirds reported that they were planning to increase AI investments. [Read more →]

Five items from the data center sector from this week to catch up with, three from the US, one from Europe, and one from the Red Sea: [Read more →]

In today’s fiber world, economic pressures require that companies make the most of their fiber depth.  That means that while FTTx is currently getting the most attention, the opportunities with carriers, enterprises, and hyperscalers remain just as important as they always have.  Consolidated Communications has always been a major force on the residential side, investing aggressively with their Fidium rollout.  But they are also now looking to get even more out of their assets nationwide. With us today to discuss these strategies is Sean Baillie, who joined Consolidated 5 months ago as SVP of Wholesale and Hyperscale. [Read more →]

Four items from around the world to catch up with: [Read more →]

According to a release from Quantum Loophole yesterday, Maryland has passed legislation fixing what had been a vexing issue for the data center project. They are talking about the Critical Infrastructure Streamlining Act of 2024, which ‘clarifies the definition and legislative framework around the use of emergency backup power generation’. [Read more →]

As everyone descends on National Harbor, Maryland for ITW this week, here’s some quick catch-up: [Read more →]

This Industry Viewpoint was authored by Luke Wilkinson, Managing Director at Mobile Tornado.

Telecommunications as an industry serves as the backbone of global communication, connecting people and organisations across the world – with global data consumption over telecoms networks expected to nearly triple from 2022 to 2027, according to PwC. From personal conversations to business interactions, communication plays an intrinsic role in our daily lives, often taken for granted. Whether through traditional phone lines, internet connections, or cellular networks, organisations across the globe rely on this business connectivity to provide secure, effective and clear communications between on-site and off-site workers. [Read more →]

A major new campus, a wireless expansion, and two bits of FTTH news: [Read more →]

Expansions in interconnection, power, SASE, and FTTH from global to local at midweek: [Read more →]

Zayo announced a bit of reorganization this morning. They are carving out two new separate entities designed to better manage their operations outside of North America. [Read more →]

Two bits of infrastructure news and three vendor items including two M&As: [Read more →]

Epsilon Telecommunications has been a steady presence in the global connectivity marketplace for over two decades now.  A few years back, the company dove headfirst into Network-as-a-Service with its Infiny platform, the early forms of which we looked at in this Industry Spotlight in 2021.  Subsequently, KT swooped in to buy the company later that year, and has been investing in the company’s growth since.  With us today to discuss Epsilon’s viewpoint on today’s market and its plans for the future is CEO Damon Lee. [Read more →]

Well, they actually went and did it, and just a months after rumors of a deal started circulating in earnest. In an announcement this morning, Uniti Group says that they have entered into a definitive agreement to merge with Windstream to create a ‘premier insurgent fiber provider’. [Read more →]

This Industry Viewpoint was authored by Raj Radjassamy, Director, 5G and Wireless Segment at OmniOn Power

Through faster connectivity, lower latency, greater reliability, and enhanced security, 5G networks promise to transform current and emerging applications and services across a range of industries. So, what are the key use cases for 5G that network providers are focusing on? They include [Read more →]

What exactly is T-Mobile up to? Last week the mobile network operator hopped the fence and invested in something that isn’t, well, mobile. They teamed up with the money guys at EQT to form a joint venture to acquire Lumos from EQT in a move that suggests a bigger long term plan. [Read more →]

In interesting news at midweek, a new campus, an SMB offer, a capacity upgrade, and a new PoP: [Read more →]

A bit of subsea, some interconnection, two vendor deals, and some network sharing: [Read more →]

The data center sector has never been hotter, with AI and other new technologies driving new investments and technological developments.  But it’s not just in the biggest markets. Tier 2 and Tier 3 data centers are seeing opportunities, too. With us today is Brett Lindsey, CEO of Involta.  Involta targets enterprise customers in such markets and is backed by Carlyle. Brett took over the company this past winter, shifting over to data centers and the cloud from fiber and telecom. [Read more →]

Four network expansion projects from this week’s news, three in Europe and one in Southeast Asia: [Read more →]

Some M&A activity and some expansion work in the metro and regional arena: [Read more →]

Four bits of data center news, three in North America and one in Europe: [Read more →]