Telecom Ramblings

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 →]

This Industry Viewpoint was authored by Abhilash Kunnatoor Margabandu, VP of Infrastructure Engineering, EdgeCore Digital Infrastructure

As artificial intelligence accelerates demand for compute, the definition of what makes a data center “future-proof” is changing rapidly. Three years ago, racks ran at roughly 15-50 kW, yet today, deployments regularly reach 130 kW – with some projections suggesting densities may exceed 600 kW per rack by 2028. Given today’s speed of innovation, AI is compressing a decade of infrastructure evolution into just a few years, and to mend the gap between legacy facility designs and modern compute workloads, data centers must fundamentally change from a design and operational standpoint. [Read more →]

A new edge data center, a new FTTH market, a bit of M&A, and some subsea action. [Read more →]

Three bits of data center news and one inorganic move: [Read more →]

Two bits of M&A news and a strategic partnership: [Read more →]

Buildouts of fiber-to-the-home infrastructure are happening in markets all over the country now, and it’s happening due to the entrepreneurship of small groups, not large companies.  One such rising FTTx star is Ripple Fiber, which has been adding new markets and homes passed at a prodigious rate.  With us today is Founder and CEO Greg Wilson to talk about how they are doing it and how they view the last mile business overall. [Read more →]

This Industry Viewpoint was authored by David Hicks, Chief Strategy Officer at Render Networks

As we head into 2026, telcos are entering a period of accelerated technological change, particularly in network construction. While AI has captured attention across many domains, its most consequential impact is emerging where execution has historically struggled. Construction remains one of the last large-scale, capital-intensive activities to fully modernize, and that is beginning to change. [Read more →]

As years go, 2025 has been quite a trip. And I mean that entirely in the sense of an LSD trip. But in telecom and internet infrastructure all the craziness has kind of washed over a granite base of organic buildouts backed by real money. Everyone is too busy for the nuttiness that has enveloped politics, trade, immigration, and the like. It feels like we’d rather it all just go away while we do what we gotta do, and this year it mostly has. Will that continue in 2026? Well, yes and no. Prognosticating is hard these days, but I’ll give it a go. [Read more →]