Analyst Angle

As utilities prepare for 6G, AI-native networks, digital twins and integrated sensing promise to transform the power grid into an autonomous, software-defined system where connectivity, intelligence and energy converge to …

More than 80 percent of U.S. rental units are in MDUs that predate modern structured cabling, and new construction accounts for only a fraction of that total each year. For …

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with …

The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …

The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …

New research into the SMB Wi-Fi market reveals how managed service providers choose networking vendors, where leading platforms succeed or fail, and why support, integrations, channel economics, and ecosystem lock-in …

The US should consider spectrum-sharing in the 4GHz band instead of clearing federal users entirely. Shared, flexible licensing could support 5G/6G innovation, protect government operations, reduce costs, and enable localized, …

Quantum progress and shifting geopolitical dynamics are elevating telecom security from an operational concern to a strategic priority. Post-quantum cryptography, sovereign key management and end-to-end cryptographic upgrades are becoming essential …

The Q4 2025 broadband subscriber tally clarifies who owns the pipes feeding American homes, including multi-dweller units (MDUs) but it tells only half the story for multifamily. The same operators …

For years, the managed Wi-Fi conversation in residential real estate has centered on the apartment building: a single structure, a defined footprint, a property manager with a clear mandate to …

Multi-dwelling unit (MDU) service providers have spent years building excellent Wi-Fi networks and collecting predictable fees. The ceiling on what that network can generate is gone. For years, the managed …

Telcos are exploring NVIDIA’s AI grid, but edge GPU deployment lacks a strong latency or cost case today; only physical AI use cases justify it, with gradual rollout expected toward …

The FCC has tightened supply chain security rules to bann new foreign-made consumer routers. Existing devices are unaffected, but vendors face strict domestic manufacturing demands, which will reshape competition as …

As the industry’s largest annual gathering for connectivity and telecommunications, MWC serves as a bellwether for where wireless technology is heading. Among the many themes on display at the 2026 …

The acquisitions of UScellular and Cox Communications largely spell the end of the medium-sized carrier There are no more medium-sized wireless carriers and soon, there will no longer be any …

Europe’s five biggest mobile operators – Deutsche Telekom, Orange, Telefónica, TIM, and Vodafone Group – are building a pan-European “federated edge continuum”, stitching together their national edge assets into a …

In this episode, Raul Martynek, CEO of DataBank, shares how he has helped transform a six–data center platform into one of the largest and most geographically diverse data center operators …

WPA3 adoption in multi-dwelling units presents a unique set of challenges The Wi-Fi industry loves a good checklist. WPA3 support? Check. Six gigahertz? Check. Protected management frames? Check. But as …

DT and Nvidia jointly funded the Industrial AI Cloud, Europe’s most ambitious sovereign AI facility In early February 2026, Deutsche Telekom’s CEO Tim Höttges stood inside a gutted bank vault …

Managed Wi-Fi eliminates redundant truck rolls, avoids duplicate wiring, and enables smart building technology A regulatory storm is gathering as state legislatures from California to Colorado to New York advance …

By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as a new ABI Research forecast shows. …

I saw this headline today: Amazon launched its “AWS European Sovereign cloud” with its first region in Brandenburg, Germany. I had to chuckle at the absurdity of the focus on …

What is sovereignty? Is the purpose of a “Sovereign Cloud” to house the assets locally? I saw today that Amazon launched its “AWS European Sovereign Cloud,” with its first region in …

Nvidia is not spending its market valuation windfall on random diversification If you look at Nvidia’s deals over the last three years, they seem scattered. A handful of small software …