April 2025 marks the 5-year anniversary of the FCC’s release of the 6 GHz spectrum band for unlicensed use. It is already widely used by Wi-Fi and other technologies in the US and several international markets, while some regions are still considering its future...
Exponential demand on AI computing capacity has triggered a boom in the data center market: current facilities are going through expansive refactoring, but there is also unparalleled demand to build new facilities. This trend is happening globally with the U.S., China and Europe re-evaluating...
Mother’s Day greetings from Missouri, Iowa, and, by the time most of you read this, Florida, home of the Conexon Ignite workshop (CellSite Solutions has been a longtime supplier of shelters to the electric cooperative community). Thanks to Randy Klindt and Jonathan Chambers for...
Multiple companies have asked me to analyze this question: will D2D replace the rural cell site? Would it make sense for an operator to shut down a remote site, and simply let the users fall back on NTN coverage from space?
As usual, I don’t answer...
Recently, U.S. mobile industry trade association CTIA published a study performed by the economic consultancy NERA. It claimed that releasing additional spectrum for full-power 5G wide-area networks would generate a $260 billion uplift in GDP, and 1.5 million extra jobs, for every 100 megahertz...
Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both visual and textural. In turn, AI is impacting the mobile cellular economy. AI is a key catalyst for the growth...
After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost its way during a major industry shift. What happened next is a story worth telling and worth learning from for...
Fixed wireless has been comprising close to 100% of broadband net additions in recent years. How can this be true? I believe that fiber is the greatest telecom invention ever and it provides superior throughput, so how can we explain the recent add share...
WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional
The national broadband conversation is undergoing a big shift. Between the long-awaited rollout of BEAD funding, the emergence of low Earth orbit (LEO) satellite technology, and...
Greetings from Mexico, Missouri, and Iowa. We realigned the start date of the bi-weekly format to accommodate the Easter holiday (and our 30th wedding anniversary) weekend. We will have a similar skip on Memorial Day weekend in May.
The opening picture is a familiar one to...
What every company needs to learn to be successful going forward
On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on AT&T, T-Mobile, and the shifting wireless landscape. Let me walk you through some key takeaways...
Over the past several years, I have visited with and been briefed by several private wireless providers of all sizes. Some are stronger than others. Some are larger. Some are going it alone, while others are partnering or involved in M&A. Some focus only...
Mobile operators are investing in GPUs! SKT, DOCOMO, Verizon, T-Mobile, Singtel, Swisscom, Telenor, Softbank, and many others have set up data centers with edge AI services. For a market analyst like me, this gets my attention. On the surface, it seems that the NVIDIA strategy...
March greetings from Iowa and Missouri. This week’s picture is of Saturday’s peaceful protest on the Kansas City Plaza. While this location is known for weekly demonstrations, the crowd size was larger than normal. It did not interfere with our ability to enjoy the...
As the demand for seamless connectivity continues to grow across multifamily and commercial developments, managed Wi-Fi providers are navigating a complex landscape of rising costs, evolving technology standards and changing customer expectations. From the impact of global tariffs to the promise of open-source infrastructure,...
Enterprises, hyperscalers and governments are actively investing billions into new AI data center builds, infrastructure modernization and energy optimization to accommodate surging AI workloads. As these facilities become increasingly critical to economic resilience, the challenge of securing them — both digitally and physically —...
March greetings from Iowa and Missouri. This week’s picture is a throwback to what we were all doing five years ago. Humans and dogs looked for any opportunity to get out, and both received plenty of steps in 2020 and 2021. Fortunately, there were...
Wireless and broadband are top services today for cable TV as competition heats up
The Cable Television Industry has grown, crested and now is falling. This predicament has been happening for two decades and counting. So much so that believe it or not, cable TV...
Commerce Secretary Lutnik signaled in an interview with Broadband Breakfast on March 5th, 2025 that the U.S. government will rethink the BEAD program so that Americans “get the benefit of the bargain.” He elaborated that it could mean that homes get broadband through satellite...
March greetings from Iowa and Missouri. Pictured is Jim with his colleague Marty Smith during a recent facility tour of Blue Star Power Systems manufacturng facilty in North Mankato, Minnesota (more on them here – a high durability product). As many of you are (painfully) aware,...
With amusement I read a note by a cable advocate on spectrum. The note seems to be mostly hung up on the definition of what is low-, mid- and high-band spectrum. It completely ignores the history of the terms and the technical reasons for...
I have spent the better part of the last three months using the OnePlus 13 daily, and ithas only impressed me more the longer I have used it. You can read my review of theOnePlus 12 from last year to get an idea of...
In a recent webinar, industry leaders came together to discuss a game-changing approach to Wi-Fi innovation and convergence: an API-first strategy. The conversation shed light on the pressing challenges Managed Service Providers (MSPs) face today, the increasing demand for vendor-agnostic solutions and the transformative...
AI is transforming companies, technologies, industries and life itself
The world around us is rapidly changing. New technology is radically changing and frankly, improving the way we do everything. I recently spoke with Dave Gentry, CEO of RedChip Companies, about its new, small-cap and microcap...
