AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This...
IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist
The days of separate IT and OT environments are over. What were once air-gapped industrial networks are...
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction
Over the past decade or two, I have been warning Comcast Xfinity leadership that they have a problem. In fact,...
The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion
In sum – what to know:
IPO confirmed – Reliance Jio will launch its long-awaited IPO in early 2026, aiming to raise around $6 billion at a...
In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm
In recent years, telecom operators have faced what can only be described as a state of permanent disruption. Events once considered rare — pandemics, geopolitical...
With this deal, the U.S. government has become Intel's largest shareholder
In sum – what to know:
Historic investment in Intel– The U.S. government is acquiring a 10% stake in Intel via an $8.9 billion deal, plus prior CHIPS grants, bringing the total federal support to...
The six-year agreement reportedly gives Meta the compute power to support its AI expansion
In sum – what to know:
Meta signs $10B AI deal – The six-year agreement reportedly gives Meta the compute power to support its AI expansion, including plans for 1.3 million GPUs...
This divestiture represents not just a financial windfall but a strategic pivot for CommScope
CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash sale of its Connectivity and Cable Solutions (CCS) segment to Amphenol Corporation. This divestiture represents...
The investment from Softbank is equal to roughly 2% of Intel
In sum – what to know:
$2B vote of confidence – SoftBank will invest $2B in Intel, becoming its fifth-largest shareholder as the U.S. chipmaker struggles to regain ground in advanced semiconductors and foundry services.
Intel...
Could this be the start of something good?
Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs join in. Time will tell. In recent decades, everything seemed to go off-track and become,...
The business is valued at up to $416 million, and Spark said it expects to receive $287 million in cash, as well as $57.8 million if certain performance-based criteria are met by the end of 2027
In sum – what to know:
Deal finalized - Spark...
In sum – what to know:
-Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for export licenses to be able to sell into the Chinese market.
-Raise revenues: The deal...
Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million)
In sum – what to know:
PEP deal close – Spark NZ is reportedly finalizing a sale of a majority stake in...
Where does AI fit into the future of wireless, telecom, broadband, and pay TV?
The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. That being said, today all three main carriers — AT&T, T-Mobile, and Verizon — seem to...
UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio
In sum – what to know:
T-Mobile completes the $4.4B acquisition – The telco giant now owns UScellular’s wireless business, gaining customers, stores, and spectrum.
UScellular exits...
Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization
Given earnings growth in last week’s quarterly releases (four of the Fab Five reporting), one might expect more movement amongst the Fab...
Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber
In sum – what to know:
Fiber consolidation accelerates – The U.S. fiber market is undergoing a wave of consolidation as regional and cross-border players like Bluebird,...
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure
In sum – what to know:
Intel spins off networking unit – Intel is creating a standalone company from its Network...
Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage
To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is the next, big step. It has been around for decades, but has really turned up...
T-Mobile's net income for the quarter totaled $3.22 billion and revenue rose nearly 7% year-over-year to $21.13 billion
In sum – what you need to know:
Postpaid growth crushes forecasts – T-Mobile added 1.73 million postpaid customers in Q2, far surpassing expectations and bringing its total...
The cable companies will launch enterprise-grade 5G services in 2026, targeting SMBs mobile offerings powered by T-Mobile US’ network
In sum – what to know:
Entering the enterprise wireless market – The move allows both Comcast and Charter to offer nationwide business mobility without investing in...
AT&T added 401,000 net postpaid phone subscribers in Q2, easily topping analysts’ expectations of 296,000 and outshining Verizon
In sum – what to know:
Wireless strength offset churn – AT&T added 401,000 postpaid phone subscribers — well above expectations — despite a slight rise in churn....
Executives should understand — and want to win the hearts and minds of — all three
As an Industry Analyst and columnist for several decades, I have attended more client briefings than you can imagine. These are from communications companies in wireless, telecom, cable TV,...
Verizon reports postpaid losses, but also higher revenue and a boosted free cash flow guidance
Verizon delivered better-than-expected results in the second quarter of 2025, posting solid revenue growth and raising its full-year guidance across multiple key metrics. The telecom giant cited strength in wireless...
