Lumen

Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south …

From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …

From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …

From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …

From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …

Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …

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 …

Lumen chief executive Kate Johnson has penned an open letter to enterprise CEOs (and the whole telecoms industry): that there is a golden opportunity to connect the AI revolution, but …

Coherent optics, photonic line systems, and software agents are helping cloud providers and telco companies to manage the explosive AI workload demands on fiber networks – across cutting-edge interconnect systems, …

As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that …

Once in defensive mode and fighting decline, Lumen Technologies has re-emerged with a radically simplified strategy, a repaired balance sheet, and a bold claim to be critical infrastructure for the …

AT&T reported strong fourth-quarter and full-year results, meeting or exceeding its 2025 guidance as it doubled down on fiber and 5G expansion with deals for Lumen and EchoStar assets, plus …

Lumen fiber acquisition will help AT&T double its current fiber footprint by 2030 AT&T is taking a new step in its aggressive fiber-and-5G strategy, announcing plans to acquire Lumen’s Mass …

In sum – what you need to know Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus …

Blue Planet sees AI as a spectrum of technologies collectively driving network automation forward In a wide-ranging discussion with RCR Wireless News, Gabriele di Piazza, vice president of products, alliances …

Several major United States telecommunications providers have reportedly been infiltrated by a Chinese hacking group known as Salt Typhoon, with a focus on gaining information on U.S. government wiretaps. First …

Greetings from Louisiana, Texas, Kansas, Missouri, and Florida (Ft. Lauderdale, the location of this year’s MetroConnect conference, is pictured).  It’s been a full week of Telco Top Five earnings, and …

Holiday greetings from Louisiana, Texas, Nebraska, Missouri (state capitol building in Jefferson City pictured), Kansas, Iowa and Colorado.  Seven states and 2,300+ miles in two weeks as we are closing …

Thanksgiving greetings from the West, Midwest and Southeast, where we are hitting the road and logging many miles.  This week’s picture, however, comes from a Charlotte-based startup that I have …