Telecom

CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure In sum – what you need to know: Capex surge for AI buildout …

Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope’s team after buying its DAS unit Amphenol is buying CommScope’s Connectivity and Cable Solutions (CCS) business …

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 …

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 …

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 …

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the …