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The bulk-managed Wi-Fi industry needs economic ammunition — Now (Analyst Angle)

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 bills that threaten to dismantle the bulk-managed Wi-Fi model in multifamily housing through opt-out mandates,...

ABI Research on cloud | Data center boom should make telcos uneasy (Analyst Angle)

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. A staggering expansion driven largely by artificial intelligence (AI) workloads, hyperscalers, and increasing rack-level...

Sovereignty…hard to define, harder to pull off (Analyst Angle)

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 local staffing, as if a local technician’s paycheck is the most important factor. The...

Lenovo rollable PCs charting a new path for laptops (Analyst Angle)

Folding smartphones have been around for many years and are almost on the verge of becoming mainstream. But what these foldable screens mean for laptops was not clear. But thanks to some bold steps taken by PC market leader Lenovo, clear use cases and...

Sovereignty — hard to define, harder to pull off (Analyst Angle)

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 Brandenburg, Germany. I had to chuckle at the absurdity of the focus on local staffing,...

The hidden pattern in Nvidia’s billion-dollar deals (Analyst Angle)

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 buys. A couple of massive strategic investments. Some moves that look suspiciously like vendor financing...

EchoStar sell-off shows inefficiencies of exclusive spectrum (Analyst Angle)

EchoStar’s $40bn spectrum sell-off to AT&T and SpaceX ends its own ambitions to be a fourth mobile operator in the U.S., and boosts capacity for other terrestrial and satellite providers. It also complicates FCC auction plans under the OBBBA, potentially reshaping U.S. wireless policy. In...

Solace Power and NetComm announce first wireless, window-mounted 5G home solution (Analyst Angle)

This strategic partnership is aimed at solving one of the big problems facing home FWA deployments Fixed Wireless Access (FWA) is an exciting new service that delivers wireless broadband to homes. Like all emerging technologies, challenges arise as it rolls out at scale. Solace Power...

My predictions for 2026 on 6G and AI infrastructure (Analyst Angle)

Organizations that align ambition with physics rather than narratives will gain durable advantages in 2026 2026 will not be a year of new network generations or completed AI buildouts. It will be a year where the gap between plans and physical reality becomes impossible to...

How will your company be noticed at CES 2026 over AI noise? (Analyst Angle)

The pace of change, thanks to AI, is breathtaking at CES 2026 CES 2026 is coming quickly. This time around, things will be very different thanks to AI. With all the noise and chaos, just getting noticed will be tougher than ever. So, how will...

Wi-Fi 2026 predictions: What to expect in the year ahead (Analyst Angle)

The intersection of AI and Wi-Fi will be the dominant theme in 2026 and beyond As 2025 draws to a close, I had the opportunity to speak with three of the most influential voices shaping the future of Wi-Fi technology: Robert Stacey, Chair of the...

Thoughts on Verizon growth under new CEO Dan Schulman (Analyst Angle)

New Verizon CEO Dan Schulman is very busy reinventing the company Something is starting to happen at Verizon, and so far, while it is still very early, I like what I am seeing. Historically, Verizon has always seemed to battle AT&T for the number one...

Telco APIs and the economics of invisible infrastructure (Analyst Angle)

APIs are standardized. Semantics are shared. Operators are aligned. Developer sandboxes exist. Reference implementations are open. Telecom operators have long believed that their networks contain latent platform value. Mobile networks authenticate devices, bind phone numbers to physical infrastructure, and observe behavior that applications cannot see...

Next wireless and telecom growth wave approaching, driven by AI (Analyst Angle)

Wireless and telecom will be key beneficiaries of the AI revolution As artificial intelligence dominates headlines, boardrooms, and investor conversations, I am increasingly invited into senior-level discussions as companies try to understand what this fast-moving technology means for their future. Pair that with writing weekly...

How AI phones will rewrite mobile economics (Analyst Angle)

This whole time, you've been your phone's operating system Here's the uncomfortable truth about smartphones: For the past fifteen years, you've been doing the computer's job. You're texting about dinner plans. Someone mentions a restaurant. You copy the address, switch to Maps, paste it, check the...

Who can property owners trust? Navigating telecom consultants in a fast-moving tech environment (Analyst Angle)

Connectivity is no longer an optional amenity but a critical infrastructure in multifamily housing The technology landscape in multifamily housing is shifting faster than most property owners and asset managers can keep track of. Wi-Fi 7 is arriving before many properties have fully deployed Wi-Fi...

Telecom retail in 2025: What works and what doesn’t (Analyst Angle)

As of mid-2025, there were 17.4K postpaid carrier stores, down from 17.6K stores in mid-2024 We hear a lot about the evolution of telecom retail. Stores going away, we heard in 2020. Phone delivery is the path forward, we are told, as carriers launch...

Why network foundation models and AI-RAN won’t save telecom (Analyst Angle)

Telecom’s current AI-RAN fantasy is seductive, but the reality is a costly engineering and economic trap There is a seductive narrative sweeping through the telecom industry right now. It promises that if we feed enough petabytes of logs, traces, and configuration data into a massive...

Improving customer care is right move, but the ‘how to’ is key (Analyst Angle)

Target said they will start saying 'hello' to the customer again, but is it enough? Improving customer care is different for each company. Target, the giant retailer, recently announced that it will say “hello” to customers on the sales floor. While that is good news,...

Why telcos cannot become tech companies (Analyst Angle)

It's an idea that sounds right — but is it possible? Every few years, another telecom strategy presentation declares that “our goal is to become a tech company.” The phrase sounds inspiring. It signals ambition, innovation, and a desire to escape regulatory gravity. But it...

The 10 companies to watch at OPTECH 2025 (Analyst Angle)

The picks include companies whose solutions are influencing how multifamily communities operate, connect, and engage residents As one of the official OPTECH 2025 Influencers, I’m excited to attend this year’s premier multifamily technology conference in Las Vegas. OPTECH continues to be the place where innovation, investment, and...

Part II: Competing in the age of embodied AI (Analyst Angle)

The global economy is shifting from software intelligence to embodied AI — where algorithms meet physical production Editor's note: This is part II of a two-part series. Read Part I: Why AI strategy is now an industrial race here. The big idea: Software intelligence has already...

Improving your FWA network capacity and performance (Analyst Angle)

Solace Power held a webinar on doubling FWA network capacity with self-installable window CPE 5G Fixed Wireless Access is a relatively new technology that offers plenty of wireless broadband benefits to the home user. FWA is becoming a real game-changer for customers and carriers. Solace...

Telecom GPU-as-a-Service: Beyond the hype (Analyst Angle)

Telcos are betting billions on AI, but their true advantages lie in sovereignty and specialized infrastructure, not in a direct fight with hyperscalers Telecom operators globally are rushing to build GPU-as-a-Service (GPUaaS) platforms, promising to unlock the AI revolution. Their value proposition rests on two...