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 …

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. …

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 …

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 …

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 …

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. …

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 …

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 …

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 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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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’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 …

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 …

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: …

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 …

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 …

For Verizon, Starry represents a strategic solution to challenges related to how 5G-based FWA impacts cell performance Verizon has had an eventful week with three major announcements: the departure of …