Analyst Angle

The FCC has tightened supply chain security rules to bann new foreign-made consumer routers. Existing devices are unaffected, but vendors face strict domestic manufacturing demands, which will reshape competition as …

As the industry’s largest annual gathering for connectivity and telecommunications, MWC serves as a bellwether for where wireless technology is heading. Among the many themes on display at the 2026 …

The acquisitions of UScellular and Cox Communications largely spell the end of the medium-sized carrier There are no more medium-sized wireless carriers and soon, there will no longer be any …

Europe’s five biggest mobile operators – Deutsche Telekom, Orange, Telefónica, TIM, and Vodafone Group – are building a pan-European “federated edge continuum”, stitching together their national edge assets into a …

In this episode, Raul Martynek, CEO of DataBank, shares how he has helped transform a six–data center platform into one of the largest and most geographically diverse data center operators …

WPA3 adoption in multi-dwelling units presents a unique set of challenges The Wi-Fi industry loves a good checklist. WPA3 support? Check. Six gigahertz? Check. Protected management frames? Check. But as …

DT and Nvidia jointly funded the Industrial AI Cloud, Europe’s most ambitious sovereign AI facility In early February 2026, Deutsche Telekom’s CEO Tim Höttges stood inside a gutted bank vault …

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 …