Analyst Angle

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing …

The attack in NYC is not the first and will not be the last The United States Secret Service deserves congratulations for finding and taking down a threat to the telecommunications systems close to the United Nations. That being said, …

From fewer complaints to stronger reviews — why MSPs in multifamily sectors are beating big ISPs at their own game When it comes to internet service, customers are frustrated. Year after year, large cable and telecom incumbents dominate the bottom …

For 6G, the fight is about standards, spectrum, and trust architectures — decisions today will shape tomorrow’s economics Editor’s note: This is the final installment of a three-part series from Analyst Vish Nandlall. Read the first article here and the second …

What does this means for you and your career in the new AI world? During a recent speech, I mentioned the “secret list.” That quickly captured the attention and the imagination of the group. This list is made up of …

A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national industries to create a globally competitive consortium, while Concorde, despite …

Which 6G innovations will save money, which might make money, and which are mirages? Editor’s note: This is the second installment of a three-part series from Analyst Vish Nandlall. Read the first article here, and keep an eye out for …

No one has yet defined what 6G actually is, let alone how it will succeed economically Editor’s note: This is the first installment of a three-part series from Analyst Vish Nandlall. Keep an eye out for parts two and three, …

By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner Elon Musk’s $19 billion acquisition of DISH’s spectrum is more than a financial move. It signals a strategic …

What are HPE’s technological differentiators, financial performance, and the challenges it faces? Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, proactive management, and self-healing capabilities through AI-driven platforms. Against this …

The prepaid wireless industry is healthy and growing — pick the yardstick The All Wireless & Prepaid Expo — the top prepaid event in the U.S. — took place on August 19-20 at Caesars Palace in Las Vegas. The 2025 …

Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear President Donald Trump had a quality problem on an important call, and he blamed AT&T on his social media platform, …

As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption The multi-family connectivity landscape is changing rapidly. With Wi-Fi 6E and Wi-Fi 7 now entering mainstream deployments, property owners …

Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction Over the past decade or two, I have been warning Comcast Xfinity leadership that they …

Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between AI agents operating at machine speed In 2003, the Blaster worm spread across corporate networks and government systems worldwide. Its payload was crude by …

A single hospitality property may rely on a dozen or more vendors for Wi-Fi, voice, video, access control, and more The hospitality industry has always been a proving ground for new technologies. From the first in-room telephones to today’s AI-powered …

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary …

How do we prepare, and what should we expect next? Recently, I have been reading an increasing number of news stories and opinion pieces about how we may be in an AI growth bubble. I am not sure whether I …

6 GHZ spectrum is critical to achieving the EU’s 2030 Digital Decade goals and narrowing the digital divide The European Commission is grappling with competing pressures from both the Wi‑Fi and cellular sectors over the allocation of the upper 6 GHz …