Carriers, fiber networks, spectrum, and the physical infrastructure of connectivity
Signals
US fiber service providers — route miles, fiber capex, passings, and interconnection. Every number linked to its public source.
US wireless carriers and the tower companies they build on — churn, net adds, tenant billings, and network spend.
Tower companies — tenant billings, portfolio counts, and the carrier spend they measure.
Data center operators, REITs, and AI compute providers — capacity, backlog, and interconnection.
The power layer of AI infrastructure — generation capacity, interconnection queues, and grid constraints.
Prysmian's German facility expansion and new transatlantic systems push enterprise capacity decisions into multi-year reservation cycles.
Nokia and SoftBank will test AI-enabled radio access networks under commercial traffic in Japan in 2027, but disclosed no latency, throughput, or cost data. Enterprises should not treat the announcement as AI-RAN procurement readiness.
Fibocom's FG390-MEA-30 module adds 700 MHz of upper-6 GHz spectrum to fixed wireless, targeting enterprises that need fast connectivity without fiber builds.
AmpliTech Group reported over 3,000 radio units deployed in a North American operator program and $17M in Q3 purchase orders, marking the first multi-thousand-unit Open RAN deployment disclosed by a challenger vendor.
Meta's planned Petal system targets 1 Pbps over 7,000 km between the U.S. and France. The move reflects hyperscalers' shift to privately controlled international capacity for AI and cloud traffic.
COLPOS deployed Canoga Perkins' SyncMetra 100 as operational infrastructure, not a pilot. The move signals private 5G's expansion beyond factories into distributed agricultural sites.
AT&T combines Lumen assets with Gigapower in 50/50 venture with infrastructure investors. Enterprise buyers gain potential alternate sourcing path outside AT&T retail footprint.
October 29 vote would add dedicated direct-to-device spectrum and expand satellite-cellular sharing by 482 MHz. Enterprises should treat satellite backup as emerging, not settled procurement.
Chile's telecom regulator expanded industrial 5G spectrum allocation to 60 MHz in the 2.3 GHz band, with state copper producer Codelco already deploying. TDS raised 2026 fiber capex to $675 million.
Digital Realty is building a submarine cable landing station inside its Los Angeles data center, combining landing infrastructure with colocation to reduce backhaul. The station won't support cables until 2028.
SpaceX can now build a satellite network that bypasses mobile carriers. Enterprises gain a potential backup connectivity path, but not a commercial product yet.
TELUS integrated AST SpaceMobile's low-Earth-orbit network with its terrestrial core and completed an end-to-end test using unmodified smartphones. Service expected within a year, but no pricing or SLAs disclosed.