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.
Zayo closed the Crown Castle Fiber Solutions deal, consolidating metro-fiber density across key U.S. markets. Enterprise buyers face tighter supply and more aggressive bundling.
Eight carriers committed over $17 billion in new capex for 5G densification and fiber. Enterprise buyers face improving coverage but rising per-user costs as operators monetize infrastructure investments.
PJM Interconnection's new framework mandates on-site generation during grid emergencies, adding millions in capex and shifting power design requirements for the 165 GW Mid-Atlantic grid.
AT&T launched the first nationwide 5G standalone core dedicated solely to public safety traffic, serving 25,000+ agencies. The architecture raises the stakes for enterprises demanding isolation beyond network slicing.
Zayo will own and operate six new long-haul routes and sell excess capacity beyond Nvidia's commitments, creating pricing pressure on Lumen and AT&T.
The FCC will auction 3,248 licenses in the 3.98–4.14 GHz band on April 27, 2027, creating a 440 MHz contiguous mid-band block. Enterprises using satellite or aviation assets face migration costs.
Vodafone Idea commits ₹450B over three years to deploy 3,500 4G sites monthly and expand 5G to 200 cities, forcing enterprises to recalibrate carrier strategies in India.
Zayo's Nvidia-anchored long-haul expansion adds six routes across North America while grid operators face 60-day deadline to file interconnection cost rules that make data centers pay full upgrade charges.
Verizon's new sliced FWA service and Cisco's MG52 gateways with cloud management shift fixed wireless from best-effort backup to SLA-ready primary WAN.
AT&T will reach 40M+ fiber locations by end-2026 via Lumen acquisition, while T-Mobile commits $2.7B across two new fiber JVs. Consolidation expands coverage but narrows independent choice.
The FCC advanced a 440 MHz C-band super-band from 3.70 to 4.14 GHz, with auctions in 2027 and deployment by 2030. Enterprise buyers gain capacity but face a multi-year gap before pricing improves.
TDS Telecom raised its 2026 capex budget to $625–$675 million to connect 250,000–300,000 new fiber addresses, even as Dell'Oro predicts a 2% global telecom capex decline.