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.
Texas paused new data center interconnections citing reliability concerns, while New York formalized a working group to apply upgrade costs to buyers. Grid and interconnection queues now shape where capacity can be delivered.
Cisco's first cloud-managed 5G SA devices target branch connectivity. Verizon adds network slicing with 200 Mbps guaranteed performance.
BT Group and Verizon combined international enterprise operations into a 50-50 venture serving 3,000+ multinational customers across 180 countries, forcing global WAN buyers to reassess supplier concentration.
The FCC will vote on rules for a 160 MHz upper C-band auction and aligned with NTIA to free 800 MHz of federal spectrum by 2034, expanding mid-band capacity for enterprise wireless and private 5G.
Verizon plans to reduce capital spending by up to $1 billion next year as 5G build-out nears completion, while AT&T increased quarterly capex 14% to $4.9 billion, creating divergent strategies for enterprise network buyers.
AT&T's 400G metro expansion and AWS Interconnect integration shift enterprise circuit design. AI fabric moves from DriveNets and Nvidia-backed Upscale raise the stakes for data-center interconnect buyers.