Fixed broadband continues to grow, while FWA and satellite broadband reshape competition in the last mile.
Browsing: North America
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Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.
Musk’s Tesla reports resilient revenue supported by AI investments, signalling broader infrastructure-level evolution beyond automotive.
A new US MVNO ‘Cape’ is betting on network-level privacy features, but its approach may test how far consumers value mobile anonymity.
SoftBank is in talks to invest up to $30bn more in OpenAI, spotlighting rising capital concentration around leading generative AI platforms.
Verizon tops a major US mobile network ranking, highlighting the long-term value of infrastructure investment in a saturated market.
Meta commits up to $6 billion with Corning for fibre‑optic supply to secure AI data‑centre infrastructure.
Oracle points to a data centre power outage for TikTok service disruptions, but trust and reliability questions grow after the platform’s recent U.S. ownership change.
Pinterest cuts jobs to fund AI efforts, but the strategy faces investor scepticism as shares slip.
How IPv4 scarcity and secondary markets are turning IP addresses into recognised digital capital in the modern internet economy.
Microsoft joins rivals in designing custom AI chips as cloud costs and competition intensify.
Nvidia invests $2 billion in CoreWeave to accelerate AI data center buildouts, raising concerns over cloud infrastructure concentration.