Digital Infrastructure Insights
CBRE’s Pivot to Critical Infrastructure and the Evolution of Data Center Real Estate
The global real estate market is undergoing a structural repositioning driven by artificial intelligence and hyperscale computing infrastructure. Commercial brokerages are increasingly looking beyond traditional transactional advisory models to capture value from technical operations.
SpaceX Revenue Grows 161%. What's next?
The global telecommunications and connectivity landscape is undergoing a structural realignment driven by low Earth orbit satellite networks and massive compute infrastructure deployment. SpaceX recently demonstrated the scale of this shift, reporting third-quarter revenue growth of 161 percent year-over-year to reach $14.6 billion.
Can AST Space Mobile Meet the Challenge from SpaceX and Compete?
The global telecommunications landscape is undergoing a structural paradigm shift as low-Earth orbit satellite operators race to bridge terrestrial connectivity gaps directly through standard, unmodified smartphones.
The Fallacy of the AI Telco Layoff Narrative Being Blamed on AI
The global telecommunications industry is currently engaged in a significant narrative shift regarding workforce restructuring. Over the past several quarters, executive suites have increasingly attributed structural headcount reductions to the rise of generative artificial intelligence and advanced operational automation.
Only One in Four Office Tenants has Working Internet When the Lease Begins
The modern commercial real estate landscape is increasingly defined by the immediate operational readiness of physical space. Historically, the process of securing commercial office space followed a well-established sequence: executing the lease, executing build-outs, and subsequently initiating telecom provisioning
Rethinking Digital Infrastructure Service Delivery in the Modern Enterprise Environment
An Excerpt from a Podcast with Steve Yapsuga from Vision Technologies.
The Huge Benefit to Towns for their Schools & First responders from Data Center's Tax Revenue
The public discourse surrounding data center development is frequently dominated by resource debates concerning power and water consumption.
New York State Pauses Data Center Construction Risking Substantial Tax Revenue Losses
The rapid evolution of artificial intelligence and high-performance computing has triggered an unprecedented surge in capital deployment across the digital infrastructure sector.
SpaceX and Contractors Trade Liens and Lawsuits on Colossus Project
The rapid growth of artificial intelligence application deployment has pushed mission-critical real estate development into an unprecedented era of speed. Hyperscalers, digital infrastructure developers, and institutional capital partners are currently competing to bring massive compute capacity online in record timeframes.
Internet Connected Cameras Are Being Compromised by Hackers
The security camera on a loading dock was installed to protect the facility. It may also be collecting intelligence for someone else.
SpaceX Acquires 800 Mhz Spectrum from Grain Management in Huge Move on MNOs
The balance of power in the telecommunications industry experienced a sudden shift as commercial wireless operators faced a sharp market reaction following strategic moves by SpaceX.
Tesla Has Just Introduced A New Supercharging Safety Feature
Tesla has just introduced a new Supercharging safety feature called “Emergency Drive Away,” which allows you to immediately drive away from a Supercharger for safety reasons while your vehicle is still plugged in.
A Paradigm Shift in Wireless Infrastructure as AT&T, Verizon & T-Mobile Launch Joint Satellite Entity
A Paradigm Shift in Wireless Infrastructure has happened as AT&T, Verizon, and T-Mobile have formally launched a satellite joint venture designed to pool investment, select spectrum assets, and technical specifications to advance direct-to-device coverage across the United States.
SpaceX Is Not Buying Verizon. The Repricing That Made It Thinkable Already Happened.
Verizon CEO Dan Schulman told a Detroit audience on September 30 that some form of artificial general intelligence is six to 18 months away, that quantum computing follows two years after that, and that a century of technical progress is about to compress into a decade.
How Starlink Is Remaking The Airline Wi-Fi Debate
Leave it to Elon Musk to shake up another market. Now it’s the use of Wi-Fi on Airliners. With most airlines choosing Starlink, which at the moment is clearly superior, Delta chose to wait for another service to catch up. What was Elon’s approach?
What the Successful Launch of Starship with V3 (Version 3) Satellites Means for Terrestrial Wireless
The successful operational deployment of twenty-six next-generation Starlink V3 satellites aboard SpaceX's Starship marked a critical inflection point for orbital telecommunications infrastructure.
How Should CRE and Telecom Leaders View Regulatory Uncertainty for AI?
The rapid pace of advancement in artificial intelligence has created a pronounced divergence between technological capabilities and the formal policy frameworks designed to oversee them.
T-Mobile, AT&T, and Verizon are all building AI-RAN. They cannot even agree on whether the radio needs a GPU.
On September 18, reporting surfaced on how differently the three U.S. carriers are approaching AI in the radio access network.
Ericsson Puts Forth its Vision for the 6G Core
The rapid evolution of artificial intelligence is fundamentally shifting how data moves across mobile infrastructure. As AI applications transition from simple cloud-hosted algorithms to distributed, agentic systems operating natively on edge devices and smartphones, network traffic patterns are undergoing an unprecedented transformation.
Steven Ross Buys former IBM Campus in Boca Raton Florida
The transformation of regional commercial real estate markets is increasingly driven by the convergence of legacy tech infrastructure, modern digital demand, and large-scale private investment.