Digital Infrastructure Insights

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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?

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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.

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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.

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Verizon Cuts 13,000 Jobs Mostly to Fund AI Revamp

The telecommunications sector is undergoing a profound structural shift as carriers reallocate capital from legacy operational headcounts toward artificial intelligence, automation, and core infrastructure. 

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Ericsson Wins Minneapolis Airport 5G CBRS Project

The deployment of enterprise-grade connectivity across vast commercial and transportation facilities is undergoing a structural shift as legacy wireless systems face growing operational limits.

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Navigating the Capital Stack in Modern Data Center Development

The unprecedented demand for cloud compute, artificial intelligence processing power, and digital infrastructure has radically reshaped the capital markets supporting data center development.

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Expanding Beyond Commercial Broadband: Inside SpaceX Starshield Initiative

The landscape of orbital connectivity is undergoing a fundamental shift as commercial satellite constellations increasingly overlap with national security infrastructure. While Starlink has established itself as a major force in global civilian broadband, SpaceX has quietly built out a dedicated, defense-oriented satellite platform known as Starshield.

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Will GPUs Eventually Make Their Way to the Top of the Cell Phone Tower

Ericsson lost roughly 6 percent of its market value on June 9 over a chip NVIDIA has not confirmed building. The trigger was a Light Reading report, from correspondent Iain Morris, describing a dedicated, sub-100W chip NVIDIA is reportedly developing for the 6G radio unit, the equipment mounted at the top of the cell tower rather than in the baseband cabinet at the bottom.

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Navigating the Grassroots Backlash Against Artificial Intelligence Infrastructure

The rapid expansion of artificial intelligence applications has fundamentally altered investment priorities across digital infrastructure, telecommunications, and commercial real estate. However, the aggressive push to deploy high-density compute facilities and expansive data center footprints is encountering unprecedented public resistance.

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AI's Ceiling Isn't Compute. It's Glass.

Every AI capacity debate of the past two years has fixed on one resource: GPUs. Ciena's fiscal third-quarter earnings call pointed at a different constraint entirely. Revenue reached $1.67 billion, up 37 percent year over year and a company record. Backlog climbed to $8.5 billion, and management guided to more than $10 billion by the close of fiscal 2026.

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There Is No Wireless Without Wires

The rapid evolution of generative artificial intelligence and high-density computing is fundamentally transforming the digital infrastructure landscape. High-performance artificial intelligence clusters, sprawling data center campuses, and edge computing nodes demand unprecedented levels of network throughput and ultra-low latency.

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