Power has long been the dominant concern in data center conversations - the proverbial ‘long pole in the tent.’  But the tent keeps getting bigger, and so does the growing opposition.   The cloud, as it turns out, has to touch ground somewhere. But it...

The tower sector has faced unexpected headwinds in recent months. Since EchoStar's $23B spectrum sale to AT&T was announced on August 26, the sector has declined  ~11% - even amid an interest rate cut that historically benefit tower companies. Investor...

With hyperscalers projected to spend over $320 billion combined in 2025 cap-x (1), the investment community has focused almost exclusively on this high-profile segment. However, this laser focus on "bright and shiny" hyperscale spending risks overlooking a compelling...

The current fiber industry landscape bears a striking resemblance to the cable industry of the 1990s and the wireless sector of the early 2000s. To bury lead: what happened then – is what I think will happen now. The cable and wireless “orphans” got adopted and at the...