Thoughts on Players & Themes Driving Digital Infrastructure’s Evolution
(Psst…..The A+ Students Plugged In Early) There is an old real estate adage that has been used so many times it has almost lost its meaning: location, location, location. But in the data center world of 2026, that phrase deserves a meaningful...
There are so many data center and compute announcements each and every day – billions of dollars, day after day, blurring into background noise. But the one-two punch by CoreWeave on April 9th and 10th may be a milestone we look back on and realize it...
AT&T and Verizon Q4'25 earnings reveal a striking divergence in their Fixed Wireless Access (FWA) performance that deserves closer examination. Verizon reported 319,000 FWA net adds - up both sequentially and year-over-year. AT&T, meanwhile, added 221,000 FWA...
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...