Thoughts on Players & Themes Driving Digital Infrastructure’s Evolution
When I was in business school my favorite professor had this phrase on repeat: the best companies don't sell products - they solve pain points. The case study he always pointed to was the great Southwest Airlines and its iconic CEO –...
(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...