Thoughts on Players & Themes Driving Digital Infrastructure’s Evolution
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...
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...