Telecom Ramblings

Telecom Ramblings, launched on May 7, 2008, is a platform that explores the latest trends and advancements in the telecommunications sector. It focuses primarily on long-haul, metro, and undersea fiber networks, a wide range of data services, colocation and data centers, networking technologies, VoIP, unified communications, and content delivery networks. Following the downturn in the telecom industry that began in 2000, enthusiasm seemed to fade. Telecom Ramblings aims to share the narratives of this vital sector—highlighting the efforts of those who invest in, construct, and manage the communication infrastructure that many take for granted while admiring the sleek design of their smartphones. These stories involve individuals, companies, and public entities, all contributing to the ongoing evolution that has been taking place since the inception of the internet. While we strive to offer independent news, insights, and analysis, we are passionate about the subject matter and don’t claim to be completely neutral. Our love for telecommunications drives us to read, write, and share our thoughts on this fascinating field.

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Thursday Bytes: OneFiber, Ciena, CityFibre, Ripple Fiber, VIAVI, 3-GIS, Windstream

1 month ago | telecomramblings.com | Rob Powell

Four bits of fiber and vendor news from the US, the UK, and Germany:OneFiber has tapped Ciena’s WaveLogic 6 Extreme technology to power its national network buildout in Germany. OneFiber is looking to build secure connectivity that leverages quantum key distribution and other next generation technologies. Their plans call for 5,500km of network reaching 300 access points. The deployment leverages Ciena’s 5000 and 8000 routers as well as 100G-400G coherent pluggable transceivers.
Bluebird to Buy Everstream

1 month ago | telecomramblings.com | Rob Powell

A significant fiber deal landed this morning out in the Midwest. Everstream has announced that it has reached an agreement to sell substantially all of its operations to Bluebird Fiber. The deal would combine two of the largest regional independent fiber builder/operators. It’s not a straight up deal though. Everstream will be starting a Chapter 11 process, and Bluebird will be the stalking horse. That means other bidders could still swoop in for all or part of the assets and operations.
Zain Omantel, Horizon Scope Target Terrestrial Route to Europe

1 month ago | telecomramblings.com | Rob Powell

Zain Omantel is making a terrestrial longhaul fiber move to connect the Middle East to Europe. Today they announced a strategic agreement with Horizon Scope Telecom and the Iraqi Telecommunications and Information Company go connect the heart of the Middle East with Europe without passing through the Red Sea or the Mediterranean. Instead they plan to go over land through Iraq and Turkey, presumably to Istanbul.
Tuesday Bytes: Databank, Astrolight, Constellation

1 month ago | telecomramblings.com | Rob Powell

One data center launch and two items from the orbital front after the long weekend here in the US:Databank has opened its 5th location in the NY metro area. They have officially launched LGA3, a facility in Orangeburg in the Hudson Valley. The facility targets AI and high performance computing demand, and is already fully leased. Astrolight has raised €2.8M to develop connectivity between down here and up there.
AT&T To Buy Lumen's FTTH Biz

1 month ago | telecomramblings.com | Rob Powell

A substantial M&A landed yesterday with a pile of FTTH customers changing hands. AT&T announced a deal to acquire Lumen’s Mass Markets fiber connectivity business for $5.75B in cash. The deal covers 1M fiber customers across 11 states, with about 4M homes passed and represents substantially all of Lumen’s Quantum fiber business. The deal includes not just fiber but also network assets in central offices that enable them, certain fiber network deployment capabilities and a swath of employees.
Wyyerd Buys Fiber from Ting and Conterra

1 month ago | telecomramblings.com | Rob Powell

There was also a more regional M&A in the fiber infrastructure world yesterday. Wyyerd has announced transactions to purchase a substantial amount of fiber across multiple Arizona markets from Ting Fiber and Conterra Networks. The deal covers assets in the Tuscon metro area, including within Tucson itself, Marana, Oro Valley, and Pima County. It also reaches into Nogales and Rio Rico further to the south.
Thursday Roundup: Duos Edge AI, EdgeCore, MEF, Console Connect, Macquarie, VeloCloud

1 month ago | telecomramblings.com | Rob Powell

Two edge data center projects and two technology partnerships:Duos Edge AI is expanding its efforts down in southeastern Texas. They will be building out an edge data center in the city of Victoria, about half way between Houston and Corpus Christi. They have done a deal with the Region 3 Education Service Center, paralleling their initial win with Region 16 in Amarillo. We had Duos Edge AI’s President Doug Recker here six months ago to talk about his plans.
Thursday Bytes: Elea, Nokia, Ericsson, Netskope

1 month ago | telecomramblings.com | Rob Powell

One data center campus and three vendor deployments: Elea Data Centers is making a big move down in Brazil. They have announced plans for Rio AI City, a giant new campus in support of AI and cloud computing in the Olympic Park region of the city. It will have an initial energy capacity of 1.5GW with more than double that potentially available. The first 80MW of new infrastructure on the campus will come online sometime in 2026. Nokia’s technology has won some business in the IoT space.
Wednesday Roundup: STACK, Colovore, CoreSite, Antietam Broadband

1 month ago | telecomramblings.com | Rob Powell

Two bits of colo funding, one routing deployment, and one FTTH expansion to catch up with. STACK Infrastructure has closed on $1.4B in new green financing. The data center developer and operator will use the liquidity to support long-term ownership objectives and solidify its balance sheet. It is secured by 10 of its facilities across North America. Meanwhile, Colovore has closed on $925M in a new debt facility from Blackstone.
Metro Bytes: Verizon, Ripple, Consolidated, Gateway, Comcast Business

1 month ago | telecomramblings.com | Rob Powell

News of metro interest from the infrastructure space, three FTTx and two wireless:The Buffalo Bills have tapped Verizon as their exclusive wireless telecommunications partner at Highmark Stadium. The NFL team’s new stadium is set to open next year with capacity for some 60K people. It will will feature a neutral DAS system owned by Verizon that will power the fan experience. The partnership builds on an existing relationship at the current stadium of course.