Fierce

There are more than 400 small fiber providers in the U.S. that are ripe for picking by investors or larger fiber companies when the "inevitable" major fiber consolidation wave occurs, according to the consulting firm AlixPartners. The firm conducted a survey in August of 60 executives at different fiber companies in the telecom space. According to the survey, 93 percent of respondents said consolidation is happening or will happen soon.

With the “fiber wars” underway, cable’s got some catching up to do to ensure it’s not left in the dust with network deployments. Air Wireless, a newly formed company made up of former Comcast, Liberty Global and Vodafone execs, claims it has the solution with its proprietary wireless DOCSIS platform. The technology is “more or less” like fixed wireless access, said Air Wireless CRO Alex Salamon, as it uses radio frequencies to send internet signals.

And just like that, the Federal Communications Commission (FCC) granted Dish parent company EchoStar’s request for more time to meet 5G buildout requirements in exchange for accelerated deployments in certain markets and other commitments. The approval appears to have come in near record time as the FCC typically isn’t known for quick decision-making, to put it mildly.

Blair Levin, non-resident senior fellow with The Brookings Institution, has some opinions about the Broadband Equity, Access and Deployment (BEAD) program. He thinks it’s being run a lot better than the Rural Digital Opportunity Fund (RDOF). Levin recently testified at a House subcommittee hearing where Republican Congresspeople tried to slam the BEAD program. He contrasted BEAD with the RDOF program, which set up a reverse auction to award broadband grants under the former Republican Federal Communications Commission Chairman Ajit Pai.

If the data center is the brain powering artificial intelligence (AI), dark fiber is the central nervous system. So it makes sense that companies are spending big on such a critical piece of the puzzle. Almost $200 billion in capex last year went toward AI, according to DigitalBridge CEO Marc Ganzi, and it’s not just data centers using that chunk of cash. DigitalBridge has a hand in various digital infrastructure baskets, such as fiber, enterprise and edge data centers, towers and small cells.

The Five Nine takes an in-depth look at an interesting question: “What is broadband without affordability?” The United States government is poised to spend more than $42 billion on broadband expansions across the country in a quest to bring internet connectivity to every citizen. But the recent collapse of the government’s Affordable Connectivity Program—which provided monthly subsidies to help eligible citizens pay for their broadband service—has raised a critical question.

Immediately after Verizon announced that it was buying Frontier Communications, people started saying “the race for fiber assets is on!”  And perhaps they are right because AT&T and BlackRock announced they want to grow their Gigapower fiber joint venture more than originally planned. AT&T also announced four new partnerships to expand its fiber network faster. AT&T said it selected each company because they provide opportunities to expand AT&T Fiber to new service areas without existing fiber options.