Universal Broadband

Fiber vendors have long been banking on the promise of revenue opportunities via the Broadband Equity, Access, and Deployment program and rural broadband expansion, but the hype is simmering down in light of fiber's uncertainty in the new administration. As a result, communications equipment vendors are eyeing greener pastures. For the most part, vendors are “being pretty quiet about the BEAD opportunity because so much is still up in the air,” said Dell’Oro Group VP Jeff Heynen.

Lawyers defending the Federal Communications Commission’s authority to manage a longstanding $8.1 billion broadband subsidy expressed cautious optimism ahead of the March 26 Supreme Court oral arguments in FCC v.

Community anchor institutions (CAIs)—such as schools, libraries, community health centers, and similar organizations—play a crucial role in offering free or affordable internet access to underserved communities. In many areas, the connectivity options offered by CAIs—whether on-site (via wired or wireless networks) or through remote programs like hotspot lending—are among the few affordable and reliable services available.

The United States Department of Agriculture, Rural Development (RD), which is comprised of the Rural Business-Cooperative Service (RBCS), Rural Utilities Service (RUS), and Rural Housing Service (RHS), is amending 14 program funding opportunities to remove references to the Biden Administration’s key priorities and diversity, equity, and inclusion (DEI)-related scoring criteria to bring them into compliance with the Executive Order, ‘‘Ending Radical And Wasteful Government DEI Programs And Preferencing’’, issued on January 20, 2025.

Congress is supposed to write the laws, but these days it often prefers to delegate to the executive branch, and then cheer or boo the results. Twice amid the New Deal, but not since, the Supreme Court struck down statutes as abdications of Congress’s lawmaking power. Yet the Court has another chance in the case that the Justices will consider Wednesday, FCC v. Consumers’ Research.

America’s $42.5 billion investment in universal broadband internet access may be on track for a major overhaul. Three years into its meticulous planning and implementation process, and with significant progress already made, the Broadband Equity, Access, and Deployment program may pivot from prioritizing fiber to satellite connectivity.

The Infrastructure Investment and Jobs Act provided over $42 billion in subsidies for broadband deployment via the Broadband Equity, Access, and Deployment program. Although BEAD funds are supposed to be disbursed on a technology-neutral basis, the Biden Administration mandated a preference for fiber deployment, even when alternative technologies—including satellite broadband—are the more efficient mechanism to serve certain high-cost areas. With the recent election of President Donald Trump to the presidency, the government’s preference for fiber now faces significant uncertainty.

Within the Trump administration’s Defense Department, Elon Musk’s SpaceX rocketry is being trumpeted as the nifty new way the Pentagon could move military cargo rapidly around the globe. In the Commerce Department, SpaceX’s Starlink satellite internet service will now be fully eligible for the federal government’s $42 billion rural broadband push, after being largely shut out during the Biden era. At NASA, after repeated nudges by Mr. Musk, the agency is being squeezed to turn its focus to Mars, allowing SpaceX to pursue federal contracts to deliver the first humans to the distant planet.

Elon Musk’s Starlink is set to cement its dominance of the satellite internet market with a surge in revenues in 2025, but the world’s richest man’s ties to President Donald Trump are shifting from an asset to a hindrance in Starlink's global rollout. The billionaire’s SpaceX group is engaged in talks to rapidly bring the service to countries with 1 billion potential new users, including holding negotiations with Turkey, Morocco and Bangladesh, while making progress towards regulatory approval in other vast markets such as India.

Spectrum announced the launch of Spectrum Internet, Mobile, TV and Voice services to more than 260 homes and small businesses in rural areas of Pike County (OH), with additional launches planned across the county. Spectrum’s multi-year rural construction initiative is driven by more than $7 billion in private investment from the company and will ultimately add an additional 100,000+ miles of fiber-optic network infrastructure and deliver symmetrical and multi-gigabit speed internet access to more than 1.7 million new locations across the country.