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News Analysis Robert Clark 4/12/2021 The Biden Administration's $100 billion broadband plan marks the end of an era. Since telecom reform began in the mid-80s with the breakup of the old AT&T it's been big telecom that has driven the industry, constrained by no more than light-touch regulation. That's been the case not just in the US but across the OECD and much of the developing world. The new Biden plan, hazy as it still is, drives the last nail in the coffin of the old regime. Just as the deregulation era was driven by wider economic trends a...

A convergence of technology innovations is giving rise to a new concept of "routed optical networking" in which Layer 3 becomes the switching layer across a DWDM transport layer. The key advances are the commercialization of 400Gbps pluggable coherent optics, the emergence of multi-terabit network processing units (NPUs) for routers, and continuing advances in telemetry and software automation for IP networks. While sharing some of the same heritage, the new routed optical network is not your father's IP over DWDM. Defined as the physical integration of DWDM optics into a router, the concept...

US cable operators and other wired broadband service providers likely won't have to fret too much about SpaceX's Starlink in the coming years. But the emerging satellite broadband service is poised to play a significant role in providing service in rural US areas alongside opportunities in the much larger global market, according to one analyst study. "We have no trouble imagining Starlink as a potential game-changer for helping to bridge the digital divide in the US," Craig Moffett, analyst with MoffettNathanson, explained in a new report that dissects the potential for the satellite broadb...

It's been several months in the making, but FiberCop, Italy's last-mile network grid, has finally moved into the operational stage with an enterprise value of €7.7 billion (US$9 billion). Telecom Italia (TIM) announced the completion of shareholder agreements with KKR Infrastructure and Swisscom-owned Fastweb, meaning that KKR has acquired a 37.5% stake at a value of around €1.8 billion ($2.1 billion). Fastweb has also transferred its 20% stake in FlashFiber, its joint venture with TIM (which holds an 80% stake), into FiberCop and taken a 4.5% stake. FiberCop now combines TIM's secondary ...

Podcast: The Divide – Fiber Broadband Association's Gary Bolton on the 'good news, good news' for fiber 4/1/2021 On this episode of The Divide, we hear from Gary Bolton, President and CEO of the Fiber Broadband Association: an organization of over 350 companies focused on delivering an all-fiber broadband network across the Americas. As the head of the Fiber Broadband Association, Gary is unsurprisingly pretty optimistic about fiber's potential and progress. We discuss why he says the US needs a fiber-first strategy and the legislation in Congress that could get us there, why hyp...