Broadband Mapping and Data
After Competitive Summer, Broadband Prices Ticking Up: MoffettNathanson
Analysts from MoffettNathanson and TD Cowen were skeptical Meta’s Muse posed a threat to ISPs
Data Center
Anthropic, Microsoft Announce New AI Data Center Projects as Construction Push Continues
Anthropic has announced a $50 billion investment, including new data centers in Texas and New York. Microsoft announced a new data center in Georgia.
Data Center
Microsoft Scraps Multiple Data Center Leases: TD Cowen
Overcapacity concerns raise questions about the software giant’s AI forecast.
FSF
Industry Experts Pessimistic On Potential ACP Extension
Two experts discussed the roadblocks standing in the way of an ACP extension
