Tower Companies Optimistic Amid Spectrum Auctions, Potential AI Deployments

SBA Communications has been in early talks with satellite companies about terrestrial deployments

Tower Companies Optimistic Amid Spectrum Auctions, Potential AI Deployments
Photo of SBA Communications CEO Brendan Cavanagh from the company

WASHINGTON, Aug. 4, 2026 – Big tower companies are feeling good about the future.

On earnings calls in recent weeks, executives pointed to the government’s plan to auction spectrum in the coming years and the potential for AI companies to deploy computing gear on their infrastructure.

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