Sita Lowman

Great piece today by Tamara Chuang of the The Colorado Sun on the shift in broadband internet for all projects and how wireless is now a legitimate solution set in the deployment ecosystem. #BEAD https://lnkd.in/g-r8gPgs

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Come see us at Enterprise Connect in booth #928 to discuss AI. This announcement is an important milestone towards Nectar's ability to monitor and alert on your AI communications infrastructure. More press releases coming!

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This is an absolute GAME CHANGER for our channel partners! GTT has released new capabilities in GTT EnvisionDX, bringing real-time autonomy and speed directly to channel partners, eliminating sales cycle delays. GTT EnvisionDX consolidates global connectivity, security and managed services into a single orchestration portal, offering a unified experience across the channel ecosystem. Designed based on feedback from technology solution distributors (TSDs), GTT’s new channel partner interface offers streamlined, real-time configure-to-order capabilities with AI-powered data validation and automation. Key features of the next-generation GTT EnvisionDX channel partner experience include: • Self-service configuration, on-demand quoting and ordering • GenAI-powered address validation • Unified experience across the channel ecosystem • Enhanced quote visibility • Flexible collaboration Anchored in GTT’s position as the third-largest global IP backbone with the GTT Envision platform at its core, the GTT channel program has seen rapid momentum and strong partner adoption, with nearly 20% channel funnel expansion and a net sales increase of 15% year over year. The new GTT EnvisionDX channel partner experience is available to GTT channel partners now. Read the full announcement here: https://lnkd.in/e4QknUic. #EnvisionDX #ChannelPartners #DigitalExperience #AI #GTT

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You can't fix what you can't see—and partial visibility simply isn't enough anymore. 👀 In today's intricate environments, conventional network monitoring tools are insufficient. Our newest article delves into why integrating flow data with performance metrics and service state is not merely a "nice to have," but essential for contemporary NetOps. 🔗 Read the full post:

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Although Microsoft has strategically paused some projects, it has more than doubled its data center capacity during the past three years. And now the multi-billion dollar deal with Nebius. Demand for high performance AI compute just continues to grow. https://lnkd.in/gH2XiTXm

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Digerati Technologies, Inc. (OTC: DTGI) is making significant strides by entering the DataCenter and Power, Energy, and Battery Business. This expansion reflects the company's commitment to sustainable hyperscale infrastructure and grid-integrated green data power centers through a 25% equity stake in In Pursuit Investments. For more details, you can read the full article here: https://lnkd.in/eVNJuyCE #DataCenters #Internet #Colocation #Stocks #MicroCap #StockPicks 🤑

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Interoperability Is the New Infrastructure In a crisis, communication breakdowns can cost more than any hardware failure. Interoperability isn’t a buzzword — it’s the backbone of resilience. Every agency, every system, every data stream, must be able to talk to one another when seconds matter most. We see time and again with most after action reports, that communication failures prevented an effective response. See Hurricanes Katrina, Maria, etc. and most recently see Kerr Co. Texas. It’s time to treat interoperability as infrastructure — because without connection, there is no coordination. #Interoperability #Resilience #DataSharing #EmergencyManagement https://bit.ly/3Wq0XEt https://bit.ly/3J21QQI

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Pleased to see views broadly agree here at Network X in Dallas on network providers' experiences on the growth of commercial AI traffic. Among many examples is AT&T SVP and Network CTO Yigal Elbaz's keynote speech, where he observed AI traffic growth being small so far, but there are already observable changes in traffic patterns, which leads to an expectation of brisk AI traffic growth driving volumes through 2030. #Omdia #NetworkX #ATT #AInetworking #TelcoB2B #TrillionDollarMission

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"Vendors should aim to deliver a simplified, highly automated and agile cloud-native IMS that helps operators to reduce total cost of ownership and improve quality of service." - new article by James Kirby #cloudnative #publiccloud #networkAPIs Analysys Mason

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Mitel is moving manufacturing to Germany! We’re relocating our IP phone production to Gigaset in Germany to better meet growing demand across the EU. Phones are a critical element to effectively meeting the hybrid communication needs of some of the most demanding industries and frontline worker profiles. This production move to Germany will create a more resilient and efficient supply chain for the devices that frontline and desk-based workers rely on every day. Mitel remains committed to providing our enterprise customers around the globe with secure, reliable, and high-quality communications solutions that help them drive their employee and customer experiences every day. https://lnkd.in/g2q-NRCK

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Please take a moment to check out this important article by Patrick Halley and WIA on their recent study of AI use trends in the US: “This data underscores a simple truth: America’s AI future depends on America’s wireless* infrastructure.” https://lnkd.in/eXdDxfit *wired, too!!

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Apple's answer to the AI race? A renewed and powerful focus on what it does best: stunning hardware design and a tightly integrated ecosystem. Yesterday's event was a classic Apple playbook. My colleagues Ben Wood and Leo Gebbie, were on the ground in California, and we've published our CCS Insight Instant Insight report with our full analysis immediately after the event to our clients. The star of the show was undoubtedly the new iPhone 17 Air. This super thin device is a bold, design-led statement intended to turn heads and bring much-needed attention to the iPhone line-up after years of marginal updates. Its strategic role is clear: to be a "store-driver," compelling people to see it in person and creating upgrade opportunities across the entire range. The device also continues a significant move to an eSIM-only design globally. Beyond the Air, the event revealed a deliberate focus on the premium tier and a recurring theme of durability. With CCS Insight research showing 43% of iPhone owners in advanced markets now have a Pro model, the revamped iPhone 17 Pro is crucial. Apple's emphasis on engineering and durability across all products feels like a direct effort to reassure consumers about its new, thinner designs. This was complemented by a savvy pricing strategy, largely holding the line to keep intense pressure on rivals. Of course, the elephant in the room was the light touch on AI. The difference in pace and appetite for AI between Apple and its competitors is stark, but this was a deliberate choice. This event was Apple reminding the market that its competitive advantage remains rooted in a holistic product experience, while it plays a more patient and integrated game on Apple Intelligence. CCS Insight members can read our full, detailed analysis of all the announcements and their strategic implications in our Instant Insight report, live on our client portal now. https://lnkd.in/ef5q9b99 #AppleEvent #iPhone17 #iPhoneAir #AppleWatch #AirPods #eSIM #TechAnalysis #Apple #Strategy

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As networks converge and virtualize — and as copper plant is finally retired — service providers are unlocking space and power in their headends and central offices. Those facilities are now ideally positioned to host the low‑latency, domain‑specific AI workloads enterprises are demanding. https://lnkd.in/eFka6nzx

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Where are telecom leases booming in 2025? If you guessed major metros only, think again. 📍Urban rooftops are still in demand but so are secondary markets with strong data needs and zoning flexibility. This year, we’re seeing increased activity in: 🔴 The Southeast 🔴 Central Valley and Inland Empire (California) 🔴 Mountain West metros like Denver and Salt Lake City 🔴 Mid-sized Midwest markets with underutilized sites The common thread? Carriers are optimizing networks where people live and work, not just the traditional tower zones. Whether you have a lease in place or not, understanding market trends is key to maximizing site value. #TelecomRealEstate #WirelessLeases #CRE #NAIGlobalWireless #MarketTrends

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EchoStar’s Spectrum Flip Rumors of a potential Verizon acquisition of EchoStar’s AWS-3 licences highlight the final stage of a decade-long strategy. Between 2012 and 2021, Dish–EchoStar spent roughly $26 billion acquiring spectrum meant to power a fourth national 5G network. That network never fully materialized. By 2025, EchoStar has sold or is selling licences for roughly $50 billion, generating an approximate 91 percent return. The implied internal rate of return over the holding period is roughly 7 to 8 percent per year. Had they built the network, they would have needed another $30–40 billion in CapEx, with high operational risk. Carriers like AT&T, SpaceX, and potentially Verizon gained spectrum predictably, without bidding against competitors. That predictability came at the expense of the public treasury, raising a broader equity question about who benefits from scarce spectrum. This strategy also illustrates the notion of spectrum as an economic option. EchoStar invested just enough to satisfy the FCC, preserving the option to sell when market conditions were favorable. The payoff demonstrates how illiquid regulatory assets can be transformed into financial windfalls, even without network deployment. The network ambition is over. Boost Mobile is now a thin-margin MVNO. What remains is cash and a stark lesson: strategic optionality can be more valuable than operational execution when the underlying asset is scarce and regulated.

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