Access Providers

Another Portent of the Decline and Fall of the Telco

The Swedish carrier group Telia has recently announced the sale of its international wholesale business to Polhelm Infra, an infrastructure investment manager jointly owned by a number of Swedish pension funds. Why would a telco operator sell off what was a core part of its operation to a pension fund? The Internet was originally conceived as a telephone network for computers. (I should mention that this was not a concept that was unique to the Internet at the time.

Computing Clouds in Orbit – A Possible Roadmap

Last week, I predicted that much of the Internet and most cloud datacenters would launch into space in the next ten years. Today the only part of the Internet in space is a very small amount of "bent-pipe" access: signals which go from a user to a satellite and bounce back down to a ground station which feeds them into the terrestrial internet where all processing is done and all queries answered by internet-connected servers, many of them in cloud data centers.

The State of the Internet During the Anti-Government Protests in Cuba

On Sunday, July 11, thousands of Cubans, took to the streets in anti-government protests triggered by COVID, the faltering economy, and an overwhelmed healthcare system. In three days, 110 protests took place across the island. The following is a snapshot of an interactive, crowd-sourced map showing the locations of 118 large and small demonstrations (94 reported on the 11th, 14 on the 12th, seven on the 13th and three on the 17th).

The Dumb Pipe Question

Every few years, I read something that resurrects the old question of whether ISPs should be dumb pipe providers or something more. Some ISPs have fought against the idea of being dumb pipe providers and want to believe they are far more than that. The latest event that raises this question anew is AT&T's debacle with ditching DirecTV and WarnerMedia. AT&T was clearly not content with being considered as only a dumb pipe provider.

The Internet and the Cloud Are Going Into Space

Unlike Bezos and Branson, they're going to stay there. Today we have space-based internet access and a terrestrial internet; within ten years, we'll have a space-based internet. Internet traffic will travel more miles in space than on terrestrial fiber. By that time, the great cloud data centers of Google, Amazon, Microsoft, and their competitors and successors will mostly be in orbit as well. Five years from now, this transition will be obvious, accepted, and well underway...

A Simulation of the SpaceX, Amazon, Telesat and OneWeb Broadband Satellite Constellations

Over two years ago, an MIT research group ran a simulation of the low-Earth orbit broadband constellations of OneWeb, SpaceX, and Telesat, and last January they repeated the simulation updating with revised constellation characteristics and adding Amazon's Project Kuiper. They ran the new simulation twice, once using the planned initial deployments of each constellation and a second time using the configuration shown.

5G Base Stations $13,000 in China

Most carriers don't order 200,000 5G base stations, so they will pay more, but that's the actual price for the joint procurement of China Telecom and China Unicom. The 200,000-300,000 cells the two jointly are upgrading are probably more than the entire rest of the world will add. The second Chinese network, jointly built by China Mobile and China Broadcast, is growing even faster.

Where are the Gigabit Applications?

I remember that soon after the City of Chattanooga launched its citywide fiber network, the company held a competition seeking web applications that would benefit from gigabit speeds. I don't recall if anything useful came out of that effort, but I know that there are still today almost no big bandwidth applications on the web online aimed at the average household.

Elon Musk Interview: SpaceX, Starlink and His Motivation and Philosophy

Elon Musk packed a lot about SpaceX and Starlink into a 32-minute interview at the 2021 Mobile World Congress and ended with a discussion of his motivation and the roles of his three companies - SpaceX, Starlink, and Neuralnk. Let's start with the SpaceX and Starlink update and conclude with the philosophy and motivation. (Scroll to the end of the post for the video of the interview).

The Infrastructure Guessing Game

As U.S. Congress inches closer to an infrastructure bill, the industry is feverously speculating how a broadband infrastructure plan might work. There is still a lot of compromise and wheeling and dealing to be done, so nobody knows how a final broadband program might work, or even definitively if there will be one. But since this is the billion-dollar question for the industry, it's worth a review of the possibilities.