Broadband

Is Satellite Cellular a Competitive Threat?

Direct-to-device satellite cellular promises to extend coverage beyond terrestrial networks, but physics, capacity constraints, and indoor limitations suggest it will complement existing mobile service rather than emerge as a true competitor.

Community Networks: The Missing Piece in Africa’s Digital Transformation

Community networks can bridge Africa's persistent digital divide by shifting connectivity from infrastructure alone to community ownership, supported by strong governance, sustainable financing and enabling policies that make last-mile access resilient, inclusive and locally driven.

SpaceX Wants to Handle the World’s Broadband - Here’s Why That’s Unlikely

SpaceX wants to expand Starlink to 100,000 satellites and eventually carry most of the world's internet traffic. Ambition is not the problem. Market competition, geopolitics and the resilience of fiber networks make that goal implausible.

Why Are We Building 6G?

As 6G development accelerates, its promises of faster speeds, lower latency, and immersive applications raise questions about whether carriers can justify another costly network upgrade when 5G's commercial promises remain largely unfulfilled across the industry.

Is AI Really Changing Internet Traffic Patterns?

Claims that AI is reshaping internet traffic are gaining attention, but evidence remains mixed as residential ISPs report little change while business networks see steadier demand and faster upstream growth today warrants closer industry scrutiny.

Can Orbiting Data Centers Solve Terrestrial Deal Breakers?

Orbiting data centers promise cleaner power, cheaper cooling and relief from terrestrial opposition, but formidable engineering, regulatory and orbital governance challenges may keep ambitious space-based computing grounded for years unless launch economics improve dramatically first.

Network Challenges from AI Traffic

Cisco warns AI traffic will reshape internet infrastructure as inference workloads demand lower latency, stronger upstream capacity and new network architectures, with AI expected to generate one quarter of web traffic by 2035 worldwide eventually.

IPv4 Market in H1 2026: A Price Reset, Not a Market Collapse

IPv4 transfers accelerated in the first half of 2026, but surging activity masked a decisive pricing reset as average values fell, sellers accepted lower valuations, and the market settled into a more mature equilibrium overall.

The Economics of SpaceX: Can Starlink Justify a $2 Trillion Valuation?

SpaceX's towering valuation rests less on Starlink's current connectivity economics than on ambitious platform expectations, raising doubts that satellite broadband and mobile services alone can justify trillion-dollar valuations indefinitely despite intensifying competition for investors.

Why AI Adoption May Become the Defining Digital Divide

As AI reshapes work and daily life, a new digital divide is emerging between those who embrace the technology and those who cannot or will not, with lasting consequences for opportunity, productivity and inequality.