Broadband

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.
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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. more

Africa Does Not Have an Internet Access Problem: It Has an Internet Governance Problem

Africa's digital future depends less on expanding Internet access than on shaping the rules that govern it. Stronger institutions, cybersecurity, and global influence will determine whether the continent becomes a digital leader or remains a dependent consumer. more

The Internet, Beyond a Right: A Critical Infrastructure

As governments, economies and essential services become ever more dependent on connectivity, the internet can no longer be viewed solely as a right. It must be treated as critical infrastructure, protected, regulated and made resilient against disruption. more

Economic Stress Is Testing Broadband’s Recession-Proof Reputation

Mounting signs of consumer distress, from unpaid utility bills to rising loan delinquencies, are raising uncomfortable questions for internet providers about whether broadband remains recession-proof as households increasingly trade home connections for cheaper wireless alternatives. more

Two Ways to Build the Internet in Space - China, Inc. vs Starlink Et Al

Starlink's rapid integrated model contrasts with China's coordinated, multi-constellation strategy, where specialised networks share roles. Though slower to deploy, this system could narrow the gap and reshape global satellite internet competition by 2030 significantly ahead. more

Satellite Industry Heats Up as Amazon, SpaceX and Blue Origin Compete for Orbit

April's satellite sector saw Amazon's $10.8bn Globalstar bid, surging plans for orbital data centres, intensifying SpaceX rivalry, regulatory friction, and doubts over broadband promises, underscoring a crowded, contested race to control next-generation connectivity infrastructure global. more

Africa’s Community Networks Offer a Local Path to Inclusive and Resilient Connectivity

Community networks, locally built and governed, are emerging across Africa as cost-effective tools to extend connectivity, bolster digital sovereignty, and improve cyber resilience, despite regulatory, financial, and technical constraints that hinder broader adoption. more

No Safe Harbor: SCOTUS Scuttles the DMCA

America's Supreme Court, in Cox v Sony, recast online copyright liability, effectively sidelining the DMCA safe harbor and replacing it with a narrow inducement standard that leaves service providers little obligation to meaningfully police infringement. more

Regional Internet Registries’ Thick Governance Turns Uniqueness Into Double Extraction

Regional Internet registries, built for coordination, now sit atop scarce IPv4 assets while bearing little liability, suppressing capitalization and imposing "double extraction" that weakens operators, distorts markets and threatens the stability of global internet uniqueness. more

The Rapid Evolution of Transport Lasers

Exploding internet traffic and AI demand are driving a rapid upgrade in fibre transport lasers, from early one gigabit systems to 400, 800 and even 1.6 terabit links reshaping backbone capacity worldwide as networks scale. more

Rising Costs of Broadband Construction

Despite steady expansion of fibre networks, the cost of building them is rising. New survey data show labour-heavy construction, higher aerial costs and persistent inflation pressures likely to push deployment expenses higher in 2026. more

The Challenge of Adding Fiber to Poles

An FCC ruling in a dispute between Comcast and Appalachian Power clarifies pole attachment cost rules, but exposes how regulatory delays and uncooperative utilities can slow fiber deployment and raise costs for broadband providers. more

Who Uses the Internet?

Pew Research finds most Americans are online, yet access still tracks income, age and geography. Broadband gaps persist as subsidies fade, while smartphone dependence rises, reshaping how millions connect to work, services and civic life. more

SpaceX Proposes a Million More Satellites on Paper

SpaceX has filed a plan to place more than a million satellites in low Earth orbit, recasting data centres as spaceborne infrastructure while testing regulators, safety, competition and the line between vision and paper ambition. more