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A few months ago, I reported on the broader market of which telecommunications infrastructure is a part. I mentioned data centers, cloud computing and data analytics (big data). All together, we can perhaps best call this digital infrastructure. While the importance of this merged set of infrastructures will benefit all economies and societies, I recently focused on regional developments as basically every region and every mid-size town will need to have a digital hub for local computing workloads and storage. more
Nielsen recently published some statistics about how we watch videos that show a continuing trend of migration from traditional video to watching video online. One of the most striking statistics is the total volume of online videos. December 2021 saw an aggregate of 183 billion minutes of online video viewing. And even that, the number is likely small since there are many uses of video on the web that are not likely counted in the total. more
Loon, formerly a Google X project and now an independent Alphabet company, reveals that it successfully transmitted data over a 1000 kilometers (621 miles) via a network of 7 balloons. more
Russians have targeted Ukrainian electricity and communication infrastructure. In some areas, there may not be any utility poles left standing, and underground conduits may have been bombed to oblivion. Starlink has been an important tool for these brave people to coordinate their resistance to Putin's brutal invasion. Satellite communication doesn't require any middle-mile infrastructure. more
Our world finds itself at a critical juncture. Both trillions of dollars and the future of human communications including fundamental access to it are at stake. For telecom operators and media outlets there is not a migratory way from where we are to the future. There is a clear consumer shift underway that runs in the opposite direction to that of telecom and media incumbents; emergent social practice is increasingly clashing with the very structure and desires of incumbent players... It was for these reasons that one of the six keynote speakers invited to Spring 2009 Emerging Communications Conference (eComm) in San Francisco was Richard Whitt, Google's Washington Telecom and Media Counsel. His keynote was entitled, Tinkering without Tampering: Wrestling with Convergence and Communications Policy... more
Like many of you, I am keenly following the Comcast-Level 3 dispute and am trying to make sense of it all. The dispute confirms several universal principles about Internet traffic routing that have passed the test of time. ... Consumers pay Internet Service Providers ("ISPs") a monthly subscription with the expectation that the fee covers access to available content, i.e., the conduit. As the World Wide Web evolves and content options diversify to include full motion video, consumers simply expect their ISPs to make sure the download distribution pipes are sufficiently robust to handle high bandwidth requirements and commensurately large monthly download volume. more
Utopia: the definition brings about visions of an "ideal place or state", or "a system of political and social perfection." Thus became the name chosen for a consortium of sixteen Utah cities building their own broadband infrastructure with a fiber-to-the-premise architecture, while offering residents a clear and alternative choice to incumbent operators, including Quest and Comcast. Is it perfection or fantasy? more
The McCain technology plan is finally out. As expected, it's light on what most of us understand as "technology policy." There are many platitudes about the glories of lower taxes and private investment, but little understanding of just how profoundly communications and information technologies are changing our world. The good news, I suppose, is that McCain is finally talking about technology issues which he resolutely ignored for most of the campaign, and which his advisors dismissed as not worthy of Presidential attention. more
The fact that businesses around the world are knocking on the doors of their governments asking for spectrum is a clear indication that this telco real estate market is hotting up. The reason for this is not too hard to guess -- the enormous growth in the demand for mobile broadband. There is a large amount of pent-up demand as the mobile operators didn't want to open up this market while they were in the middle of adding new customers to their mobile voice services. more
Speculation about Russia disconnecting or being disconnected from the wider Internet abounds. In this article, we look at the connectivity of the Russian Internet to the wider Internet and how this evolved around the Russian invasion of Ukraine and the related sanctions. more
Cisco predicts that the number of network-connected devices will be more than 15 billion, twice the world's population, by 2015. In its Visual Networking Index (VNI) Forecast (2010-2015) report released today, the company also predicts the total amount of global Internet traffic to quadruple by 2015 and reach 966 exabytes per year. more
On Monday the Wall Street Journal published an article alleging that Google was trying to arrange a "fast lane for its own content" with telecom carriers and contending that Google and Professor Lessig were in the midst of changing their position on network neutrality policy. The WSJ reporters received a lot of flak for the piece -justifiably so. There was no real "news" in this news article. more
Strand Consult published an article on its website that makes numerous predictions for broadband and related industries in 2025 and compares them to the company's 2024 predictions. It's fascinating and well worth reading. There is one prediction in particular that got me thinking. In its 2024 predictions, Strand Consult compared Elon Musk's Starlink to Jeff Bezos' Kuiper and said that Bezos had opened a burger bar while Musk runs an interstellar McDonald's. The 2025 observation agrees with that assessment. more
Susan Crawford, seeking to learn from Korea and Japan, identifies three routes towards broadband competition... Facilities based competition: Still waiting for that mythical third wire, or perhaps some unused, unlicensed TV spectrum, but not holding my breath. (Broadband over powerline? It is such an encumbered technology that it is its own barrier to entry.) Wholesale access: Been there, tried that, but the Bells wouldn't unbundled elements... more
We now know what direction the FCC will take in reorganising the American telecoms market. For many years I have mentioned the rather bizarre situation in that country wherein broadband is not seen as a telecoms service but rather as an internet service, which is itself classified as providing content. Thanks to extensive lobbying from among the telcos (who also refer to themselves as ISPs) in the early days of the internet, back in the 1990s, the FCC accepted their unbelievable proposals. As a result, over the last 20 years or so the USA's telecom market has changed from being one of the most competitive among developed economies to what it is now: a market with hardly any fixed telecoms competition at all. more
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