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Broadband / Telco

🇨🇦 How Edward Rogers and Tony Staffieri won 2025 and what they have planned for an encore - Just four years after Rogers weathered what could have been a ruinous family and boardroom battle, its direction is coming into focus

My Take: What’s the end state? A single, vertically integrated Canadian company that owns the network, the distribution, and the most valuable live content, especially sports, all inside one balance sheet. Billions to build. Billions to maintain.

AWS wants more hollow core fiber than it can get - AWS told Fierce it is deploying hollow core fiber to connect 10 data centers. Supply remains an issue, though ecosystem partners like Relativity Networks and Viavi are stepping up as hyperscale interest grows. Eventually, HCF could replace traditional fiber as the default for long-haul routes, AWS' Matt Rehder said

My Take: HCF cuts latency and reduces signal loss, which matters for cloud workloads that need ultra-fast, predictable performance. AWS says demand for this kind of fiber is growing as AI, high-performance computing, and real-time applications scale up. Best AI models. Fastest GPUs. Best networks.

AWS has the kind of autonomous network telcos want - Humans decide how the system should run and make physical repairs but otherwise the network runs itself. AWS uses its own network and devices to make automation easy - a luxury telcos don't have

My Take: Key to its success has been AWS’ decision to develop its own network devices and software, he added.

“If you’re using vendor systems, the APIs available to interact with the devices and automate them are…it’s hard,” he said. “If you’re in a multi-vendor setup, then you’re trying to manage, ‘how does my automation work with Vendor A, Vendor B and Vendor C?' and it only adds to the complexity.”

This, of course, is exactly what telcos are up against with their sprawling multi-vendor networks. Hence, their slow progress along the path to autonomy.

FCC votes to unlock high-power 6 GHz for Wi‑Fi and IoT devices - The FCC will vote to create a new category of ‘geofenced variable power’ (GVP) devices that can use the 6 GHz band under specific rules; the idea is to enable outdoor and longer-range Wi‑Fi, and to support new innovations in AR/VR, and sundry IoT applications. The standard narrative around US innovation and economic impetus is all here. 

My Take: The U.S. FCC has voted to allow more use of the 6 GHz spectrum for Wi-Fi and IoT devices. The decision expands how unlicensed devices can operate in this band, which is key for newer Wi-Fi standards. Supporters say it will unlock faster speeds, lower latency, and better performance for smart devices. Critics worry about interference and whether existing users of the spectrum are being protected enough.

🇨🇦 Feds ‘on track’ to connect every household to high-speed internet by 2030, as critics point to gaps in rural and Northern Canada - In 2026, 98.8 per cent of Canadian homes are expected to have access to high-speed broadband, surpassing the Liberal government’s goal of 95 per cent set in 2019. But only 16.7 per cent of Nunavut homes are projected to meet that mark next year.

My Take: “Canada is making steady progress toward its 50/10 Universal Service Objective, and data from the CRTC…indicate that the goal is achievable by 2030,” said a statement from Byron Holland, president and CEO of the Canadian Internet Registration Authority.. 50/10 in 2030.. is exactly like a 28.8kbps dial-up modem in 1985. I can’t understand why that mandate hasn’t changed.

🇨🇦 Quebec Man Takes On Rogers, Bell and Telus Over ‘Junk Fees’ at the CRTC - A Québec man is taking on Canada’s telecom giants, calling on the CRTC to ban what he describes as a growing wave of “junk fees” and “dark patterns” that he says have taken over the wireless market in 2025.

My Take: His CRTC Part 1 filing targets several specific fees charged by Rogers, Bell, and Telus, arguing that they are misleading and unfair. These include $80 connection or activation fees when starting service, up to $10 per month penalties framed as “discounts” that customers lose if they don’t use automatic payments or certain billing methods, and charges of up to $20 for access to electronic copies of past bills after cancelling service.

The argument is that these fees are either mandatory or hard to avoid, yet are not included in advertised prices, making it difficult for consumers to understand the real cost of a plan or compare providers. The filing asks the CRTC to step in, cap connection fees at a reasonable level, and require carriers to advertise prices that reflect what customers actually pay, not just the base rate before add-ons.

The author provides a link for other Canadian telecom customers to participate in the proceeding

Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences in Homes - Building on its first-to-market BCM6718 Wi-Fi 8 chipset, Broadcom continues to lead the industry in defining the next generation of wireless performance, intelligence, and efficiency. The new platform combines compute acceleration, advanced networking, and robust security, delivering the high throughput, low latency, and intelligent optimization needed for the emerging AI-driven connected ecosystem.

My Take: This launch is less about faster Wi-Fi and more about preparing homes for an AI-heavy future. As AI moves closer to users, the weak point becomes the network inside the house. Broadcom is betting that the next real bottleneck isn’t compute or software, it’s Wi-Fi that can’t keep up with how people will actually use AI at home. Maybe that’s why people are also considering Fiber To The Room.

Telco Network-as-a-Sensor Is a Huge Opportunity - 8 million radio sites with power, compute, and backhaul are sitting idle, pushing bits while the world burns, collides, floods, and stalls. Gunshots go undetected. Robots navigate blindly. Cities react late. The network sees none of it.

My Take: 2029? 2030? There’s a place for 6G sensing along with fiber sensing to provide a complete envelope. Would this be distributed enough to work?

🇨🇦 Western Standard: Ottawa’s assault on our internet freedoms must stop now - As explained in Death by a thousand clicks, there are six laws which together will make Canada more like the United Kingdom, where over 30 citizens are arrested each day over their social media commentary. Two of the six have already been passed into law, three are now before Parliament, and one looms on the horizon,

My Take: This piece taps into a real concern. The internet only works as a public space if people trust that it isn’t being managed from on high. If Ottawa wants more control online, it needs clear limits, strong transparency, and real accountability so it doesn’t look like overreach.

Fierce Network predicts what's ahead in 2026 - Will telcos shift their business model focus from consumers to enterprises? Will BEAD money finally roll? Will anything stop the data center boom?

My Take: From here on, networks have to earn their keep by supporting AI, automation, and real business outcomes. The winners in 2026 won’t be the ones with the biggest footprints, but the ones that make their networks smarter and more reliable. Relibility will be the new speed, finally.

What Trump's Venezuela raid means for Huawei - Trump's recent intervention in Latin America could spell trouble for Chinese companies including Huawei.

My Take: Nokia and Ericsson are banned from selling in Venezuela. If the US takes over the government (temporarily), it could spell trouble for Huawei in any bordering country.

Will access vendors see fiber profit soar in 2026? - Fiber rollouts will keep moving, but BEAD revenue won’t come quickly for access vendors. Operators will focus on experience more than subscriber count and speeds, said Calix. Cable gear spend will likely pick up after a 2025 slump

My Take: “When it comes to BEAD, I now think we won’t see as much flow-through to the equipment vendors this year, as that gets pushed to 2027,” Some comments anout 20G and 50G PON In there as well. Will this be the year where speed really doesn’t matter anymore?

Private 5G vs. Wi-Fi 7 — Why the Future Is AND, Not OR - The future of enterprise wireless isn’t about choosing Private 5G or Wi-Fi 7. It’s about understanding that modern enterprises operate across very different environments, workloads, and reliability requirements, and no single wireless technology can serve them all equally well. Real progress comes from designing these technologies to work together, not treating them as competitors.

My Take: Both promise faster speeds, lower latency, and better reliability, but they solve different problems. The point is that companies are now choosing network tech based on use cases, not hype, especially for factories, campuses, and mission-critical operations.

Industrial AI could be salve for ailing private network market - Industry 4.0 is a general term that refers to the integration of digital technologies into manufacturing processes. Industrial AI is the application of AI techniques to solve critical problems for manufacturing. Private networks that currently leverage industrial AI use it to create simulations like digital twins

My Take: Factories, ports, mines, and warehouses are starting to use private 5G and advanced Wi-Fi to support AI systems that automate operations, monitor equipment, and improve safety. The technology is ready. What’s changing now is confidence and real deployment.

🇨🇦 A look at what’s to come in 2026 for telecoms, broadcasting, digital policy - The year ahead is going to look different for everyone, so we asked several telecommunications, digital policy, and broadcasting professionals to give us their predictions and wish lists for 2026. 

My Take: Good cross-section, but they missed non-terrestrial integration, the impact of direct-to-device strategies (ie. Rogers, Bell, Telus) and the impact of dual-use fiber for critical infrastructure sensing applications.

Fiber Optic Sensing

🇨🇦 Distributed Fiber Optic Sensing for Data Center Interconnect Protection - Data Center Interconnect (DCI) has evolved from a peripheral enabler to a critical foundation of modern cloud infrastructure. The convergence of three forces - AI workload distribution, national sovereignty requirements, and neocloud proliferation - is fundamentally reshaping DCI requirements and establishing fiber optic sensing as an essential security component.

My Take: Click the link to download the paper!

What’s Happening In Space?

🇨🇦 Toronto-based Kepler vies for a spot in the global space-data race - Kepler’s latest satellite constellation will build on the technology developed by the company since its founding in 2015, and is a milestone toward its goal of enabling real-time computation in space and communication of that data.

My Take: If Canada wants real independence in space, supporting companies like Kepler isn’t optional, it’s strategic.

🇨🇦 Another hurdle cleared: NordSpace’s St. Lawrence spaceport conditionally released from environmental assessment - NL government's approval comes with several requirements, including protecting at-risk species like short-eared owls

My Take: Regulators say more study and mitigation will be needed, but the project is still moving forward. Supporters see it as a chance to put the province on the global space map, while critics worry about environmental and local impacts.

Europe’s Space Race 2.0 - Europe’s space industry is entering a new phase of scale.
And this time there is real depth across the value chain.

A map of Europe’s more innovative and influential space companies.

My Take It’s not about one large player, it’s more about depth. Launch, satellites, software, data, defence, and civil programs are all moving together.

New Spanish communications satellite suffers ‘space particle’ impact - A Spanish military communications satellite launched in October was struck by what its operator described as a “space particle,” an incident that could jeopardize the spacecraft’s mission.

SpaceX to lower thousands of Starlink satellites in 2026 as collisions rise, company says - Approximately 4,400 satellites that are currently orbiting at 550 kilometres above the Earth will be brought down to 480 kilometres throughout the year,

My Take: I think the headlines speak for themselves. “The altitude of the incident, well above the geostationary belt, suggests a collision with orbital debris is unlikely. The spacecraft may instead have been struck by a micrometeoroid. Another possibility is that the reference to a “space particle” reflects an interaction with charged particles associated with space weather;”

Amazon set to accelerate LEO constellation launches - A wind-assisted roro cargo ship has transported an Arianespace rocket to French Guiana to launch Amazon’s LEO constellation

My Take: Industrial scale. That’s all.

When AWS Grew Wings: The “Boring” Genius of Amazon Leo - If you listen to the Silicon Valley echo chamber, Amazon Leo is already dead on arrival. The critique is seductive in its simplicity: SpaceX has 6,000+ satellites and 4 million subscribers. AST SpaceMobile just launched the largest commercial array in history to turn every smartphone into a satellite phone. Meanwhile, Amazon is just now ramping up to meet a critical FCC deadline in July 2026.

My Take: Amazon isn’t trying to dazzle the space industry.. If its LEO effort follows the AWS playbook, the real impact won’t show up overnight, but when it does, it could quietly become impossible to avoid. Even the name is sort of boring genius.

AT&T touts satellite-based broadband coming in 2026 - Both carriers have pledged some of their 850 MHz spectrum resources to their respective services, which will allow currently deployed devices to communication with the satellite constellation. AST SpaceMobile has said that those spectrum assets when combined with its own L-band holdings can provide network speeds of up to 120 Mb/s.

My Take: We know this matters, we’re working on it, but don’t expect miracles.. sort of thing? Very pragmatic.

Second Reusable Rocket Failure in One Month Leaves China Chasing U.S. Lead - China’s ambition to operationalize reusable launch vehicles encountered another setback on Tuesday, Dec. 23, as the state-owned Long March 12A successfully delivered its payload to orbit but failed to recover its first-stage booster.

My Take: 😳 Oh, well.

The Orbital Economy: A Comprehensive Review of Satellite Applications - Satellites are no longer distant, specialized instruments of interest only to scientists and governments. They have become a foundational layer of the global economy, an invisible infrastructure that underpins modern communication, navigation, commerce, and security. From the smartphone in your pocket to the financial transactions that power global markets, satellite-enabled services are deeply integrated into daily life.

My Take: What happens above Earth now shapes what happens on it. The big challenge ahead isn’t technology, it’s how we manage congestion, security, and control in a space environment that’s filling up fast.

Last Christmas Eve, AST SpaceMobile announced the successful launch of BlueBird-6 (BB-6) from the Satish Dhawan Space Centre in Sriharikota, India.- BB-6 is currently operating at a slightly higher altitude than earlier BlueBird satellites and in a different orbital plane, as illustrated in the NCAT animation video. To date, AST has not confirmed whether the satellite’s 2,400-square-foot phased-array antenna has been unfolded.

My Take: I would think the phased array unfolding and working is a key milestone. Check out the link for Carlos’ NCAT animation.

Key Takeaways from Starlink’s 2025 Progress Report - Zooming out – the 2025 wrap-up is less about subscriber uptake or incremental performance gains than it is about how Starlink is threading itself through everyday connectivity pretty much everywhere. Manufacturing throughput, launch cadence, network architecture, and selectively deployed use cases show a system that now underpins transportation, emergency response, education, healthcare, agriculture, and core communications infrastructure rather than just sitting at the edge of them.

My Take: If Starship has launch cadence, they’re in good shape. V3 satellites - 1 Tbps downlink; 200 Gbps uplink per satellite, Thousands of spatial beams, 100× capacity; >20× throughput, ~60 Tbps added per Starship launch (20× increase)

Data Centres

Big Tech's fast-expanding plans for data centers are running into stiff community opposition - Tech companies and developers looking to plunge billions of dollars into ever-bigger data centers to power artificial intelligence and cloud computing are increasingly losing fights in communities where people don’t want to live next to them, or even near them.

My Take: You can’t scale digital intelligence without real land, power, and community buy-in. Seems to be the new trend. See the story about pretty data centres below.

🇨🇦 Swiss-backed data centre plan targets $12.8 billion in gas-rich Alberta - Data District, a division of Swiss-based manager Alcral AG, has partnered with Technologies New Energy PLC, or TNE, on a proposal for multiple data centres in the western Canadian province. The €780 million first phase, announced in December, begins with a site in Olds, about an hour’s drive north of Calgary.

My Take: Nothing to add. It’ll be good for Olds.

🇨🇦 Shark Tank’s Mr. Wonderful Promised the World’s Largest AI Data Center — Is It Even Happening? - Kevin O’Leary’s Wonder Valley AI data center faces regulatory, cost, and community hurdles, raising doubts about the future of the world’s largest project.

My Take: O’Leary argues that whoever controls power and data center capacity will have real leverage in the AI economy… Maybe not. Whoever owns the processing may.

🇨🇦 Vantage completes latest data center in Montréal, Canada - Recently, we celebrated a major milestone: QC61 in Montréal is now complete!” the company announced on LinkedIn. “From the first shovel in the ground in January 2022 to delivering all phases in December 2025, this project represents far more than a build. It reflects the very core of who we are at Vantage Data Centers

My Take: Almost three years to build a 30MW site. Lots of planning, time and cost. Will there be demand for projects without shovels in the ground yet?

Data centers get makeovers to blunt NIMBY criticism - Tech companies are swapping concrete bunkers for designer data centers. In response to community pushback over the buildout, they’re tapping architects to make over the facilities powering the AI boom.

My Take: See, they don’t need to look like high-security prisons.

Enabling AI

Nvidia just laid out what’s next for the tech that made it the world’s most valuable company - Nvidia previously announced some details about Vera Rubin but laid out how the system will work and revealed its launch timing during the CES tech conference in Las Vegas on Monday. Vera Rubin is currently in production and the first products running on it will arrive in the second half of 2026, the company said.

My Take: Nvidia is turning AI into global infrastructure, giving it enormous influence over where AI goes next. The risk is that as AI scales up, control over it ends up in fewer and fewer hands. Evil genius.

Will memory fail the AI boom? - How the memory crunch is reshaping the AI infrastructure market and pushing costs downstream

RAM price crisis LIVE — all the latest updates on price surges, global memory shortage, expert advice and more - RAMageddon is here. As you've no doubt heard (or experienced), the price of RAM has skyrocketed in the space of just a few weeks, with everything from laptops, games consoles, phones, tablets and more seeing a significant surge in cost.

My Take: This RAM spike shows how the AI boom has side effects most people don’t see coming. As memory flows toward data centers, consumers end up paying more for everyday devices.  Memory makers cut production, while demand from AI data centers surged. Now there isn’t enough supply to go around

Elon Musk's Grok AI floods X with sexualized photos of women and minors - Grok's mass digital undressing spree appears to have kicked off over the past couple of days, according to successfully completed clothes-removal requests posted by Grok and complaints from female users reviewed by Reuters. Musk appeared to poke fun at the controversy earlier on Friday, posting laugh-cry emojis in response to AI edits of famous people - including himself - in bikinis.

My Take: 🤷🏻‍♂️ “In a few cases men, celebrities, politicians, and – in one case – a monkey were targeted in the requests.”

Telcos brace for coming AI storm - Operators like Orange Business and AT&T are bullish on AI, despite talk of a bubble. Successful operators focus on a disciplined approach based on prioritizing ROI, business value and controlling data. AI "Pacesetters" that maintain business discipline "outperform their peers across every measure of AI value," according to a Cisco report.

My Take: The article says telcos know this demand is coming, but many are unsure how fast to invest, how much to spend, and how to make money from it.

McKinsey and General Catalyst execs say the era of ‘learn once, work forever’ is over - If there is one point of consensus among the CES 2026 keynote speakers, it is that AI is reshaping technology with a speed and scale unlike any previous technological revolution.

My Take: Was learning every a one-time deal?

Introducing ChatGPT Health - We’re introducing ChatGPT Health, a dedicated experience that securely brings your health information and ChatGPT’s intelligence together, to help you feel more informed, prepared, and confident navigating your health.

Artificial intelligence begins prescribing medications in Utah - Pilot program will test how far patients and regulators are willing to trust AI in medicine.

My Take: My first thought is that this ChatGPT health will cause a huge burden to whatever medical system it’s attached to - with people self-diagnosing etc. As for prescriptions, isn’t the larger issue getting people to actually take their meds?

This and That!

🇨🇦 Quantum Dropbox: Canadian researchers show how qubit data can be safely backed up - Researchers at the Institute for Quantum Computing at the University of Waterloo have developed a method to back up quantum information, overcoming the fundamental ‘no-cloning’ problem. This could help reliably create cloud data backups in a quantum version of Dropbox or Google Drive, the researchers said. 

My Take: They found a way to back up quantum data, something scientists once thought was impossible because quantum information cannot normally be copied.. They encrypt the data first, then copy it safely without damaging it. I’m sure it all makes sense.

We asked you to vote on a $120K remote or $240K in-office job. The results were closer than we expected. - 365 readers answered Business Insider's informal survey following the debate's TikTok virality. 183 answered that they would choose the $120,000 remote gig, while 182 chose to go five days in-person for double the salary.

My Take:  People today clearly value control over their time and lifestyle just as much as, or even more than, big pay. Maybe talent chasing money is shifting..

The most bizarre tech announced so far at CES 2026 - While CES 2026 is full of tech giants unveiling their latest innovations, the real excitement comes from discovering unexpected, quirky gadgets that make you ask, “Who thought of this?”

CES 2026 Live: Best of Show, New Robots, AI Devices, Tech Concepts and More - Stay tuned as we continue to show off all the new reveals and intriguing concepts. And we now have the official winners for the best of CES 2026.

Amazon at CES: New Alexa.com, a redesigned Fire TV, and more - Alexa+ is taking a major step forward with Alexa.com, a new web experience that puts the AI assistant right in your browser.

My Take: “simply urinate on the wand and insert it into the device”.. that one wasn’t in the “best of show” list which, by the way, has some pretty cool stuff.

Trump blocks chips deal, cites security, China-related concerns - President Donald Trump on Friday blocked U.S. photonics firm HieFo Corp's $3 million acquisition of assets in New Jersey-based aerospace and defense specialist Emcore, citing national security and China-related concerns.

My Take: Just another shot fired in the US-China tech battle

California residents can use new tool to demand brokers delete their personal data - While state residents have had the right to demand that a company stop collecting and selling their data since 2020, doing so required a laborious process of opting out with each individual company. The Delete Act, passed in 2023, was supposed to simplify things, allowing residents to make a single request that more than 500 registered data brokers delete their information.

My Take: “Now the Delete Requests and Opt-Out Platform (DROP) actually gives residents the ability to make that request. Once DROP users verify that they are California residents, they can submit a deletion request that will go to all current and future data brokers registered with the state.”

Introverts and Leadership - World Introvert Day - In our recent MBTI® global sample, we found that 56.8% of people around the world prefer Introversion. It's important that leaders represent their followers, and with nearly half the world's population having preferences for Introversion, those leaders can recognize the strengths of their employees.

Americans say extroverts have more advantages than introverts in many social scenarios and jobs - The findings suggest that Americans believe extroverts are at an advantage in many settings including workplaces, schools, parties, and on dates.

My Take: How did they skew with age, these interesting stats… 56.8% prefer introverts, yet “Americans” believe extroverts are at an advantage. So 56.8% are fun suckers?

Garmin Autoland Logs First In-service Activation - On Saturday, Beechcraft King Air B200 N479BR landed at Colorado’s Rocky Mountain Metropolitan Airport (KBJC) after the aircraft’s Garmin Autoland system was activated. This marks the first in-service activation of an Autoland-equipped airplane, although neither of the two pilots on board was incapacitated.

My Take: Very cool. Soon, you’ll be able to get on a plane that just flies itself. No, thanks.. But you won’t see any movies like Airplane anymore. Those plots of pilots being incapacitated because “I ate the chicken” are just a memory now.

🇨🇦 Defensive driving - As Ottawa raises its military budget, a University of Alberta lab sees new promise in its projects - The centre has eight research themes, from artificial intelligence and cybersecurity to advanced materials manufacturing as well as drones, energy, quantum and communications. Prof. Hogan said they already have $25-million in funding and partnerships across those areas.

My Take: The focus on defence spending is great. Something has to drive additional innovation, although whatever it is will be expensive. Without expanded defence spending, a lot of companies would be in trouble.

This Radar-Equipped Stove Shutoff Is One of the Most Practical Things I Saw at CES - Radar-based sensors seem to be having a moment at CES, especially in tech meant for people to keep tabs on their aging family members. One product in particular caught my eye because it’s focused on a single important function—preventing kitchen fires caused by a person wandering away from the stove.

My Take: Maybe the people need to be taken away from the stove, not the stove away from the people. So, if you’re making a stew or some soup, you have to walk by the stove every 5 minutes? There must be an app for that.

Meta delays global rollout of Ray-Ban Display glasses on strong US demand, supply squeeze - Meta said it would prioritize fulfilling U.S. orders while it re-evaluates its approach to international availability, citing extremely limited inventory for what it described as a "first-of-its-kind product".

My Take: Could this have been the 2025 Christmas season’s Tickle Me Elmo? Actually, it sounds more like COVID vaccines.

50 mind-blowing science facts about our incredible world - If you're looking for weird facts about animals, gross human body facts or just something a bit random, get ready to geek out with these fascinating bits of trivia.

My Take: I don’t know if they’re mind-blowing, but they’re certainly interesting!

Infographic Of The Week

My Take: “The top 10 titles account for roughly 65% of total sales across the top 20 best-sellers (305.3M out of 470.2M units).”

Movie/Streaming Recommendation

IMDb: 6.2/10

JMDb: 🍿🍿🍿🍿🍿🍿🍿/10

Evil Influencer: The Jodi Hildebrandt Story is a harrowing, worthwhile watch, but a flawed documentary.

Centring on Utah therapist Jodi Hildebrandt and her role in the Ruby Franke child‑abuse scandal, it lays out a chilling pattern of weaponized “therapy,” religious rhetoric, and social media clout to control and harm vulnerable families. The film is strongest when survivors and former clients describe how ordinary counselling morphed into isolation, financial exploitation, and cult‑like obedience, giving the story emotional and moral weight.

However, the pacing can feel frantic and sometimes blunts the impact of the children’s suffering, undercutting the gravity of its own material. As a true‑crime document, it is emotionally exhausting rather than sensational, and ultimately functions as an upsetting but important warning about unchecked influence hiding behind religion, professionalism, and online fame.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

Comments here are my own and do not represent the opinions, views or thoughts of any person, company or organization that I may be associated with.

Feedback, comments and ideas are welcome. Message me on LinkedIn or contact me at j[email protected]

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