Issue #119

$54M project replaced by AI for pennies | The end of clicking: AI takes over interfaces | AI won’t cause chaos, just constant attacks | Telcos must reinvent themselves for the AI era | “Best network”, no longer a winning strategy | Amazon’s $11B move to control global connectivity | Governments are building the future completely fragmented | Space-based computing is officially real | AI is quietly reshaping how we raise kids | New study confirms lobsters feel pain, and more

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Broadband / Telco

🇨🇦 OPINION: Canada is building the future in silos — which is why we need a national coordination office - I read an opinion piece recently that talked about China’s strategic advantage over the West. It suggested their advantage lies not in superior technology but rather its ability to integrate network, cloud, AI, and energy into a unified control architecture, while western companies remain fragmented and unable to act as a cohesive system. 

It got me thinking about infrastructure projects in Ontario, and, from a macro perspective, Canada — specifically projects that support building integrated communications infrastructure. 

The question nobody is asking out loud is whether we have a coherent vision and picture of the infrastructure we’re trying to create. 

My Take: If you’re behind the paywall, use the free trial offer above from The Wire Report.

🇨🇦 CRTC Broadband Fund to Expand Internet Access Canada - We don’t normally post articles like this on Farms.com, but we know that internet access on modern farms is very important, but not always available or reliable, so we thought we would share this with Farms.com readers. 

My Take: We already know how to connect these areas. The challenge isn’t technology, it’s getting viable projects funded, approved and built. The faster that happens, the faster the gap actually closes.

State of the Mobile Union Report - In the second half of 2025, RootMetrics conducted over 3 million tests to measure the real-world performance of the Big 3 mobile carriers in the United States. The following report provides a comprehensive picture of network performance at the U.S. national level, across all 50 states, and 125 of the nation’s largest metropolitan markets.

My Take: The network race is starting to look like a tie. When everyone is good enough, the real competition shifts to what you build on top of the network, not the network itself.

Bill Maguire: The FCC Secures a (Bipartisan!) Win for Rural Broadband - The FCC's unanimous pole attachment ruling is a promising sign of bipartisan pragmatism in broadband policy, the author writes.

My Take: This article breaks down a recent FCC ruling that removes a key bottleneck in broadband expansion. It clarifies that companies building fiber networks don’t have to pay to fix pre-existing issues on utility poles before attaching their infrastructure. This is an example of how progress happens by removing small blockers that slow everything down.

Telstra International bets on autonomous networks to keep pace with AI demand - For Telstra International, autonomous network design is compressing service delivery timelines from months to days. A single OSS/BSS inventory platform is foundational to scaling subsea and terrestrial services together, Telstra told Fierce Network. The operator said open APIs and industry standards are key to determining whether autonomy works across carrier boundaries

My Take: This article looks at how Telstra is moving toward “autonomous networks” to handle rising AI demand. Instead of manually building and provisioning network capacity, they are automating the process so systems can design, allocate, and deploy bandwidth within days rather than months.

Telcos on notice in AI era – Lumen’s call to arms - Lumen chief executive Kate Johnson has penned an open letter to enterprise CEOs (and the whole telecoms industry): that there is a golden opportunity to connect the AI revolution, but legacy networks are not up to scratch, and the industry must move fast. 

My Take: This is basically Lumen saying networks aren’t background anymore. They’re becoming core to how AI actually works. If the network is slow or constrained, everything else breaks, performance drops, costs go up, and ROI disappears. The bigger point is legacy networks weren’t built for this, and telcos now have to rethink how they build and sell connectivity from the ground up.

Brightspeed CFO Jacky Wu says ‘convergence is real’ - Brightspeed estimates there are about 7.3 million premises in its 20-state footprint, making 41% of its footprint fiber enabled. When it reaches it goal of more than 5 million premises passed, about 70% of its footprint will be fiber enabled. Side note: The company isn’t seeing nearly as much copper theft as AT&T

My Take: Fiber is still the best network, but it is no longer the only game in town. Satellite and wireless are improving fast, especially in areas where fiber is hard to build. That creates a new kind of competition, not just between companies, but between technologies.

Verizon CEO says ‘best network’ is no longer enough - Verizon CEO Dan Schulman acknowledged the company was ceding market share to AT&T and T-Mobile when he agreed to take on the CEO role last year. His turnaround strategy involves some tough decisions and somewhat “brutal conversations,” but he says they’re off to a good start. Network excellence is at the core of Verizon but it needs to focus more on customers 

My Take: “…now need to do all of the basic stuff.” That “basic stuff” means that when somebody calls, “we’ve got to take care of the problem the first time, right away… We need to simplify promotions, we need to simplify our plans and just make it easier for people to do business with us,” he said. 

QUICK HITS:

Regulatory

CANADA (2026-04-09 to 2026-04-15)

ISED dropped the results of its 2026 residual spectrum auction covering PCS, AWS, 2.3 GHz, and 3.5 GHz bands, showing which operators picked up leftover capacity in critical mobile bands. The bigger policy shift is the Indigenous priority window that opened this week for cellular and PCS spectrum licenses, giving Indigenous communities first crack at spectrum access before general licensing. This could create new regional competitors or partnership opportunities, though most operators will be watching to see if Indigenous groups actually build networks or lease access back to incumbents. The CRTC also launched its fourth Broadband Fund call for capital project applications with an August deadline, offering government money for rural buildouts. Watch whether any of these Indigenous spectrum licenses turn into actual network deployments or just wholesale deals with the big three carriers.

UNITED STATES (2026-04-09 to 2026-04-15)

The FCC just made national security compliance everyone's problem with new rules forcing all license holders to attest whether they're owned or controlled by foreign adversaries and disclose specifics about any such relationships. Paired with updated foreign ownership policies that now require advance approval for ownership changes and a consultation on banning previously authorized equipment deemed security risks, operators face serious new compliance burdens and potential network equipment replacement costs. The FCC also finalized rules to expand broadband use across the entire 900 MHz band with new 3x3 and 5x5 MHz licensing options, opening spectrum for private networks and rural coverage. On the subsidy front, Lifeline program reforms are moving forward to crack down on fraud with stricter compliance requirements, while the FCC suspended four more E-Rate participants and adopted stronger debarment rules using OMB guidance. The real question is whether the national security crackdown forces material network changes or just creates paperwork theater.

UNITED KINGDOM (2026-04-09 to 2026-04-15)

Ofcom named Sir Ian Cheshire as its preferred candidate for Chair, pending parliamentary hearing, which signals continuity given his regulatory experience. The only substantive regulatory development was Ofcom publishing its second annual security report to the government and releasing its Online Safety Act section 128 report on using technology notices to address terrorism and child sexual abuse content. Otherwise, the week consisted of scheduled data releases on Q4 2025 telecoms complaints, Q1 2026 service affordability, and various media consumption surveys. The complaint rankings will show which providers are still bleeding customers to service issues, but nothing here changes the operational landscape. Watch for any parliamentary pushback on Cheshire's appointment or what Ofcom's security recommendations might mean for operator compliance costs.

Fiber Optic Sensing

New technology to secure undersea cables - Governments and technology companies are accelerating their use of drones, autonomous vessels, and sensor technology to better secure undersea data cables. This shift toward active monitoring follows growing concerns about sabotage and disruptions to this critical infrastructure, which handles the majority of global internet traffic.

Inside the Race to Protect Submarine Cables From Sabotage - U.S. and allies turn to tech, patrols and new routes to defend crucial underwater infrastructure against Russia and China

My Take: Undersea cables are the backbone of the internet, but most people never think about them. As global data traffic grows and global tensions rise, these cables are becoming high-value targets, making security a priority. If cables are disrupted, it can impact economies, communications, and even national security. Protecting them is a strategic issue, not a tactical one.

Scientists Dropped a 10-Kilometer Underwater Cable and It Detected 56,000 Hidden Events Beneath Glaciers - In one of the most inaccessible places on Earth, researchers deployed a cable to monitor a glacier in a way never done before.

My Take: This is a new way of using existing infrastructure. Instead of building expensive new systems, scientists are repurposing cables that already exist on the ocean floor. One of the many use cases for existing fiber in the ground, underwater or above the ground.

What’s Happening In Space?

🇨🇦 The largest orbital compute cluster is open for business - The largest compute cluster currently in orbit was launched by Canada’s Kepler Communications in January, and boasts about 40 Nvidia Orin edge processors onboard 10 operational satellites, all linked together by laser communications links.

My Take: This is still small compared to Earth-based data centres, but it shows where things are heading. There is a clear phased approach emerging. First, process data in space to support satellites. Then expand into broader compute services. Eventually, larger-scale space-based data centres could follow.

🇨🇦 Kepler Communications Selected as Prime Contractor for ESA HydRON Element 3 - has been selected as prime contractor for HydRON Element 3, part of the European Space Agency’s (ESA) High-throughput Optical Network (HydRON) project. HydRON, within ESA’s Optical and Quantum Communications – Scylight program, will develop a high-throughput optical network enabling secure, real-time data transport across multiple orbits and between space and ground systems.

My Take: This matters a lot for Canada. Kepler winning this role shows that smaller, specialized players can compete in global space projects, especially when backed by international partnerships.

🇨🇦 Telesat’s Risky Bid to Make Canada’s Starlink Gets Defense Boost - Despite this challenging turnaround plan, in the last year Telesat’s shares have soared more than 160%. A big reason for that: Canada and its allies are re-arming. In December, Telesat announced it had won a contract, along with MDA, for Arctic military communications worth more than C$5 billion ($3.6 billion).

My Take: It’s not Canada’s Starlink. Why do they all keep getting that wrong.

Amazon to acquire Globalstar for $11.57 billion - Amazon said it will acquire Globalstar for $90 per share in a deal valued at about $11.57 billion. The deal includes a partnership with Apple, which has been using Globalstar’s satellites for its SOS text service. Amazon is targeting early 2028 for the launch for its direct-to-device satellite service 

SpaceX Hints That It's Developing a Chip Module for Starlink Mobile - A new job posting from SpaceX mentions the company wants to develop compact 'multi-chip modules' to handle radio frequencies for Starlink Mobile.

Amazon just solved the indoor connectivity problem for satellite D2D. And got back into the Private 5G market as well. - But there’s another angle as well: Globalstar owns XCOM RAN, which uses the same 2.4GHz spectrum band for terrestrial private wireless networks (called band n53 in mobile-speak).

Globalstar’s acquisition may bring Amazon some benefits, but won’t be enough to catch up with Starlink - However, the acquisition still does not address the 800-pound gorilla in the room, which is Amazon’ launch capacity bottleneck. “Amazon has struggled to remain on track with the production and launch of its own constellation and these challenges won’t get solved by the deal,” said Pablo Tomasi, principal analyst of future wireless at Omdia. “Globalstar’s LEO play is also quite different from Amazon’s and this will create strategic and technical challenges to align and/or integrate the two,” he added, noting that its D2D play is quite narrow as it is, and won’t allow Amazon to catch up with Starlink with what it’s done so far — and is planning over the next few years. 

My Take: Amazon’s acquisition of Globalstar is a spectrum‑driven move to turn Amazon Leo from a broadband “dish” network into a full non‑terrestrial RAN that does direct‑to‑device (D2D) for phones, IoT and vehicles, in tight coordination with mobile operators and device OEMs (notably Apple). It buys Amazon time, a regulatory position, and bands uniquely suited for low‑power handhelds, then layers that on top of Ku/Ka/V‑band Leo capacity.

At the asset level, Amazon gets Globalstar’s operating LEO MSS constellation, gateways, operations teams and, most critically, its globally authorized MSS spectrum in L‑ and S‑band plus the 2.4 GHz S‑band slice used as 3GPP Band 53/n53 for terrestrial LTE/5G small cells. These bands propagate far better to tiny antennas than Ku/Ka bands, are already coordinated at the ITU and national levels, and sit within the 3GPP ecosystem of NTN‑targeted MSS bands (L/S‑band for NR‑NTN and IoT‑NTN), making them ideal for standards‑aligned D2D without exotic silicon, and a possible solution to the D2D indoors issue. Combined with Amazon Leo’s Ku/Ka/V‑band broadband approvals and growing constellation, this yields a dual‑stack radio platform: narrowband, robust L/S‑band for phones and IoT, and high‑throughput Ku/Ka/V for fixed and high‑capacity links.

Strategically, that spectrum lets Amazon do several things competitors cannot easily match. First, it enables mainstream‑smartphone D2D at scale: using MSS bands that chipsets and 3GPP NTN already target, Amazon can provide emergency messaging, baseline text/voice, and low‑rate data on ordinary phones, piggybacking on Apple’s existing iPhone/Watch SOS relationship as an anchor customer. Second, the 2.4 GHz Band 53/n53 authority creates a path for hybrid terrestrial–satellite architectures, where Amazon can ship n53‑based small cells for private 5G or dense venues and backhaul or coordinate them directly over Leo/MSS - essentially selling operators and enterprises both the spectrum and the transport. Third, having both MSS and Leo bands in‑house allows multi‑band resilience and graceful degradation: services can fall back from high‑rate Ku/Ka to robust L/S‑band when terminals are obstructed or power‑limited, which is attractive for public safety, defence, aviation, maritime and critical‑infrastructure workloads.

Commercially and competitively, this positions Amazon not just against Starlink as a broadband ISP, but as an NTN platform for MNOs, MVNOs, and OEMs. Globalstar’s licensed MSS spectrum is scarce and hard for others to replicate, so Amazon can offer operators satellite coverage extensions and roaming‑like D2D in bands that look and feel like part of the cellular stack, while using AWS to expose satellite connectivity as APIs for IoT, logistics, and edge applications. That creates a differentiated story compared to Starlink’s primarily direct-retail model and even compared to AST/Lynk, which must rent or negotiate spectrum and lacks Amazon’s cloud and distribution footprint.

Policy‑wise, integrating Globalstar’s long‑standing MSS rights with Amazon’s Leo authorizations gives Amazon standing in ITU, FCC, and 3GPP debates over NTN band plans and sharing, pushing architectures that lean on MSS‑anchored NTN where it now has a strong foothold. In that sense, the deal is less about adding satellites and more about locking down an RF and regulatory position that lets Amazon treat connectivity in every band and orbit as another programmable layer in the Amazon/AWS stack.

My Take: Great partnership to reach the 34,000 farms and other truly remote properties without other viable options.

QUICK HITS:

Data Centres

🇨🇦 Wonder Valley AI Data Centre exempt from provincial environmental impact assessment, still needs permits - Kevin O’Leary says he’s still ‘bullish’ on proposed project

My Take: When projects this large can bypass full environmental reviews, it shows how strategically important governments see AI becoming. My money’s on this never seeing the light of day. Mr. Woderful should take it out behind the barn and shoot it.

🇨🇦 AI data centre, power plant proposal in Olds, Alta., back on the table - Synapse has resubmitted its power plant, data centre complex application to Alberta's regulator

My Take: After its first application was rejected due to gaps in consultation and planning, the company has reapplied with updates. The project would generate huge amounts of power and support multiple data centres, but nearby residents are pushing back hard over concerns about noise, pollution, and proximity to homes.

Data centers undertake great Midwest migration in search of power - The hunt for available power is driving data centers out of traditional hubs in the U.S. and into new territory in the Midwest. This isn’t a minor trend either. Midwestern facilities already constitute a third of all data center capacity in the country and will account for more than half of new capacity coming online in the coming years, Synergy Research Group found.

My Take: AI infrastructure is forcing companies to go where energy is cheap and abundant. That gives new regions economic opportunity, but also puts them at the centre of environmental and political debates. First, companies chase cheap compute. Now they are chasing cheap power. Next, they may have to deal with regulation and local resistance, and don’t forget about the fiber builds..

🇨🇦 Bell holds closed-door meeting with Saskatchewan landowners over AI data centre - The seven families live immediately adjacent to the site of Bell’s proposed AI data centre, and they’ve been asking questions for months, receiving little in the way of solid replies.

My Take: The tension here is between national or corporate ambition and local accountability. Companies want to move fast to build AI capacity. Communities want clarity, control, and protection. When that balance is off, trust breaks down quickly. It also highlights a governance gap. The technology is moving faster than the processes meant to manage it. When residents can’t get clear answers through normal channels, it erodes trust and stalls or reshapes projects. Pour le français, appuyez sur 2.

QUICK HITS:

Enabling AI

🇨🇦 They Said It Would Cost $54 Million. We Said “No Thanks.” - How Alberta’s public servants are using AI to save 95% on the cost of rebuilding critical government systems.

My Take: This challenges the default model of how large organizations, especially governments, build technology. The old way is slow, expensive, and heavily dependent on outside consultants. This shows that a small, skilled internal team with AI tools can move faster, cheaper and drive better outcomes.

Sierra’s Bret Taylor says the era of clicking buttons is over - With this “agent as a service” tool, the startup intends to replace traditional click-based web applications with natural language. Users simply describe what they need, prompting Ghostwriter to autonomously create and deploy a specialized agent to execute the task.

My Take: The real shift is from interaction to intention. Today, users tell software how to do something. In an AI-driven model, users just say what they want, and the system figures out the steps.

The Gemini app is now on Mac - The Gemini app is now available as a native macOS experience, bringing you a faster, more integrated way to get help from AI right on your desktop.

My Take: Oh, great. Something else to play with… 🙄

Anthropic’s Mythos Will Force a Cybersecurity Reckoning—Just Not the One You Think - The new AI model is being heralded—and feared—as a hacker’s superweapon. Experts say its arrival is a wake-up call for developers who have long made security an afterthought.

My Take: This article looks at how Anthropic is framing the risks of advanced AI systems through its “Mythos” work, which explores how AI could be used in cyberattacks. But the key point is that the biggest impact may not be AI launching massive new attacks. Instead, it could change how cybersecurity works day to day, making attacks more frequent, cheaper, and easier to execute. The common fear is that AI will lead to some huge, catastrophic cyber event. This article pushes back on that. The more likely outcome is a steady increase in smaller, constant attacks.

Managers and Executives Disagree on AI—and It’s Costing Companies -
AI initiatives often stall not because leaders lack ambition or investment, but because the people charged with making them work—middle managers—see a very different reality from senior executives. Executives tend to experience AI as a strategic advantage, while managers confront its flaws inside real workflows, under real constraints, and without enough time or support. Companies will move faster when they stop treating AI adoption as a top-down mandate and start addressing the operational burden in the middle: diagnosing readiness honestly, involving managers in planning, reducing their administrative load, tracking readiness as well as usage, and creating feedback channels that surface problems early.

My Take: Makes sense. There’s a divide between those who execute and those who plan and strategize. From the middle manager’s perspective, it’s hard to change the tire on a car travelling down the road at 100 km/h.

🇨🇦 AI has become my daughter’s third parent - Parents of slightly older kids I spoke to are allowing AI to teach and entertain their offspring by generating personalized colouring books, bedtime stories, child-friendly news podcasts and recipe cards, amongst other things.  

My Take: AI isn’t just helping parents, it’s starting to shape how they think and make decisions. The real risk isn’t bad answers, it’s how quickly people start trusting those answers without questioning them or foregoing real medical advice.

Nvidia’s AI grid and the telco dilemma - Should telcos invest billions in edge GPU infrastructure or wait for physical AI use cases to mature?

My Take: NVIDIA is pushing a new idea called an “AI grid” for telecom companies. The goal is to turn telecom networks into shared AI infrastructure, where computing power can be used not just for running the network, but also sold as a service to enterprises. Instead of just moving data, telcos could process AI workloads at the edge using NVIDIA’s hardware and software stack.

NVIDIA is trying to turn telcos into AI utilities, but the real winner might still be NVIDIA. If this works, telcos get a new business model, but NVIDIA becomes the backbone of yet another layer of the AI economy.

QUICK HITS:

This and That!

🇨🇦 NDP pushes for ban on algorithmic pricing, calling it ‘unfair’ and ‘creepy’ - As technology continues to advance, many companies have been using the likes of AI to alter pricing depending on factors like a consumer’s search history, income levels or other demographic details.

My Take: The real shift is that pricing is becoming a data problem, not just a market problem. Companies are no longer just reacting to demand. They are predicting how much you personally are willing to pay, and adjusting in real time. Pretty scary.

The Deepfake Nudes Crisis in Schools Is Much Worse Than You Thought - An analysis by WIRED and Indicator found nearly 90 schools and 600 students around the world impacted by AI-generated deepfake nude images—and the problem shows no signs of going away.

My Take: This is what happens when powerful tech becomes simple enough for anyone to use without limits. The real risk isn’t the tool itself but rather how fast people get hurt before systems are ready to respond.

73 moon landings? NASA's 'Moon Base User's Guide' reveals the agency's 'most ambitious space project' will be fraught with challenges - NASA has released a 'Moon Base User's Guide' that reveals the major gaps the agency and its partners must fill in to land and live on the moon.

My Take: The agency wants 73 lunar landings across three phases, starting with heavy robotic activity, then early base infrastructure, and eventually a steady human presence near the moon’s south pole. But the guide makes one thing obvious: NASA still has major gaps in power, landing systems, surface operations, and long-term human survival on the moon.

New study confirms lobsters feel pain, driving scientists to call for a ban on boiling them alive - A new study adds to the growing body of evidence that lobsters feel pain, with the crustaceans seemingly responding to electrical shocks with emotional distress.

My Take: Why the hell are they torturing them with electrical shock? Are they toasting them instead of boiling them?

Infographic Of The Week

My Take: China is set to become the world’s dominant nuclear power producer.

Movie/Streaming Recommendation

IMDb: 6.3/10

JMDb: 🍿🍿🍿🍿🍿/10

“The Smashing Machine” is a bruised‑knuckle character study that keeps pulling its punches, but Dwayne Johnson finally stops pulling his.

As Mark Kerr, Johnson gives a career‑best performance, shearing away his blockbuster invincibility to play a man whose body dominates while his psyche unravels. Benny Safdie stages MMA as shift work in hell: grainy locker rooms, clanking arenas, and fights that feel more orthopedic than operatic. The formally dazzling high points—a knife‑and‑cactus argument, an ill‑timed elevator door, montages where Kerr calmly narrates the fear he inspires while we watch him dismantle opponents—are as sharp as anything in “Good Time” or “Uncut Gems.”

Yet the screenplay circles the same addictions and blow‑ups so often that the drama plateaus. This is less a knockout than a bloody, wobbly decision win—on Johnson’s scorecard alone.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

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