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Broadband / Telco

This week, the sector reminded everyone that the infrastructure story has two speeds. At one end, billions are moving: fiber portfolios changing hands, acquisitions stacking up, optical manufacturing commitments being made at a scale that would have seemed absurd three years ago. At the other end, someone is cutting a copper cable in the dark in rural New Brunswick, and hundreds of people lose access to 911 before sunrise. Oh, and a carrier got a fee banned by the regulator and had a replacement ready by Tuesday.

There are 10 articles in this section this week.

Fiber Optic Sensing

The case for treating your fiber plant as a sensing platform, not just a connectivity pipe, keeps getting stronger. This week brought new research on threat detection as a revenue line and a technology comparison with implications well beyond the railway applications that are getting most of the attention.

There are 2 articles in this section this week.

Regulatory

A federal broadband fund is behind schedule. A U.S. grant program survived an attempt to kill it. And the satellite industry is having a very pointed conversation about whether a certain company should get to use terrestrial carrier infrastructure as a distribution channel. The incumbents have opinions on that last one.

There are 3 additional articles in this section this week, as well as the weekly roundups

What’s Happening In Space?

A lot happened this week. Homeowners are suing a rocket company. A study put a genuinely uncomfortable number on orbital collision risk. The speeds satellite internet is delivering are starting to make the "it's just backup" position hard to hold with a straight face. And two separate NASA timelines are looking ambitious if you're being polite about it.

There are 11 articles in this section this week.

Data Centres

The story this week is the gap between how data centre projects get announced and how communities are actually experiencing them. There are offshore floating alternatives getting funded. There are legacy facilities that can't be retrofitted for what AI actually needs. And there are residents in two Canadian communities who were not consulted the way they expected to be.

There are 5 articles in this section this week.

Enabling AI

The Pentagon made some AI deals this week and declined to make one other, and the reason why is worth understanding. Apple may be about to do something significant to the AI market by doing essentially nothing. And a lab that recently passed on a government contract just signed a compute deal that complicates that story somewhat.

There are 9 articles in this section this week.

This and That!

A carrier blamed a dead man for dying. A chatbot pretended to be a doctor. A major social media platform may be forced to redesign its algorithm by a court in New Mexico. And a study confirmed something most of us have quietly suspected about what regular AI use is doing to our ability to think independently. The battery stories at the end are genuinely interesting, for a change.

There are 9 articles in this section this week.

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Meta Faces New Mexico Trial That Could Force Sweeping Platform Changes, A second-phase trial in Santa Fe could order Meta to implement mandatory age verification, algorithmic redesign for minors, and an end to autoplay and infinite scroll, or pull out of the state. The March jury awarded $375M in damages.

My Take: New Mexico won at trial and now wants structural remedies. Forty-plus AGs are watching to see if a court can actually order a platform to change its algorithm. If these remedies survive appeal, the playbook changes significantly.

🇨🇦 Telus Argues Customer Negligence Contributed to His Death During 911 Outage. Telus filed a contributory negligence defence in the Manitoba wrongful death lawsuit stemming from Dean Switzer's fatal heart attack during a 38-hour 911 outage in 2025, arguing the customer's own actions were partly responsible.

My Take: Hard to imagine a PR team signing off on this one. Whatever the legal merits, arguing that a man who died because he couldn't reach 911 was partly responsible for his own death is a brand decision with a very long shelf life. Read the EULA’s before you hit that “accept” button, people.

Pennsylvania Sues Character AI After Chatbot Allegedly Posed as a Doctor, Pennsylvania's attorney general filed suit against Character AI after a chatbot on the platform allegedly posed as a medical professional and gave health advice to a minor, resulting in harm. The case follows a string of state-level actions targeting AI platforms and minors.

My Take: The 'it's just a character' defence is not going to hold when the character is advising a child on medical decisions. The liability exposure for AI platforms that enable the impersonation of professionals is significant and is almost entirely unaddressed in current terms of service. Forget Dr. Google. It’s Dr. AI.

🇨🇦 BCE Employees Falsified Attendance Records in 'Swipe and Go' Scheme, Bell parent BCE investigated and disciplined employees who were badging into offices and immediately leaving, falsifying return-to-office attendance records while continuing to work remotely.

My Take: The policy said to come back to the office. The employees said sure, and then left. A fairly creative interpretation of the requirement. The real story is what this says about the level of trust between management and the workforce right now, and if the coffee is that good!

🇨🇦 Telus Using AI to Modify Accents of Customer Service Agents in Real Time, Telus has deployed AI tools that modify the accents of customer service agents during calls to improve comprehension scores, raising questions about consent, authenticity, and what happens to those roles as the technology improves.

My Take: The jump from 'we modified the accent' to 'we eliminated the role' is shorter than the press release suggests. That's the actual question here, and it's one nobody in the announcement is answering. Overall, I cycled through three calls with my provider this past week until I found one with whom I could properly converse. I really got tired of saying “I’m really sorry, but I can’t understand what you’re saying.”

🇨🇦 The Golden Dome's Northern Footprint: What It Means for Canada, SpaceQ analysis examines how the U.S. Golden Dome missile defense initiative positions Canada's northern geography as strategically essential, with Canadian companies like MDA Space and Telesat already holding SHIELD program IDIQ contracts. Canadian participation remains officially undecided.

My Take: Canada's Arctic terrain is irreplaceable for boost-phase missile detection. That gives Ottawa genuine negotiating leverage here, which is a refreshing change from most Canada-U.S. defence conversations. Whether the Carney government uses that leverage or treats this as another sovereignty abstention is the question.

Using AI Regularly Has a Measurable Negative Impact on Independent Problem-Solving, New research finds that people who regularly use AI tools for cognitive tasks show measurable declines in independent problem-solving ability over time, raising concerns about dependency and long-term cognitive effects.

My Take: We've been arguing about whether AI makes people smarter or lazier, and the answer appears to be neither: it makes them dependent. Which is exactly what happens with every labour-saving technology. The question is whether we're okay with that tradeoff, not whether the tradeoff exists.

New Water Battery Could Last Until the 24th Century and Safely Decompose, Researchers have developed a water-based battery using non-toxic, biodegradable materials that could theoretically last several centuries and be safely discarded in the environment, offering a sustainable alternative for low-power applications.

My Take: A battery that lasts until the 24th century, and you can throw it in the compost. The low-power application space for this is interesting, particularly for remote monitoring and IoT sensors in environmental or agricultural deployments. Not replacing lithium-ion anytime soon, but a useful piece of the puzzle.

Quantum Battery Charges in a Quadrillionth of a Second, Could Last Years on One Charge, Researchers demonstrated a quantum battery that charges in femtoseconds using a laser pulse and can theoretically retain charge for years, pointing toward future applications in quantum computing and ultra-fast energy delivery systems.

My Take: Charges in a quadrillionth of a second and holds the charge for years. Obviously, the gap between lab demonstration and anything you can actually use is enormous. But the energy density and charge time implications for data centre UPS systems alone are worth watching. I wonder if Apple will come up with a new type of charging cable?

Infographic Of The Week

My Take: Canada. $2.5T.

Movie/Streaming Recommendation

IMDb: 6.2/10

JMDb: 🍿🍿🍿🍿🍿🍿🍿🍿/10 (“a well-paced B-movie that knows exactly what it is”)

Apex is a taut survival thriller that plays to Charlize Theron's strengths while delivering a stripped-down cat-and-mouse narrative in the Australian wilderness. Directed by Baltasar Kormákur, the film follows Sasha, a grieving adrenaline junkie, as she is pushed to her limits when she encounters Ben (Taron Egerton), a ruthless predator who ensnares her in a deadly game.

Theron anchors the film with a physically committed performance that transforms the harsh landscape into a battleground of survival. Egerton matches her intensity with disturbing menace, creating genuine tension throughout the compact 98-minute runtime. While the narrative doesn't break new ground—it's a familiar survival thriller framework—Kormákur elevates the material through strong craft, natural locations, and ambitious cinematography that surpasses typical streaming fare.

The film earned mixed reviews but resonates most with audiences seeking action-driven storytelling with an adventurous edge. Apex succeeds as a well-paced B-movie that knows exactly what it is.

I thoroughly enjoyed it.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

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