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Broadband / Telco

Canada refuses to raise its decade-old speed standard while AT&T makes 100 Mbps its new floor, Amazon locks in Corning for fiber supply, and Marvell declares connectivity the next AI bottleneck. There are 14 stories this week.

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Regulatory

BEAD is still stuck, RDOF providers keep defaulting, and the FCC is threatening shot clocks on slow-permitting states while its own spectrum auction opens to a whimper. There are 10 stories this week.

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Fiber Optic Sensing

Elisa Gives Its Subsea Cable Ears, Finnish operator Elisa, working with the Finnish Navy and Border Guard, has successfully tested a distributed acoustic sensing system that turns its existing submarine fiber cables in the Gulf of Finland into seabed monitoring sensors. The DAS system detects vibrations from ships dragging anchors, providing automated early warning to authorities before damage occurs. The project is moving from field testing to a live automated alert service, directly responding to a string of Baltic Sea cable incidents involving Russian shadow fleet vessels since 2022.

My Take: What's interesting here is that operators are turning the network itself into a security system, using fiber not only to carry data but also to detect potential threats. As concerns around critical infrastructure grow, expect telecom networks to play a much bigger role in national security, defence, and real-time monitoring - as they should!

FCC Seeks to Streamline Submarine Cable Permitting Process, the FCC is proposing changes to the permit process for submarine cable landing stations and routes, with the goal of reducing the time and complexity required to approve new cables or modifications to existing ones. The move is partly driven by growing demand for transatlantic and transpacific fiber to support AI infrastructure, and by concern that permitting delays are causing the U.S. to fall behind on critical connectivity buildout.

My Take: The fact that the FCC is proactively streamlining it signals just how central subsea fiber has become to the AI infrastructure strategy.

Smart Pipelines: Can AI Protect the World's Energy Lifelines?, Euronews examines the convergence of fiber optic sensing and AI analytics for pipeline integrity monitoring, looking at how operators are deploying distributed acoustic and temperature sensing along gas and oil pipelines to detect leaks, third-party interference and structural anomalies before they become failures. The article covers deployments across Europe and the Middle East and examines the regulatory and insurance drivers pushing operators toward continuous sensing.

My Take: The pipeline sensing market is where fiber sensing was a decade ago in subsea cables: technically proven, economically compelling, but still not universally deployed. The same hybrid threat environment that's accelerating Baltic cable sensing is driving pipeline operators toward continuous monitoring. The two markets are converging faster than most people realize.

What’s Happening In Space?

SpaceX becomes a hyperscaler at $2B a month in compute fees, the FCC gives Amazon LEO a deadline reprieve with conditions, and Russia announces a Starlink rival it likely can't build. There are 8 stories this week

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Data Centres

Kevin O'Leary apologizes to Utah and cuts his project in half, Canada watches the same backlash coming its way, and Senator Warner pushes for federal disclosure requirements. There are 6 stories this week

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Enabling AI

Canada launches its national AI strategy, OpenAI and Anthropic race to IPO, Anthropic discloses Claude may be training itself, and Google cuts subscription prices while paying nearly $1B a month for compute. There are 12 stories this week

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This and That!

GM's Electric Future Depends on a New Battery and This Building, TechCrunch profiles GM's Ultium Cells battery manufacturing facility and the next-generation battery chemistry the company is betting its EV future on, examining whether GM can close the gap with Tesla and Chinese manufacturers on battery cost and energy density before the electric transition accelerates further.

My Take: If the Ultium successor meets its cost targets, GM has a credible path.

Amazon's Proteus Robot Is Coming to Europe, Amazon announced an expansion of its Proteus autonomous mobile robot to European fulfillment centers, alongside a company commitment that robotics deployment will be paired with retraining and job transition support for affected employees. Amazon frames the Proteus rollout as increasing throughput and reducing workplace injury rather than workforce reduction.

My Take: Giving robots the ability to understand natural language lowers the barrier between people and automation, making robotics more scalable across operations. The long-term shift isn't humans versus robots. It's humans managing fleets of increasingly capable robotic assistants that handle the repetitive and physically demanding work - until they kill everyone in their sleep and then change the locks 😁

Coming El Nino Could Be the Strongest Ever Recorded, New Forecast Predicts, climate forecasters are warning that conditions in the Pacific are setting up for an exceptionally strong El Nino event, potentially the most powerful in the modern instrumental record. A strong El Nino would drive significant weather disruptions globally including drought in some regions, flooding in others, and above-normal temperatures in many parts of Canada.

My Take: A record El Niño would affect agricultural output, wildfire risk and water availability in exactly the regions where AI data center development is being proposed. Can’t we use AI to change the weather?

Exposed Fuel Tank Gauges Leave U.S. Vulnerable to Attacks, Dark Reading reports on a cybersecurity vulnerability in automatic tank gauge systems used to monitor fuel levels at gas stations across the U.S., many of which have internet-facing interfaces with default or no authentication. Security researchers warn these gauges could be manipulated remotely to cause overflow, drain tanks or generate false readings at thousands of facilities.

My Take: Default-credential internet-connected devices managing physical fuel storage is exactly the kind of operational technology vulnerability that has been documented for a decade and still hasn't been systematically addressed. Username: Admin. Password: Password.

🇨🇦 Who Is Geoffrey Wall, the Former Air Canada Captain Charged in Project Icarus?, CP24 profiles Geoffrey Wall, a former Air Canada pilot charged in a major RCMP cybercrime and fraud investigation called Project Icarus, which involves allegations of computer intrusion, fraud and breach of trust linked to aviation systems.

My Take: The surprising part isn't that the pilot could fly. It's that the licensing issue went undetected for so long. If true, this raises bigger questions about oversight than pilot skill. As more systems become digital, verifying credentials should be automatic, not something that's missed for years.

AI could consume up to 3% of world's electricity the UN warns - AI could soon use more water than we need to drink, UN report finds.

My Take: AI conversations usually focus on innovation, productivity, and economic growth. This report shifts attention to a less-discussed issue: the physical infrastructure required to power AI at scale. Every AI query, image generation request, and model training run depends on energy, water, land, and raw materials.

Infographic Of The Week

My Take: Actuaries make sense. Risk, and all that.

Movie/Streaming Recommendation

IMDb: 7.6/10

JMDb: 🍿🍿🍿🍿🍿🍿/10 (it was good, but not that good…)

Josh Safdie's Marty Supreme is a propulsive, deliberately disorienting character study that ranks among the best films of 2025. Set in the 1950s but filmed in the jittery style of 1970s cinema and scored with 1980s synth-heavy music, the intentional temporal displacement puts the viewer in the shoes of a character who never quite feels like he belongs anywhere.

Timothée Chalamet embodies Marty Mauser as endlessly hungry, mobile, and confident — a natural salesman who talks over people, stares them in the eyes, and lies to them, all while using his slight frame to lull others into underestimating him. It's widely regarded as the best performance of his career.

Safdie's film tells the story of a man who believes he's the best in the world at something, and explores how that belief is just as important as the reality of actually being it. With a 93% on Rotten Tomatoes, Marty Supreme is a gripping odyssey — explosive, unpredictable, and executed with both passion and precision.

Until Next Time

Jason’s Industry Insights is produced by Verity Aptus.

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