Notes from the build.
Perspective on broadband consolidation, fiber and fixed-wireless economics, and what actually moves value in telecommunications infrastructure.
Archi keeps the record. Neuor does the work.
How Standard runs its private equity operating system: Archimedes holds the deal record, Neuor's AI agents do the work between meetings, and people still make the call.
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Data centers are becoming power companies. That does not make them utilities.
Trump says large data centers must make their own electricity. On-site power is already here. Selling it to the public is a different business.
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Independent ISPs don't get to sit out the broadband price war
Comcast calls $30 gigabit fiber irrational. For independent fiber and WISP owners weighing a sale, the broadband price war is now a diligence question.
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Every fiber joint venture needs something to buy
AT&T, Verizon and T-Mobile now fund fiber through joint ventures with infrastructure capital. For investors, the opportunity is what those platforms buy next.
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Your radio vendor just entered your WISP valuation
Cambium's collapse left ePMP without a buyer. For fixed wireless owners weighing a sale, vendor risk is now a line in diligence and in the price.
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Data center regulation is a filter, not a brake
California just made data centers pay for their own grid upgrades. Ohio shows what happens next: speculative load disappears and committed demand remains.
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Fiber consolidation is coming for networks under 100,000 passings
95% of fiber operators and investors expect M&A to target networks under 500,000 passings. What that means for independent ISP and WISP owners weighing a sale.
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Dark fiber was supposed to be a mistake
Verizon sold more than $1B of dark fiber to Google for its AI data centers. Route-specific interconnect is becoming the scarce asset in the AI buildout.
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The AI data center water debate is being driven more by emotion than engineering
Claims that AI data centers are draining aquifers ignore cooling technology, national water-use comparisons, and the shift to closed-loop systems. The reality is far less apocalyptic.
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The data center was the mainframe. Your Mac is about to be the PC.
Frontier AI still runs in someone else's data center, the way computing once ran on someone else's mainframe. Unified memory is moving the center of gravity toward the desk.
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