Monthly Archives: April 2026

The Amazon Globalstar Acquisition: Decoding the Strategy for D2D Dominance

By | April 16, 2026
0 Comment

The Amazon Globalstar acquisition, valued at $11.57 billion, centers on the strategic value of MSS spectrum. However, there are several additional elements worth noting. I will drill into these aspects to provide a more rounded view of the deal and its market impact. Strategic Assets and Operational Synergy MSS spectrum is one of the most… Read More »

Beyond the Pipes: Navigating the Intelligence-First Era of Digital Infrastructure

By | April 10, 2026
1 Comment

The 2026 trade show season, which spanned PTC in Honolulu, MWC in Barcelona, and Satellite 2026 in Washington, made it abundantly clear that the telecom industry revolves around AI as both a user and an infrastructure enabler. Current investment patterns reveal a fundamental re-orientation. Terrestrial infrastructure increasingly gears itself toward servicing AI workloads, while traditional… Read More »