Most Americans already own a smartphone—so how do wireless carriers sustain margins in a saturated market? One answer may be infrastructure sharing, much like competing trucking companies sharing the same road network. In this episode of All Day Digital, Wavsys president Tim Courtney explains why in‑building wireless and hybrid networks are central to his outlook.

In this episode of All Day Digital, Jeff Johnston shares his insights on three key areas of the digital infrastructure market in 2026: competition in broadband, M&A and valuations in broadband, and the AI infrastructure bubble.

The amount of capital pouring into digital infrastructure is staggering, and new financing structures are attracting risk-tolerant capital across the institutional investor base. In this episode of All Day Digital, CoBank senior vice president of digital infrastructure Jackie Bove shares her frontline perspective of why, despite market challenges, investor appetite remains strong.

Broadband internet provider Nuvera has succeeded in southern Minnesota by balancing its strong willingness to adapt with a clear focus on rural communities. In this episode of All Day Digital, CEO Glenn Zerbe outlines how Nuvera is navigating the evolving broadband landscape by expanding fiber, adapting to new wireless and satellite competition, exploring open-access models and preparing for the demands of AI-driven connectivity.

Now that the Supreme Court has upheld the Universal Service Fund, stakeholders are reengaging in the task of overhauling its outdated funding mechanisms. In this episode of All Day Digital, Mike Romano with NTCA lays out how USF supports rural broadband and what shape the funding mechanisms may take, potentially tapping broadband providers or big tech companies that benefit from connectivity.

Rural towns are attracting huge data centers that handle artificial intelligence training work, due in part to their location agnostic nature. In this episode of All Day Digital, data center expert Scott Schneider looks at how these campuses impact rural communities, including local broadband partnerships, auxiliary service jobs and water use.

The hyperscalers are transitioning to a new artificial intelligence platform, signaling a surge in computing power deployment is just ahead. In this episode of All Day Digital, Alan Bezoza, managing director at DigitalBridge, explains how this AI-driven investment cycle differs from previous money-losing cycles.

The new technology-neutral approach of the Broadband Equity, Access, and Deployment program means fixed wireless and satellite networks will likely play a larger role in rural broadband. In this episode of All Day Digital, expert Tim Courtney assesses the changing competitive landscape, the coming capacity of satellite providers, and ways rural broadband operators can lock in customer loyalty.

Data center financing is becoming more creative, with asset-backed securities claiming the lion’s share. CoBank Vice President Omar Oronia says total outstanding data center ABS issuances will double by 2027 to $50 billion. In this episode of All Day Digital, Oronia talks cancelled leases, how new financing is accelerating builds, and what the growth means for rural markets.

What will the new administration mean for broadband operators deeply invested in the Broadband Equity, Access, and Deployment program? In this episode of All Day Digital, Mike Romano of NTCA-The Rural Broadband Association shares what his organization is watching for, including a possible shift away from “fiber first” and how that squares up with the definition of priority broadband projects.