Waves with Wireless Nerd

The Tech Taco: An Incoming Consolidation Wave, Serving Up AI at the Edge, and a Side of Satellite Broadband


Listen Later

Send us a text

The wireless landscape is transforming before our eyes as major players consolidate, edge computing pushes boundaries, and questions of affordability continue to challenge our assumptions about connectivity. Charter's $34.5 billion acquisition of Cox Communications is reshaping the competitive landscape, combining Charter's 10+ million mobile subscribers with Cox's commercial fiber and managed IT operations. This merger represents just one piece of the ongoing consolidation puzzle that's redefining who controls our digital infrastructure.

Meanwhile, American Tower is quietly revolutionizing edge computing by installing data centers at the base of cellular towers. This strategic placement brings processing power dramatically closer to users, reducing latency and enabling AI applications to function at the network edge rather than in distant centralized facilities. The initiative mirrors similar efforts by Comcast to push computing capabilities as close to consumers as possible without actually placing hardware in homes.

The affordability conversation has taken center stage as definitions of "affordable internet" vary dramatically across different communities. During a panel at NetworkX 2025, we explored how a $50 monthly service that might seem reasonable in some areas represents an entire food budget for families in economically challenged regions like South Texas. This reality check forces us to reconsider how we approach the digital divide, especially as BEAD funding faces reductions and programs providing mobile hotspots to students get cut.

Starlink's expansion continues with a new $10 monthly plan launching in India, potentially disrupting the market while raising questions about regulatory surcharges and sustainability. Simultaneously, the FCC investigation into EchoStar has sparked controversy about spectrum allocation politics, with implications for competition and rural connectivity.

Technology innovations continue at a rapid pace, with Google partnering with X-Real and Warby Parker for new AR glasses, while AWS surprisingly discontinues its private 5G offering announced in 2021. These developments showcase the constant evolution of wireless technology and the sometimes unpredictable paths innovation takes.

Want to discuss these developments in person? I'll be at several upcoming industry events, including Fiber Connect in Nashville, MeterUp in San Francisco, Juniper's AI Native Now during Cisco Live, and WLPC Prague. These gatherings offer perfect opportunities to explore how these industry shifts will affect our connected future. What technologies or trends are you most excited about as we navigate this evolving landscape?

meter. next-generation infrastructure
Meter provides turn-key internet infrastructure for businesses.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the show

Thanks to our sponsors: Helium & meter Networks!
🤑Looking for ways to monetize your network? Check out helium.com!
đź’ˇChange everything you thought you knew about networking at meter.com

...more
View all episodesView all episodes
Download on the App Store

Waves with Wireless NerdBy Drew Lentz the Wirelessnerd

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like Waves with Wireless Nerd

View all
How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,270 Listeners

The Daily by The New York Times

The Daily

112,454 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

6,053 Listeners

Deep Questions with Cal Newport by Cal Newport

Deep Questions with Cal Newport

1,307 Listeners

Hard Fork by The New York Times

Hard Fork

5,479 Listeners

The Why Files: Operation Podcast by The Why Files: Operation Podcast

The Why Files: Operation Podcast

7,648 Listeners