Daily Digest 11/7/2025 (Tony William Harrison)

Benton Institute for Broadband & Society
Table of Contents

Broadband Funding

Benton Foundation
Sen Ernst Drafts Bill to Clawback BEAD Funding  |  Read below  |  Kevin Taglang  |  Benton Institute for Broadband & Society
Sens Cantwell, Schatz Demand Answers on Trump Administration's Delay of Nearly $1 Billion in Tribal Broadband Grants  |  Read below  |  Sen Maria Cantwell (D-WA), Sen Brian Schatz (D-HI)  |  Letter  |  Senate Commerce Committee
Benton Foundation
Nearly all BEAD Final Proposals Submitted for Review  |  Read below  |  Grace Tepper  |  Analysis  |  Benton Institute for Broadband & Society
Calix notes 'first BEAD order' but too early to anticipate demand  |  Read below  |  Nicole Ferraro  |  Light Reading

State/Local

A million Massachusetts households say goodbye to cable in massive 12-year collapse  |  Read below  |  Dallas Gagnon  |  Mass Live
Why a new California law could change the way all Americans browse the internet  |  Read below  |  Colin Lecher  |  Markup, The

Spectrum

SpaceX to buy EchoStar's AWS-3 spectrum licenses for $2.6 billion  |  Read below  |  Monica Alleven  |  Fierce

AI

Republicans, Democrats now equally concerned about AI in daily life, but views on regulation differ  |  Read below  |  Monica Anderson, William Bishop  |  Research  |  Pew Research Center
An Economic Argument for Federal Preemption of State AI Laws  |  Read below  |  George Ford  |  Research  |  Phoenix Center for Advanced Legal & Economic Public Policy Studies
Can the Federal Communications Commission Preempt State AI Laws? A Review of the Communications Act and Interpreting Caselaw  |  Read below  |  Lawrence Spiwack  |  Research  |  Phoenix Center for Advanced Legal & Economic Public Policy Studies
AI Is Accelerating Tech Giants’ Dominance of the Ad Market  |  Wall Street Journal
Seven Lawsuits Allege OpenAI Encouraged Suicide and Harmful Delusions  |  Wall Street Journal
North Carolina state senator sues over AI-generated likeness in Whirlpool ad  |  Axios
AI steps in to detect the world's deadliest infectious disease  |  NPR

Security

Congressional Budget Office believed to be hacked by foreign actor  |  Washington Post

Philanthropy  

Mark Zuckerberg and Priscilla Chan Restructure Their Philanthropy  |  New York Times

How We Live Now

Want less screen-obsessed kids? Set better tech boundaries for yourself  |  National Public Radio

Policymakers

Rep Pelosi Plans to Retire in 2027 After 39 Years in Congress  |  New York Times
USDA Nominee Glen Smith Vows Review of Rural Broadband Programs  |  Read below  |  Jericho Casper  |  Broadband Breakfast

Company News

Altice USA Reports Third Quarter 2025 Results  |  Read below  |  Press Release  |  Altice USA
SpaceX launches 28 Starlink satellites from California's central coast  |  Space.com
British Airways signs deal with Starlink to provide free Wi-Fi on planes  |  British Airways
Today's Top Stories

Sen Ernst Drafts Bill to Clawback BEAD Funding

Sen. Joni Ernst (R-IA) has drafted a bill—the Recovering Excess Communications Appropriations while Protecting Telecommunications Upgrades, Reinvestment, and Expansion Act or the ‘RECAPTURE Act—that would amend the Infrastructure Investment and Jobs Act to require remaining funds under the Broadband Equity, Access, and Deployment (BEAD) Program to be used for deficit reduction. The RECAPTURE Act would change a section of the Infrastructure Investment and Jobs Act that redirects unused state BEAD funds to other states. Instead, states' unused BEAD funds would be deposited in the general fund of the U.S. Treasury. Current estimates find that states' recently revised BEAD proposals—which focus just on broadband network deployment—will result in nearly $21 billion for what's called "non-deployment" uses, including:

  1. Data collection, broadband mapping, and planning,
  2. Installing internet or Wi-Fi infrastructure or providing reduced-cost broadband within a multifamily residential building (priority given to unserved households or locations with high concentrations of families with incomes below 150 percent of the poverty line), and
  3. Broadband adoption (including providing affordable internet-capable devices).

Sens Cantwell, Schatz Demand Answers on Trump Administration's Delay of Nearly $1 Billion in Tribal Broadband Grants

Sen Maria Cantwell (D-WA), Sen Brian Schatz (D-HI)  |  Letter  |  Senate Commerce Committee

As Vice Chairman of the Senate Committee on Indian Affairs and Ranking Member of the Senate Committee on Commerce, Science, and Transportation, we write regarding the National Telecommunications and Information Administration’s (NTIA) ongoing management of the Tribal Broadband Connectivity Program (TBCP), particularly its reported delay in obligating program funds appropriated by Congress. The TBCP is the first NTIA program to recognize Tribes’ sovereignty to determine broadband infrastructure needs on their own lands and is an effective tool for connecting Tribal homes and community facilities to reliable and affordable broadband. So we are concerned that the agency is reportedly applying additional, unnecessary standards and requirements to applications, resulting in uncertainty that threatens the success of existing and planned projects. 

  1. As TBCP Round 1 awards approach the four-year performance period, what technical assistance is NTIA providing to grantees to ensure program compliance and timely expenditure of funds?  Please also identify the legal and programmatic criteria NTIA uses to determine TBCP Round 1 compliance, including how NTIA weighs factors such as time elapsed, expenditures, and NEPA status.
  1. Please provide a status update on all remaining TBCP awards, including awards that have been approved at the staff level and await administrative review, awards that have been approved but are not yet obligated, awards for which obligation decisions have been made, and awards for which public announcement of an award has been made.  Please also organize your reply by award type, including “use and adoption,” “infrastructure” and “equitable distribution,” and include the names of awardees and award amounts.
  1. Please clarify when NTIA will award and obligate TBCP Round 2 funding, including for awards already announced and its estimate for awards in Fiscal Year 2026. 
  1. Has or will the NTIA impose new guidance, requirements, or performance criteria on TBCP Round 1 or Round 2 projects?
  1. Is NTIA screening or reviewing project applications using any percentile-based cost metrics, including evaluating TBCP projects based on whether they are within the 65th or 85th percentile of state BEAD costs?
    1. If yes, what is the statutory basis for this new requirement?
    2. Did NTIA conduct Tribal consultation prior to imposing any new requirement?
    3. Has NTIA informed Tribal applicants of the imposition of these metrics?
  1. NTIA’s June 6, 2025, BEAD Restructuring Policy Notice permitted providers to exclude hard-to-serve and high-cost locations in project areas. It also stopped approval for non-deployment activities and reimbursements to states for new costs associated with previously approved non-deployment activities.
    1. How many locations associated with a pending TBCP award or applications were included in state Final Proposals?  Of those, how many are in hard-to-serve and high-cost locations?
    2. Of the previously approved non-deployment activities, how many benefit locations associated with a pending TBCP award or application?  What is the status of those pending TBCP awards or applications?
  1. NTIA’s August 26, 2025, BEAD notice provides a conditional, limited programmatic waiver to the deadline requirements for the Final Proposal Tribal consent submission, and identified 32 states where the Tribal consent requirement applies.
    1. Of the unserved and underserved locations within Tribal boundaries with Tribal consent, how many had a pending TBCP award or application? 
    2. What is the status of those TBCP awards or applications?

Nearly all BEAD Final Proposals Submitted for Review

Grace Tepper  |  Analysis  |  Benton Institute for Broadband & Society

Nearly all 56 states and territories have submitted their Broadband Equity, Access and Deployment (BEAD) Program final proposals to the National Telecommunications and Information Administration (NTIA). For the few remaining states that received extensions on the deadline to submit final plans—California, Puerto Rico, and the U.S. Virgin Islands—this process is still underway. This week, Guam, Texas, and Washington (DC)are on deck for a breakdown of their BEAD final proposals.

Calix notes 'first BEAD order' but too early to anticipate demand

Nicole Ferraro  |  Light Reading

Executives at Calix confirmed receipt of the company's first Broadband Equity, Access, and Deployment order but stopped short of projecting how much business the long-delayed federal broadband program is expected to bring in the coming year. In a question-and-answer session with investors after delivering the company's financial results for Q3—which saw Calix grow revenue for the fifth consecutive quarter, to $265 million—executives said the company got its "first BEAD order" in Q3 and expects to see "some" BEAD revenue in 2026. But it's still too early to say what the BEAD picture will actually look like next year: "While we did receive our first order during the quarter, it's still too early to determine the demand dynamics for next year, other than there will be some amount versus last quarter I thought there'd be, like, none," said Calix CFO Cory Sindelar.

A million Massachusetts households say goodbye to cable in massive 12-year collapse

Dallas Gagnon  |  Mass Live

At the turn of the century, Massachusetts households—like much of the country—welcomed cable TV with open arms. But more than two decades later, the “channel surfing” era is nearly over. State data shows cable subscriptions in Massachusetts have fallen almost 45 percent from their peak, dropping from 2.19 million in 2013 to fewer than 1.2 million as of December 2024—far lower than in 2000 when state data begins. In 2000, roughly 1.9 million Bay Staters tuned in to local and national channels through a cable connection. Over the next decade, subscriptions climbed past 2 million and plateaued around 2.1 million before a steep decline began in the late 2010s. Since then, subscriber counts have plunged by hundreds of thousands each year. The trend mirrors what’s happening nationwide—streaming giants like Netflix, Hulu, Disney+, and YouTube have replaced traditional cable packages, while smartphones and smart TVs have made living room remotes nearly obsolete.

Why a new California law could change the way all Americans browse the internet

Colin Lecher  |  Markup, The

The privacy changes web browsers will be required to make under a new California law could set the de facto standard for the entire country, changing how Americans control their data when using the internet, according to experts. Assembly Bill 566, recently signed into law by Gov. Gavin Newsom, requires companies that make web browsers to offer users an opt-out “signal” that automatically tells websites not to share or sell their personal information as they browse. It will likely be easier for companies to roll out the service for the entire country, rather than for users only in California. “It’s such a trivial implementation,” said Emory Roane, associate director of policy at Privacy Rights Clearinghouse, an organization that pushed for the legislation. “It’s really not that difficult technically.” Under the law, browsers like Google’s Chrome and Microsoft’s Edge will have until the beginning of 2027 to create a way for consumers to select the signal. Combined with recent changes from other states, the new law could be a tipping point in how web traffic is treated in the United States. “We expect it to have a national impact,” Roane said.

SpaceX to buy EchoStar's AWS-3 spectrum licenses for $2.6 billion

Monica Alleven  |  Fierce

SpaceX is acquiring EchoStar’s AWS-3 licenses for about $2.6 billion in SpaceX stock. This is on top of the 2 GHz/AWS-4 spectrum that SpaceX agreed to buy from EchoStar for $17 billion in September. That spectrum is geared for mobile satellite services, whereas the AWS-3 spectrum is designated for terrestrial use. So far, SpaceX hasn’t said what it plans to do with the AWS-3 spectrum licenses, and the sale still must pass regulatory approvals. However, it’s sure to stoke rumors that Elon Musk plans to upend the mobile industry beyond the direct-to-device moves he’s made thus far with mobile network operators. With the addition of AWS-3 spectrum, “he can cobble together a network with that,” said industry analyst and Recon Analytics founder Roger Entner. Roy Chua, founder and principal of AvidThink, agreed that the acquisition of the unpaired AWS-3 spectrum licenses from EchoStar will provide SpaceX with a relatively contiguous, nationwide swath of mid-band airwaves that's ideal for D2D or direct-to-cell phone services.

Republicans, Democrats now equally concerned about AI in daily life, but views on regulation differ

Monica Anderson, William Bishop  |  Research  |  Pew Research Center

Republicans and Democrats are now about equally likely to express concern over the increased use of artificial intelligence, but they differ widely in their trust in the United States to regulate the technology. Today, nearly identical shares of Republicans and Democrats say they are more concerned than excited about the increased use of AI in daily life—50 percent and 51 percent, respectively, according to a Pew Research Center survey of U.S. adults conducted in June. (In this analysis, Republicans and Democrats include independents who lean toward each party.) Republicans and Democrats similarly report feeling equally concerned and excited about the increased use of AI, while about one-in-ten in each group are more excited than concerned.

An Economic Argument for Federal Preemption of State AI Laws

The rapid emergence of artificial intelligence technologies has prompted a familiar regulatory response: in the absence of a cohesive federal framework, states are rushing in to fill the void with a patchwork of local initiatives. But while some may argue that this patchwork is a noble fulfilment of federalism, the economics nonetheless argue for these state laws to be preempted and replaced with a single federal framework. We first looked at this problem back in 2008 when we published a paper entitled Developing a National Wireless Regulatory Framework: A Law and Economics Approach. In this paper, we demonstrated that extra-jurisdictional effects can render state regulation welfare-reducing even when individual jurisdictions act as efficient regulators within their own borders. Interestingly, even though we developed this framework for wireless regulation, the same analysis holds true for AI policy

Can the Federal Communications Commission Preempt State AI Laws? A Review of the Communications Act and Interpreting Caselaw

Efforts to regulate Artificial Intelligence at the state level are proliferating like mushrooms after it rains. Unfortunately, given the lack of a clear statement by Congress that the federal government can preempt such state AI laws, current legal options to stop the proliferation of state AI regulation are shaky at best. Grasping for straws, the Trump AI Action Plan offers the following legal strategy to stop the legislative proliferation: the Federal Communications Commission should “evaluate whether state AI regulations interfere with the agency’s ability to carry out its obligations and authorities under the Communications Act of 1934.” As detailed below, given the plain language of the Communications Act as well as the present state of the caselaw, it is highly unlikely the FCC will succeed in these efforts. Thus, to prevent AI being subject to a patchwork of state laws, Congress should move expeditiously to enact a cohesive federal AI framework that can preempt such laws.

USDA Nominee Glen Smith Vows Review of Rural Broadband Programs

Jericho Casper  |  Broadband Breakfast

President Donald Trump’s nominee to serve as undersecretary for rural development at the Department of Agriculture, Glen Smith, pledged to review how the agency can better coordinate its rural broadband expansion efforts. During his nomination hearing before the Senate Agriculture Committee, Smith equated high-speed internet access with a “higher quality of life” and repeatedly called for improving broadband infrastructure to help revitalize rural economies. Sen Joni Ernst (R-IA), pressed Smith to address what she described as “duplicative” efforts among the government’s 133 broadband programs, including six under USDA Rural Development. Ernst highlighted her Streamlining Rural Broadband Act, which would merge the department’s Community Connect grant program into ReConnect. To this, Smith agreed to review USDA’s portfolio, saying it would be a “priority.”

Altice USA Reports Third Quarter 2025 Results

Press Release  |  Altice USA

ALtice USA reported financial results for the third quarter of 2025. Highlights include:

  • Total Broadband Primary Service Units Net Losses of -58 thousand in Q3 2025, compared to -50 thousand in Q3 2024
  • Ending Total Broadband Subscribers of 4.2 million
  • Total revenue of $2.11 billion (-5.4 percent year over year)

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Benton (www.benton.org) provides the only free, reliable, and non-partisan daily digest that curates and distributes news related to universal broadband, while connecting communications, democracy, and public interest issues. Posted Monday through Friday, this service provides updates on important industry developments, policy issues, and other related news events. While the summaries are factually accurate, their sometimes informal tone may not always represent the tone of the original articles. Headlines are compiled by Kevin Taglang (headlines AT benton DOT org), Grace Tepper (grace AT benton DOT org), and Zoe Walker (zwalker AT benton DOT org) — we welcome your comments.


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Kevin Taglang

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Executive Editor, Communications-related Headlines
Benton Institute
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