Infrastructure

Infinera will join the Build America, Buy America (BABA) movement by bringing semiconductor component manufacturing to the US. Infinera is joining a cohort of equipment providers that have onshored operations as the industry prepares for $42.5 billion in Broadband Equity, Access, and Deployment (BEAD) funding. To help operators comply with the BEAD's BABA requirements, Infinera will leverage its optical compound semiconductor facility in California and testing and packaging facility in Pennsylvania.

The Institute for Local Self-Reliance estimates that the Affordable Connectivity Program (ACP) will run out of money in 2024.

Midco is a midwestern service provider that offers broadband via hybrid fiber coax (HFC), fiber-to-the-home, and fixed wireless access (FWA). The company serves 490,000 homes and businesses in 400 communities in Kansas, Minnesota, Nebraska, North Dakota, South Dakota and Wisconsin. Midco is doing greenfield fiber-to-the-premise (FTTP) builds in new communities and to large multi-dwelling units. But in brownfields, it’s doing a mix, adding fiber deeper into neighborhoods, but also upgrading its cable plant.

In rural areas, many large internet service providers (ISP) offer voice-over-IP. Nathan Smith, Director of Economics and Policy at Connected Nation said, “It’s likely that a lot of [Broadband Equity, Access, and Deployment (BEAD)] sub-grantees will add voice for an additional revenue stream." However, the BEAD Notice of Funding Opportunity does not require grant applicants to offer voice service, though the actual grants will be made by state governments who set their own rules. Ciena’s Solutions Marketing Senior Adviser Vinicius Santos expects some state broadband offices to ask applicants

Dell’Oro Group recently raised its forecast for the next generation of passive optical network (PON) technology, known as 25G PON, and expects its revenues to triple between year-end 2023 and year-end 2025. As Stefaan Vanhastel, head of marketing and innovation for fixed networks for Nokia, explained most service providers are looking at 25G PON as an opportunity to generate additional revenue from business customers. Some businesses will prefer 25G PON because they are used to 10 Gbps symmetrical service and, with 13% overhead, XGS-PON doesn’t support full 10 Gbps speeds. The cost of 25G P

The National Telecommunications and Information Administration (NTIA) is requiring state broadband offices to have one final mapping challenge at the state level before the state can issue the Broadband Equity, Access, and Deployment (BEAD) grants. This final challenge is the one that folks have been waiting for since the NTIA suggests that there can be a challenge against the claimed broadband speeds. My consulting firm has been working with communities, and we are still seeing a lot of inaccurate information.

Virginia Tech bested the Federal Communications Commission in mapping the commonwealth’s broadband needs. The prize: an additional $250 million in federal money to help fill those high-speed internet voids. The Virginia Tech’s Center for Geospatial Information Technology calculated that the FCC had undercounted by 180,000 underserved locations and challenged the numbers. The FCC conceded about 80,000 locations that are now eligible for support from the Infrastructure Investments and Jobs Act’s (IIJA) Broadband Equity, Access and Deployment (BEAD) program.

According to the U.S. Department of Agriculture, the 46 million U.S. residents living in rural areas make up 14 percent of the U.S. population. Historically, internet providers have underserved rural areas due to a myriad of factors, including smaller rural populations providing fewer customers, decreased rural adoption rates, and more difficult rural terrain in comparison to urban areas. Even when internet is available in rural areas, less competition among limited providers may result in higher prices and limited speed options for residents.

Frontier Communications CEO Nick Jeffery said the company's fiber securitization will give it funding through the end of its target year of 2025, and a “very clear path” to hit 10 million fiber passings. In August, Frontier closed its fiber securitization notes offering as part of a $2.1 billion financing, a significant jump from its initial goal of raising $1.05 billion.

Fallout continues from the Wall Street Journal’s investigative journalism exposé that showed telecommunications companies in the US have left behind a massive network of copper cables covered in toxic lead. AT&T CEO John Stankey said “there is no public health crisis” to worry about, citing the release of lead test results by AT&T, the US Environmental Protection Agency (EPA), and the state of New York.