Fiber & Infrastructure Highlights – Wednesday, November 11, 2026
Kinetic delivered multi-gig fiber to 19,000 additional Kentucky homes across more than 80 communities in Q3, part of 162,000 fiber locations added across its 18-state footprint in the quarter. More than 314,000 Kentucky locations now have access.
Spectrum extended fiber to more than 3,100 additional homes and businesses in Madison County, Kentucky, bringing that expansion to more than 5,000 locations near College Hill, Dreyfus, Kirksville and Speedwell. The work is part of a $7 billion-plus rural program adding 100,000-plus miles of fiber.
Comporium completed a $6.3 million build in Transylvania County, North Carolina, installing about 111 miles of fiber to reach 723 additional addresses with speeds up to 5 Gbps, supported by the state's GREAT grant program.
TDS was awarded more than $3.1 million by the Public Service Commission of Wisconsin to bring fiber to more than 500 Portage County locations, one of 46 funded projects, with construction due by fall 2029.
Rock Island was approved for federal BEAD funding for an expansion reaching nearly 4,000 San Juan County, Washington, locations through targeted fiber and fixed wireless upgrades, citing island geography, transportation and permitting costs.
For field crews, that means rural mainline and drop work in Kentucky, mountain routes in western North Carolina, grant-timed builds in Wisconsin, and hybrid fiber-wireless design on the islands.
Communications/Telecom Highlights – Wednesday, November 11, 2026
Google Fi launched a "super network" that lets phones switch automatically between T-Mobile 5G and a second U.S. 5G network, which Google declined to name. Switching works now on Pixel 9, 10 and 11 phones with Fi set up as an eSIM, with other devices following in 2027. It is included at no extra cost on Unlimited Premium and Flexible plans.
The FCC Space Bureau revised the geostationary reference link dataset that non-geostationary systems must protect, effective December 7. The update adds links proposed by GSO operators and SpaceX in the 17.3–18.6 GHz and 19.7–20.2 GHz bands, removes inactive and non-U.S. links, and sets a 9.5 dB carrier-to-noise ceiling for user links without adaptive coding and modulation. SpaceX proposed the ceiling and DIRECTV supported it; SES objected, citing services that run at 12.6 dB.
The SpaceConnect Association filed comments on the FCC's plan to open unlicensed spectrum to direct-to-device and other satellite services, urging the Commission to protect incumbent satellite operations and saying unlicensed spectrum should "supplement, rather than substitute for, dedicated satellite spectrum."
IT/Tech Highlights – Wednesday, November 11, 2026
CoreWeave reported 168% year-over-year revenue growth for Q3, beat estimates, and raised its 2026 forecast. It now targets $37 billion to $39 billion in full-year capital expenditures and still expects 1.85 GW of active power by year-end. CEO Michael Intrator told CNBC he has sidelined his 10b5-1 stock sale plan, under which he sold 8.26 million shares for $794.2 million. On the earnings call he said, "We do not anticipate any impact from the seismic regulatory shift that's occurred."
BloombergNEF research reported by The Guardian found data centers planned across the U.S., the U.K. and mainland Europe propose 181 GW of on-site gas-fired capacity because of grid connection delays. About 90% of those plants are planned in the U.S., where the rollout would emit roughly 345 million metric tons of CO2 equivalent a year.
Citi strategist Steph Choe wrote that added permits, reviews and regulation after the midterms will lengthen timelines and raise financing costs, but Citi does not expect the build cycle to end. Its research projects generative AI rising from 26% of data center demand in 2026 to about 82% by 2031.
SpaceX is behind a proposed data center of about 750 acres in Cochise County, Arizona, that would use 6,000 MW at full buildout, KJZZ reported. It would be the company's first facility in the state.
Today we achieved an important humanitarian breakthrough, with Ukraine and Russia agreeing in principle to what will be the largest prisoner exchange of the war. This will reunite families, build trust, and create momentum toward peace.
Bringing Ukraine and Russia back together for the first trilateral talks since February was an important step. The discussions were serious, detailed, and frank. Both countries shared specific ideas to narrow the gaps and find a path to end the war.
In close coordination with Ukraine and our European partners, we have aligned on proposals we will discuss with President Putin in Moscow tomorrow, followed by consultations with President Zelenskyy.
President @realDonaldTrump is determined to end this horrible war. Significant differences remain, but we are committed to building on the progress made and advancing toward broader multilateral negotiations that can deliver lasting peace and a sovereign, secure, and prosperous Ukraine.
According to them, young men have no options except to take money from the people who do. What incentive is there for them to even attempt?
With that mindset, who is going to be pick a job that pays for honest work? None of them care about any of it because they were "sold" that the establishment will steel money from billionaires and trillionaires so their lifestyles of being a bitch and shameless can become a reality.
Top IT/Tech, Communications/Telecom, and Fiber/Infrastructure News – Wednesday, November 11, 2026
IT/Tech: CoreWeave lifts its 2026 capex target to $37–39 billion after 168% revenue growth; BloombergNEF counts 181 GW of on-site gas proposed for data centers; Citi expects the build cycle to hold despite higher costs; and SpaceX is behind a 6,000 MW campus proposal in Cochise County, Arizona.
Communications/Telecom: Google Fi adds a second U.S. 5G network for automatic switching; the FCC Space Bureau resets the satellite reference links that low-orbit systems must protect; and SpaceConnect asks the FCC to keep dedicated satellite spectrum alongside new unlicensed D2D access.
Fiber & Infrastructure: Kinetic adds 19,000 Kentucky homes in Q3; Spectrum passes 5,000 locations in Madison County, Kentucky; Comporium finishes 111 miles in Transylvania County, North Carolina; TDS wins a $3.1 million Wisconsin grant; and Rock Island secures BEAD funding for nearly 4,000 San Juan County locations.
PANAMA | Guna Yala student Nadaly López wins a spot at NASA’s Kennedy Space Center for her flood-prevention prototype, beating 2.5K applicants.
(La Prensa)
🚨 BREAKING: The FCC accepts SpaceX's application to acquire nationwide 800 MHz spectrum
Verizon, AT&T and T-Mobile all told SpaceX "NO" when it asked to use their networks. SpaceX is building its own:
This deal with Grain Management secures 546 paired licenses covering ~100% of the U.S. population, on 800 MHz low band that penetrates straight through walls and already works with almost every smartphone.
Once it closes, SpaceX will hold up to 89 MHz of spectrum in every market it touches.
Elon Musk: "This is the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America."
ITS HAPPENING
*FALLING IGUANAS* are possible for parts of Florida Saturday & Sunday morning as colder air moves in. When temps drop to 45° and lower, iguanas can fall out of trees! They're not dead, just immobilized. Most South Florida Metro iguanas look safe this round, but others across the state might not be as lucky! 🦎🥶
Space jellyfish alert!
Starship Flight 15 could produce a space jellyfish during its November 13, 2026 launch window from Starbase: 4:45–6:00 PM CST. Visibility will depend strongly on liftoff time and viewing location.
A space jellyfish occurs when sunlight illuminates a rocket’s expanding exhaust against a darker sky.
This video shows how the forecast changes at one-minute intervals across the 75-minute window. City angles show the rocket’s predicted peak elevation above the horizon while sunlit during powered flight.
Explore the forecast for your location and different launch times:
https://t.co/KIadNi37so
Information as of November 10, 2026, 18:50 UTC. Forecast does not account for real-time weather, cloud cover, or atmospheric visibility.
Fiber & Infrastructure Highlights – Tuesday, November 10, 2026
United Communications began construction on a $1.8 million expansion adding 45 miles of fiber to its 170-mile network in southwest Maury County, Tennessee, reaching 1,800 more homes and businesses in Mount Pleasant. The phased build is expected to take 9 to 12 months, with the first new customer connected in fall 2027. Together with its Loretto Telecom acquisition and the Summertown build, the work links United's networks from Lawrenceburg through Summertown to Mount Pleasant.
Ezee Fiber secured a 20-year agreement with Kent, Washington, to build and operate a dark fiber network connecting 12 city facilities, at a maximum cost of $3.88 million over the term. It replaces the Kent iNet system that ends with the city's Comcast franchise in 2029, with phased activation through 2027. SeaTac's city council separately approved an Ezee Fiber franchise 7-0; the company says it is building in 25 Puget Sound cities.
Talkie Communications broke ground with York County commissioners and the YoCo Fiber Broadband Task Force on a $21 million build connecting nearly 3,000 homes and businesses in New Freedom, Railroad, Glen Rock, Seven Valleys and nearby areas. Construction is expected to take about 10 months, with sign-ups opening as sections are completed.
For field crews, that means a rural mainline extension, municipal dark fiber routes, and a county-backed drop build moving through phased planning and construction.
Highlights – Tuesday, November 10, 2026
Vodafone, Deutsche Telekom, Telefónica and Orange signed a non-binding letter of intent to bid jointly for one third of Europe's 2 GHz mobile satellite band (1980–2010 MHz and 2170–2200 MHz). Vodafone said the operators would build ground network infrastructure and coordination functions without investing directly in a satellite constellation, and that existing satellite partnerships stay in place. SpaceX is expected to bid for a block as well.
Verizon Business completed a private 5G platform across five Thames Freeport sites in the U.K., including DP World London Gateway, Ford Dagenham and two Port of Tilbury locations. Each tenant runs its own network core for data sovereignty on Band 77 (3.8–4.2 GHz), with Nokia supplying the hardware and software.
GFiber and Qualcomm plan a Wi-Fi 8-capable home gateway on Qualcomm's Dragonwing NPro A8 Elite platform, rolling out in the first half of 2027 to support 20 Gbps fiber service. AI processing runs on the gateway itself, letting subscribers set controls such as parental limits in plain language.
The Commerce Department's inspector general found NTIA properly distributed the $42.45 billion BEAD program to eligible states and territories, but did not retain the original average-revenue-per-user documentation behind its high-cost formula or fully document its allocation decisions.
IT/Tech Highlights – Tuesday, November 10, 2026
Microsoft has been pressing the Trump administration to halt plans to bar imports of new models of Chinese optical transceivers, the components that move data over fiber inside AI data centers, Reuters reported, citing three people familiar with the situation. The FCC is working on the ban. Microsoft has 35 U.S. data centers under construction and 134 more planned, according to Cleanview. China holds about two-thirds of the global transceiver market per Counterpoint Research, and a Morgan Stanley note said a threshold covering 3.2 Tbps parts, not expected to ramp until 2028, is under consideration. Microsoft declined to comment.
SpaceX is seeking a property tax abatement and a Chapter 380 economic development agreement in Starbase, Texas, for a gas-fired power plant and super-compute facility on about 444 acres near the Port of Brownsville, with initial-phase investment estimated at about $24 billion. A filing with the Texas Commission on Environmental Quality describes an initial 35 natural gas turbines totaling about 748 MW and a later configuration of eight GE Vernova 7E turbines at about 708 MW. The Starbase City Commission hearing is set for December 9.
Infineon reported a 12% revenue rise for its fiscal year ended September and forecast growth of about 20% this year on demand for the power chips that feed AI data centers. CEO Jochen Hanebeck called the data-center backlash a "rather American-centric topic" and said he expects buildouts to diversify regionally.
Grab and SoftBank Group announced $1.85 billion in AI infrastructure investment in Malaysia across two projects that include data centers, Nikkei Asia reported.
Top IT/Tech, Communications/Telecom, and Fiber/Infrastructure News – Tuesday, November 10, 2026
IT/Tech: Microsoft presses the administration to halt an expected ban on new Chinese optical transceivers; SpaceX files for a roughly $24 billion gas plant and super-compute facility at Starbase; Infineon forecasts about 20% growth on AI data-center demand; and Grab and SoftBank commit $1.85 billion to AI infrastructure in Malaysia.
Communications/Telecom: Vodafone, Deutsche Telekom, Telefónica and Orange sign a letter of intent for a joint bid on Europe's 2 GHz satellite band; Verizon Business completes private 5G across five Thames Freeport sites; GFiber and Qualcomm set a Wi-Fi 8 gateway for 20 Gbps service; and a Commerce audit finds NTIA kept incomplete BEAD allocation records.
Fiber & Infrastructure: United Communications starts a 45-mile build in Mount Pleasant, Tennessee; Ezee Fiber wins a 20-year Kent dark fiber deal and a 7-0 SeaTac franchise vote; and Talkie Communications breaks ground on a $21 million build in southern York County, Pennsylvania.
Bienvenido a Panamá, general Dan Caine de @thejointstaff. 🇺🇸🇵🇦
Panamá es uno de los países más importantes para Estados Unidos en materia de seguridad. Bajo el liderazgo del presidente Trump, estamos fortaleciendo nuestra cooperación en seguridad para enfrentar amenazas comunes y mantener seguro nuestro hemisferio.
Fiber & Infrastructure Highlights – Monday, November 9, 2026
Optimum announced a fiber expansion in New Iberia and St. Martinville, Louisiana, extending service to more than 15,000 additional homes and businesses with symmetrical speeds up to 8 Gbps. The company also said it will provide a $2,500 technology grant to the Boys & Girls Clubs of Acadiana for STEM resources and learning tools. The build follows earlier HFC speed upgrades in New Iberia.
Paul Bunyan Communications reports construction winding down on its all-fiber GigaZone expansion in central Aitkin County, Minnesota, with service becoming available to more than 1,800 homes and businesses over the next few months across McGregor, Palisade, Tamarack, and portions of Clark, Haugen, Jevne, Libby, Logan, McGregor, Shamrock, and Workman townships. Palisade and nearby rural areas are complete and available; McGregor construction is finished with splicing underway and service expected by year-end; Tamarack and the Round Lake/Horseshoe Lake area of Shamrock Township are still under construction for winter availability. Permit delays affect about 600 locations that are deferred to the 2027 construction season.
China completed what CCTV and Global Times described as the world’s first bidirectional real-time transmission verification over a 1,007.48-kilometer hollow-core fiber link, achieving 64 Tbps in each direction with a one-way transit time of 3.43 milliseconds over 1,000 kilometers. Coverage cites about double the transmission capacity and a 60% longer reach versus the best-performing solid-core fibers referenced, and about 30% lower latency than solid-core fiber according to China Telecom’s Huo Xiaoli. Yangtze Optical Fibre and Cable’s Wang Ruichun tied the result to low-latency links between AI data centers. More than 10 commercial and pilot projects are already reported across Asia and Europe, including a Shenzhen–Hong Kong cross-border financial dedicated line.
For OSP and ISP crews, the day is multi-gig Louisiana and Minnesota plant coming online, plus long-haul hollow-core proof that AI interconnect demand is pulling new fiber physics into the field.