Gary Blohm

Ciena’s Rodney Wilson sits down with REANNZ's Amber McEwen and CANARIE’s Michael Tremblay to explore how national research networks power scientific discovery and global collaboration. They also discuss real‑world AI‑driven applications made possible by high‑performance networks. Listen now: https://bit.ly/49Zthnm

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Comcast Awards $10,000 Grant to Hartford Public Library’s HPL Studios to Expand Digital Opportunity | Comcast New England #IWorkForComcast https://comca.st/3TUC42v

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Long-haul networks are under pressure. Rising bandwidth demand from both conventional and AI-driven traffic and diminishing spectral efficiency gains are pushing network operators to rethink their strategies. Six key technology trends are enabling this evolution. Learn what they are and how they are helping operators maximize fiber capacity and network availability, reduce cost per bit, minimize power consumption and footprint, and simplify network operations in a new blog post from Paul Momtahan: https://nokia.ly/47QoMMb #OpticalNetworks #LongHaulNetworks #AI

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On No Jitter: 8x8 earnings powered by consumption of usage-based offerings. Revenue for its usage-based offerings accounted for more than 20% of service revenue in the last quarter. “I think the drive toward usage-based is driven by Wall Street almost demanding to see the monetization of AI. When you break it out, and it's not part of a license, it's easier to see that monetization,” I commented for the article. Samuel C Wilson #CCaaS #AI https://lnkd.in/g8cppgnc 

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The 2025 overhaul of the BEAD program has reshaped the broadband landscape in ways that are still unfolding. With the introduction of the "Benefit of the Bargain" round and the shift toward a technology-neutral policy, broadband deployment now sits at the intersection of infrastructure, regulatory flexibility, and capital strategy. For investors and operators alike, this moment calls for careful interpretation. The following 90 days will be less about predictions and more about precision. At Stefanov Capital, we advise leaders, investors, and operators on translating these federal shifts into executable capital strategies. Our focus is on: -Where BEAD rules are reshaping M&A dynamics -How regulatory signals are reshaping valuations -What constitutes a bankable strategy amid permitting volatility We are not only participating in the broadband ecosystem but also helping to define the strategy. Reach out and let's discuss further. Micky Stefanov

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