Gerry DeHaven

Investor focus on fiber is intensifying as connectivity demand continues to outpace supply. Hamilton Lane, Braemont, and Delta-v are putting $500 million into expanding networks. Fiber supports schools, businesses, and data centers, but the real growth driver lies in suburban and underserved markets where high-speed connectivity is still limited. Capital accelerates deployment, but the bigger opportunity comes from disciplined expansion and intelligent route planning. Every mile of fiber carries both revenue and operational leverage. Companies that pair strategic capital with precise build strategies can scale fast while protecting margins.

12

🚨 BEAD Program Reform Alert The NTIA has announced major reforms to the $42.5B Broadband Equity, Access, and Deployment (BEAD) Program. What’s new: ✅ Technology-neutral funding—no more fiber-only bias ✅ Fewer regulatory burdens—climate, labor, rate mandates removed ✅ Faster deployment with new permitting tools ✅ Lower costs and broader access for all technology providers 📢 These changes unlock real opportunities for providers, vendors, and contractors across broadband deployment. States must update their selection process within 90 days. 🛠️ The broadband industry just got more competitive—and a lot more accessible. #BEAD #BroadbandFunding #NTIA #Infrastructure #FiberBroadband #TelecomPolicy #SmartFiberSystems #BroadbandEquity #PublicPrivatePartnerships #BEAD2025 #RuralBroadband #TelecomNews

9

2 Comments

With new fiber providers rolling out all over the country, the fight for subs is growing more heated. Broadband providers have to think differently than they did in the past to be successful in this new competitive environment. Christian Diener offers great insight on how to address HOAs in this next chapter.

9

1 Comment

Greenlight Networks plans to acquire FastBridge Fiber, pending approvals in mid 2026, terms undisclosed. Oak Hill Capital remains the majority investor in Greenlight and Guggenheim Investments will take an ownership stake at close. This follows Greenlight’s Loop Internet deal announced July 8, 2025 and completed October 1, 2025, underscoring ongoing consolidation and faster fiber builds across the region. Link: https://lnkd.in/g9bMna9e

44

The United States is undergoing an investment boom in the construction & upgrade of #telecommunications & #broadband #infrastructure that few outside the industry can fathom. Trillions of investment dollars have flowed into the industry in the past 30 years (and particularly the past 5 years) due to technological advances, changing construction economics, and accessible capital dollars. These investments were envisioned by the Telecom Act of '96 #TA96 but have accelerated because competition (not regulation) is a tremendous driver of opportunity & incentives. https://lnkd.in/edEnnQCu

18

My team just put out our assessment of the Trump administration and PJM Board of Managers recommendations. Consistent with a lot of the issues we've been discussing with capacity markets, instability of capacity revenues, and the need for contracted revenues to actually get new generation online. Key takeaways here, and you can read the full blog post at the link. ·      The Trump administration, together with a bipartisan group of all 13 state governors in PJM’s territory, put forth ‘Statement of Principles Regarding PJM’ that recommends/requests that PJM move forward with an immediate reliability backstop procurement auction for new generation, in which new generation would be paid for by new datacenters with 15-year capacity contracts. In parallel, PJM’s Board of Managers released a call to action with broadly similar elements. ·      This procurement will fund new supply outside of the capacity market, thereby suppressing capacity prices for existing capacity but providing needed revenue stability for new capacity. This is broadly consistent with what Ascend was already forecasting for PJM, with an unstable capacity market bouncing between long and short depending on the speed and scale of out-of-market payments for new generation. ·      The development of a stable pathway to long-term capacity off-take dramatically boosts the outlook for investment in new generation for both thermals and storage in PJM. ·      Several key uncertainties remain, including FERC approval, the frequency and repetition of such backstop procurements, the future of capacity price collars, resource eligibility and accreditation in the backstop procurement, and the timeline for larger future market reforms. https://lnkd.in/gAwbwEtD

18

3 Comments

Contact Future Technologies Venture, LLC to check out this innovative solution from OneLayer to connect, scale and secure your public network wireless WAN solutions

15

NMHC's 2024 research confirms what our build-to-rent clients already know: reliable connectivity isn't just an amenity. It's the foundation of resident satisfaction and property marketability. GoldOller's Woodridge Apartments saw NOI improvement immediately after Elauwit installed our fiber backbone with property-wide WiFi 6. Residents connect seamlessly from units to amenity spaces without multiple logins or dead zones. Three measurable impacts we're delivering: 1. Campus Advantage saw lease renewals jump 15% at The Spoke after upgrading from "sluggish speeds" to our managed WiFi solution. 2. A Houston build-to-rent community eliminated the majority of their tech support tickets by connecting smart access, EV chargers, and security systems to our Elauwit Connection powered network. 3. Our Dallas and DMV (Virginia, DC and Maryland) regional service hubs ensure rapid response for multifamily clients, supporting the premium positioning that our customers use to differentiate their communities. What NOI improvements would seamless connectivity bring to your multifamily portfolio?

6

Exciting news from GlobeLink Fiber! We’re proud to announce that GlobeLink Holdings has signed a Memorandum of Understanding (MOU) with Texas Critical Data Centers to develop a 1,600-mile, AI-ready fiber network across Texas. This milestone positions Texas as a premier hub for digital infrastructure, delivering sub-5ms latency and 30+ Tbps per fiber pair capacity to power the future of AI, hyperscale, and cloud workloads. Our vision is clear: build the digital backbone that connects communities, empowers data centers, and fuels next-generation innovation. Read the full announcement below to learn more about how this project is redefining connectivity in Texas. https://lnkd.in/ey49iuak

60

5 Comments