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Frank Rayal

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Articole: 10

  1. The Four Investment Strategies Reshaping AI Infrastructure

    (Frank Rayal)

    For the past two years, most conversations about AI infrastructure investment have collapsed into a single question: training or inference.

  2. The Fractured Race for Canada AI Data Center Power

    (Frank Rayal)

    It was revealed earlier this month that ISED prepared a pitch deck for AI Minister Evan Solomon to use with international investors.

  3. The Phantom Gigawatts: Understanding the Data Center Capacity Gap

    (Frank Rayal)

    Capital continues to surge into AI data center development at a pace rarely seen in digital infrastructure.

  4. AI Data Center Power Risk: A Framework for Grid and Energy Risk Assessment

    (Frank Rayal)

    Capital is flooding into AI data center development at a pace that has few precedents in digital infrastructure.

  5. Big Carriers Get Selective: Lessons from the $3.57 Billion AWS-3 Auction 113

    (Frank Rayal)

    FCC Auction 113 offered the remaining AWS-3 inventory, largely the former EchoStar holdings.

  6. Canadian Telecom Restructuring and the Quiet Collapse of Pricing Power

    (Frank Rayal)

    Following the update on the U.S. telecom market, I wanted to take a snapshot of how the Canadian telecom restructuring is unfolding in 2026.

  7. Towers to Trenches: Re-digging Telco’s Strategic Moat in a Convergence-First Era

    (Frank Rayal)

    Following Xona Partners’ annual market update, I wanted to share a clearer view of the U.S. telecom market as I see it today.

  8. Orbital Data Centers: Is Space the Escape Hatch for AI Compute?

    (Frank Rayal)

    Orbital Data Centers (ODCs) surged into the spotlight after SpaceX filed for a constellation of 1 million satellites and StarCloud spoke of a 5 GW orbital data center powered by a 4×4 km solar array.

  9. The Amazon Globalstar Acquisition: Decoding the Strategy for D2D Dominance

    (Frank Rayal)

    The Amazon Globalstar acquisition, valued at $11.57 billion, centers on the strategic value of MSS spectrum.

  10. Beyond the Pipes: Navigating the Intelligence-First Era of Digital Infrastructure

    (Frank Rayal)

    The 2026 trade show season, which spanned PTC in Honolulu, MWC in Barcelona, and Satellite 2026 in Washington, made it abundantly clear that the telecom industry revolves around AI as both a user and an infrastructure enabler.