Joined April 2009
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299 Photos and videos
Jun 12
Deutsche Telekom is exporting its executives to US carriers now. Abdou Modassir left as CTO of DT Germany, briefly surfaced at Verizon as head of network technology. AT&T 's chief strategy officer came from DT. This isn't random. The talent flows where the budget is. 🧵
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Jun 12
Router prices are up 50 to 70% for carriers. AI and data center demand are absorbing all available memory supply. When you try to upgrade a home internet customer with a new router, that cost is now a friction point. For smaller competitors, it's a gating variable for growth. #Broadband
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Jun 12
The bandwidth demands from AI data centers are rewriting internet architecture fundamentally. This isn't optimization. This is redesign. Carriers are not just adding capacity. They're building differently. Listen to "The Week with Roger" for the full breakdown. 🎙️ bit.ly/4umH7Zh #Telecom #AI #IndustryInsights
bit.ly/4umH7Zh
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Jun 12
AI data centers are rewriting internet architecture. The bandwidth demands we saw at ConnectX and FiberConnect are through the roof. This is structural change, not incremental growth. #Broadband
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Jun 12
Which carrier adapts fastest to the talent shift and the supply chain pressure? Listen to "The Week with Roger" for the full breakdown. bit.ly/4umH7Zh #IndustryInsights
bit.ly/4umH7Zh
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Jun 12
.@Verizon named Abdu Mudasir to lead the network, replacing Joe Russo through early 2027. It continues the conveyor belt bringing German telecom talent to US carriers. Bigger markets, bigger salaries, bigger playgrounds draw them west. 🧵
#Telecom #Leadership
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Jun 12
AI data centers are rewriting internet architecture. Bandwidth demands have gone through the roof and are redesigning interconnection topology. The infrastructure built for consumer broadband is being re-optimized for AI traffic patterns at massive scale.
#DataCenters #Networks
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Jun 12
Will the memory crunch force carriers to slow fiber and 5G capex? And which German exec is next across the Atlantic? Hear the full analysis on "The Week with Roger." 🎙️bit.ly/4umH7Zh
#Telecom #IndustryInsights
bit.ly/4umH7Zh
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Jun 12
Analyst: Starlink should buy a Big 3 carrier: “If [Musk] wants to be an MNO, he will build it from scratch." fierce-network.com/wireless/… @FierceNetwork_
fierce-network.com/wireless/…
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Jun 12
.@Verizon naming Abdu Mudasir to lead its network operations marks the latest move in a growing talent pipeline from @Telekom to the US carriers. Mudasir replaces Joe Russo and brings a global perspective on Open RAN and AI automation that @Verizon needs to modernize its infrastructure. #Verizon #Telecom #Wireless
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Jun 12
The bandwidth requirements of AI data centers are fundamentally redesigning the architecture of the internet. We are seeing a structural shift where AI demand dictates physical network layout and capacity planning more than traditional consumer traffic patterns do. #DataCenters #AI #Broadband
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Jun 12
Can the US wireless market sustain its current hardware subsidy models as component costs continue to climb? Join us for the full discussion on the 299th episode of "The Week with Roger." 🎙️bit.ly/4umH7Zh
#Telecom #IndustryInsights
bit.ly/4umH7Zh
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