EPISODE · Aug 24, 2025 · 42 MIN
From Copper to Glass: Deconstructing the Great American Fiber Land Grab
from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC
Executive Summary The U.S. telecommunications landscape is undergoing its most significant infrastructural transformation in a century. After more than a decade of deep-seated reluctance, incumbent carriers have executed a dramatic strategic pivot, moving from cautious, incremental upgrades of their legacy copper networks to aggressive, multi-billion-dollar capital expenditure programs aimed at the mass deployment of Fiber-to-the-Home […]
Embed this episode
NOW PLAYING
From Copper to Glass: Deconstructing the Great American Fiber Land Grab
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.