
This Week: Modular Pricing, Network Strain, and California's Copper Standoff
Analysts Don Kellogg and Roger Entner unveil insights from Fiber Connect 2026 on data centers and material shortages, and discuss AT&T's new Build-A-Plan rollout as well as their legal fight to sunset legacy copper networks in California.
00:00 Episode intro
00:25 Fiber Connect data center insights
02:51 AI video is driving network requirements
04:41 AT&T's new Build-A-Plan rollout and implications
07:40 Will the plan expand in the future?
08:27 AT&T sues California to sunset copper and DSL
11:00 Satellite has become a reliable backup
12:28 Regulators should embrace the future
13:16 Episode…
The skinny
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