Huan Le

Today at #LumenIRDay26, we’re stepping into the growth phase of Lumen Technologies' transformation. Over the past few days, we’ve seen clear examples of our momentum – ratings upgrades across all three global agencies, more than 2,000 enterprises adopting our Network-as-a-Service platform, and continued expansion of our next generation AI infrastructure. This morning, our leadership team will share how we’re scaling our network, accelerating digital services, and building a connected ecosystem that creates value for customers, partners, and shareholders. Looking forward to the conversations ahead and sharing where we’re going next. ➡️ Learn more and watch the webcast: https://bit.ly/473Ywgn #PathOfDisruption #TrustedNetwork #ReImaginingTelco

811

23 Comments

As the D2D market heats up, GEO incumbents are leveraging spectrum, scale, and sovereign trust to carve out a unique role as infrastructure providers. This model may prove more resilient, more investable, and ultimately more scalable than the high-burn, vertically integrated paths of their LEO challengers. The Direct-to-Device (D2D) race is rapidly evolving from a technical ambition to a strategic battleground. LEO entrants such as Starlink Direct-to-Cell, AST SpaceMobile, Lynk Global and Skylo are investing aggressively to seize first-mover advantage. Yet amid this momentum, the incumbent GEO operators (Viasat and Space42) are charting a more deliberate, infrastructure-grade strategy that may ultimately prove more defensible. Through the launch of #Equatys, these operators are transforming decades of operational expertise and regulatory capital into a differentiated D2D platform. With over 100 MHz of harmonized MSS spectrum spanning 160+ jurisdictions, Equatys is positioned to bypass one of the largest barriers facing new entrants: global spectrum access. Moreover, by anchoring their model in 3GPP NTN standards and a neutral-host architecture, Viasat and Space42 are not just competing for market share — they are redefining how D2D capacity can be monetized at scale.  This “space tower company” approach unlocks three critical advantages: 1. Regulatory alignment and sovereignty compliance — appealing to governments and regulators. 2. Capital efficiency — shared infrastructure reduces duplication and burn. 3. Ecosystem integration — enabling MNOs and OEMs to participate without surrendering control to vertically integrated disruptors. GEO incumbents are leveraging spectrum, scale, and sovereign trust to carve out a unique role as infrastructure providers. This model may prove more resilient, more investable, and ultimately more scalable than the high-burn, vertically integrated paths of their LEO challengers. The D2D revolution is just beginning—who will define the future of global connectivity? Exciting times ahead as the race between LEO disruptors and GEO incumbents unfolds. 🚀📶 #space42 #equatys #viasat

27

Project Vend reads less like a capability story and more like a governability story. Phase two improved because institutional scaffolding (tools, procedures, role separation) reduced predictable judgment failures—persuasion, compliance blind spots, boundary confusion, values drift. The board-level question isn’t “can an agent run a business?” but “what governance primitives must exist before we delegate authority.” Until incentives, escalation rights, and refusal boundaries are structurally enforced—not merely prompted—agents remain high-performing managers, not autonomous executives.

6

1 Comment

For the first time, a programmer will co-host SCTE TechExpo. Welcome AMC Networks and Charter Communications as co-hosts of TechExpo26, a milestone that signals the entire streaming ecosystem has a stake in getting the technical foundation right. From ad signaling (SCTE 35, 104, 130) and content and event management (SCTE 224) to next generation streaming and FAST channel assembly (SCTE 250, 301), SCTE® a subsidiary of CableLabs® translates complex specifications into field ready guidance through its standards. At TechExpo, within chapters, across working groups, and in collaboration with organizations such as SVTA, that guidance is formed and refined. All of it in service of one thing: a seamless experience for the viewer at the end of the line.

90

2 Comments

The future of streaming needs more than just faster speeds. Ahhh, you got it - It needs smarter infrastructure. This article from G&L Systemhaus and Greening of Streaming lays out the energy case for VPUs, featuring NETINT’s hardware: ⚡️ Up to 3x energy savings ⚡️ No quality loss ⚡️ Full real-time performance NETINT is proud to support the testing and research that’s pushing video technology forward - with sustainability baked in. Explore the findings: https://netint.biz/4nTXvP8 #NETINT #energyEfficiency #hardwareacceleration #VPU #sustainablestreaming #videoencoding #IBC2025

1

1 Comment

The CoreWeave team doesn't just talk about AI infrastructure — we build it, operate it, and continually raise the bar. This video captures what makes CoreWeave different: 40+ data centers, ultra-low latency networking, direct-to-chip liquid cooling, and the operational rigor behind it all. In my role, I see firsthand how much discipline, engineering excellence, and relentless execution goes into delivering capacity in weeks — not months — at this scale. That's not an accident. It's a culture. Being ranked the #1 AI Cloud by SemiAnalysis and earning a Platinum ClusterMAX rating (twice) reflects what happens when every layer of the stack is built with intention. I couldn't be more energized about where we're headed.

114

1 Comment

Come see us at Enterprise Connect in booth #928 to discuss AI. This announcement is an important milestone towards Nectar's ability to monitor and alert on your AI communications infrastructure. More press releases coming!

4