Broadband Pulse

Gaurav Juneja took over the reins of Fidium, formerly Consolidated Communications in January, assuming the role from Bob Udell, who stepped down after many years with the company. As president and CEO of Fidium, he leads the brand's ongoing fiber network expansion and transformation across multiple states, including California, where he is now, bringing fiber broadband access to many communities that have had limited or, in some cases, no broadband access. By the end of this year, 70% of Fidium's ILEC footprint will have fiber, translating to 1.7 million fiber passings. But consumer broadband is only one part of the Fidium fiber strategy. The service provider is also pushing to expand its fiber network into more medium- and large-sized businesses. Besides business customers, Fidium is also actively pursuing opportunities to bring its fiber to data centers. Today, it has 188 near-net and 209 on-net data centers.  In this new Broadband Pulse podcast, we spoke with Juneja about how he is moving fast on its ongoing transition to a pure-play fiber provider.  Meet our guest  Gaurav Juneja is President and CEO at Fidium. He joined Fidium in 2023. Earlier in his career, he served as Executive Vice President and General Manager for Consumer and Chief Revenue Officer at MetroNet.  He also served as Vice President of Consumer and Channel Sales at Dish Network. Juneja holds an MBA in Business Administration and Management from Cornell University and a BA in psychology from Trinity College, Hartford.  About the Podcast  In the Lightwave Broadband Pulse podcast, we address key issues affecting the optical and broadband industries. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com/.

The Ethernet Alliance held its Technology Exploration Forum (TEF 2026), which focused on the intersection of Ethernet and artificial intelligence (AI), titled The AI Future: Ethernet, on October 7–8, 2026, at the Hyatt Centric Mountain View in Mountain View, Calif. Designed for engineers, architects, standards developers, and technologists, the program spanned the networking stack, covering IEEE 802.3 activities, high-speed signaling, optical infrastructure and packaging, coherent Ethernet, and network testing. Ethernet will remain a dominant technology. Industry analysts now project that cumulative Ethernet switching spend over the next five years will surge to half a trillion dollars. After doubling in 2024 and rising almost 90% in 2025, LightCounting said in a recent report it “expected a moderation in the market growth rate for 2026, but the first 9 months of the year derailed those projections.” In this podcast, we recently caught up with key experts in Ethernet--John D’Ambrosia, Chair Emeritus of the Ethernet Alliance and David Rodgers, President & Events & Conferences Committee Chair for the Ethernet Alliance—who talked about the recent Ethernet Alliance TEF Forum as well as industry trends shaping the future of the nearly 55-year-old technology. Here’s a timeline of the podcast: Opening/intro | 0:03 Overview of the TEF 2026: The AI Future: Ethernet event | 1:06 D’Ambrosia and Rogers run through the highlights of the Ethernet Alliance’s key networking event. AI’s growing role | 3:38 How AI is reshaping the evolution of Ethernet. Data center growth | 7:57 D’Ambrosia and Rogers address how Ethernet supports the scale-up, scale-out, and scale-across concepts. Emerging technologies | 15:49 How technologies like Linear Pluggable Optics (LPO) and Co-Packaged Optics (CPO) can deliver the best performance in a timely, cost-efficient way. TEF show highlighted emerging speeds | 21:58 Ethernet Alliance is addressing how to raise capacity and density. Power and cooling | 29:22 How other industry-vertical companies like Gates, which makes hydraulic systems for cars, are coming together to create new solutions for data centers. Final thoughts/Closing | 34:20 D’Ambrosia and Rogers provide their final thoughts and close out the podcast. Meet our guests: John D’Ambrosia, Chair Emeritus of the Ethernet Alliance John D’Ambrosia is a Distinguished Engineer with the Datacom Standards Research team at Futurewei Technologies, a U.S. subsidiary of Huawei.  John has over 25 years of experience supporting standards development.   John currently chairs the IEEE P802.3dj 200 Gb/s, 400 Gbps, 800 Gbps, and 1.6 Tbps Task Force.  Previously, John chaired the IEEE 802.3 Task Forces that developed 40 GbE and 100 GbE, 200 & 400 GbE, and 800 GbE. He also chaired other IEEE 802.3 task forces, including the IEEE 802.3 New Ethernet Applications Ad hoc.  John is also a member of the IEEE 802 LAN / MAN Standards Committee and is an IEEE Senior Member.  In addition to his multiple roles in IEEE 802, John co-founded the Ethernet Alliance and served as Chairman from 2011 to 2019. John served as an advisor to the European Photonics Industry Consortium from 2019 to 2022. His previous work experience includes Dell, Force10 Networks, and Tyco Electronics. And David Rodgers, President & Events & Conferences Committee Chair for the Ethernet Alliance David J. Rodgers is a 35+ years industry professional, primarily focused on the Test and Measurement market. His experience includes a strong background in business and program management and in developing serial protocol test and measurement solutions. He has wide-ranging serial communications protocol and interconnect validation experience, most recently in Ethernet network and Fiber Channel fabric solutions, where he has defined, designed, deployed, and marketed a broad range of high-speed serial analysis test and measurement products. He currently represents EXFO for High-Speed electro-optical Test Technologies, including Ethernet and Fiber Channel, in various industry protocol groups, including the IEEE and T11 standards bodies, the Ethernet Alliance, and the Fiber Channel Industry Association. He is an original member of the USB Implementers Forum and a pioneer marketer of USB protocol analyzers. About the Podcast  In the Lightwave Broadband Pulse podcast, we address key issues affecting the optical and broadband industries. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com/.

With an array of broadband competitors in the marketplace, it’s clear the shift is going towards providing customers with a solid quality of experience (QoE). Service providers are also shifting their build-out focus. While gaining subscriber density by passing more homes with fiber and coax has always been a key focus for broadband providers, there’s a growing emphasis on homes served. One company taking on these challenges is Harmonic. In recent years, Harmonic has pivoted to becoming a broadband-focused company. Harmonic recently released a few key products to help broadband providers deliver broadband more efficiently: the Jetty hardened outdoor switch, the compact Oyster+ PON platform, SeaStar Optical Node, and its cOS SensAI vendor-agnostic software platform. At the recent TechExpo26 trade show in Atlanta, Ga, we caught up with Hy Huynh, vice president of fiber products at Harmonic, to discuss the evolving fiber broadband landscape. Key Moments in This Episode Opening/Intro | 0:05 Near-term network and competitive concerns | 0:54 Successful broadband providers need to differentiate by providing a solid quality of experience. Building smarter, more capable infrastructure | 3:52 How broadband providers are leveraging various technologies that shift their focus from homes passed to homes served. Balancing between expansion and financial discipline | 8:23 How to accommodate various fiber network build-out strategies—edge-outs, rural areas, and high-density markets. Harmonic’s Jetty | 13:08 How this product, which is a hardened outdoor remote switch that’s designed to expand fiber-to-the-home (FTTH), is resonating with its customer base. Underappreciated fiber expansion opportunities | 14:58 Harmonic has answered the call with its Oyster+, a compact, cabinet-free, backup-powered PON fiber node designed to scale broadband edge deployments in rural and low-density areas. Multi-dwelling unit (MDU) broadband opportunities | 19:43 Harmonic is taking on the Brownfield MDU market challenge with its SeaStar Optical Node, which allows service providers to leverage existing in-building coax wiring to deliver high-speed broadband services. AI’s role in broadband | 23:41 With its cOS SensAI, Harmonic is offering a vendor-agnostic, software-driven intelligence fabric designed to unify data across broadband networks. Final thoughts/closing | 28:35 Hy Huynh shares his final thoughts and closes out the podcast. Meet Our Guest Hy Huynh is the Vice President, Fiber Products at Harmonic. He has 15 years of customer-facing experience spanning sales, product management, program management, product support/operations, and some development. On his LinkedIn page, he describes himself as a nerd with an engineering degree and an affinity for understanding and engaging with customers. He says he is passionate about technology and a staunch advocate for the customer and end-user experience. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and listen here.

The Cable Tech Expo, being held this week in Atlanta, will highlight the importance of not just technology, but also how discussions can drive growth for both large and regional cable operators. Ahead of this year’s show, Broadband Pulse spoke with Janelle Morse, SCTE’s VP, Engagement and Strategy, about her expectations for the event. During our conversation, we addressed a range of issues, including convergence, AI’s role, fiber, and cross-industry collaboration around network resilience and security. Timeline of the episode: Intro/opening | 0:03 Industry shifts shaping the conversation at Tech Expo | 0:18 Morse addresses how this year’s event addresses the growing convergence trend in the cable industry. AI’s growing influence | 1:56 How AI is influencing and enabling cable operators to perform key functions, including network diagnostics, anomaly detection and predictive service assurance. What’s new about Tech Expo 26 | 3:37 SCTE’s new Stream Tech track, which will be co-hosted by AMC, will show how to build infrastructure required to deliver premium experiences to consumers. The role of fiber in cable networks | 5:12 The show’s program will cover the continued evolution of PON, next-generation optical access, and how fiber works alongside other access technologies in a converged network. Network security and resilience | 6:20 Members of STRIKE (Strategic Threat Response and Infrastructure Knowledge Exchange) will present information, identify patterns, establish best practices, and strengthen how to prevent and respond to network theft and vandalism incidents. Telcos and wireless operators’ complementary STRIKE role | 8:01 Joining Comcast and Spectrum in the network resiliency program is T-Mobile, Verizon, AT&T, which shows that the full broadband ecosystem is coming together. Final thoughts/closing | 8:45 Morse notes how SCTE bridges the gap between technology and operational readiness through its standards, education, and continued industry collaboration beyond each year’s event. Meet our guest: Janelle Morse, VP of engagement and strategy, SCTE As SCTE’s Vice President of Engagement and Strategy, Janelle Morse leads strategy and engagement initiatives across the SCTE membership community and drives global participation for TechExpo, North America’s premier broadband technology event. Before joining SCTE in 2023, she served as VP of Research, Events & Media at TM Forum, where she led initiatives to showcase the Forum and industry achievements across multiple platforms, fostering opportunities for learning, collaboration, exploration, and connection. In 2020, she successfully led her team through the rapid transformation of TM Forum’s flagship event, Digital Transformation World, into a completely virtual 6-week magazine-style event. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and listen here.

Astound, like other broadband players, is undergoing a transition. The service provider is merging with GFiber to create a larger independent broadband provider, at a time when the fiber broadband segment is consolidating to meet new scale. Astound itself has been a story of consolidation. In 2018, TPG Capital acquired Wave Broadband. Wave was then combined with RCN Corporation and Grande Communications, both of which were acquired in February 2017, in a $2.25 billion deal; TPG bought RCN for $1.6 billion and Grande for $650 million. GFiber will leverage Astound’s extensive experience in building large-scale fiber networks and community partnerships. The combined company, which aims to expand fiber infrastructure into new markets across California, Colorado, and Iowa, will create a larger platform to serve over 1 million customers across multiple U.S. markets. Astound named telecom veteran Ettienne Brandt as CEO in March. He will focus on expanding Astound's fiber footprint, integrating GFiber assets, and developing converged wireline and wireless services to stay competitive. In this podcast, we spoke with Brandt about his plans to implement new company-wide best practices to improve customer experience while maintaining its local feel. Here’s a timeline of the episode Opening/Introduction | 0:03 Taking on Astound’s CEO role | 1:03 Brandt talks about his first few months on the job. Highlighting initial priorities | 2:17 As the cable industry faces customer retention challenges, Brandt launched an internal program called the Astound Way to drive company-wide best practices while maintaining a local feel. Competitive environment | 4:17 Brandt highlights how Astound is charting a growth path by improving customer experience, making it as easy to deal with us as it is to deal with fixed wireless access (FWA) providers. Astound’s residential service opportunity | 6:18 How the service provider is enhancing the residential experience with a three-pronged approach: providing instant-on broadband activation for multi-dwelling units (MDUs), distribution and broadband pricing options. MDU broadband approach | 9:10 Astound tailors its MDU broadband strategy to each market and opportunity. Focus on easing the experience | 10:25 How customers can get access to service and solve issues quickly. Business and wholesale services evolution | 11:10 Astound is not only growing business services revenue, but it is also growing wholesale services to data centers. Data center opportunities | 12:23 How the service provider is positioning itself to serve data centers that reside near or within its network footprint. Setting priorities | 12:54 After meeting with management leaders at Astound, Brandt is working to realign its purpose, create strategy pillars, and gain clarity. Wireless and bundling factor | 18:19 How service providers with multiple products can create customer stickiness. Final thoughts/closing | 19:55 Meet our guest Ettienne Brandt was named CEO of Astound in March. Brandt leads Astound as it continues to execute its network expansion and prepares for a planned merger with GFiber (formerly Google Fiber), following an agreement announced in mid-March to combine the two companies and create one of the largest independent fiber-based broadband providers in the country. Brandt has more than 25 years of experience in the telecommunications industry across multiple scaled wireless and broadband platforms. He most recently served as Executive Vice President, Commercial at Frontier Communications, where he was a key senior executive in the company’s successful transformation, ultimately leading to Frontier’s $20 billion sale to Verizon. Before Frontier, Brandt worked for various telecommunications providers, including British Telecom, EE, Orange, and ntl (now Virgin Media), and has vast experience in the Consumer and Commercial segments within wireless and wireline. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.

FiberLight is hot on the trail of the AI data center trend. The service provider’s roots trace back to the early 1990s, when its predecessor companies ACSI, ACSI NT, and Xspedius Fiber Group (XFG) built high-bandwidth networks for telecom carriers, ISPs, and utility operators within state and local rights-of-way across the United States. As the product of those companies, FiberLight now has 20,000 route miles in some of the most densely populated metroplexes, fast-growth tech hubs, and underserved rural areas. One of FiberLight’s key markets is West Texas. Earlier this year, FiberLight dedicated a $350 million capital investment to build about 1,400 route miles of new network infrastructure across West Texas. This investment is in addition to the company’s previously announced $150 million West Texas initiative, bringing FiberLight’s total regional commitment to nearly half a billion dollars. Outside of Texas, FiberLight is making aggressive moves in other markets, including Atlanta, Baltimore, Tampa, and Washington, DC. In this Broadband Pulse podcast interview, we caught up with Bill Major, CEO of FiberLight, a competitive service provider expanding its fiber footprint to support growing businesses and data center providers scaling to meet AI needs. Here’s a timeline of the episode: Opening/Introduction | 0:03 FiberLight’s fiber service approach to data centers | 0:40 How FiberLight is working to enhance its fiber networks in areas like West Texas to address the insatiable demand for bandwidth to support AI. Dark and lit fiber service options | 1:25 FiberLight is seeing its data center customers request a host of connectivity platforms, including optical wavelengths and dedicated large cables. Near-net opportunities | 2:27 With one of the largest statewide networks in Texas, it may have diverse lateral fiber connections into new data centers, but then tie them back to existing fiber assets. Fiber market expansion | 3:16 Beyond Texas, FiberLight is expanding in other states, including Louisiana and Oklahoma. Data center market dynamics | 4:23 A key element for data center providers is access to the power grid; if they can’t get it, they need to look at behind-the-meter alternatives like Stargate in West Texas has done. Data center build controversy | 6:00 How the data center industry needs to educate consumers and others better that they won’t be harmful, and how the utility of AI is similar to how the cell phone is used today.  AI infrastructure demand | 8:03 As people become more comfortable with AI's value, Major says they'll see the evolution. Power availability | 10:05 How the data center initiative is not just a technology issue, but a geopolitical issue. The Western Pennsylvania market | 11:23 Parts of Western Pennsylvania have become attractive because of their power supply options.   Alternative energy sources | 12:29 As growing data center electricity loads outstrip demand, alternative energy sources will become a bigger priority. Fiber installation methods | 13:46 Given the challenges of trenching fiber, there's no easy button to install fiber in the markets FiberLight serves. Final thoughts/closing | 15:17 Bill Major provides his final thoughts on FiberLight’s fiber network build strategy.  Meet our guest Bill Major, CEO of FiberLight Major is a seasoned telecommunications executive with more than 20 years of experience leading teams across sales, operations, and process improvement, and a track record of delivering strong operating performance and financial results. Most recently, he served as CEO and President of Everstream Solutions, where he oversaw execution of Everstream’s strategy as the premier enterprise and wholesale fiber platform in the Midwest of the United States. He was also responsible for overseeing the sales, operations, legal, enterprise technology & IT and human resources executive leadership teams. Bill first joined Everstream in 2015 as Vice President of Sales & Marketing and was promoted to Chief Revenue Officer in 2019 and President in 2021. Before that, Bill held sales and operations leadership roles with Fibertech Networks (acquired by Lightower and Crown Castle) and McLeodUSA (acquired by PAETEC and ultimately Windstream). About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.  

Lightcurve’s evolution as a fiber broadband provider represents the can-do attitude inherent in the independent ILEC industry. Formerly known as Rainier Connect, the company was founded in 1910 and has more than 110 years of regional history. Based in Tacoma, WA, Lightcurve has served Washington for more than 110 years. It offers high-speed internet, Stream TV, voice, and other business connectivity solutions serving Tacoma, Eatonville, Centralia, Chehalis, and Graham. One of the key developments in Lightcurve’s recent history took place in 2023 when Palisade Infrastructure purchased Rainier Connect, after which it changed its name to Lightcurve. At the time, the company said changing its name to Lightcurve marked the next chapter of its journey and the beginning of significant investments in fiber internet infrastructure. In this Broadband Pulse podcast interview, we caught up with Beth Barnes, VP of Marketing and Consumer Sales for Lightcurve, to talk about the service provider’s rich history and its commitment to being a local fiber service provider for the consumers and businesses it serves.  Here’s a timeline of the episode: Opening/Introduction | 0:03 Lightcurve’s fiber broadband evolution | 0:23 Barnes talks about how Lightcurve, formerly Rainier Connect, transitioned from a traditional independent ILEC founded in 1910 that served the Pacific Northwest to a fiber broadband provider. The pace of Lightcurve’s fiber transition | 1:50 Being an ILEC, it continues to transition its copper and HFC networks to fiber. Prioritizing fiber builds | 2:35 Lightcurve will consider various factors, including the return on investment, customer affordability, permitting, and serving new and existing communities. Community outreach | 4:32 Barnes noted it approaches not only the residents, but also the community’s leaders when they set a new service target. Lightcurve’s main 2026 highlights | 5:59 The service provider has built out about 10,000 new fiber locations in both new and existing communities in both central and western Washington. Serving up an 8 Gbps speed tier | 7:13 How offering 8 gig is a statement in the market that can do as much as, or more than, its competitors. Service targets | 8:01 Lightcurve continues to serve a mix of single-family and multi-dwelling unit (MDUs) in the market it serves. Fiber workforce | 9:21 Lightcurve manages a group of outside contractors for its fiber builds. Competitive differentiation | 10:03 With all broadband providers touting reliability, price, and speed, LightCurve focuses on its local community roots. Business services | 12:34 Barnes talks about how Lightcurve’s fiber drive is enabling it to offer a broader set of services to local business customers. Lightcurve's digital equity partnership program | 14:17 Through its public-private partnership with the City of Tacoma’s Click network, Lightcurve provides free internet to organizations that have access to or provide services to low-income or underserved members of the community. Philanthropic investments | 15:19 The impact of Lightcurve’s recently announced series of philanthropic investments to support economic growth in downtown communities in Central and Western Washington. Final thoughts/closing | 16:15 Beth Barnes shares her closing thoughts and how Lightcurve plans to continue to expand its fiber broadband presence in existing and new communities.   Meet our guest Beth Barnes joined Lightcurve as Vice President of Marketing and Consumer Sales in 2024. She came to the Lightcurve team from Alaska Communications, where she spent over a decade in various leadership roles, most recently as Vice President of Mass Markets and Marketing. Lightcurve is making significant investments in fiber broadband combined with excellence in customer service and a deep commitment to the communities it serves. Beth helps drive Lightcurve’s mission by focusing on customer engagement and experience, positioning Lightcurve as the internet provider of choice at home and at work in all the communities it serves. Beth is passionate about community involvement. She currently serves on the Boards for Junior Achievement Alaska and the Alaska Manufacturing Extension Partnership and was previously a member of the Anchorage Economic Development Corporation’s Investor Council. She holds an MBA in business from the University of Wisconsin–Oshkosh and a BSBA in Marketing from Drake University. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.

As a national service organization that represents America's electric cooperatives, the National Rural Electric Cooperative Association (NRECA) has come into the telecom industry’s spotlight as a key advocate of rural broadband. Over 250 of its electric cooperatives are deploying or developing plans to deliver broadband service to their consumers. NRECA has been a key voice on broadband regulatory issues, including the FCC’s proposals to overhaul the Universal Service Fund (USF). In a recent FCC filing, NRECA said that reforms to a national program to subsidize telecommunications networks in high-cost areas must ensure that rural residents “are not relegated to second-tier broadband service.” In this interview, we spoke with Jim Matheson, CEO of NRECA, about how its electric cooperative members are leveraging existing customer relationships to help bridge the rural broadband divide. Opening/Introduction | 0:03 Overview of NRECA | 0:26 Jim Matheson, CEO of NRECA, provides an overview of the advocacy group and how more than 200 of its members provide broadband in rural areas today. Electric cooperatives’ moving into broadband | 2:28 Having delivered electricity in a near-monopoly, NRECA has emphasized to its members that broadband is a different business with different competitive and consumer expectations. The importance of rural broadband | 4:12 How broadband is an important issue across all rural America. NRECA members deploying broadband | 5:28 Matheson notes that many of its members who provide broadband services have seen great success in take rates. Navigating the Broadband Equity Access and Deployment (BEAD) program | 6:02 How the changes to the program could affect quality of experience and building future-proofed networks, as well as the non-deployment funds. Middle mile fiber networks | 8:37 The benefits of electric cooperatives partnering to create statewide networks to serve others outside of their service territories.   Electric cooperative/Investor-owned utility partnerships | 10:14 Matheson discusses how its electric cooperative members have at times partnered with larger investor-owned utilities to share best practices and resources. Final thoughts/Closing | 11:36 How NRECA will advocate to enable its members to deliver high-quality broadband services in rural markets. Meet our guest Jim Matheson is CEO of the National Rural Electric Cooperative Association (NRECA), the national service organization that represents the nation’s more than 900 not-for-profit, consumer-owned electric cooperatives. NRECA members provide service to 42 million people in 48 states. Jim joined NRECA in July 2016 following distinguished careers in both the public and private sectors. Before joining NRECA, Jim served as Principal, Public Policy Practice, at the international law firm Squire Patton Boggs, based in Washington, D.C. From 2001 to 2015, Jim served as a United States Representative from Utah for seven terms. During his tenure on Capitol Hill, Jim was known for working with colleagues on both sides of the aisle. He served as Chief Deputy Whip for the House Democratic Caucus and co-chairman of the Blue Dog Coalition. He served on the House Energy and Commerce Committee, as well as the Financial Services, Transportation and Infrastructure, and Science committees. Prior to entering government service, Jim worked in the energy industry for several years. Jim was born and raised in Salt Lake City, Utah. He received a bachelor’s degree in government from Harvard University, and an MBA in Finance and Accounting from UCLA. Jim's wife, Amy, is a pediatrician, and they have two sons, William and Harris. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.

Lightmatter, an emerging photonics provider, is centering its efforts on building a photonic infrastructure for AI at scale—interconnects, lasers, and eventually compute itself. Its interconnect product line—Passage — overcomes the limitations of traditional electrical, where bandwidth is constrained by the shoreline—the physical perimeter of the chip. Since its founding by MIT researchers in 2017, Lightmatter has raised $850 million and has gained a $4.4 billion valuation. In this latest Broadband Pulse podcast, we caught up with Nick Harris, founder and CEO of Lightmatter, about how it is helping the AI hyperscaler community find new ways to scale. Opening/Introduction | 0:03 Overview of Lightmatter | 0:23 Lightmatter’s CEO Nick Harris provides an overview of the company and its optical network platforms. Lightmatter’s interconnect platform | 1:49 Harris describes how its Passage L20, a bi-directional near-package optics (NPO) engine, can help overcome the fiber shortage, as well as its partnerships with Qualcomm and Nvidia. Addressing fiber shortages | 4:46 How Lightmatter’s platforms use half the fiber, enabling cost savings. Co-packaged Optics (CPO) and near-packaged optics (NPO) opportunities | 5:56 Lightmatter is seeing the initial ramp-up for NPO for 2027 and the end of 2028 for CPO. Lightmatter’s NVIDIA relationship | 7:08 NVIDIA will play a critical part in scaling and delivering on performance promise for AI workloads, inference, and training. The XPO (eXtra-dense Pluggable Optics) Multi-Source Agreement (MSA) | 8:25 Lightmatter talks about its motivation to join Arista and other companies to advance XPO technology. Bidirectional (BiDi) technology | 9:27 How Lightmatter’s BiDi technology will affect the data center scale-out segment. Final thoughts/Closing | 10:47 Harris provides his final thoughts about where Lightmatter sees the optical market going through the rest of 2026 and beyond. Meet our guest Nick Harris is the CEO of Lightmatter. With over 30 patents and 70 publications in journals including Nature, Nature Photonics, and Nature Physics, Nicholas’ seminal work on quantum and classical information processing with integrated photonics has helped launch the international research field of programmable photonics. Nicholas has been recognized by the MIT Technology Review through the prestigious Innovators Under 35 award (2021). The award had over 500 nominees and a panel of judges including artificial intelligence luminary Andrew Ng; previous winners include Larry Page and Sergey Brin (Google founders), Mark Zuckerberg (Facebook founder), and Jony Ive (Apple). He received his doctorate in Electrical Engineering and Computer Science at the Massachusetts Institute of Technology (MIT), where he was a National Science Foundation Graduate Research Fellow and later served as a Postdoctoral Fellow through the Intelligence Community Postdoctoral Fellowship. About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.

Independent cable operators and telcos, while the backbone of rural and secondary markets, often get overlooked. But what they lack in size and reach, they make up for with a similar dedication to service and innovation. Like the Tier 1 operators, independent providers are moving fast, not only enhancing their networks with fiber to offer higher-speed broadband, but are also looking to provide standalone wireless service, converged services, and making use of AI to better the service experience. NCTC, on its website, sums up the mission of the independent operator best: “Whether that’s launching new services, managing customer expectations or elevating our offerings, we strive to meet or exceed the big guys.​” No less important are the policy and regulatory issues that all providers are facing today. Given their dedication to expanding broadband into unserved and underserved areas, a chief policy concern for ACA Connects’ members is permitting reform, which will enable its members to deploy broadband faster. ACA is also closely watching programming regulations as well as the BEAD broadband funding program. In this episode, we talked with two key cable industry veterans about emerging trends--Lou Borrelli, CEO of NCTC and Grant Spellmeyer, president and CEO of ACA Connects.  For further perspective on ACA and NCTC, you can also listen to an earlier podcast we did with Borrelli and Spellmeyer.   Here's a timeline of the interview's key moments: Opening | 0:00 Host's introduction of guests | 0:03 Independent cable operators' evolution | 0:54 Borrelli addresses how all cable operators face similar competition, supply chain and service delivery issues. The regulatory outlook | 2:21 Spellmeyer outlines how ACA Connects is helping its members overcome regulatory obstacles so they can deepen broadband in rural areas. AI’s role in broadband Borrelli discusses the NCTC’s creation of its new AI center through its partnership with Ernst & Young. | 3:16 Spellmeyer addresses how Congressional actions could affect the broadband industry and the overall economy. | 5:32 State of competition | 6:41 Borrelli cites NCTC Mobile initiative, which allows independent broadband and cable operators to launch white-labeled 4G LTE and 5G mobile services without building their own wireless networks. | 7:15 Spellmeyer cites how delays in securing permits from federal, state and local government have held up new broadband deployments as well as new rules for the BEAD program. | 10:25 Highlights of the summer 2026 Independent Show | 12:38 Borrelli talks about the show’s imagination meets innovation theme and some of the keynote speakers, including Noel Russell, FCC’s Olivia Trusty and Cable One's new CEO Jim Holanda | 13:14 Spellmeyer highlights that besides the policy and technology discussions, the value of the show is the interaction between attendees. | 17:05 Final thoughts/Closing | 20:03 Lou Borrelli, CEO of NCTC, and Grant Spellmeyer, president and CEO of ACA Connects, provide their final thoughts. Meet our guests: Lou Borelli, CEO of NCTC A 40-plus-year cable television industry veteran, Lou Borrelli was named NCTC’s CEO in 2021. Before joining NCTC, Borrelli served as the CEO of Home and Entertainment for Digicel Group, which provides mobile phone, cable, and broadband services to 27 countries in the Caribbean, Central, and South America. He was responsible for cable and broadband strategy, policy, operations, content strategy and distribution rights for Digicel's sports and entertainment networks. Having owned and operated cable systems in second and third-tier markets, Borrelli has plenty of experience in the independent cable industry segment with an extensive understanding of the challenges facing operators of all sizes in today's competitive landscape. A founding partner of Marcus Cable, Borrelli and his colleagues were recognized as Cable Operator of the Year in 1998, and he was inducted into the Cable Pioneers in 2002. Grant Spellmeyer, president and CEO of ACA Connects Grant Spellmeyer oversees the daily operations and affairs of America's Communications Association (ACA Connects). Grant joined ACAC in 2022. Before coming to ACAC, he was VP of government affairs for US Cellular, where his primary duties included directing the federal and state legislative and regulatory efforts across the company’s 21-state operating territory on all policy matters. He joined U.S. Cellular in 2006 from ACA Connects Member company TDS Telecommunications.  As part of the TDS enterprise, Grant served in a variety of wireless and wireline legal and regulatory roles for more than 20 years.  Before that, Grant was an attorney in private practice in Madison, Wisconsin.  Spellmeyer is a 1988 graduate of the University of Wisconsin-Madison. In addition, he holds an M.A. in public policy from the University of Wisconsin-Madison and is a graduate of the University of Wisconsin Law School.  He also has an MBA from Northwestern University.  About the Podcast  In the Lightwave Broadband Pulse podcast, we address the key issues affecting the optical and broadband industry segments. Join us every week for insights from industry leaders on these topics. Visit our website at www.lightwave.com and click on our podcast site at www.broadbandpulse.podbean.com.