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From Copper to Glass: Deconstructing the Great American Fiber Land Grab

Author
Lukasz Tomicki and LRT Capital Management LLC
Published
Sun 24 Aug 2025
Episode Link
https://gemini.tomicki.net/from-copper-to-glass-deconstructing-the-great-american-fiber-land-grab/

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 […]

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