After years of fiber and spectrum consolidation, the U.S. telecom market is preparing for its next wave of activity that may center on tower portfolios, regional wireless operators, and infrastructure carve-outs. With major carriers focused on cost optimization and neutral-host models expanding, tower assets are once again attracting investors. This session explores what is driving renewed M&A interest, from network densification and private 5G to AI traffic growth, and where the next major deals may emerge.
