移动通信网 程然
美国宽带建设的最新一周动态显示，农村与欠发达地区的光纤覆盖仍在持续推进。新墨西哥州本周向 Zia 部落（Pueblo of Zia）拨款 10 万美元，用于加强部落区域的宽带基础设施建设。这笔资金虽然规模不大，但反映出州级财政对部落社区数字鸿沟问题的持续投入。与此同时，eX? 在密歇根州荷兰市推进光纤铺设，Spectrum、Comcast、Optimum 等主要运营商也在多地宣布了新的覆盖进展，美国农村宽带建设进入密集落地期。
Spectrum 中西部扩张：70 亿美元光纤计划稳步推进
Spectrum 本周在印第安纳州和密歇根州的多个农村区域开通服务。在印第安纳州，该公司将网络扩展至克劳福德县的 520 户以及帕克县的 1,400 户家庭和企业。在密歇根州，奥斯科达县近 2,000 户家庭和企业接入服务，覆盖范围包括 Big Creek、Clinton、Comins、Elmer、Greenwood 和 Mentor 等多个乡镇。三地合计新增覆盖约 3,900 户，对于人口密度较低的美国农村地区而言，这一进度具有相当的代表性。
这些部署是 Spectrum 更大战略的组成部分。该公司正在推进一项总额 70 亿美元的光纤网络投资计划，目标是将光纤基础设施延伸至 170 万个地址。值得关注的是，Spectrum 母公司 Charter 近期完成了与 Cox Communications 价值 345 亿美元的合并交易，合并后的新实体将在一年内全面启用 Spectrum 品牌。这一整合将显著改变美国有线电视和宽带市场的竞争格局，合并后的规模效应也可能加速农村地区的网络投资节奏。
Comcast 与 Optimum：州级补贴与私营投资并行
Comcast 方面，其宽带服务本周在明尼苏达州的 Chanhassen 和 Nowthen 两个城市正式开通，新增覆盖近 13,000 户家庭和企业。Nowthen 的建设于 2024 年启动，部分资金来自明尼苏达州宽带办公室 250 万美元的"Border to Border"补贴；Chanhassen 项目则完全由 Comcast 私营资金支持，投资额达 2,300 万美元。此外，Comcast 还在新罕布什尔州扩大了服务范围。
新泽西州的居民同样迎来新选择。Optimum 宣布投资 1,400 万美元，将 South River 和 East Brunswick 数千户居民和企业接入其光纤网络，预计将于 2027 年初在米德尔塞克斯县区域开始提供服务。从时间线看，Optimum 的项目仍在建设初期，距离商用还有一定周期。
【关键数据】
- 新墨西哥州部落拨款: 10 万美元（Zia 部落）
- Spectrum 本周新增农村覆盖: 约 3,900 户家庭和企业
- Spectrum 光纤总投资: 70 亿美元，覆盖 170 万地址
- Charter-Cox 合并交易额: 345 亿美元
- Comcast 明尼苏达新增: 近 13,000 户
补贴与并购双轮驱动的美国农村宽带
从本周动态可以清晰看到美国农村宽带建设的两条主线：一是州级政府补贴的引导作用，明尼苏达州的 Border to Border 计划、新墨西哥州的部落拨款都属于此类，资金规模虽有限，但有效撬动了运营商的配套投入；二是行业整合带来的资本集中，Charter 与 Cox 的合并使新实体具备更强的现金流支撑长期网络投资。
从长期看，随着 BEAD 等联邦层面补贴项目的逐步落地，美国农村光纤建设有望在 2026-2027 年迎来交付高峰。对于设备供应商和光纤产业链企业而言，这一市场值得持续追踪；而 Charter-Cox 合并后 Spectrum 品牌的整合效果，也将成为观察美国宽带市场集中度演变的重要窗口。
出处：The Buildout: New Mexico grants $100K to bolster tribal broadband build
英文原文
This week in broadband builds: New Mexico awards broadband funds to Pueblo of Zia; eX? feeds fiber to Holland, Michigan; Spectrum grows reach in Midwest; Comcast expands in Minnesota and New Hampshire – and more.
Spectrum services went live in more rural regions of Indiana and Michigan. In Indiana, Spectrum expanded to 520 homes and businesses in [Crawford County](https://corporate.charter.com/newsroom/spectrum-expands-fiber-broadband-network-in-crawford-county-indiana); as well as to 1,400 homes and businesses in [Parke County](https://corporate.charter.com/newsroom/spectrum-expands-fiber-broadband-network-in-parke-county-indiana). Over in Michigan, Spectrum expanded to nearly 2,000 homes and businesses in parts of [Oscoda County](https://corporate.charter.com/newsroom/spectrum-expands-fiber-broadband-network-in-oscoda-county-michigan), including in the townships of Big Creek, Clinton, Comins, Elmer, Greenwood and Mentor, according to a press release. Spectrum's buildouts in these regions are part of its ongoing, broader $7 billion investment to build fiber network infrastructure to 1.7 million locations. Charter, Spectrum's parent company, recently [closed a $34.5 billion merger with Cox Communications](https://www.lightreading.com/cable-technology/charter-cox-deal-is-a-wrap-with-spectrum-brand-to-take-over-within-a-year).
Comcast's broadband services are now live for nearly 13,000 new homes and businesses in the cities of [Chanhassen and Nowthen, Minnesota](https://www.businesswire.com/news/home/20260921156841/en/Reliable-High-Speed-Internet-from-Xfinity-Now-Available-in-Chanhassen-and-Nowthen-Minnesota). Construction commenced in the [Anoka County city of Nowthen in 2024](https://www.govtech.com/network/nowthen-among-7-minn-cities-to-get-high-speed-internet), supported in part with a $2.5 million "Border to Border" grant from Minnesota's broadband office. Comcast also [commenced construction in 2024](https://corporate.comcast.com/stories/local/minnesota/comcast-breaks-ground-in-chanhassen-to-celebrate-network-expansion) on its $23 million privately funded build in the Carver County city of Chanhassen.
South River, New Jerseyans can get excited for even more fiber construction, because Optimum is heading their way as well. In a press release, the company said it is investing $14 million to connect "thousands of residents and businesses" in both [South River and East Brunswick, New Jersey](https://www.businesswire.com/news/home/20260922189994/en/Optimum-Announces-%2414M-Network-Investment-to-Bring-Fastest-Internet-Speeds-to-East-Brunswick-and-South-River-New-Jersey), to its fiber network. Optimum expects to begin offering services in the Middlesex County regions in "early 2027," according to a press release.
