Google Spinoff Taara Shoots Internet Through Light Beams

25Gbps Internet Beams Shot From Street Poles

Google's former "moonshot" project Taara just made urban internet infrastructure interesting again. Their new Taara Beam device—roughly shoebox-sized—delivers 25Gbps internet speeds across up to 10km using invisible light beams. Mount it on a street pole or rooftop, and you're connected.

While previous Taara products connected remote communities across 20km of mountains and water, Beam targets dense urban connectivity. At 8kg and consuming just 90W, it promises fiber-like performance without the fiber-like hassle.

The timing isn't coincidental. As cities struggle with $billions in fiber deployment costs and months-long installation timelines, Taara's "point-and-shoot" approach offers a compelling alternative.

Telecom Giants: Intrigued but Cautious

Major telecom providers are watching closely, but reactions are mixed. For companies like Verizon and AT&T that have invested heavily in 5G infrastructure, Taara represents both opportunity and threat.

"It's brilliant for backhaul connections between cell towers," notes one industry analyst. "But weather dependency makes it unsuitable as primary infrastructure." The technology shines in scenarios where traditional fiber deployment is costly or impractical—think temporary events, disaster recovery, or rapidly developing areas.

European operators seem more receptive, particularly for connecting hard-to-reach locations where fiber installation faces regulatory hurdles or geographic challenges.

The Real Infrastructure Battle

Taara's pitch is seductive: weeks of construction become days of installation. But the reality is more nuanced.

The Promise:

• Rapid deployment (days vs. months)
• Lower upfront costs
• No trenching or permits
• Flexibility for temporary needs

The Reality Check:

• Weather disrupts service
• Line-of-sight requirements
• Unproven long-term reliability
• Limited to complementary role

Smart city planners are the most enthusiastic early adopters. For connecting sensors, cameras, and IoT devices across urban areas, Taara's speed advantage over wireless and cost advantage over fiber creates a compelling middle ground.

Investment Implications: Niche or Game-Changer?

Taara's market positioning reveals a broader shift in infrastructure thinking. Rather than competing head-to-head with established fiber networks, they're creating a new category: rapid-deployment connectivity.

This matters for investors watching the $500 billion global telecom infrastructure market. Companies that can solve the "last mile" problem faster and cheaper will capture significant value, even if they don't replace existing infrastructure entirely.

The question isn't whether light-based internet will replace fiber—it won't. The question is how large the market becomes for situations where speed of deployment matters more than permanence of installation.