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UK telcos secure mmWave spectrum to boost 5G

Ofcom noted that the auction released 5.4 GHz of high-frequency spectrum In sum – what to know: mmWave spectrum secured – EE, O2, and VodafoneThree will pay a combined £39 million to enhance 5G capacity in crowded UK locations. 5.4 GHz of...

The compute industrial complex (Analyst Angle)

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing...

Three sides of Industry 4.0 – industrial AI in numbers (part 3)

Industrial AI has moved from experimental pilots to boardroom strategy. The global market was worth $43.6 billion in 2024, and is growing at 23 percent per year. While most of the real value still lies in proven, production-grade use...

SK Telecom offers voluntary retirement as new AI division undergoes reorganization

SK Telecom is restructuring its new AI division and doubles down on infrastructure In sum – what to know: AI-first pivot – SK Telecom is restructuring its new AI division just weeks after launch, consolidating units and offering voluntary retirement as it...

Three sides of Industry 4.0 – industrial IoT in numbers (part 2)

IoT has always been more concept than category – like a loose collection of private device networks. And it makes increasingly good sense to enterprises alongside industrial 5G networks and industrial AI systems. New research from Verizon Business says...

Three sides of Industry 4.0 – industrial 5G in numbers (part 1)

Three sides of Industry 4.0 – industrial 5G in numbers (part 1) Private 5G continues to outpace the broader telecoms market, with enterprise deployments expanding and industrial use cases taking shape. New data from Dell’Oro Group shows sustained almost-double-digit growth...

Bell targets $1.07 billion in AI revenue by 2028: CEO

Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems In sum – what to know: CAD1.5B AI revenue by 2028 – Bell plans to more than double its AI business through new...

Telecom equipment market rebounds: Dell’Oro

Dell'Oro now expects total telecom equipment revenues across the six tracked segments to grow between 2% and 3% in 2025 In sum – what to know: Global telecom market rebounds 4% – After two years of decline, revenues rose in 1H25...

The ‘special’ one – Verizon and Nokia talk team sports at Thames Freeport

Verizon Business and Nokia showcased their special relationship at the US firm’s first European ‘innovation session’ yesterday – at the Eiffel Tower in Paris. They were joined by Axa, Michelin, and Prada to discuss critical connectivity in the new...

From reactive to predictive: Laying the groundwork for autonomous networks in CSP operations (Reader Forum)

CSPs face mounting complexity as virtualized networks, hybrid infrastructure, and surging alerts overwhelm operation Communications service providers (CSPs) face a growing storm of complexity: virtualized networks, hybrid infrastructures, surging alert volumes, and relentless uptime expectations. Operations teams are stretched thin,...

Samsung to deploy O-RAN for Vodafone in Europe

Under the agreement, Samsung will provide its vRAN software supporting 2G, 4G, and 5G, along with O-RAN compliant radios In sum – what to know: Major O-RAN expansion – Vodafone’s first large-scale Open RAN deployment spans thousands of sites, starting with...

Nvidia sees the telco AI future taking shape — faster than expected

In the AI era, telcos are rethinking infrastructure, accelerating innovation, and redefining revenue models — and Nvidia is positioning itself as a key enabler Telecom has never been known for rapid transformation. For decades, operators have built networks in predictable...

Ericsson posts strong Q3 profit surge as unit sale offers boost

Despite a 9% revenue drop, Ericsson’s profit and margins surged In sum – what to know: Profitability surged despite revenue decline – Net sales fell 9% to ~$5.12 billion, but adjusted EBITA doubled to ~$1.44 billion, boosted by cost efficiencies...

Celona trims workforce as trade climate slows private 5G industries

Private 5G firm Celona has cut a chunk of its global workforce – possibly about 20 percent, mainly in sales – as it adjusts to slower industrial deployments and macroeconomic uncertainty. The California firm is refocusing on existing enterprise...

Vodafone claims world-first 6 GHz spectrum test

Vodafone said the test was conducted in Hannover, Germany, using MediaTek’s M90 modem operating over a 200MHz channel In sum – what to know: Record speeds – Tests in Germany reached 2.5 Gbps over 200 MHz, doubling throughput versus 100MHz without...

The hidden cost of FWA CPE attenuation (Analyst Angle)

Why is FWA struggling indoors, and how can this problem be solved? FWA or Fixed Wireless Access is a young technology with huge growth potential. While it allows the nation's wireless carriers like AT&T, T-Mobile, and Verizon to offer wireless...

Research note: Intel on 18A process and progress

As Intel attracts billions in investment, onboarding external customers to 18A will inform the future of cutting-edge semiconductor fabrication in the United States During the recent Intel Technology Tour in Arizona, the company shared details of its forthcoming client and...

Malaysian telco claims first 5G-Advanced deployment

The new 5G-Advanced service operates on Malaysia’s nationwide 5G wholesale network run by state-owned company Digital Nasional Berhad In sum – what to know: Malaysia joins global 5G-A race – YTL Communications’ launch in Klang Valley makes Malaysia the ninth...

Reimagining telecom customer experience — from metrics to moments (Reader Forum)

Telecom customer experience has evolved from basic metrics to real-time, data-driven, personalized engagement While not always perfect, customer experience in the telecommunications industry has come a long way, and it continues to improve. What was once measured by basic metrics...

Next-generation Wi-Fi is blazing fast; the United States’ commitment to 6 GHz Wi-Fi makes it possible

At SCTE’s recent TechExpo25 in Washington, D.C., a senior White House official reminded attendees that the Trump Administration’s 2020 decision to open the full 6 GHz band to Wi-Fi should be seen as part of a US imperative for...

MOCN vs MORAN – neutral-host systems in CBRS and otherwise

Major US carriers are rethinking neutral host networks. While MOCN promises multi-operator coverage on shared spectrum like CBRS, Verizon avoids it entirely and T-Mobile has withdrawn. But what are the alternatives? Here, we take a look at MOCN, MORAN,...

Bookmarks: Qualcomm on edge AI — the story keeps getting more compelling

Editor’s note: I took a few weeks off from the column — and logged around 21,000 air miles mostly going to conferences but also seeing Lady Gaga with my wife — but we’re back! With that: I’m in the habit...

Capacity planning for the 24/7 AI-driven network (Reader Forum)

Traditional capacity planning won’t work in the era of agentic AI As AI becomes core to enterprise operations, campus and branch network architects are stepping into new territory. The old playbooks for capacity planning won’t hold in the age of...

AT&T launches nationwide 5G SA, pushing toward cloud-native future

Nationwide rollout marks next step in AT&T’s 5G and cloud evolution In sum - what to know: Standalone milestone - AT&T has deployed its 5G Standalone (SA) network nationwide, laying the groundwork for lower latency, more flexible service delivery, and...

Vietnam unlocks ‘golden’ spectrum  for 6G, Wi-Fi 7

The 3.4–3.560 GHz and 6.425–7.125 GHz bands are now reserved for IMT, according to the new plan unveiled by the Government of Vietnam In sum – what to know: Vietnam opens 6G-ready spectrum – The country’s new radio frequency plan unlocks...