The 5G correction is over, but growth is confined to AI RAN In sum – what we know: The radio access network market will stay essentially flat through 2030, but …
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AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their …
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In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …
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From the newsletter (September 28; sign-up or follow if you want it sooner): GSA data shows private 5G continues to grow, while Samsung and Boldyn deployments in finance and aviation …
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SK Telecom warns telcos not to repeat their 5G mistakes with AI-RAN – while Optus considers how they should re-architect their infrastructure as “social networks for agents”. In sum – …
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How MIMO continues to evolve for mobile connectivity in the AI era What you should know: Mobile data demand is entering a new phase. Video, XR and cloud services continue …
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KDDI, NTT Docomo, SoftBank, and Rakuten Mobile have recently signed a MoU to study the use of 5G mmWave infrastructure and technical architectures for coverage expansion In sum – what …
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Telecom operators are pouring billions into AI infrastructure, but compute alone will not create lasting value. The bigger challenge is turning GPUs, models and AI platforms into commercially sustainable services …
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From the newsletter (September 25; sign-up or follow if you want it sooner): Rakuten Mobile and T-Mobile offer tangible AI-RAN examples, embedding intelligence in network automation and distributed compute. Their …
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In sum, what to know: -Signals Research Group recently conducted what is almost certainly the first independent testing of 5G massive and Multi-User MIMO in FDD spectrum, in a live …
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Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …
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In sum – what to know O-RAN foundation – Rakuten Mobile says its software-defined, cloud-native architecture provides the foundation for adding AI intelligence to its network. Autonomy with guardrails – …
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From the newsletter (September 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …
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From Intelligent RAN Forum: AI-RAN is becoming less futuristic and more practical, with Optus reporting live-network gains in link adaptation, coverage prediction and compensation. But scaling those AI-for-RAN capabilities across …
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As artificial intelligence and radio access networks (RAN) increasingly converge, ZTE believes operators should distinguish between two different approaches: “AI for RAN,” which improves the radio network itself, and “RAN …
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Mimosa Networks argues broadband operators should build for the business case, not fiber-first dogma. As BEAD funding and rural economics shift, FWA in unlicensed spectrum offers another route to viable …
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From the newsletter (September 23; sign-up or follow if you want it sooner): Cambium’s collapse exposes the risks of vendor dependence for WISPs, while private 5G and IoT keep expanding, …
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Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
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Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
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From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …