SBA’s president and chief executive officer Brendan Cavanagh said U.S. customer activity in Q3 was slightly below first-half levels but remained in line with expectations, with carriers continuing to invest …
AI Infrastructure Forum 2026
AI is shifting from training to inference, and two pressures now define the business: the end-user experience and the return on investment. RCR’s AI Infrastructure Forum returns to ask: can …
RCRTech Roundtables AI Infrastructure
The RCRTech Roundtables, facilitated by a host of experts, will provide attendees with the opportunity to share their experiences and discuss the challenges they are currently facing regarding powering data …
Industrial Wireless Forum 2026
AI has overtaken networking as a top concern for industrial leaders. Massive data workloads are putting pressure on legacy infrastructure never designed to support them — and industries risk falling …
Latest News
-
-
Virgin Media O2 is targeting £800m in annual cost savings by 2029, including major workforce reductions, as falling revenues, subscriber losses and tough fibre economics force a strategic reset and …
-
The GSMA is making the case for mobile priority in upper 6 GHz, arguing that Wi-Fi’s capacity bottleneck is device upgrades, not spectrum. But its city-wide data leaves unanswered questions …
-
From the newsletter (November 2; sign-up or follow if you want it sooner): SpaceX is reportedly in talks to buy Boost Mobile from EchoStar, potentially securing an MVNO route into …
-
The AI infrastructure boom could end in a crash resembling telecoms’ late-1990s fibre bust, leaving investors nursing huge losses but potentially handing utilities and infrastructure funds cheap assets to power …
-
Steve Vondran, chief executive officer of American Tower, told a conferece call with investors that the company is seeing increasing evidence that these catalysts could create overlapping investment cycles In …
-
Operators are moving beyond legacy SON towards SMO/RIC-based automation as part of mid-cycle 5G RAN modernization and vendor swap-out projects, writes SNS Telecom & Research, with annual spending on SMO …
-
From the newsletter (October 30; sign-up or follow if you want it sooner): Qualcomm’s push to bring AI into industrial IoT, robotics and other physical devices raises big questions about …
-
America Movil’s chief executive officer Daniel Hajj said the company does not yet know what Televisa’s strategy will be once the transaction is completed but noted that Televisa will be …
-
Two direct-to-device services, one from GEO, one from LEO In sum – what to know: For all the discussion of 6G architectures and WRC-27 agenda items, direct-to-device (D2D) is already a …
-
T-Mobile has raised its full-year guidance, but its earnings call pointed to bigger bets ahead: more spectrum spending, edge compute economics, and AI-driven network efficiency – as it, again, rejects …
-
Speaking during Telia Company’s third-quarter earnings call, the company’s chief executive officer and president Patrik Hofbauer said the operator was expanding commercial 5G standalone capabilities for connectivity, security and new …
-
New 6G reference-device types, higher uplink modulation for fixed wireless access and open questions on migration as Release 21 takes shape What you should know: As discussed in our previous …
-
From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s …
-
Only 16% of GenAI deployments have reached network operations, and most operators are still at TM Forum autonomy Levels 2-3. The reason isn’t a lack of AI. It’s that nobody …
-
Speaking during Verizon’s third-quarter earnings call, the telco’s chief executive officer Daniel Schulman said the company had developed an FWA solution using its millimeter-wave spectrum that will enable it to …
-
In this episode, Chris Sharp, Chief Technology Officer of Digital Realty, shares his perspective on what it really takes to scale AI infrastructure beyond the hype. Drawing on more than …
-
Boldyn Networks is betting on neutral-host fiber, sites and power to support successive radio generations, prioritizing US expansion and owner-funded converged networks while remaining cautious on private 5G, Open RAN, …
-
Sensing, physical AI and spectrum lead the 6G business case In sum – what to know: 6G monetization will depend on selling business outcomes and intelligent automation rather than connectivity …
-
From the newsletter (October 27; sign-up or follow if you want it sooner): Orange, AT&T and Verizon are improving earnings through commercial growth and cost discipline, while telcos place bets …
