The latest news on AI, data center, telco, and cloud sector
Speaking at Deutsche Telekom’s AI Investor Day, Telekom Deutschland’s chief executive officer Rodrigo Diehl said that entrepreneurs in Silicon Valley had told the German telco that network performance was already …
AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …
Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …
As AI data centers scale, the way computing resources connect is becoming increasingly important to infrastructure performance and business value. High-performance XPUs are being deployed to support AI training and …
European fiber networks pass millions of apartment buildings, but subscriber take-up remains stubbornly low in several major markets. Maravedis examines why building density alone fails to drive adoption, and where …
From the newsletter (October 9; sign-up or follow if you want it sooner): Vodafone’s investor day revealed the scale and shape of its enterprise business, from £1.85 billion in annual …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …
Uplink growth is real, but the capex discipline holds In sum – what we know: Deutsche Telekom does not expect AI-related mobile uplink demand to require incremental radio-access-network investment in …
EXA Infrastructure says transatlantic capacity is running out way earlier than forecast, prompting it to build a new 500-terabit subsea cable, the first of its kind for the industry in …
The gigabit promise stops at the socket. Europe’s Gigabit Infrastructure Act takes fibre into new buildings, but its Wi-Fi spectrum policy leaves the final metres unresolved. In dense apartment blocks, …
Starlink Mobile’s real constraint might not be satellite coverage but capacity per square kilometer. A new model, offered up by Vish Nandlall, suggests where population density forces satellite service back …
During the RCR Wireless News‘ Intelligent RAN Forum 2026, Viavi marketing manager Owen O’Donnell and Battelle vice president of product development Mark Reudink examined the evolution of open and intelligent …
Intelligent RAN Forum panel says AI-RAN efficiency pays, demand doesn’t yet In sum – what we know: AI is already paying for itself in the radio access network through energy …
From the newsletter (October 6; sign-up or follow if you want it sooner): Schneider Electric is to buy PTC for a cool $22.6bn – to consolidate its stake in the …
Hospitals increasingly need DAS to solve three problems at once: public-safety compliance, clinical connectivity and security. Wilson Connectivity argues that analog architecture can simplify lifecycle costs, reliability and HIPAA-related risk …
US 6GHz Wi-Fi adoption is accelerating, with Ookla showing six-fold growth since 2024 and Cisco reporting 48% usage at BottleRock. More power, AFC and simpler access could push adoption further. …
From the newsletter (October 5; sign-up or follow if you want it sooner): AI is proving its value in telecoms – mostly in customer service, plus some enhanced automation cases …
AI-RAN performance gains won’t justify the investment on their own In sum – what we know: Operators are being told AI will transform the radio access network, with the idea …
As mmWave moves beyond hotspot deployments, the challenge is extending high-frequency coverage without simply adding more base stations. Kyocera’s multi-hop repeater validation points to a more flexible network architecture for …
Orange wants Nokia’s AI RAN gains proven in a live network In sum – what we know: Nokia brought the spectral efficiency headline to the Intelligent RAN Forum — 20% …
From the newsletter (October 2; sign-up or follow if you want it sooner): Satellite is not about to replace terrestrial networks – but neither is the Starlink threat imaginary. As …
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 …
From the newsletter (October 1; sign-up or follow if you want it sooner): Nokia and ICEYE are launching a sovereign satellite communications venture, while US telcos formalize a satellite coverage …
Jungchul Kim, head of product strategy group, networks business at Samsung Electronics, told RCR that physical AI applications will place specific demands on networks, including ultra-low latency, high reliability, consistent …
Verizon is moving from scripted RAN automation towards agentic network operations, where AI reasons across domains, shares context and takes action – with the operator retaining control of intent, outcomes …
From the newsletter (September 30; sign-up or follow if you want it sooner): IoT providers are pushing programmable, software-defined connectivity, while AI-RAN promises network efficiency rather than market growth. Operators …
AI-RAN pilots begin in shipyards and petrochemical plants Samsung Electronics has signed contracts with both KT and SK Telecom to participate in South Korea’s government-backed Hyper AI Network program, a two-year …
Danish IoT provider Onomondo is getting a new majority owner and more than €100m in fresh funding as it pitches integrated global infrastructure, rather than just airtime, as the platform …
RFID-enabled smartphones and tablets are moving inventory tracking beyond dedicated scanning rounds, allowing workers to update stock continuously while improving accuracy, productivity and cost efficiency across retail, logistics and other …
From the newsletter (September 29; sign-up or follow if you want it sooner): AI is fuelling a networking infrastructure boom, with Corning scaling fiber production to meet demand, while new …
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 …
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 …
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 …
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 – …
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 …
Ask an engineer why an AI project stalled, and the answer is rarely the AI model. It’s the rift between the model and network. The model has no operational context, …
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 …
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 …
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 …
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 …
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 – …
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 …
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 …
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 …
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, …
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 …
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, …
