AT&T chief John Stankey laid out a strategy built on fiber and 5G convergence, selective fiber acquisitions, and a future role connecting AI workloads across networks and clouds; he also …
From the newsletter (October 21; sign-up or follow if you want it sooner): Nvidia and Nokia are pushing telcos to turn their networks and sites into distributed AI infrastructure, but …
Autonomous networks must move beyond self-healing to coordinate decisions across RAN, transport, core and cloud, argues Droma’s Payal Kindiger, with trust, governance and verified service outcomes key to granting AI …
SpaceX outlined plans for a hybrid Starlink mobile network and claimed a path to hundreds of billions in annual connectivity revenue, as AI compute investment surged and Elon Musk forecast …
From the newsletter (October 20; sign-up or follow if you want it sooner): A new 6G architecture is taking shape, but its business case remains elusive. This week: AI-RAN performance …
Ericsson forecasts surging uplink demand as AI shifts mobile traffic patterns, urging operators to avoid 5G’s costly standalone delays. Its 6G vision hinges on spectrum efficiency, reusable infrastructure, and services …
From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …
From the newsletter (October 16; sign-up or follow if you want it sooner): Starlink need not replace terrestrial networks to disrupt telecoms. Strand Consult and Dell’Oro examine SpaceX’s hybrid ambitions, …
Ericsson chief Per Narvinger has defended the firm’s custom silicon strategy for AI RAN, quite robustly, citing immediate opportunities and 10% spectrum-efficiency gains, and future options for GPU adoption too. …
Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …
Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …
From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …
The alliance is expanding its focus on AI RAN services while tackling workload placement, infrastructure sharing, and the commercial case for turning mobile networks into distributed AI platforms. In sum …
Nokia’s sale of its campus private 5G business to Aurelius includes its MPW platform but excludes its drone unit, it turns out. The latter is under strategic review, as the …
From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
