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 …
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 …
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 …
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 …
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 – …
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 …
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 …
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, …
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, …
Orange is preparing to test Nokia’s AI-RAN platform in its live network, putting claimed radio-efficiency gains to the commercial test while exploring the bigger proposition of shared compute for AI …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …
