James Blackman

From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …

From the newsletter (September 10; sign-up or follow if you want it sooner): Nokia’s new Cognitive Operations and Cognitive Edge Node look strikingly familiar as the company exits campus private …

From the newsletter (September 9; sign-up or follow if you want it sooner): Telecoms is moving deeper into AI infrastructure as networks become programmable, distributed and intelligent – but the …

From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …

From the newsletter (September 4; sign-up if you want it sooner): The killer-app narrative made sense for 4G, but 5G broke it. As 6G becomes part of a programmable communications …

AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …

Nokia’s new Cognitive Operations edge-compute platform for the mining sector, initially, looks familiar, and raises questions about the sale of its ECE business and its retreat from the ‘campus’ end …

AT&T is adding Amazon Leo to its enterprise connectivity mix as satellite moves deeper into terrestrial networks – and European operators eye D2D spectrum and US regulators push to expand …

New executive appointments by Deutsche Telekom and T-Mobile US – plus Nokia and Orange as recent examples – show how the telecoms, tech, and industrial sectors are converging as a …

Deutsche Telekom and Ericsson have deployed a private 5G network at Hamburg’s Container Terminal Altenwerder, the latest chapter in a seven-year cellular experiment that shows how industrial 5G is a …

VodafoneThree has launched a portfolio of ‘fast-track’ 5G 5G SA slicing services in the UK for consumers and enterprises, alongside a new internet television service. Slicing portfolio – Branded as …

Softbank’s latest HAPS trial suggests the stratosphere could become more than a way to fill coverage gaps – potentially combining wide-area cellular, private networks, drones, and edge computing in one …

Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south …

Celona chief Rajeev Shah tells RCR that its new converged two-fer private 5G/Wi-Fi solution, propped up on agentic AI, properly opens the door for physical AI in Industry 4.0 – …

From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …

From the newsletter (sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi. Mostly, it is an …

From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …

Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …

From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …

From the newsletter (sign-up if you want it sooner): Private 5G is maturing, clearly, and the market is changing shape: Nokia is in retreat, slipping to fourth in the rankings, …

Blue Planet’s configuration management platform is only the starting point. As telcos pursue autonomous networks, the challenge is not simply deploying AI agents, but giving them the data, context and …

From the newsletter (sign-up if you want it sooner): APAC telcos are accelerating into the AI infrastructure market, building sovereign compute platforms alongside global technology partners – with initiatives from …

A day (or two) after SpaceX talked about plans for a terrestrial Starlink mobile network, analysts have started to debate whether Musk is building a fourth US carrier, optimising satellite …

From the newsletter (sign-up if you want it sooner): Elon Musk has set his sights on the US mobile market with a cost-effective Starlink-powered terrestrial network, with talk about small …