Qualcomm’s deal to supply radio technology for Starlink Mobile’s terrestrial network strengthens SpaceX’s ambitions to challenge the US mobile incumbents. Analysts see a potentially disruptive, vertically integrated operator taking shape …
In Q3, Thai telco True reported its highest service revenue since the combination with rival operator dtac, with growth both year-on-year and quarter-on-quarter In sum – what to know Mobile …
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 …
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 …
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 …
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 …
For much of the AI era, the spotlight has been firmly fixed on models and compute. Bigger models, more GPUs and larger AI clusters have defined the race to build …
Nvidia and Nokia (and a rush of operators) have announced progress with AI-RAN – a year to the day practically after Nvidia pumped a billion into the Finnish firm. The …
AI agents could reshape internet traffic by shifting work from customer devices to distributed computing networks, changing where data travels, how capacity is used and which providers control routing, connectivity …
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 …
Nokia CEO Justin Hotard told a conference call with investors that the company’s growth is accelerating in the areas where it has chosen to focus and invest, highlighting AI-RAN as …
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 …
Deutsche Telekom has previously described MINDR as an evolution of RAN Guardian, extending agentic AI from domain-level optimization toward service-level intelligence across complex, multi-domain network environments In sum – what …
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 …
Stephen Douglas, head of strategic thought leadership at Keysight Technologies, said during the recent RCR’s 6G Forum that future 6G technology will be standalone from the beginning with its own …
Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …
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. …
