A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision
In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national industries to create a globally competitive consortium, while Concorde, despite its technological achievement, failed commercially...
Which 6G innovations will save money, which might make money, and which are mirages?
Editor’s note: This is the second installment of a three-part series from Analyst Vish Nandlall. Read the first article here, and keep an eye out for part three.
Every mobile generation has...
No one has yet defined what 6G actually is, let alone how it will succeed economically
Editor's note: This is the first installment of a three-part series from Analyst Vish Nandlall. Keep an eye out for parts two and three, coming soon.
Every mobile generation has...
By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner
Elon Musk’s $19 billion acquisition of DISH’s spectrum is more than a financial move. It signals a strategic bet on the convergence of...
What are HPE's technological differentiators, financial performance, and the challenges it faces?
Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, proactive management, and self-healing capabilities through AI-driven platforms. Against this backdrop, Hewlett Packard Enterprise (HPE)...
The prepaid wireless industry is healthy and growing — pick the yardstick
The All Wireless & Prepaid Expo — the top prepaid event in the U.S. — took place on August 19-20 at Caesars Palace in Las Vegas. The 2025 edition of the Expo shattered...
Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear
President Donald Trump had a quality problem on an important call, and he blamed AT&T on his social media platform, Truth Social. But was the...
As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption
The multi-family connectivity landscape is changing rapidly. With Wi-Fi 6E and Wi-Fi 7 now entering mainstream deployments, property owners and managed service providers (MSPs)...
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction
Over the past decade or two, I have been warning Comcast Xfinity leadership that they have a problem. In fact,...
Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between AI agents operating at machine speed
In 2003, the Blaster worm spread across corporate networks and government systems worldwide. Its payload was crude by today’s standards. It included repeated...
A single hospitality property may rely on a dozen or more vendors for Wi-Fi, voice, video, access control, and more
The hospitality industry has always been a proving ground for new technologies. From the first in-room telephones to today’s AI-powered personalization engines, hotels and resorts...
Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
How do we prepare, and what should we expect next?
Recently, I have been reading an increasing number of news stories and opinion pieces about how we may be in an AI growth bubble. I am not sure whether I agree or not. If true,...
6 GHZ spectrum is critical to achieving the EU’s 2030 Digital Decade goals and narrowing the digital divide
The European Commission is grappling with competing pressures from both the Wi‑Fi and cellular sectors over the allocation of the upper 6 GHz spectrum (6.425–7.125 GHz). This frequency range...
Greetings from Colorado, Nebraska, Iowa, and Missouri. We presented with Jeff Yount of Intermountain Infrastrucutre Group (IIG) at the UNITEL 2025 Executive Summit. Terrific discussions with several fiber and legislative leaders there, and many thanks to Matt Gilbert of UNITEL for the inclusion.
This week, after a shorter than normal market...
CSPs must evolve with multi-capability networks, advanced antennas, and orchestration to meet agentic AI demands, rising data usage, new device types, and low-latency, high-throughput experiences while optimizing energy and coverage efficiency.
Migration from 4G to 5G has not been as dramatic as the migration from...
Can Verizon Consumer Group CEO Sowmyanarayan Sampath improve customer care?
Verizon could be onto something important. They are said to be shifting their focus back to improving customer care and customer service. Sowmyanarayan Sampath, CEO of their consumer unit recently sent an email to customers...
This divestiture represents not just a financial windfall but a strategic pivot for CommScope
CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash sale of its Connectivity and Cable Solutions (CCS) segment to Amphenol Corporation. This divestiture represents...
Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
Could this be the start of something good?
Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs join in. Time will tell. In recent decades, everything seemed to go off-track and become,...
Where does AI fit into the future of wireless, telecom, broadband, and pay TV?
The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. That being said, today all three main carriers — AT&T, T-Mobile, and Verizon — seem to...
If managed well, the Z Fold7 has the potential to propel this device category from today’s niche to mainstream
The tagline of Samsung Galaxy Z Fold7 is “Galaxy S25 Ultra Unfolds.” I found that to be true during my last almost a month of rigorous...
Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum limitations, and enable high-capacity, cost-effective wireless connectivity.
Wireless backhaul is a critical component of any mobile network, as it is the...
Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization
Given earnings growth in last week’s quarterly releases (four of the Fab Five reporting), one might expect more movement amongst the Fab...
