Carriers

In a conference call with investors, the telco’s chief executive officer Vicki Brady said that Telstra plans to increase network density and accelerate its rollout of 5G standalone during fiscal …

From October, Rakuten Mobile will continue using KDDI’s network in areas where it needs more time to build coverage, while roaming will be scaled back in areas where the telco …

KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …

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 …

Chief executive Timotheus Höttges describes T-Systems as a strategic asset for Deutsche Telekom, particularly as demand for digital sovereignty increases in Europe In sum – what to know: Sovereign AI …

Rural broadband is no longer a quiet corner of telecom, says WISPA chief David Zumwalt. Zumwalt considers how WISPs are facing fiber overbuilds, private equity, Starlink, and spectrum constraints even …

The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s flagship AI campus in …

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 …

Chunghwa said its newly built AI data center in Lunping, Taoyuan, officially began operations during Q2 and is expected to add up to 36MW to its total IDC capacity upon …

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 …

SpaceX has spoken for the first time about its plans for a terrestrial mobile network to work with its satellite D2D service to rival AT&T, T-Mobile, and Verizon – including …

SoftBank’s chief financial officer Osamu Akiyama told a conference call with investors that the company’s AI-related businesses became an increasingly important contributor to its enterprise business segment In sum – …

From the newsletter (sign-up if you want it sooner): Some fairly routine industry updates on Wi-Fi, LoRaWAN, 5G rankings, and telecom-related M&A, plus a bigger story – about how cheap …

Cheap drone warfare has changed military strategy, and governments want cheaper anti-drone detection to keep pace. 6G-native ISAC has been rushed into late 5G-era networks in response. Ericsson Federal explains …

From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …

TIM sees additional growth opportunities in areas including defense, mission-critical services, AI-enabled products and operations, next-generation connectivity applications, and data centers In sum – what to know: Poste transaction – …

From the newsletter (sign-up if you want it sooner): Vodafone’s full £4.3bn takeover of VodafoneThree in the UK and AT&T’s $23bn deal for EchoStar spectrum in the US signal telco …

As Boost Mobile has learned, service providers have to understand, “Where does AI bring value to the business and where does it not?” The telecom industry has spent the past …

From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

From the newsletter (sign-up if you want it sooner): Amazon’s planned 5,105-satellite LEO constellation signals a shift in the D2D race – from proving satellite connectivity to embedding it within …

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …

SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …

HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …

From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …