Network Infrastructure

From the newsletter (October 26; sign-up or follow if you want it sooner): Verizon has raised its full-year guidance for the third consecutive quarter, signed $4 billion in AI infrastructure …

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 …

From the newsletter (October 23; sign-up or follow if you want it sooner): SpaceX is reportedly targeting at least 80,000 US cell sites for Starlink Mobile, signalling a costly push …

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 …

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 …

Autonomous networks must move beyond self-healing to coordinate decisions across RAN, transport, core and cloud, argues Droma’s Payal Kindiger, with trust, governance and verified service outcomes key to granting AI …

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 …

From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …

From the newsletter (October 16; sign-up or follow if you want it sooner): Starlink need not replace terrestrial networks to disrupt telecoms. Strand Consult and Dell’Oro examine SpaceX’s hybrid ambitions, …

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. …

AI is shifting from training to inference, and two pressures now define the business: the end-user experience and the return on investment. RCR’s AI Infrastructure Forum returns to ask: can …

Plume has rebuilt its architecture, embraced industry standards and launched an AI agent workspace, shifting from Wi-Fi optimization to ISP-wide intelligence. The bet: lower support costs, reduced churn and new …

Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …

From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …

The alliance is expanding its focus on AI RAN services while tackling workload placement, infrastructure sharing, and the commercial case for turning mobile networks into distributed AI platforms. In sum …

From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …

AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …

Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …

European fiber networks pass millions of apartment buildings, but subscriber take-up remains stubbornly low in several major markets. Maravedis examines why building density alone fails to drive adoption, and where …

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 …

Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …