Network Infrastructure

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 …

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, …

AI data centers and rural broadband are fighting over the same workers. AT&T and Meta are hiring thousands of fiber technicians to meet AI data center demand. But that is …

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 …

In the 3rd edition of RCR’s 6G Forum we will tackle the most pressing questions relating to AI-native network architectures and service enablement as the industry moves towards the 6G …

Europe’s AI ambitions depend on more than chips and computing power. Without sovereign cloud infrastructure, open standards and domestic alternatives to foreign hyperscalers, the region risks trading technological ambition for …

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 …

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 …

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 …

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 …

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 …

As mobile networks evolve toward 5G-Advanced and 6G, the Radio Access Network is undergoing a profound transformation. The Intelligent RAN paradigm marks a pivotal shift from traditional, hardware-centric architectures to …

As NTN moves from proof of concept to commercial reality, the industry faces critical questions around business models, spectrum, device readiness, network architecture, interoperability, testing, and service assurance. From direct-to-device …

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 …

Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …

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 …

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 …

Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …