Network Infrastructure

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 …

From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …

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 …

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, …

The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …

From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …

Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …

From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …

Sudhakar Pandey, head of RAN at Rakuten Mobile, told RCR Wireless News that the initiative forms part of a broader strategy to strengthen network performance over the next two years …

From the newsletter (sign-up if you want it sooner): Europe’s AI sovereignty push is gathering pace with the launch of Soofi S, while telecoms and governments reposition networks, chips, submarine …

Operators must move beyond basic human-in-the-loop assistance to embed agentic AI across their digital core systems, build invisible self-healing networks, unlock billions in value, and define next-generation connectivity – writes …

Private 5G was once sold as telecom’s answer to industrial connectivity. Now physical AI, covering robotics and automation, is changing the dynamic: industrial enterprises – and their technology providers – …

New ITU recommendations and FCC regulations show how submarine cables are being recast as critical infrastructure. While the ITU targets deployment and repair bottlenecks, the FCC is tightening oversight of …

From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …

New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …

From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …

Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …

From the newsletter (sign-up if you want it sooner): Ericsson’s latest results capture a company and an industry caught between resilience and stagnation: strong margins and disciplined execution offset weak …

As enterprises deploy agentic AI across clouds, regions, and business ecosystems, connectivity is becoming a strategic differentiator. Vodafone Business says future networks must support AI-to-AI interactions with greater intelligence, security, …

Netgear is quietly reinventing itself as an enterprise networking and software company, writes Maravedis Research. It is betting on cloud management, AI-driven automation, security services, and MSP-led growth to shed …

From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …

Motorola Solutions argues that 5G has become a valuable connectivity layer for utilities, public safety and industry, but mission-critical operations still depend on resilient LMR networks, with broadband technologies serving …