Opinion

From the newsletter (September 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …

From the newsletter (September 23; sign-up or follow if you want it sooner): Cambium’s collapse exposes the risks of vendor dependence for WISPs, while private 5G and IoT keep expanding, …

From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …

From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …

AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …

From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …

From the newsletter (September 17; sign-up or follow if you want it sooner): AI is strengthening the case for more mid-band spectrum, particularly as physical AI pushes more traffic upstream. …

From the newsletter (September 16; sign-up or follow if you want it sooner): A new traffic cycle is driving a major physical network build. The AI infrastructure story is becoming …

From the newsletter (September 15; sign-up or follow if you want it sooner): AI safety warnings may be genuine, but they arrive alongside mounting questions about AI economics. As frontier …

From the newsletter (September 14; sign-up or follow if you want it sooner): Verizon is expanding its 6G Innovation Forum as operators hunt for AI-driven use cases and a credible …

Network APIs face a commercial reality check: operators cannot justify heavy investment on speculative hyperscaler demand. Smaller, faster wins such as Branded Calling could generate revenue sooner, build confidence, and …

From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …

From the newsletter (September 10; sign-up or follow if you want it sooner): Nokia’s new Cognitive Operations and Cognitive Edge Node look strikingly familiar as the company exits campus private …

From the newsletter (September 9; sign-up or follow if you want it sooner): Telecoms is moving deeper into AI infrastructure as networks become programmable, distributed and intelligent – but the …

From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …

From the newsletter (September 4; sign-up if you want it sooner): The killer-app narrative made sense for 4G, but 5G broke it. As 6G becomes part of a programmable communications …

Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …

Connectivity, not just compute, will determine AI’s infrastructure future, argues former AT&T president Glenn Lurie. Drawing on the iPhone’s launch, he says operators, hyperscalers and technology companies must build together …

Prepaid wireless is still expanding, with store growth, broadband bundling and shifting retail fortunes reshaping the market – while Las Vegas remains the industry’s essential networking hub. The All Wireless …

As AI shifts from centralised training to distributed inference, network architecture is being redrawn around proximity, latency and resilience. Metro fiber, edge connectivity, and optical infrastructure will become as critical …

LoRaWAN has answered the question of whether LPWAN can work at scale. With deployments spanning utilities, buildings, industry, and agriculture, the focus is now shifting to where its economics can …

Space traffic is critical as debris and satellite constellations crowd low Earth orbit. Effective management will require tougher regulation, active debris removal, resilient satellite design and cybersecurity to keep orbital …

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 …

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 …