Opinion

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 …

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 …

From the newsletter (sign-up if you want it sooner): Private 5G is maturing, clearly, and the market is changing shape: Nokia is in retreat, slipping to fourth in the rankings, …

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 …

From the newsletter (sign-up if you want it sooner): Elon Musk has set his sights on the US mobile market with a cost-effective Starlink-powered terrestrial network, with talk about small …

Agentic AI promises smarter, more autonomous telecom operations, but fragmented OSS/BSS, middleware, and messaging platforms deny it the operational context it needs. Without end-to-end visibility, CSPs risk weaker automation, poorer …

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 …

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 …

As connected vehicles, robots, and other physical AI systems cross borders, data sovereignty becomes about more than storage. Curtis Govan at Flolive argues regulators and operators must address “network sovereignty” …

From the newsletter (sign-up if you want it sooner): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …

As enterprises shift workloads into colocation facilities, visibility gaps across shared infrastructure can undermine performance and resilience. End-to-end network observability, including packet-level inspection, helps IT teams identify faults faster, reduce …

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 …

Following years of demonstration experiments, Japan’s private 5G market is moving into operational deployment, with spending on track for a 55 percent CAGR through 2030 as port operators, manufacturers, utilities, …

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 …

AI ambitions are exposing the limits of enterprise networks built for the cloud era. To support autonomous workloads at scale, enterprises must evolve from static connectivity to intelligent, self-managing agentic …

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 …

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 …

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, …