The latest news on AI, data center, telco, and cloud sector
SpaceX has picked Qualcomm to supply radio and baseband technology for Starlink’s US terrestrial 5G network, with deployment due in 2027. Analysts see an open RAN opportunity, but still question …
In Q3, Thai telco True reported its highest service revenue since the combination with rival operator dtac, with growth both year-on-year and quarter-on-quarter In sum – what to know Mobile …
Enterprises are paying more to manage fragmented wireless networks as AI and other demanding workloads expose gaps in connectivity, visibility and security. Inseego argues consolidation is becoming an operational necessity. …
The collaboration frames agentic AI, OSS/BSS evolution and the knowledge plane as foundations for decision-safe autonomy Communications service providers (CSPS) are gradually working to move from automation to autonomy, but …
SBA’s president and chief executive officer Brendan Cavanagh said U.S. customer activity in Q3 was slightly below first-half levels but remained in line with expectations, with carriers continuing to invest …
Virgin Media O2 is targeting £800m in annual cost savings by 2029, including major workforce reductions, as falling revenues, subscriber losses and tough fibre economics force a strategic reset and …
The GSMA is making the case for mobile priority in upper 6 GHz, arguing that Wi-Fi’s capacity bottleneck is device upgrades, not spectrum. But its city-wide data leaves unanswered questions …
From the newsletter (November 2; sign-up or follow if you want it sooner): SpaceX is reportedly in talks to buy Boost Mobile from EchoStar, potentially securing an MVNO route into …
The AI infrastructure boom could end in a crash resembling telecoms’ late-1990s fibre bust, leaving investors nursing huge losses but potentially handing utilities and infrastructure funds cheap assets to power …
Steve Vondran, chief executive officer of American Tower, told a conferece call with investors that the company is seeing increasing evidence that these catalysts could create overlapping investment cycles In …
Operators are moving beyond legacy SON towards SMO/RIC-based automation as part of mid-cycle 5G RAN modernization and vendor swap-out projects, writes SNS Telecom & Research, with annual spending on SMO …
From the newsletter (October 30; sign-up or follow if you want it sooner): Qualcomm’s push to bring AI into industrial IoT, robotics and other physical devices raises big questions about …
America Movil’s chief executive officer Daniel Hajj said the company does not yet know what Televisa’s strategy will be once the transaction is completed but noted that Televisa will be …
T-Mobile has raised its full-year guidance, but its earnings call pointed to bigger bets ahead: more spectrum spending, edge compute economics, and AI-driven network efficiency – as it, again, rejects …
Speaking during Telia Company’s third-quarter earnings call, the company’s chief executive officer and president Patrik Hofbauer said the operator was expanding commercial 5G standalone capabilities for connectivity, security and new …
New 6G reference-device types, higher uplink modulation for fixed wireless access and open questions on migration as Release 21 takes shape What you should know: As discussed in our previous …
From the newsletter (October 28; sign-up or follow if you want it sooner): Amazon Leo’s $11.5bn Globalstar deal intensifies the direct-to-device satellite race, while Bell Canada’s tower valuation highlights infrastructure’s …
Speaking during Verizon’s third-quarter earnings call, the telco’s chief executive officer Daniel Schulman said the company had developed an FWA solution using its millimeter-wave spectrum that will enable it to …
Boldyn Networks is betting on neutral-host fiber, sites and power to support successive radio generations, prioritizing US expansion and owner-funded converged networks while remaining cautious on private 5G, Open RAN, …
Sensing, physical AI and spectrum lead the 6G business case In sum – what to know: 6G monetization will depend on selling business outcomes and intelligent automation rather than connectivity …
From the newsletter (October 27; sign-up or follow if you want it sooner): Orange, AT&T and Verizon are improving earnings through commercial growth and cost discipline, while telcos place bets …
Crown Castle chief Chris Hillabrant told a conference call with investors that continued spectrum investment in the U.S. and an expected FCC auction of approximately 800 MHz provide a supportive …
Verizon CTO Yago Tenorio says 6G needs an architectural rethink to handle AI-driven uplink demand, avoid repeating 5G’s standardization mistakes, and embed autonomous network operations and commercial use cases from …
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 …
Why site-specific channel modeling matters once 6G radios start sensing In sum – what to know: For years, the wireless industry has leaned on standardized statistical models to test and …
For much of the AI era, the spotlight has been firmly fixed on models and compute. Bigger models, more GPUs and larger AI clusters have defined the race to build …
Elisa recently ran what it claims to be Europe’s first voice, mobile data, and video analytics simultaneously on the same AI-RAN platform over Elisa’s 5G Advanced network In sum – …
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 …
During a session at RCR’s 6G Forum, Derek Khlopin, deputy associate administrator of NTIA’s Office of Spectrum, said the U.S. is pursuing a significant pipeline of spectrum for future wireless …
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 …
Nokia CEO Justin Hotard told a conference call with investors that the company’s growth is accelerating in the areas where it has chosen to focus and invest, highlighting AI-RAN as …
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 …
The answer starts in 2026: design adaptability into 6G so the system can rise to challenges we cannot yet foresee What you should know: AI experiences increasingly distribute intelligence across …
Panelists favor integration over a single 6G architecture In sum – what we know: What does ubiquitous connectivity actually mean? That was the focus of a panel at the recent …
Deutsche Telekom has previously described MINDR as an evolution of RAN Guardian, extending agentic AI from domain-level optimization toward service-level intelligence across complex, multi-domain network environments In sum – what …
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 …
Stephen Douglas, head of strategic thought leadership at Keysight Technologies, said during the recent RCR’s 6G Forum that future 6G technology will be standalone from the beginning with its own …
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 …
US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …
Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …
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, …
Panel maps the 6G path from standalone 5G to agentic AI cores In sum – what we know: 6G has started moving from vision to engineering, and with it comes …
Speaking at RCR Wireless News’ 6G Forum 2026, Stéphane Téral, founder and chief analyst at Téral Research, said the standardization process was moving toward evaluation and consensus building In sum …
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 …
