The latest news on AI, data center, telco, and cloud sector
NetSense demo in Miami tracked drones with unmodified 5G radios In sum – what we know: Lockheed Martin, Verizon, and Nvidia — along with Keysight Technologies, ODC, and Astris AI …
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 …
Celona chief Rajeev Shah tells RCR that its new converged two-fer private 5G/Wi-Fi solution, propped up on agentic AI, properly opens the door for physical AI in Industry 4.0 – …
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 …
In a conference call with investors, the telco’s chief executive officer Vicki Brady said that Telstra plans to increase network density and accelerate its rollout of 5G standalone during fiscal …
From contact centers to network ops, U Mobile bets on frontier models In sum – what we know: U Mobile has announced a strategic partnership with OpenAI, with AWS providing the cloud …
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, …
From October, Rakuten Mobile will continue using KDDI’s network in areas where it needs more time to build coverage, while roaming will be scaled back in areas where the telco …
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 …
As CSPs modernize operations, Ericsson’s OSS/BSS Business Value Pathways target monetization, experience and efficiency As communications service providers (CSPs) work toward increasingly autonomous networks, the OSS/BSS conversation is shifting. As …
The operator treats AI as a native network capability rather than an app layer add-on In sum – what we know: Telefónica is embedding generative AI directly into its business voice services …
KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …
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 …
Chief executive Timotheus Höttges describes T-Systems as a strategic asset for Deutsche Telekom, particularly as demand for digital sovereignty increases in Europe In sum – what to know: Sovereign AI …
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): Private 5G is maturing, clearly, and the market is changing shape: Nokia is in retreat, slipping to fourth in the rankings, …
Ericsson set to deploy AI-RAN at KG Mobility under South Korea’s AI Highway plan In sum – what we know: Ericsson has been named the sole global technology partner in an SK …
The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s flagship AI campus in …
Blue Planet’s configuration management platform is only the starting point. As telcos pursue autonomous networks, the challenge is not simply deploying AI agents, but giving them the data, context and …
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 …
Chunghwa said its newly built AI data center in Lunping, Taoyuan, officially began operations during Q2 and is expected to add up to 36MW to its total IDC capacity upon …
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 …
SoftBank’s chief financial officer Osamu Akiyama told a conference call with investors that the company’s AI-related businesses became an increasingly important contributor to its enterprise business segment In sum – …
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 …
Cellnex said that Europe remains in the middle of its 5G adoption cycle, with 5G-enabled devices accounting for roughly half of mobile connections in Western Europe today In sum – …
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 …
TIM sees additional growth opportunities in areas including defense, mission-critical services, AI-enabled products and operations, next-generation connectivity applications, and data centers In sum – what to know: Poste transaction – …
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” …
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 …
A.X K2 packs 688 billion parameters and open weights In sum – what we know: SK Telecom has unveiled A.X K2, a 688-billion-parameter large language model that the company is positioning …
AI-RAN promises a software-driven path to greater capacity, programmability and operational efficiency The RAN’s next phase will not be defined by AI, cloud or openness in isolation, but by the …
As Boost Mobile has learned, service providers have to understand, “Where does AI bring value to the business and where does it not?” The telecom industry has spent the past …
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 …
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 …
Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …
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 …
