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 …
Only 16% of GenAI deployments have reached network operations, and most operators are still at TM Forum autonomy Levels 2-3. The reason isn’t a lack of AI. It’s that nobody …
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 …
In this episode, Chris Sharp, Chief Technology Officer of Digital Realty, shares his perspective on what it really takes to scale AI infrastructure beyond the hype. Drawing on more than …
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 …
Radar, not standards, may be the faster path to ISAC drone detection In sum – what we know: Integrated sensing and communications, or ISAC, has become one of the more …
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 …
