The 5G correction is over, but growth is confined to AI RAN In sum – what we know: The radio access network market will stay essentially flat through 2030, but …

AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their …

In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …

From the newsletter (September 28; sign-up or follow if you want it sooner): GSA data shows private 5G continues to grow, while Samsung and Boldyn deployments in finance and aviation …

SK Telecom warns telcos not to repeat their 5G mistakes with AI-RAN – while Optus considers how they should re-architect their infrastructure as “social networks for agents”. In sum – …

How MIMO continues to evolve for mobile connectivity in the AI era What you should know: Mobile data demand is entering a new phase. Video, XR and cloud services continue …

Ask an engineer why an AI project stalled, and the answer is rarely the AI model. It’s the rift between the model and network. The model has no operational context, …

KDDI, NTT Docomo, SoftBank, and Rakuten Mobile have recently signed a MoU to study the use of 5G mmWave infrastructure and technical architectures for coverage expansion In sum – what …

Telecom operators are pouring billions into AI infrastructure, but compute alone will not create lasting value. The bigger challenge is turning GPUs, models and AI platforms into commercially sustainable services …

From the newsletter (September 25; sign-up or follow if you want it sooner): Rakuten Mobile and T-Mobile offer tangible AI-RAN examples, embedding intelligence in network automation and distributed compute. Their …

In sum, what to know: -Signals Research Group recently conducted what is almost certainly the first independent testing of 5G massive and Multi-User MIMO in FDD spectrum, in a live …

Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …

In sum – what to know O-RAN foundation – Rakuten Mobile says its software-defined, cloud-native architecture provides the foundation for adding AI intelligence to its network. Autonomy with guardrails – …

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 Intelligent RAN Forum: AI-RAN is becoming less futuristic and more practical, with Optus reporting live-network gains in link adaptation, coverage prediction and compensation. But scaling those AI-for-RAN capabilities across …

As artificial intelligence and radio access networks (RAN) increasingly converge, ZTE believes operators should distinguish between two different approaches: “AI for RAN,” which improves the radio network itself, and “RAN …

Mimosa Networks argues broadband operators should build for the business case, not fiber-first dogma. As BEAD funding and rural economics shift, FWA in unlicensed spectrum offers another route to viable …

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, …

Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …

Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …