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 …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
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, …
AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …
Network sensing tracked an unconnected drone without radar In sum – what we know: AT&T and Ericsson have built a new drone-detection system that was shown off in a demo at AT&T …
Huawei and China Unicom Beijing recently announced the commercial deployment of what they describe as the world’s largest 5G-A 100 MHz GigaUplink network In sum – what to know: Mobile …
The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …
New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …
From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …
From fraud prevention to RAN energy savings, Rakuten Mobile is using AI to move network data from insight to automated action The telecom industry discourse on AI keeps returning to …
While AI-related traffic is affecting multiple network segments, Brodie Gage, chief product and technology officer at Ciena, said the most immediate pressure is emerging in metro networks, particularly DCI environments …
Telco AI is no longer just a proof-of-concept. AI is no longer an overlay on the network. It is being embedded in the network itself, from telco-grade models running inside …
Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …
AI-driven investment is transforming digital infrastructure into one of the world’s fastest-growing industries. But rapid expansion, power constraints, and inevitable consolidation mean many firms may not be around for long. …
From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …
The government of South Korea has selected two consortia led by SK Telecom and KT to develop and demonstrate what it calls Hyper AI Network Infrastructure In sum – what …
AT&T’s second-quarter results show a telco reshaping itself around fiber-led growth, using fixed broadband to drive wireless gains and cash generation. The strategy is working – although top-line growth remains …
Most in-building wireless failures stem from poor requirements gathering, not flawed technology. Enterprises that buy for symptoms rather than operational, capacity, compliance, and growth needs often face costly rip-and-replace projects …
