Matthew Iji, head of data modelling and forecasting at GSMA Intelligence, told RCR that 6G will move from selective launches to global scale gradually, with coexistence rather than wholesale replacement …
Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …
Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …
From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …
In sum, what to know: –Machine learning and large language models could help operators connect messaging failures, service degradation and user experience — but only if they first solve the …
Kenneth Hwang, vice president of platforms and client solutions at Singtel, said the operator’s experience has shown that preparing for quantum threats requires years of work across infrastructure, software, vendors, …
The alliance is expanding its focus on AI RAN services while tackling workload placement, infrastructure sharing, and the commercial case for turning mobile networks into distributed AI platforms. In sum …
Nokia’s sale of its campus private 5G business to Aurelius includes its MPW platform but excludes its drone unit, it turns out. The latter is under strategic review, as the …
In this episode, Mike Maniscalco, CEO of QumulusAI, shares how his background as a computer scientist and software entrepreneur led him into AI infrastructure and ultimately to QumulusAI. Mike explains …
From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …
Agentic AI applications can move from a text prompt to live audio or uplink video in moments. As these experiences become more interactive and context-aware, the connectivity they need can …
Speaking at Deutsche Telekom’s AI Investor Day, Telekom Deutschland’s chief executive officer Rodrigo Diehl said that entrepreneurs in Silicon Valley had told the German telco that network performance was already …
AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …
Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …
As AI data centers scale, the way computing resources connect is becoming increasingly important to infrastructure performance and business value. High-performance XPUs are being deployed to support AI training and …
European fiber networks pass millions of apartment buildings, but subscriber take-up remains stubbornly low in several major markets. Maravedis examines why building density alone fails to drive adoption, and where …
From the newsletter (October 9; sign-up or follow if you want it sooner): Vodafone’s investor day revealed the scale and shape of its enterprise business, from £1.85 billion in annual …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
