AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
Ciena said it has secured supply to support at least 30% revenue growth going into 2027 and believes it has secured enough supply to extend that 30% growth trend through …
From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …
Troy Lupe, chief network officer at Zayo told RCR that the recently announced expanded strategic supply agreement with Corning secures a significant portion of the fiber optic cable it expects …
Europe’s €15.6bn IRIS² initiative is moving from sovereign-connectivity ambition to hardware, with hundreds of LEO and MEO satellites, billions in industrial contracts and a separate Low-LEO pipeline taking shape. In …
From the newsletter (September 17; sign-up or follow if you want it sooner): AI is strengthening the case for more mid-band spectrum, particularly as physical AI pushes more traffic upstream. …
The firm’s chief commercial officer said that Crown Castle’s long-term customer contracts provide visibility into future activity, while spectrum acquisitions and auctions could provide additional support In sum – what …
Cambium’s collapse shows what vendor risk looks like when it becomes reality: uncertain cloud management, stranded equipment and difficult migration decisions for MDU operators, while forcing MSPs and property owners …
From the newsletter (September 16; sign-up or follow if you want it sooner): A new traffic cycle is driving a major physical network build. The AI infrastructure story is becoming …
Verizon’s ISAC crowd-sensing test ran on ordinary commercial 5G hardware In sum – what we know: Samsung and Verizon are working hard on the next generation of cellular connectivity, and …
Tim Donovan, president and chief executive officer of the Competitive Carriers Association (CCA) told RCR that U.S. regional carriers need to continue investing in spectrum, network upgrades, and new services …
Nokia is pushing AI-RAN with mobile operators, supplying defense networks to governments, selling security to internet exchanges, and upgrading longhaul optical infrastructure – a sprawling set of bets that shows …
From tokenmaxxing to token discipline: Orange considers how to measure the efficacy of agentic AI in network operations Orange Fellow and VP of Cloud and Software Engineering Philippe Ensarguet recently …
From the newsletter (September 15; sign-up or follow if you want it sooner): AI safety warnings may be genuine, but they arrive alongside mounting questions about AI economics. As frontier …
Verizon chief technology officer and senior vice president of technology development Yago Tenorio told RCR that the industry needs to avoid fragmentation as 6G moves toward commercialization In sum – …
More than one in three people worldwide remains offline despite living within mobile broadband coverage, highlighting a shift in the digital divide from network availability to people’s ability to use …
From the newsletter (September 14; sign-up or follow if you want it sooner): Verizon is expanding its 6G Innovation Forum as operators hunt for AI-driven use cases and a credible …
American Tower does not expect consolidation in Europe to materially affect its anchor tenants and said it has limited exposure to churn from some of the carriers that could potentially …
Network APIs face a commercial reality check: operators cannot justify heavy investment on speculative hyperscaler demand. Smaller, faster wins such as Branded Calling could generate revenue sooner, build confidence, and …
