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Following years of demonstration experiments, Japan’s private 5G market is moving into operational deployment, with spending on track for a 55 percent CAGR through 2030 as port operators, manufacturers, utilities, …

From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …

In this episode, Ilissa Miller, Founder and CEO of iMiller Public Relations, shares how nearly three decades in digital infrastructure have given her a unique perspective on the evolution of …

AI ambitions are exposing the limits of enterprise networks built for the cloud era. To support autonomous workloads at scale, enterprises must evolve from static connectivity to intelligent, self-managing agentic …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

From the newsletter (sign-up if you want it sooner): Amazon’s planned 5,105-satellite LEO constellation signals a shift in the D2D race – from proving satellite connectivity to embedding it within …

Service providers need a North Star architecture, embedded governance and agentic platforms that connect AI to real network context For service providers, the agentic AI conversation tends to split into …

Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …

Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …

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. …