America Movil’s chief executive officer Daniel Hajj said the company does not yet know what Televisa’s strategy will be once the transaction is completed but noted that Televisa will be …
AT&T
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Crown Castle chief Chris Hillabrant told a conference call with investors that continued spectrum investment in the U.S. and an expected FCC auction of approximately 800 MHz provide a supportive …
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From the newsletter (October 23; sign-up or follow if you want it sooner): SpaceX is reportedly targeting at least 80,000 US cell sites for Starlink Mobile, signalling a costly push …
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During a session at RCR’s 6G Forum, Derek Khlopin, deputy associate administrator of NTIA’s Office of Spectrum, said the U.S. is pursuing a significant pipeline of spectrum for future wireless …
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US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …
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Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …
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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 …
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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 …
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From the newsletter (October 1; sign-up or follow if you want it sooner): Nokia and ICEYE are launching a sovereign satellite communications venture, while US telcos formalize a satellite coverage …
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From the newsletter (September 29; sign-up or follow if you want it sooner): AI is fuelling a networking infrastructure boom, with Corning scaling fiber production to meet demand, while new …
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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 …
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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 …
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From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …
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AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
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AT&T is adding Amazon Leo to its enterprise connectivity mix as satellite moves deeper into terrestrial networks – and European operators eye D2D spectrum and US regulators push to expand …
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Connectivity, not just compute, will determine AI’s infrastructure future, argues former AT&T president Glenn Lurie. Drawing on the iPhone’s launch, he says operators, hyperscalers and technology companies must build together …
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Dell and AMD supply the hardware behind OTel 2.0’s live deployment In sum – what we know: AT&T has taken OTel 2.0, the open-source telecom AI model developed under the …
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From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …
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Operators need telco-trained models, guardrails, simulation and distributed AI infrastructure to move from network automation to new AI-era services. The telecom industry’s agentic AI conversation often starts with network operations. …
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A day (or two) after SpaceX talked about plans for a terrestrial Starlink mobile network, analysts have started to debate whether Musk is building a fourth US carrier, optimising satellite …
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SpaceX has spoken for the first time about its plans for a terrestrial mobile network to work with its satellite D2D service to rival AT&T, T-Mobile, and Verizon – including …
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From the newsletter (sign-up if you want it sooner): Some fairly routine industry updates on Wi-Fi, LoRaWAN, 5G rankings, and telecom-related M&A, plus a bigger story – about how cheap …
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From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …
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From the newsletter (sign-up if you want it sooner): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …
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Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …
