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  • Dumb pipes no more – telcos have the AI opportunity of the decade (Reader Forum)

    by Neeraj Kumar, Chief Technology Officer, Zenith System Solutions June 23, 2026
    by Neeraj Kumar, Chief Technology Officer, Zenith System Solutions June 23, 2026

    Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

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  • From AI-enabled operations to monetizing AI-era networks

    by RCR Wireless News June 15, 2026
    by RCR Wireless News June 15, 2026

    Communications service providers are currently focused on the practical use of AI to reduce opex; the next step is leveraging AI to create new revenue streams Telecommunications infrastructure is being …

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  • AT&T frames satellite as filling the rural 1%, not eating telco margins

    by Christian de Looper June 9, 2026
    by Christian de Looper June 9, 2026

    AT&T’s Pascal Desroches frames direct-to-device satellite as a complement to terrestrial networks In sum – what we know: AT&T’s CFO laid out the company’s satellite playbook days before Starlink’s parent …

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  • Opensignal on fixed broadband: Cable upload speeds jump, FWA improves

    by Kelly Hill June 2, 2026
    by Kelly Hill June 2, 2026

    What to know: Narrowing the performance gap: Opensignal concluded that new DOCSIS upgrades are helping cable operators dramatically improve upload performance, narrowing the long-standing gap with fiber and making cable …

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  • Satellite connectivity is finally bridging the digital divide (Reader Forum)

    by Omar Qaise, Founder and CEO, OQ Technology May 27, 2026
    by Omar Qaise, Founder and CEO, OQ Technology May 27, 2026

    As telecom operators embrace D2D satellite connectivity, the industry is moving closer to closing persistent coverage gaps, extending resilient mobile access to remote regions, and ensuring geography no longer determines …

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  • Telco economics vs slide decks (Analyst Angle)

    by Vish Nandlall, Founder and Lead Analyst, Vish Nandlall Consulting May 26, 2026
    by Vish Nandlall, Founder and Lead Analyst, Vish Nandlall Consulting May 26, 2026

    Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances with …

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  • The end of the broadband duopoly (Analyst Angle)

    by Jeff Moore, Principal,Wave7 Research May 22, 2026
    by Jeff Moore, Principal,Wave7 Research May 22, 2026

    The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …

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  • Major US telcos back D2D expansion with ‘dead-zone’ joint venture

    by Juan Pedro Tomás May 15, 2026
    by Juan Pedro Tomás May 15, 2026

    New joint venture between AT&T, T-Mobile, and Verizon in the US reflects industry momentum around satellite-enabled mobile connectivity and broader ecosystem development, reckon analysts. In sum – what to know: …

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  • Vodafone talks-up federated European telco edge-cloud for sovereign IoT and AI

    by James Blackman May 15, 2026
    by James Blackman May 15, 2026

    Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …

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  • T-Mobile’s big telco plot twist – from ‘un-carrier’ rebel to industry pace-setter

    by James Blackman May 13, 2026
    by James Blackman May 13, 2026

    T-Mobile’s latest moves in AI-native RAN and private 5G for elite sports suggest a carrier evolving beyond its disruptive roots into something more formidable: the operator with the clearest story …

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  • AI factories to football matches – Vodafone and BT show Euro model for sovereign telcos

    by James Blackman May 8, 2026
    by James Blackman May 8, 2026

    Vodafone’s sovereign-cloud deal with AWS in Germany and BT’s brand refresh and UEFA deal in the UK, plus lots else, shows how European telcos are repositioning as trusted intermediaries for …

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  • “No one else is doing that” – Lumen agrees $475m “bull’s-eye” deal to unify AI networks

    by James Blackman May 6, 2026
    by James Blackman May 6, 2026

    Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …

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  • Scale vs service – why the top 10 operators don’t own the MDU market (Analyst Angle)

    by Adlane Fellah, Chief Analyst Founder, Maravedis Research May 4, 2026
    by Adlane Fellah, Chief Analyst Founder, Maravedis Research May 4, 2026

    The Q4 2025 broadband subscriber tally clarifies who owns the pipes feeding American homes, including multi-dweller units (MDUs) but it tells only half the story for multifamily. The same operators …

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    1 LinkedinEmail
  • Fighting talk and physical AI – T-Mobile sets its 5G stall

    by James Blackman April 29, 2026
    by James Blackman April 29, 2026

    T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out …

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  • Cool heads, big plans – AT&T ties private 5G to AI grid

    by James Blackman April 9, 2026
    by James Blackman April 9, 2026

    AT&T is positioning private 5G as a necessary enterprise capability rather than a breakout revenue engine, tying its future instead to edge AI, spectrum pragmatism, and a broader “AI grid” …

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  • AT&T maps its AI-grid edge game with Nvidia, Cisco, Microsoft

    by James Blackman April 8, 2026
    by James Blackman April 8, 2026

    AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …

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  • Optics and agents – Ciena presents telco play “to monetize anything-AI”

    by James Blackman March 24, 2026
    by James Blackman March 24, 2026

    Coherent optics, photonic line systems, and software agents are helping cloud providers and telco companies to manage the explosive AI workload demands on fiber networks – across cutting-edge interconnect systems, …

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  • AT&T, Cisco and Nvidia advance network-based edge AI

    by Juan Pedro Tomás March 19, 2026
    by Juan Pedro Tomás March 19, 2026

    The solution combines AT&T’s IoT core network and Cisco’s mobility services platform, allowing localized data routing, predictable performance, and secure connectivity for enterprise and industrial environments In sum – what …

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    0 LinkedinEmail
  • Agents, inference and token economics – Nvidia pitches the AI future

    by James Blackman March 18, 2026
    by James Blackman March 18, 2026

    The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where …

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  • ‘Agility is money’, says Microsoft – as agents rewrite Vodafone B2B cycle

    by James Blackman March 16, 2026
    by James Blackman March 16, 2026

    ‘Frontier’ telcos like Vodafone, AT&T, and Telefónica are deploying hundreds of AI agents across their operations, says Microsoft – to automate processes, accelerate sales, and drive a new kind of …

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    0 LinkedinEmail
  • Agents of chaos – Equinix proposes metro fix for the new AI sprawl

    by James Blackman March 12, 2026
    by James Blackman March 12, 2026

    As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that …

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  • AT&T builds out ‘connected AI’ strategy for industrial edge

    by James Blackman March 5, 2026
    by James Blackman March 5, 2026

    Partnerships with Nvidia, Microsoft, AWS, and industrial IoT specialist Geoforce show how AT&T is positioning fibre, edge infrastructure, and enterprise connectivity to support AI workloads from data centre to factory …

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  • AT&T combines with AWS in metro, Ericsson in RAN, Azure at edge

    by James Blackman March 3, 2026
    by James Blackman March 3, 2026

    AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS environments, pushing AI …

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  • AT&T says Ookla fiber award validates strategy — ‘Where we have fiber, we win’

    by Catherine Sbeglia Nin February 25, 2026
    by Catherine Sbeglia Nin February 25, 2026

    AT&T Fiber has received Ookla’s first-ever Best Home Internet award in the United States In sum – what to know: Strategy validated – AT&T said Ookla’s first-ever Best Home Internet …

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  • T-Mobile US outpaces rivals as broadband becomes new battleground

    by Catherine Sbeglia Nin February 12, 2026
    by Catherine Sbeglia Nin February 12, 2026

    All three carriers are increasingly focused on broadband expansion, customer retention, and long-term network monetization T-Mo subscriber, broadband growth – T-Mobile US once again outpaced rivals in postpaid and broadband …

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