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  • “Robots are ready” – physical AI takes center stage in Industry 4.0

    by James Blackman April 16, 2026
    by James Blackman April 16, 2026

    Industrial humanoid robots and physical AI are moving from pilot to production – as Siemens, Nvidia, and lots of private 5G providers (including Nokia) roll up to Hannover Messe. In …

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  • ‘Three revenue-stream cycles’ – enterprise 5G is a growth engine, says Ericsson

    by James Blackman April 15, 2026
    by James Blackman April 15, 2026

    Private networks are not a niche, says Ericsson; they are the route to new markets, new buyers, and a third growth engine beyond the industry’s cyclical capex grind. Åsa Tamsons, …

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  • InfiniG taps Nokia to bring ‘carrier-grade’ CBRS indoors, prep for enterprise AI-RAN

    by James Blackman April 13, 2026
    by James Blackman April 13, 2026

    A new partnership between InfiniG and Nokia upgrades in-building neutral-host coverage to ‘carrier-class’ standards while quietly positioning enterprise networks for AI-driven RAN innovation – which ties to both the Finnish …

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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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  • Nokia review (part 2) | Has Nokia left a Trojan horse in the private 5G market?

    by James Blackman April 2, 2026
    by James Blackman April 2, 2026

    Final word on this fascinating Nokia narrative, this time from the independent analyst community – about how the Finnish firm is losing a little to Ericsson in its 5G heartlands, …

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  • Nokia review (part 1) | Nokia weighs old 5G pressures and new AI opportunities 

    by James Blackman April 2, 2026
    by James Blackman April 2, 2026

    Final word on this fascinating Nokia narrative, this time from the independent analyst community – about how the Finnish firm is losing a little to Ericsson in its 5G heartlands, …

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  • Private 5G: Siemens goes global, Nokia still at the races, open RAN in the UK

    by James Blackman April 1, 2026
    by James Blackman April 1, 2026

    Industrial giants and telecom vendors are pushing hard on private 5G – Siemens has expanded globally into North America, Nokia is continuing to land mission-critical enterprise deals, and a new …

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  • Ericsson takes most of VMO2 5G RAN project in UK (makes V sign at Nokia)

    by James Blackman March 31, 2026
    by James Blackman March 31, 2026

    Ericsson has emerged as “the primary RAN partner” to Virgin Media O2 in the UK, expanding its footprint in a major national 5G SA upgrade project that appears to come …

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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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  • Nokia touts massive TCO reduction with new line of coherent optical solutions

    by Christian de Looper March 20, 2026
    by Christian de Looper March 20, 2026

    Post-Infinera integration, the Finnish vendor’s growth target is data center interconnect Nokia’s optical pitch this year at OFC was crystalline, more intentional, and landed somewhere between breakthrough and inevitable.  A …

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  • Physical AI, without the theatre – Siemens finds its private 5G groove

    by James Blackman March 20, 2026
    by James Blackman March 20, 2026

    The tech is not the story (stupid!), says Siemens; it is a part of a solution, of course – just like IoT, and just like AI. Industrial enterprises have their …

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  • 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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  • Nvidia positions AI-RAN with Nokia, T-Mobile in (its) $1tn AI infrastructure market

    by James Blackman March 17, 2026
    by James Blackman March 17, 2026

    Nvidia’s trillion-dollar AI infrastructure forecast set the tone at GTC yesterday, framing its AI-RAN partnerships with Nokia and T-Mobile (part of a $2tn industry) as a new frontier for low-latency …

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  • 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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  • Cisco rights the MWC narrative – fiber first, mobile later, as AI agents make minds race

    by James Blackman March 6, 2026
    by James Blackman March 6, 2026

    While most of the big talk at MWC is about 5G and 6G, the most urgent AI infrastructure work is with fibre-heavy data centre interconnects. Cisco, and certain others, are …

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  • Verizon rejigs private 5G team; Nokia nears private 5G sale?

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

    Jennifer Artley, in charge of private 5G at Verizon Business has left. The news compounds unease in the market following Nokia’s decision to quit. Verizon Business remains focused, it says; …

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  • AI workloads require a total structural reset in networks, says Nokia

    by James Blackman March 2, 2026
    by James Blackman March 2, 2026

    AI is already a scaled, mobile-native workload, which is forcing networks to evolve from SLA-driven capacity models to deterministic, programmable architectures that connect data centres, transport, and the edge. So …

    Read more
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  • U Mobile signs 5G wholesale contract with Telekom Malaysia

    by Juan Pedro Tomás February 26, 2026
    by Juan Pedro Tomás February 26, 2026

    U Mobile said its 5G rollout is targeting 80% population coverage by the second half of 2026 In sum – what to know: Three-year wholesale agreement – U Mobile will …

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  • MasOrange to unify 5G SA core with Ericsson

    by Juan Pedro Tomás February 26, 2026
    by Juan Pedro Tomás February 26, 2026

    MasOrange evaluated bids from several vendors, including Ericsson, Nokia, Huawei, ZTE, and Mavenir In sum – what to know: Unified 5G SA core deployment – MasOrange will replace dual legacy …

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  • Telefónica on making Open Gateway APIs agent-ready

    by Catherine Sbeglia Nin February 19, 2026
    by Catherine Sbeglia Nin February 19, 2026

    Telefónica is working with Nokia to test how AI agents can support the use of network APIs In sum – what to know: Open Gateway limits – Harmand said today’s …

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  • AI to drive 700% WAN traffic surge by 2034: Nokia

    by Catherine Sbeglia Nin February 18, 2026
    by Catherine Sbeglia Nin February 18, 2026

    Nokia also estimates that AI could represent 30% of all global traffic In sum – what to know: A new traffic wave – Unlike video or SaaS, AI generates compounding …

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  • A tale of two Vodafones – five private 5G takeaways (half-time at UPTIME)

    by James Blackman February 13, 2026
    by James Blackman February 13, 2026

    From global private-5G deployments at Vodafone Business to national spectrum policy gridlock at Vodafone Idea, plus the looming exit of Nokia, the private 5G market looks both more mature and …

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  • Vodafone on private 5G – 173 networks, 20 countries, 60% on site, new vendors coming

    by James Blackman February 12, 2026
    by James Blackman February 12, 2026

    At UPTIME, Vodafone Business detailed 173 live private 5G deployments in around 20 countries, and also signalled new vendor additions – likely including Ericsson, plus Celona, possibly, or another “enterprise-friendly” …

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  • Nokia holds steady as ‘long-term’ AI infrastructure play starts to pay

    by James Blackman January 30, 2026
    by James Blackman January 30, 2026

    Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue …

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  • AI optics – Ciena catches sail on AI fibre wave

    by James Blackman January 14, 2026
    by James Blackman January 14, 2026

    The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect …

    Read more
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