From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …
private 5G
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Motorola Solutions argues that 5G has become a valuable connectivity layer for utilities, public safety and industry, but mission-critical operations still depend on resilient LMR networks, with broadband technologies serving …
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From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
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From the newsletter: AI infrastructure investment is accelerating across the stack, with Lumen completing its Alkira acquisition for AI network connectivity, Nscale securing $900 million for data centre expansion, Dell’Oro …
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Irish private cellular specialist Druid Software has acquired Munich-based Node-H to simplify the integration of private 4G/5G systems and broaden the channels through which they are sold – including operators. …
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From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …
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The LoRa Alliance’s new roadmap tackles IoT’s toughest challenges: interoperability, integration and deployment simplicity. By prioritising ecosystem maturity over radio innovation, LoRaWAN is betting that usability, not connectivity, will determine …
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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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As California’s universities push the boundaries of research and innovation, shared spectrum technologies like CBRS are the basis of essential infrastructure. Christopher Lupo of California Polytechnic State University argues that …
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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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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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Cut-price FWA sale shows Nokia’s shift to AI infrastructure, sets the tone for further disposals, and gives Inseego an instant double-your-business boost – which poses questions for the San Diego …
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Theme of the week: edge computing and private networks for physical AI and AI inference in industrial and military zones. HPE has released a new AI server platform, ruggedized and …
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Most factory-floor ‘physical AI’ runs on lightweight (non-GPU) edge compute, reckons NTT Data – but 5G sensing, in the form of ISAC via SRS, could unlock a new wave of …
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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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Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …
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Physical AI for robot automation in factories and plants requires lightweight maths models, not token-hungry language models, says NTT Data. It does not have to wait on expensive GPUs, when …
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Ericsson is sticking to what it knows: 5G, public and private, and APIs, to expose 5G capabilities to developers and enterprises; it offers more coherent longer-term diversification, it implies, than …
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Ericsson saw 6% organic growth in Q1 2026, but slumped 10% in real terms with currency swings, divestment costs, and higher AI chip prices – causing it to miss targets. …
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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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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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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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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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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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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, …