Chief executive Timotheus Höttges describes T-Systems as a strategic asset for Deutsche Telekom, particularly as demand for digital sovereignty increases in Europe In sum – what to know: Sovereign AI …
T-Mobile
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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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From the newsletter (sign-up if you want it sooner): Elon Musk has set his sights on the US mobile market with a cost-effective Starlink-powered terrestrial network, with talk about small …
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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): Vodafone’s full £4.3bn takeover of VodafoneThree in the UK and AT&T’s $23bn deal for EchoStar spectrum in the US signal telco …
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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 …
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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 …
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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 …
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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 …
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From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …
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Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …
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Satellite D2D technology is proven, but achieving ubiquitous US coverage depends on interoperability, argues Dr. Lee W. McKnight at Syracuse University. He examines why cooperation between carriers, satellite operators, and …
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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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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 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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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 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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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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SuperBroadband pairs FWA with Starlink to extend coverage and deliver built-in redundancy to enterprises in remote and rural regions In sum — what to know: The bundle: T-Mobile announced SuperBroadband, …
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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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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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Telcos are exploring NVIDIA’s AI grid, but edge GPU deployment lacks a strong latency or cost case today; only physical AI use cases justify it, with gradual rollout expected toward …
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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’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 …