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Network InfrastructureAI InfrastructureCarriers
Bullish Nvidia proclaims AI-RAN work with Nokia as EMEA telcos pile in (and AI markets grow twitchy)
Nvidia and Nokia (and a rush of operators) have announced progress with AI-RAN – a year to the day practically after Nvidia pumped a billion into the Finnish firm. The …
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Analyst AngleAI InfrastructureNetwork InfrastructureOpinion
How AI agents are reshaping the internet – and network economics (Analyst Angle)
AI agents could reshape internet traffic by shifting work from customer devices to distributed computing networks, changing where data travels, how capacity is used and which providers control routing, connectivity …
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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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Radar, not standards, may be the faster path to ISAC drone detection In sum – what we know: Integrated sensing and communications, or ISAC, has become one of the more …
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CarriersAI InfrastructureNetwork Infrastructure
New fiber buys, AI grid systems, Starlink broadsides – as AT&T dusts off a decent quarter
AT&T chief John Stankey laid out a strategy built on fiber and 5G convergence, selective fiber acquisitions, and a future role connecting AI workloads across networks and clouds; he also …
