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RCRtv at MWC 2025

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Amazon enters orbit, launches 27 LEO satellites

Amazon plans to deploy a constellation of 3,236 satellites to provide high-speed internet to remote and underserved areas Amazon took a major step forward in its plans to build a global satellite internet network on Sunday, successfully launching its first...

The broadband balancing act: WISPA, BEAD, LEOs and the future of rural connectivity (Analyst Angle)

WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional The national broadband conversation is undergoing a big shift. Between the long-awaited rollout of BEAD funding, the emergence of low Earth...

Reliance Jio dominates 5G FWA market in India

Reliance Jio Infocomm ended January with 4.8 million 5G FWA subscribers, followed by Bharti Airtel with over 800,000. In sum – what you need to know: Jio leads the pack – India reached 5.7 million 5G FWA users by January 2025,...

Why might nuclear energy be the key for AI’s growing power needs

The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy. As this demand increases, tech companies and governments are scrambling to find reliable, clean energy sources to...

MediaTek on the ‘radical change in architecture’ for Wi-Fi 7

Wi-Fi 7 is about more than just speed — MediaTek implementations leverage MLO to boost throughput and dramatically reduce latency Wi-Fi 7 is more than just an upgrade in wireless speed—it’s a transformative shift in architecture, performance, and reliability. At the...

AI boom sparks energy showdown in South Carolina – data centers face power premium

In sum – what to know AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden ordinary customers with 70% higher bills. AI gold rush – Google,...

How AI boosted Alphabet’s Q1 results

Alphabet sees a boost from AI across its businesses Alphabet reported solid first quarter 2025 earnings, with consolidated revenues up 12% from the same time last year, driven by growth across its segments. Google Cloud revenues jumped 28% year-on-year, to...

Philippines opens first GPU-powered, AI-first hyperscale data center

The data center is powered by NVIDIA GPU servers and features the first “GPU as a Service” (GPUaaS) offering in the Philippines In sum – what you need to know: AI-first infra – PLDT’s VITRO Sta. Rosa is the Philippines’ first...

China reaches nearly 4.4 million 5G base stations

Penetration of 5G services in China already reached 75.9% In sum – what you need to know: 5G boom continues – China has surpassed 4.39 million 5G base stations as of March 2025, with 5G user penetration reaching 75.9%. Digital economy...

du plans for AI-driven data center with Microsoft

du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE. In sum – what you need to know: New AI data center with Microsoft – Emirati telco du will build a...

The Sunday Brief: Q1 telco top five earnings — five observations

Greetings from Mexico, Missouri, and Iowa.  We realigned the start date of the bi-weekly format to accommodate the Easter holiday (and our 30th wedding anniversary) weekend.  We will have a similar skip on Memorial Day weekend in May. The opening picture...

At MWC this AI bartender made cocktails—and the case for edge AI

With its MixMaster AI bartender demonstration, Dell Technologies showed how on-device, multi-modal AI can turn storytelling and personalization into an experience The best bartenders don’t just pour drinks—they craft experiences. But what if your next favorite cocktail came not from...

AI infra in a suitcase – defense and sports sectors queue-up critical edge AI workloads

In sum – what to know Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors. DOD demand – reported sales to...

Power on – a billion ambient IoT devices by 2030

In sum – what to know Massive growth – ambient IoT device shipments will reach 1.1 billion by 2030, powered by various energy harvesting methods like light, RF signals, and mechanical vibrations. Diverse harvesting – 57% of ambient IoT devices will...

Starlink stalled in India, says telecom minister

The minister emphasized that Starlink must ensure that user terminals are registered domestically before a license can be granted In sum – what you need to know: License on hold – Starlink has not yet received approval to operate in India,...

Fujitsu unveils 1FINITY for global network push

Fujitsu plans to transfer four of its group companies and their related companies to 1FINITY In sum – what you need to know: New spin-off, new strategy – Fujitsu will launch 1FINITY on July 1, 2025, consolidating its network products business,...

Stonepeak backs AI growth with hyperscale platform launch

Stonepeak said its global data center footprint includes assets such as Cologix, CoreSite, Digital Edge and Cirion, spanning more than 100 facilities and 500 MW of capacity In sum – what you need to know: Stonepeak bets $1.5B on AI-powered infra...

BSNL to launch 5G after 4G stabilization: Minister

BSNL has installed 90,000 4G towers, with 76,000 already commissioned In sum – what you need to know: BSNL to launch 5G after 4G stabilizes – India’s state-run BSNL will only switch to 5G once its 4G network, now nearing 100,000...

Kagan: Thoughts on Verizon, T-Mobile and AT&T earnings

What every company needs to learn to be successful going forward On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on AT&T, T-Mobile, and the shifting wireless landscape. Let me walk...

Top five AI data center projects in India

India is actively promoting AI adoption through initiatives like the IndiaAI mission India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute power and AI model training increases, hyperscale data centers are...

Bookmarks: Trusting AI — confidence without comprehension

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of...

Dell Technologies, Nokia simplify private wireless at the enterprise edge

By combining enterprise IT-friendly hardware and software with private wireless, Dell and Nokia are making digital transformation more accessible Private 4G and 5G have long been positioned as catalysts for enterprise digital transformation—enabling real-time automation, asset tracking, computer vision, and...

The state of 5G – chart smashes, heritage flops and sleeper hits

FWA is paying the bills, but the 5G market is still chasing dreams. For all the frustration about 5G money-making, FWA has been a revelation for operators; here we consider the impact and implications of FWA for telecoms, plus...

AT&T Q1 — revenue, 5G and fiber subscribers all trending up

Postpaid and fiber growth fuel Q1 gains as AT&T homes in on 30 million-location fiber milestone AT&T kicked off 2025 on strong footing, reporting robust financial and operational performance in the first quarter and reaffirming its full-year guidance, citing growth...

KDDI, AMD partner to advance 5G virtualized networks

KDDI plans to start deploying this technology across Japan starting in 2026 In sum – what you need to know: KDDI to deploy AMD-powered 5G by 2026 – Japanese operator KDDI will adopt AMD’s 4th Gen EPYC processors to boost the...