Monthly Archives: May, 2025

AI, Wi-Fi, smartphones, tariffs: Four takeaways from MediaTek’s Q1

MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter MediaTek reported its Q1 2025 earnings on April...

Qualcomm continues to deliver on diversification strategy

The automotive segment — a key growth driver for Qualcomm — was up 59% quarter-over-quarter Qualcomm CEO Cristiano Amon took the top-job with the San...

AT&T expands fiber footprint via PRIME FiBER deal

AT&T is panning for broadband gold in Arizona, teaming with PRIME FiBER to expand fiber coverage AT&T and PRIME FiBER are extending their open-access...

Operators tread carefully – weighing 5G SA costs, complexity, payoffs

Operators are moving through the gears with 5G SA and 5G-Advanced, balancing cap-ex constraints, operational complexity, and uncertain returns. While slicing, RedCap, and private...

AI is reshaping the cellular network — ELAA unleashes spectrum’s potential (Analyst Angle)

Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both...

EXA boosts global fiber capacity 15% with Nokia upgrade

In sum – what to know: Capacity boost – 1.2 Tbps upgrade lifts EXA’s network by 15%, coutesy of a Nokia coherent optical engine and...

What are AI colocation and edge data centers?

As AI reshapes nearly every industry, the infrastructure supporting these technologies is rapidly evolving Though often mentioned together, AI colocation and AI edge data centers...

Power problems behind AI growth — What you need to know

The rapid growth of AI is putting pressure on global electricity systems and raising a new set of problems As artificial intelligence (AI) becomes more...

Bookmarks: Powering AI infrastructure and the Theory of Constraints

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...

6G Foundry: Refreshing the lower-band spectrum design

6G research points to a new lower-band system spectrum design to significantly improve wireless capacity, coverage and efficiency A new lower-band spectrum design for 6G...

FCC revisits satellite spectrum power levels

In the new space-based communications era, the Federal Communications Commission is taking a fresh look at satellite spectrum power transmission levels that have not...

Frontier surpasses Q1 expectations with 107K new fiber subs

Frontier added 107,000 fiber subscribers in Q1 2025 — outpacing expectations and boosting its appeal ahead of Verizon’s $20 billion acquisition Frontier Communications kicked off...

Cloud, AI drive Microsoft’s strong growth

'Cloud and AI are the essential inputs for every business', said CEO Satya Nadella Microsoft reported a record quarter driven by its cloud business, which...

Kagan: T-Mobile US has done a great job the past decade — What’s next? (Analyst Angle)

After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost...

The top six locations for AI infrastructure

As artificial intelligence continues to transform industries worldwide, the demand for high-performance AI infrastructure is expanding at a fast pace These facilities are the digital...

Q1 2025 reveals diverging strategies among US carriers

T-Mobile US leads in growth, AT&T balances fiber and wireless and Verizon leans on loyalty perks in Q1 2025 If you're looking for a quick...

BT connects UK countryside – 34,000 workers, machines, sensors

In sum – what to know Connected rural workforce – BT links 34,000 DEFRA workers, machines, and sensors for environmental and agricultural monitoring, plus field...
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