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5GAI InfrastructureCarriersNetwork InfrastructureOpinion
Wednesday (telco diary) | Orange leads Euro telco revival
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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AI InfrastructureAnalyst AngleCarriersNetwork InfrastructureOpinionTelco AI
The 6G AI uplink panic (Analyst Angle)
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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Service providers need a North Star architecture, embedded governance and agentic platforms that connect AI to real network context For service providers, the agentic AI conversation tends to split into …
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EnterpriseIndustrial AIIndustry 4.0Private 5GPrivate Networks
Private 5G – hype, hope, and (some) hard maths
Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …
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AI InfrastructureAnalyst AngleNetwork InfrastructureTelco AI
Network agents are “ready” for commercial use, but are telcos? (Analyst Angle)
Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …
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SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
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