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AI InfrastructureCarriersNetwork InfrastructureOpinionTelco AI
Friday (telco diary) | The AI penny-drop for telcos
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
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AI InfrastructureCarriersNetwork InfrastructureOpinion
Thursday (telco diary) | Telco pieces in the AI jigsaw
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 fraud prevention to RAN energy savings, Rakuten Mobile is using AI to move network data from insight to automated action The telecom industry discourse on AI keeps returning to …
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Mobile and Wireless Industry ReportsReports
Market Pulse Report: Telco AI in 2026 – Trends, Challenges and Opportunities
Telco AI is no longer just a proof-of-concept. AI is no longer an overlay on the network. It is being embedded in the network itself, from telco-grade models running inside …
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AI InfrastructureNetwork Infrastructure
Nokia nips and tucks, and sees supercycle upside – as AI and cloud orders double
Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …
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OpinionReader ForumReader Forum
Only 50 of 170 digital infrastructure firms will exist in in five years (Reader Forum)
AI-driven investment is transforming digital infrastructure into one of the world’s fastest-growing industries. But rapid expansion, power constraints, and inevitable consolidation mean many firms may not be around for long. …