Europe’s €15.6bn IRIS² initiative is moving from sovereign-connectivity ambition to hardware, with hundreds of LEO and MEO satellites, billions in industrial contracts and a separate Low-LEO pipeline taking shape. In …
From the newsletter (September 17; sign-up or follow if you want it sooner): AI is strengthening the case for more mid-band spectrum, particularly as physical AI pushes more traffic upstream. …
From the newsletter (September 16; sign-up or follow if you want it sooner): A new traffic cycle is driving a major physical network build. The AI infrastructure story is becoming …
Nokia is pushing AI-RAN with mobile operators, supplying defense networks to governments, selling security to internet exchanges, and upgrading longhaul optical infrastructure – a sprawling set of bets that shows …
From the newsletter (September 15; sign-up or follow if you want it sooner): AI safety warnings may be genuine, but they arrive alongside mounting questions about AI economics. As frontier …
From the newsletter (September 14; sign-up or follow if you want it sooner): Verizon is expanding its 6G Innovation Forum as operators hunt for AI-driven use cases and a credible …
From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …
From the newsletter (September 10; sign-up or follow if you want it sooner): Nokia’s new Cognitive Operations and Cognitive Edge Node look strikingly familiar as the company exits campus private …
From the newsletter (September 9; sign-up or follow if you want it sooner): Telecoms is moving deeper into AI infrastructure as networks become programmable, distributed and intelligent – but the …
From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …
From the newsletter (September 4; sign-up if you want it sooner): The killer-app narrative made sense for 4G, but 5G broke it. As 6G becomes part of a programmable communications …
AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
Nokia’s new Cognitive Operations edge-compute platform for the mining sector, initially, looks familiar, and raises questions about the sale of its ECE business and its retreat from the ‘campus’ end …
AT&T is adding Amazon Leo to its enterprise connectivity mix as satellite moves deeper into terrestrial networks – and European operators eye D2D spectrum and US regulators push to expand …
New executive appointments by Deutsche Telekom and T-Mobile US – plus Nokia and Orange as recent examples – show how the telecoms, tech, and industrial sectors are converging as a …
Deutsche Telekom and Ericsson have deployed a private 5G network at Hamburg’s Container Terminal Altenwerder, the latest chapter in a seven-year cellular experiment that shows how industrial 5G is a …
VodafoneThree has launched a portfolio of ‘fast-track’ 5G 5G SA slicing services in the UK for consumers and enterprises, alongside a new internet television service. Slicing portfolio – Branded as …
Softbank’s latest HAPS trial suggests the stratosphere could become more than a way to fill coverage gaps – potentially combining wide-area cellular, private networks, drones, and edge computing in one …
Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south …
Celona chief Rajeev Shah tells RCR that its new converged two-fer private 5G/Wi-Fi solution, propped up on agentic AI, properly opens the door for physical AI in Industry 4.0 – …
From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …
Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …
From the newsletter (sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi. Mostly, it is an …
From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …
Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …
