Private 5G was once sold as telecom’s answer to industrial connectivity. Now physical AI, covering robotics and automation, is changing the dynamic: industrial enterprises – and their technology providers – …
New ITU recommendations and FCC regulations show how submarine cables are being recast as critical infrastructure. While the ITU targets deployment and repair bottlenecks, the FCC is tightening oversight of …
Ericsson has a direct role in the UK military’s £8 billion tactical comms overhaul, highlighting the growing importance of private 5G, drones, and AI in battlefield engagements; the win also …
From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …
New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …
From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …
Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …
From the newsletter (sign-up if you want it sooner): Ericsson’s latest results capture a company and an industry caught between resilience and stagnation: strong margins and disciplined execution offset weak …
From the newsletter (sign-up if you want it sooner): IoT dominates the news cycle: sector consolidation, eSIM orchestration, private 5G, drones and sensing, industrial automation – a telco market shifting …
Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …
From the newsletter (sign-up if you want it sooner): Vodafone finds itself centre stage again as telco consolidation gathers pace, while industry efforts to open up RAN software and scale …
French telecom entrepreneur Xavier Niel is set to be Vodafone’s largest shareholder after acquiring e&’s stake in the UK firm for $5.9 billion; the move signals a new era of …
From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
From the newsletter: AI infrastructure investment is accelerating across the stack, with Lumen completing its Alkira acquisition for AI network connectivity, Nscale securing $900 million for data centre expansion, Dell’Oro …
Irish private cellular specialist Druid Software has acquired Munich-based Node-H to simplify the integration of private 4G/5G systems and broaden the channels through which they are sold – including operators. …
From the newsletter: The Quantum Safe Networks Forum highlights telecom’s urgent race toward post-quantum security, with telcos exploring quantum-safe networks, migration strategies and standards to prepare for Q-Day threats. A …
From the newsletter (sign-up if you want it sooner): Telecom operators are embracing AI through tightly governed, domain-specific deployments, focusing on bounded autonomy rather than full automation. The emerging model …
From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …
From the newsletter: As telcos rethink growth strategies, contrasting moves by Rocket Lab, Comcast, BT and Verizon highlight a common goal: using acquisitions, divestments, and selective consolidation to sharpen focus, …
LoRaWAN has reached 125 million deployments, growing at 25 million per year. Which still looks modest next to cellular IoT’s mega count. But LoRa Alliance chief Alper Yegin argues the …
From the newsletter: BT and Verizon’s $4bn enterprise joint venture reflects a broader telco shift towards partnerships over full integration, combining global reach and customer scale while allowing both operators …
BT and Verizon are combining international enterprise units into a 50/50 JV serving 3,000 customers across 180 countries, streamlining global connectivity services while letting both firms sharpen their focus on …
From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …
From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …
