Telcos are betting billions on AI, but their true advantages lie in sovereignty and specialized infrastructure, not in a direct fight with hyperscalers
Telecom operators globally are rushing to build GPU-as-a-Service (GPUaaS) platforms, promising to unlock the AI revolution. Their value proposition rests on two...
For Verizon, Starry represents a strategic solution to challenges related to how 5G-based FWA impacts cell performance
Verizon has had an eventful week with three major announcements: the departure of CEO Hans Vestberg, a direct-to-device deal with AST SpaceMobile, and the acquisition of struggling...
Verizon and T-Mobile US announced new CEOs — will AT&T?
The world of telecom and wireless investment has undergone significant changes. Now, it looks like a change of CEO leadership and rapid growth in AI, the next wave of transformation is now upon us. So,...
Who should property owners and asset managers trust when it comes to their telecom consultants?
When property owners sign connectivity deals worth millions, who's really looking out for their interests? The multifamily telecom consulting world operates largely in the shadows — a complex ecosystem...
AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics
The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing capacity was an elastic, on-demand...
Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand
Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At first glance, it looks like a billionaire hobby. Once aligned with Oracle’s multibillion-dollar AI infrastructure...
Survey shows internet now treated as essential utility, but gaps in strategy and service hinder performance in multifamily properties
Maravedis Research recently completed its annual Property Owners' Telecom Strategy & Sentiment Survey, gathering insights from 65 multifamily property owners, managers, and executives across the United States...
Who owns the words AI learns from?
When I first began publishing my own content, I thought of it mainly as a way to share ideas and test perspectives. But as I watched the rise of AI systems that ingest vast amounts of online writing,...
Private cellular networks — particularly those using CBRS spectrum — are emerging as critical to the Olympic wireless landscape
The Los Angeles 2028 Olympics will be both a sporting spectacle and a technological showcase, featuring connected and secure venues, immersive fan experiences, and world-class broadcast...
New Wi-Fi developments are shaping how IoT devices interoperate in homes, apartments, and MDUs
The connected living landscape has seen two major developments recently — the Wi-Fi for Matter certification from the Wi-Fi Alliance and the latest Matter 1.4.2 release from the Connectivity Standards Alliance (CSA). These initiatives are shaping...
NVIDIA's investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point
The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely moment in technology history: when Microsoft invested in a struggling Apple to stabilize the personal...
The attack in NYC is not the first and will not be the last
The United States Secret Service deserves congratulations for finding and taking down a threat to the telecommunications systems close to the United Nations. That being said, I have quite a bit...
From fewer complaints to stronger reviews — why MSPs in multifamily sectors are beating big ISPs at their own game
When it comes to internet service, customers are frustrated. Year after year, large cable and telecom incumbents dominate the bottom of satisfaction rankings. The 2024...
For 6G, the fight is about standards, spectrum, and trust architectures — decisions today will shape tomorrow’s economics
Editor’s note: This is the final installment of a three-part series from Analyst Vish Nandlall. Read the first article here and the second one here.
If 3G was the...
What does this means for you and your career in the new AI world?
During a recent speech, I mentioned the “secret list.” That quickly captured the attention and the imagination of the group. This list is made up of the top AI talent in...
A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision
In the 1970s, Europe placed two contrasting bets on aviation. Airbus pooled fragmented national industries to create a globally competitive consortium, while Concorde, despite its technological achievement, failed commercially...
Which 6G innovations will save money, which might make money, and which are mirages?
Editor’s note: This is the second installment of a three-part series from Analyst Vish Nandlall. Read the first article here, and keep an eye out for part three.
Every mobile generation has...
No one has yet defined what 6G actually is, let alone how it will succeed economically
Editor's note: This is the first installment of a three-part series from Analyst Vish Nandlall. Keep an eye out for parts two and three, coming soon.
Every mobile generation has...
By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner
Elon Musk’s $19 billion acquisition of DISH’s spectrum is more than a financial move. It signals a strategic bet on the convergence of...
What are HPE's technological differentiators, financial performance, and the challenges it faces?
Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, proactive management, and self-healing capabilities through AI-driven platforms. Against this backdrop, Hewlett Packard Enterprise (HPE)...
The prepaid wireless industry is healthy and growing — pick the yardstick
The All Wireless & Prepaid Expo — the top prepaid event in the U.S. — took place on August 19-20 at Caesars Palace in Las Vegas. The 2025 edition of the Expo shattered...
Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear
President Donald Trump had a quality problem on an important call, and he blamed AT&T on his social media platform, Truth Social. But was the...
As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption
The multi-family connectivity landscape is changing rapidly. With Wi-Fi 6E and Wi-Fi 7 now entering mainstream deployments, property owners and managed service providers (MSPs)...
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction
Over the past decade or two, I have been warning Comcast Xfinity leadership that they have a problem. In fact,...
