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Business

  • Intel + NVIDIA: From node races to system races (Analyst Angle)

    by Vish Nandlall September 24, 2025
    by Vish Nandlall September 24, 2025

    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 …

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  • Ericsson, Nokia secure $2.7 billion VodafoneThree deal

    by Catherine Sbeglia Nin September 22, 2025
    by Catherine Sbeglia Nin September 22, 2025

    Ericsson secures lead vendor role as VodafoneThree accelerates post-merger network modernization In sum – what to know: Ericsson + Nokia – Ericsson will supply RAN and core tech to more …

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  • Intel attracts latest billion-dollar backer — Nvidia

    by Catherine Sbeglia Nin September 19, 2025
    by Catherine Sbeglia Nin September 19, 2025

    Nvidia’s $5 billion stake highlights Intel’s enduring relevance in the AI era In sum – what to know: $5B Nvidia stake – Nvidia is investing $5 billion in Intel at …

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  • Telecom’s new gold benchmarks (Reader Forum)

    by Assaf Aloni, Technical Marketing Product Manager, Radcom September 5, 2025
    by Assaf Aloni, Technical Marketing Product Manager, Radcom September 5, 2025

    AI simply won’t deliver on its promise unless it has sufficient compute power There is one thing that we can count on as we head towards the end of 2025 …

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  • There’s no excuse for IT/OT gaps (Reader Forum)

    by David Montoya, Global Business Development Manager IoT, Paessler GmbH September 4, 2025
    by David Montoya, Global Business Development Manager IoT, Paessler GmbH September 4, 2025

    IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist The days …

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  • Comcast Xfinity, we have a problem (Analyst Angle)

    by Jeff Kagan September 4, 2025
    by Jeff Kagan September 4, 2025

    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 …

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  • Reliance Jio IPO confirmed for early 2026 amid 5G growing pains

    by Catherine Sbeglia Nin August 29, 2025
    by Catherine Sbeglia Nin August 29, 2025

    The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion In sum – what to know: IPO confirmed – Reliance Jio will …

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  • From just-in-time to just-in-case: Why telcos are rethinking procurement (Reader Forum)

    by Tom Eaton, CEO, Americas TXO Group August 28, 2025
    by Tom Eaton, CEO, Americas TXO Group August 28, 2025

    In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm In recent years, telecom operators have faced what can only …

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  • U.S. takes 10% stake in Intel in landmark deal

    by Catherine Sbeglia Nin August 25, 2025
    by Catherine Sbeglia Nin August 25, 2025

    With this deal, the U.S. government has become Intel’s largest shareholder In sum – what to know: Historic investment in Intel– The U.S. government is acquiring a 10% stake in …

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  • Meta, Google Cloud strike $10B AI compute deal

    by Catherine Sbeglia Nin August 22, 2025
    by Catherine Sbeglia Nin August 22, 2025

    The six-year agreement reportedly gives Meta the compute power to support its AI expansion In sum – what to know: Meta signs $10B AI deal – The six-year agreement reportedly …

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  • What remains of CommScope after the CCS sale? (Analyst Angle)

    by Adlane Fellah August 20, 2025
    by Adlane Fellah August 20, 2025

    This divestiture represents not just a financial windfall but a strategic pivot for CommScope CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash …

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  • Intel gains $2B SoftBank investment amid turnaround push

    by Catherine Sbeglia Nin August 19, 2025
    by Catherine Sbeglia Nin August 19, 2025

    The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B in Intel, becoming its …

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  • Kagan: Thoughts on AT&T CEO memo on loyalty between workers and company

    by Jeff Kagan August 14, 2025
    by Jeff Kagan August 14, 2025

    Could this be the start of something good? Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs …

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  • Spark finalizes $347M data center deal with PEP

    by Catherine Sbeglia Nin August 12, 2025
    by Catherine Sbeglia Nin August 12, 2025

    The business is valued at up to $416 million, and Spark said it expects to receive $287 million in cash, as well as $57.8 million if certain performance-based criteria are …

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  • US government to take 15% cut of AI chip sales to China

    by Kelly Hill August 11, 2025
    by Kelly Hill August 11, 2025

    In sum – what to know: –Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for …

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  • Spark confirms its looking for co-investor for data center portfolio

    by Catherine Sbeglia Nin August 11, 2025
    by Catherine Sbeglia Nin August 11, 2025

    Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million) In sum – what to know: …

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  • Kagan: Key takeaways from AT&T, T-Mobile, Verizon 2Q25 earnings

    by Jeff Kagan August 6, 2025
    by Jeff Kagan August 6, 2025

    Where does AI fit into the future of wireless, telecom, broadband, and pay TV? The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. …

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  • T-Mobile US/UScellular deal closes, reshaping wireless landscape

    by Catherine Sbeglia Nin August 4, 2025
    by Catherine Sbeglia Nin August 4, 2025

    UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio In sum – what to know: T-Mobile completes the $4.4B …

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  • Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)

    by Jim Patterson August 4, 2025
    by Jim Patterson August 4, 2025

    Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings growth in last week’s quarterly …

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  • Three North American fiber deals signaling ongoing market consolidation and expansion

    by Catherine Sbeglia Nin August 4, 2025
    by Catherine Sbeglia Nin August 4, 2025

    Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber In sum – what to know: Fiber consolidation accelerates – The U.S. fiber …

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  • Ericsson reportedly in talks to invest in Intel’s networking spin-off

    by Catherine Sbeglia Nin August 1, 2025
    by Catherine Sbeglia Nin August 1, 2025

    For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure In sum – what to …

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  • Why the CAIO and AI Analyst are key to company success in AI (Analyst Angle)

    by Jeff Kagan July 28, 2025
    by Jeff Kagan July 28, 2025

    Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is …

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  • T-Mobile US ‘smashed’ Q2 — beats across nearly every metric

    by Catherine Sbeglia Nin July 24, 2025
    by Catherine Sbeglia Nin July 24, 2025

    T-Mobile’s net income for the quarter totaled $3.22 billion and revenue rose nearly 7% year-over-year to $21.13 billion In sum – what you need to know: Postpaid growth crushes forecasts …

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  • T-Mobile US lands 5G MVNO deal with Comcast and Charter

    by Catherine Sbeglia Nin July 23, 2025
    by Catherine Sbeglia Nin July 23, 2025

    The cable companies will launch enterprise-grade 5G services in 2026, targeting SMBs mobile offerings powered by T-Mobile US’ network In sum – what to know: Entering the enterprise wireless market …

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  • AT&T beats Q2 estimates on wireless strength, but fiber miss pressures shares

    by Catherine Sbeglia Nin July 23, 2025
    by Catherine Sbeglia Nin July 23, 2025

    AT&T added 401,000 net postpaid phone subscribers in Q2, easily topping analysts’ expectations of 296,000 and outshining Verizon In sum – what to know: Wireless strength offset churn – AT&T …

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Newer Posts
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White Papers

  • Norton eBook: The 2026 Telco Playbook

  • Enea White Paper: Why Intelligent AAA is the Swiss Army Knife of Telecom

  • CSG White Paper: Telco AI Enabler: Mediation’s Defining Role

  • Enea White Paper: Scalable Database Design for 5G and Beyond

  • Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Editorial Reports

  • Market Pulse Report: Telco AI in 2026 – Trends, Challenges and Opportunities

  • Nvidia Report: The State of AI in Telecommunications: 2026 Trends

  • Report: Scaling Optical Networks For The Hyperscale And AI Era

Webinars

  • Webinar: Building 6G — aligning technology, policy and purpose

  • SIMCom Webinar: Scaling your next deployment – from plastic to provisioning

  • Webinar: Rethinking the RAN as AI, cloud and openness converge

  • Webinar: Scale-Up, Scale-Out, Scale-Across – Building AI-Era Network Fabrics

  • Webinar: NTN in motion – evolving standards, expanding services

Since 1982, RCR Wireless News has been providing wireless and mobile industry news, insights, and analysis to mobile and wireless industry professionals, decision makers, policy makers, analysts and investors.

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Edtior's Picks

Japan’s private 5G market is finally moving beyond demo experiments (Analyst Angle)
Wednesday (telco diary) | Orange leads Euro telco revival
Beyond the Hype: Ilissa Miller on Responsible Growth, Data Centers and AI

Latest Articles

Japan’s private 5G market is finally moving beyond demo experiments (Analyst Angle)
Wednesday (telco diary) | Orange leads Euro telco revival
Beyond the Hype: Ilissa Miller on Responsible Growth, Data Centers and AI
The rise of agentic infra – why NetOps must outpace AI ambitions (Reader Forum)

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