Carriers

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 …

Sami Komulainen, Elisa’s chief operating officer, told RCR that the operator has created a digital twin of its network and deployed agentic AI that operates alongside human engineers to troubleshoot …

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 …

Buying doors is easy; stitching networks together is not. Consolidation between MDU providers creates scale on paper. Whether it creates a better operator depends on something far less glamorous: whether …

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: 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, …

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 …

China Mobile has introduced AI into applications spanning sports, culture, and finance, while also exploring AI mobile phones, AI glasses, and humanoid robots In sum – what to know: Mobile …

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 …

Speaking during a keynote session at MWC Shanghai 2026, Globe president and chief executive officer Carl Cruz said AI is fundamentally changing how companies compete In sum – what to …

Huawei executives said the telecom industry must evolve from monetizing data traffic alone to monetizing both bytes and AI-generated tokens as AI services become increasingly embedded in consumer and enterprise …

According to Mavenir, a key element of the offering is a token-based charging model that allows telcos to bill AI usage through mechanisms similar to those already used for traditional …

China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …

Taiwan’s Ministry of Digital Affairs has begun planning the country’s 6G spectrum roadmap, with a roadmap strategy expected by the end of the year In sum – what to know: …

A Samsung executive told RCR Wireless News that the technology could improve the quality and reliability of FWA services while supporting applications that depend on real-time data transfers In sum …

Major telcos in France have agreed a deal to split SFR, the country’s second-biggest operator, between Bouygues Telecom, Orange, and Iliad. The transaction boosts their commercial scale, investment capacity, and …

Keysight has a collaboration with NTT Docomo and NTT to advance realistic 6G channel modeling and wireless communs simulation In sum – what to know: 6G testing – Keysight, NTT …

An Omdia analyst told RCR Wireless News that Telefónica and Google Cloud’s new sovereign cloud partnership highlights a growing trend in Europe toward combining hyperscale cloud platforms with local operational …

The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …