From the newsletter (October 6; sign-up or follow if you want it sooner): Schneider Electric is to buy PTC for a cool $22.6bn – to consolidate its stake in the …
Internet of Things (IoT)
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From the newsletter (September 30; sign-up or follow if you want it sooner): IoT providers are pushing programmable, software-defined connectivity, while AI-RAN promises network efficiency rather than market growth. Operators …
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Danish IoT provider Onomondo is getting a new majority owner and more than €100m in fresh funding as it pitches integrated global infrastructure, rather than just airtime, as the platform …
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RFID-enabled smartphones and tablets are moving inventory tracking beyond dedicated scanning rounds, allowing workers to update stock continuously while improving accuracy, productivity and cost efficiency across retail, logistics and other …
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From the newsletter (September 23; sign-up or follow if you want it sooner): Cambium’s collapse exposes the risks of vendor dependence for WISPs, while private 5G and IoT keep expanding, …
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As connected vehicles, robots, and other physical AI systems cross borders, data sovereignty becomes about more than storage. Curtis Govan at Flolive argues regulators and operators must address “network sovereignty” …
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Following years of demonstration experiments, Japan’s private 5G market is moving into operational deployment, with spending on track for a 55 percent CAGR through 2030 as port operators, manufacturers, utilities, …
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From the newsletter (sign-up if you want it sooner): Europe’s AI sovereignty push is gathering pace with the launch of Soofi S, while telecoms and governments reposition networks, chips, submarine …
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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 – …
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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 …
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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 …
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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 …
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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 …
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The FCC faces a spectrum balancing act: strengthen GPS resilience without disrupting a thriving 900 MHz unlicensed ecosystem powering critical IoT, smart infrastructure, and billions in economic value across the …
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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 …
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With 125 million IoT connections and annual growth of 25 percent, the LoRa Alliance says LoRaWAN has moved beyond LPWAN niche status. Chief executive Alper Yegin explains why the technology …
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The LoRa Alliance’s new roadmap tackles IoT’s toughest challenges: interoperability, integration and deployment simplicity. By prioritising ecosystem maturity over radio innovation, LoRaWAN is betting that usability, not connectivity, will determine …
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Most factory-floor ‘physical AI’ runs on lightweight (non-GPU) edge compute, reckons NTT Data – but 5G sensing, in the form of ISAC via SRS, could unlock a new wave of …
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At one stage the IoT market was dominated by the automotive industry, with fleet management and telematics generating the bulk IoT traffic. At that time the business model for the …
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For years, Communication Service Providers (CSPs) have poured billions into building out 5G Standalone (SA) infrastructure with plenty of hype into the speed and capacity it would bring, but without …
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AT&T is positioning private 5G as a necessary enterprise capability rather than a breakout revenue engine, tying its future instead to edge AI, spectrum pragmatism, and a broader “AI grid” …
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AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …
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Bain & Company warns that traditional industrial control systems are losing their central role as AI and smart devices redefine the economic landscape. By 2030, software, AI workflows, and intelligent …
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Partnerships with Nvidia, Microsoft, AWS, and industrial IoT specialist Geoforce show how AT&T is positioning fibre, edge infrastructure, and enterprise connectivity to support AI workloads from data centre to factory …
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Debate at the UPTIME forum today highlighted Asia Pacific’s fragmented regulatory and structural barriers for private 5G – in India, in particular, where Vodafone Idea argues IT/OT integration and use-case …