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Nokia holds steady as ‘long-term’ AI infrastructure play starts to pay

Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue growth came mostly from strong fiber-optic and data center demand, it said. Nokia is...

Amazon Leo satellites exceed brightness standards, study finds

Scientists worry that Leo's high reflectivity can pose a problem for astronomical studies  If you look up in the night sky, you can see satellites with bare eyes. That fascinating phenomenon now has become a cause of worry for the scientific community. Astronomers at the International...

Airspan, Space Compass bring 5G HAPS to maritime surveillance 

The new air-to-ground communication system is designed to deliver 5G connectivity from a HAPS aircraft in stratosphere for improved maritime intelligence Airspan teams up with Space Compass: The companies are designing a system that will deliver 5G connectivity from stratosphere to ground. High-altitude 5G: The...

RAN market stabilizes ahead of 6G development: Dell’Oro

Dell’Oro noted that RAN spending is expected to remain subdued until 6G-related capex gradually ramps up toward the end of the decade In sum – what to know: RAN market stabilizing post-5G peak – After shedding nearly $10 billion in revenue during 2023–2024, the global RAN...

Atlantic crossings – crunch time for subsea cable in the AI era

At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending end-of-life systems, and hyperscalers dominating new builds, the industry faces a wholesale supply crunch. In...

The big dig – how edge AI inference shifts the fibre bottleneck 

As AI workloads move from centralised training to distributed inference, the industry’s infrastructure challenge is changing shape. Power and land matter, but Nvidia, SUBCO, and Zayo – on a panel at PTC'26 – argue that connectivity, latency, and scale in terrestrial and subsea fibre...

Under-supply to over-supply – the generational AI build-cycle

Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns as development spills into secondary and tertiary markets. In sum – what to know: Mega buildout...

AST SpaceMobile to launch BlueBird 7 in February 

The Block 2 BlueBirds will launch in late February from Complex 36 at Cape Canaveral Space Force Station on a Blue Origin New Glenn launch vehicle Launch date: AST SpaceMobile schedules launch of BlueBird 7 for late February, as it prepares to roll out beta...

​​Blue Origin steps into the spotlight with a 6 Tbps space network 

TeraWave is aimed to meet a growing demand for space-based communication in enterprise, data centers, and governments In sum — what to know: 6 Tbps, anywhere on Earth: Jeff Bezos' space venture, Blue Origin, just announced TeraWave, a multi-orbit network that is designed to...

Three reasons 2026 is Wi-Fi 7’s breakout year, according to Cisco

Cisco CTO Matt MacPherson says 2026 could mark a turning point for Wi-Fi 7 Wi-Fi 7 has been on the roadmap for years, but widespread adoption has lagged behind expectations (most notably in the U.S.). Now, though, Cisco believes the timing has finally aligned. According...

Industry response builds around potential SpaceX IPO in 2026

SpaceX’s expected IPO in 2026 has quickly become the topic of internet chatter, and analysts are weighing in on why going public is a good move, especially for Starlink — and why now  After two decades of operating SpaceX as a private company, Elon Musk...

New subsea cable to link Brazil with the US

The Synapse subsea cable will span approximately 9,700 kilometers and feature 16 fiber pairs In sum – what to know: New Brazil–U.S. route planned – V.tal’s Synapse cable will span roughly 9,700 km with 16 fiber pairs, adding a new transatlantic path between São Paulo and...

The key trends that will shape the evolution of satellite IoT in 2026 (Reader Forum)

Significant change will grip the satellite IoT industry this year, driven by several external forces Satellite IoT is undergoing an evolution, which will be accelerated by several key factors, from geopolitical tensions to AI capabilities, ensuring it is no longer a niche. Indeed, forecasts put...

From trials to scale — Wi-Fi HaLow is finally finding its moment

After years of anticipation, Wi-Fi HaLow appears to be transitioning from promise to practice In sum – what to know: From pilots to production - As IoT use cases shift from low-data sensor “pings” to data-rich, real-time applications such as video, audio, and edge AI,...

Power plays and digital divides – the hard realities of the AI build-out

PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global AI build-out. But between the big numbers and flashy pyrotechnics, there was a bracing...

Viasat, BSNL deepen partnership to boost Indian Navy’s SATCOM capabilities

The partnership will support the navy’s multi-band, multi-constellation SATCOM strategy with hybrid connectivity In sum— what to know: The partnership: Viasat and BSNL will support the Indian Navy in its next phase of satellite communications upgrade. Max spectral efficiency:  According to the agreement, Viasat’s Ka-band satellites and...

Operators see FWA momentum, but potential capacity limits loom

Dell’Oro Group VP Jeff Heynen told RCR that U.S. operators are being careful not to over-utilize their spectrum for FWA Disciplined expansion - Operators are carefully managing spectrum and capacity to protect mobile performance, limiting how aggressively Fixed Wireless Access can scale. Bundling and competition -...

Why AT&T’s FirstNet is planning to add satellite connectivity to its emergency network

A layer of satellite connectivity will enable FirstNet to provide coverage for “any potential emergency”, says FirstNet President, Scott Agnew In sum — what to know: FirstNet tests satellite connectivity: Working alongside AST SpaceMobile, AT&T’s FirstNet is testing a direct-to-cellular satellite service for its emergency network A multi-layered...

AI optics – Ciena catches sail on AI fibre wave

The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect bottlenecks push fibre ever closer to the data-centre edge, optical networking specialist Ciena has...

FWA keeps gaining ground — and operators are betting bigger

A new report from Dell'Oro Group estimates that total FWA subscriptions will surpass 191 million by 2029 In sum – what to know: FWA growth holds - Dell’Oro expects total fixed wireless revenues to rise about 10% in 2025 as operators push further into broadband markets...

NTT Data forms JV for intra-Asia submarine cable

The JV project, known as the Intra-Asia Marine Cable (I-AM Cable), will link Japan, Malaysia, and Singapore; it is between NTT Data, Sumitomo and JA Mitsui Leasing In sum – what to know: Intra-Asia system – NTT Data, Sumitomo and JA Mitsui Leasing formed I-AM NW...

CommScope through a telescope – what’s left after $10.5bn Amphenol sale

Amphenol has completed its $10.5 billion cash acquisition of CommScope’s CCS business, leaving CommScope with Ruckus and ANS, rebranded together as Vistance Networks. ANS has been rebranded individually as Aurora Networks. The deal streamlines CommScope, and expands Amphenol’s fiber, AI, and telco infra play. In...

SpaceX wins FCC’s approval for 7,500 additional Starlink satellites

The approval will let SpaceX deploy a batch of 7,500 Gen2 Starlink satellites, bringing direct-to-cell (DTC) connectivity outside the U.S. and supplemental coverage inside In sum — what to know: FCC greenlights new Starlink satellites: SpaceX gets approval from FCC to launch the second set of...

Back down to Earth: How invisible highways of light are outclassing orbital satellite connectivity (Reader Forum)

Why not take the same strands of light that already power the world’s fiber-optic cables and let them travel freely through the air? When Telstar 1, the first ever communications satellite, launched back in 1962, it brought home the idea of true global connectivity....