Network Infrastructure

New ITU recommendations and FCC regulations show how submarine cables are being recast as critical infrastructure. While the ITU targets deployment and repair bottlenecks, the FCC is tightening oversight of …

From the newsletter (sign-up if you want it sooner): Despite the hype and investment pouring into satellite D2D services, new analysis says space-based connectivity will complement, not replace, terrestrial networks, …

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 …

From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …

Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …

From the newsletter (sign-up if you want it sooner): Ericsson’s latest results capture a company and an industry caught between resilience and stagnation: strong margins and disciplined execution offset weak …

As enterprises deploy agentic AI across clouds, regions, and business ecosystems, connectivity is becoming a strategic differentiator. Vodafone Business says future networks must support AI-to-AI interactions with greater intelligence, security, …

Netgear is quietly reinventing itself as an enterprise networking and software company, writes Maravedis Research. It is betting on cloud management, AI-driven automation, security services, and MSP-led growth to shed …

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 …

Motorola Solutions argues that 5G has become a valuable connectivity layer for utilities, public safety and industry, but mission-critical operations still depend on resilient LMR networks, with broadband technologies serving …

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 …

Commercial deployment delivers carrier-grade high-capacity broadband across rural and regional U.S. markets using unlicensed spectrum SANTA CLARA, Calif. — July 9, 2026 — Mimosa Networks, a global leader in fixed …

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 …

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: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …

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, …

China Tower has established about 6.2 million base station sites, including 3.26 million 5G sites across the Asian nation In sum – what to know: Tower transformation – China Tower …

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 …

Yue Wang, chief technologist at China Telecom, said that AI-native 6G will require a fundamental architectural shift toward the joint orchestration of networking and computing resources In sum – what …

Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic …

Speaking at FutureNet World back in April, Miguel Alvarez, AI chief at Orange Business, discussed his firm’s dual-mode AI platform strategy in the context of its own transformation, its sovereignty …