Opinion

From the newsletter (October 21; sign-up or follow if you want it sooner): Nvidia and Nokia are pushing telcos to turn their networks and sites into distributed AI infrastructure, but …

Autonomous networks must move beyond self-healing to coordinate decisions across RAN, transport, core and cloud, argues Droma’s Payal Kindiger, with trust, governance and verified service outcomes key to granting AI …

From the newsletter (October 20; sign-up or follow if you want it sooner): A new 6G architecture is taking shape, but its business case remains elusive. This week: AI-RAN performance …

From the newsletter (October 19; sign-up or follow if you want it sooner): Deutsche Telekom, Orange, Telefónica and Vodafone want a joint position on mobile satellite spectrum, but can Europe’s …

From the newsletter (October 16; sign-up or follow if you want it sooner): Starlink need not replace terrestrial networks to disrupt telecoms. Strand Consult and Dell’Oro examine SpaceX’s hybrid ambitions, …

From the newsletter (October 14; sign-up or follow if you want it sooner): AT&T has agreed to sell its Mexican business for $2bn, ending a decade-long expansion abroad to focus …

From the newsletter (October 13; sign-up or follow if you want it sooner): Nokia’s sale of its ECE business gives Aurelius a 1,000-person industrial networking operation to grow, while simplifying …

AI-RAN now has measurable radio gains, but the investment case changes sharply with where capacity is constrained. Software on the installed RAN has the clearest near-term economics, while accelerated platforms …

From the newsletter (October 9; sign-up or follow if you want it sooner): Vodafone’s investor day revealed the scale and shape of its enterprise business, from £1.85 billion in annual …

Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …

From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …

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 …

Hospitals increasingly need DAS to solve three problems at once: public-safety compliance, clinical connectivity and security. Wilson Connectivity argues that analog architecture can simplify lifecycle costs, reliability and HIPAA-related risk …

US 6GHz Wi-Fi adoption is accelerating, with Ookla showing six-fold growth since 2024 and Cisco reporting 48% usage at BottleRock. More power, AFC and simpler access could push adoption further. …

From the newsletter (October 5; sign-up or follow if you want it sooner): AI is proving its value in telecoms – mostly in customer service, plus some enhanced automation cases …

The Hugging Face intrusion by AI agents raises a harder question: can systems learn to evade the safeguards designed to control them? Vish Nandlall argues that falling violation rates may …

From the newsletter (October 2; sign-up or follow if you want it sooner): Satellite is not about to replace terrestrial networks – but neither is the Starlink threat imaginary. As …

From the newsletter (October 1; sign-up or follow if you want it sooner): Nokia and ICEYE are launching a sovereign satellite communications venture, while US telcos formalize a satellite coverage …

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 …

From the newsletter (September 29; sign-up or follow if you want it sooner): AI is fuelling a networking infrastructure boom, with Corning scaling fiber production to meet demand, while new …

From the newsletter (September 28; sign-up or follow if you want it sooner): GSA data shows private 5G continues to grow, while Samsung and Boldyn deployments in finance and aviation …

From the newsletter (September 25; sign-up or follow if you want it sooner): Rakuten Mobile and T-Mobile offer tangible AI-RAN examples, embedding intelligence in network automation and distributed compute. Their …

From the newsletter (September 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …

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, …

From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …