The latest news on AI, data center, telco, and cloud sector
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 …
Ericsson forecasts surging uplink demand as AI shifts mobile traffic patterns, urging operators to avoid 5G’s costly standalone delays. Its 6G vision hinges on spectrum efficiency, reusable infrastructure, and services …
Stephen Douglas, head of strategic thought leadership at Keysight Technologies, said during the recent RCR’s 6G Forum that future 6G technology will be standalone from the beginning with its own …
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 …
US telecom retail remains resilient, but Wave7 Research’s Jeff Moore questions whether Starlink can become a national mobile operator. SpaceX could bypass the traditional retail model, but building a competitive …
Speaking at the RCR Wireless News’s Telco AI Forum 2026, AT&T and Verizon executives described AI-based RAN deployments that are already producing measurable results In sum – what to know …
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, …
Panel maps the 6G path from standalone 5G to agentic AI cores In sum – what we know: 6G has started moving from vision to engineering, and with it comes …
Speaking at RCR Wireless News’ 6G Forum 2026, Stéphane Téral, founder and chief analyst at Téral Research, said the standardization process was moving toward evaluation and consensus building In sum …
Ericsson chief Per Narvinger has defended the firm’s custom silicon strategy for AI RAN, quite robustly, citing immediate opportunities and 10% spectrum-efficiency gains, and future options for GPU adoption too. …
AI is shifting from training to inference, and two pressures now define the business: the end-user experience and the return on investment. RCR’s AI Infrastructure Forum returns to ask: can …
Plume has rebuilt its architecture, embraced industry standards and launched an AI agent workspace, shifting from Wi-Fi optimization to ISP-wide intelligence. The bet: lower support costs, reduced churn and new …
CCS Insight, Qualcomm and Elveo on how satellite reaches commercial scale Non-terrestrial networks have moved from proprietary islands to early commercial direct-to-device services in dozens of countries in the space …
Matthew Iji, head of data modelling and forecasting at GSMA Intelligence, told RCR that 6G will move from selective launches to global scale gradually, with coexistence rather than wholesale replacement …
Ericsson is ‘dissolving’ its enterprise wireless unit but keeping its private and neutral-host 5G portfolios, betting on R&D synergies and indoor connectivity, notably with Starlink-style satellite systems. But with Nokia’s …
Ericsson beat Q3 earnings forecasts on seven percent organic sales growth, but warned AI-driven component costs will pressure margins through 2027, and said growth remains hard to come by – …
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 …
In sum, what to know: –Machine learning and large language models could help operators connect messaging failures, service degradation and user experience — but only if they first solve the …
Kenneth Hwang, vice president of platforms and client solutions at Singtel, said the operator’s experience has shown that preparing for quantum threats requires years of work across infrastructure, software, vendors, …
The alliance is expanding its focus on AI RAN services while tackling workload placement, infrastructure sharing, and the commercial case for turning mobile networks into distributed AI platforms. In sum …
Nokia’s sale of its campus private 5G business to Aurelius includes its MPW platform but excludes its drone unit, it turns out. The latter is under strategic review, as the …
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 …
Speaking at Deutsche Telekom’s AI Investor Day, Telekom Deutschland’s chief executive officer Rodrigo Diehl said that entrepreneurs in Silicon Valley had told the German telco that network performance was already …
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 …
Nokia is to sell its Enterprise Campus Edge business to private equity firm Aurelius, exiting most of its private networks activity despite forecasts for rapid market growth and questions over …
As AI data centers scale, the way computing resources connect is becoming increasingly important to infrastructure performance and business value. High-performance XPUs are being deployed to support AI training and …
European fiber networks pass millions of apartment buildings, but subscriber take-up remains stubbornly low in several major markets. Maravedis examines why building density alone fails to drive adoption, and where …
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 …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
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 …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
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 …
Uplink growth is real, but the capex discipline holds In sum – what we know: Deutsche Telekom does not expect AI-related mobile uplink demand to require incremental radio-access-network investment in …
EXA Infrastructure says transatlantic capacity is running out way earlier than forecast, prompting it to build a new 500-terabit subsea cable, the first of its kind for the industry in …
The gigabit promise stops at the socket. Europe’s Gigabit Infrastructure Act takes fibre into new buildings, but its Wi-Fi spectrum policy leaves the final metres unresolved. In dense apartment blocks, …
Starlink Mobile’s real constraint might not be satellite coverage but capacity per square kilometer. A new model, offered up by Vish Nandlall, suggests where population density forces satellite service back …
During the RCR Wireless News‘ Intelligent RAN Forum 2026, Viavi marketing manager Owen O’Donnell and Battelle vice president of product development Mark Reudink examined the evolution of open and intelligent …
Intelligent RAN Forum panel says AI-RAN efficiency pays, demand doesn’t yet In sum – what we know: AI is already paying for itself in the radio access network through energy …
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 …
AI-RAN performance gains won’t justify the investment on their own In sum – what we know: Operators are being told AI will transform the radio access network, with the idea …
As mmWave moves beyond hotspot deployments, the challenge is extending high-frequency coverage without simply adding more base stations. Kyocera’s multi-hop repeater validation points to a more flexible network architecture for …
Orange wants Nokia’s AI RAN gains proven in a live network In sum – what we know: Nokia brought the spectral efficiency headline to the Intelligent RAN Forum — 20% …
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 …
The RCRTech Roundtables, facilitated by a host of experts, will provide attendees with the opportunity to share their experiences and discuss the challenges they are currently facing regarding powering data …
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 …
Jungchul Kim, head of product strategy group, networks business at Samsung Electronics, told RCR that physical AI applications will place specific demands on networks, including ultra-low latency, high reliability, consistent …
Verizon is moving from scripted RAN automation towards agentic network operations, where AI reasons across domains, shares context and takes action – with the operator retaining control of intent, outcomes …
