Operators to spend more than $17B on AI security
Flatlining consumer revenues are forcing telecom operators to consider B2B services as a long-term growth engine
In sum – what to know:
Operators shift focus to...
Qualcomm opens new AI R&D center in Vietnam
The new Qualcomm facility, staffed by scientists and AI experts in both Hanoi and Ho Chí Minh City, is part of company’s global AI...
Is the US ready for the AI infrastructure boom? (Reader Forum)
AI could prove hugely and positively transformative — but it's also not without its difficulties
Recently, OpenAI announced the Stargate Project — a $500 billion...
Fibre to the ‘burbs – ITS and Boldyn connect four London boroughs
This is about my backyard, so it makes the cut; plus it is an interesting example of public/private cooperation to connect the ‘burbs. Boldyn...
Nokia bundles Leonardo team-comms into ‘Europe-made’ private 5G for critical industry
Nokia has partnered with defence firm Leonardo to secure team-comms on its top-tier private 4G/5G networks – as a 'Europe-made' comms bundle for critical...
Crosstown Vision: Mike Underdown on scaling Fiber in America cities
Michael Underdown, President & CEO of Crosstown Fiber, is a seasoned executive with nearly 30 years in the telecommunications infrastructure industry. Prior to his...
Qualcomm to acquire Alphawave Semi for $2.4B, supercharging its data center pursuits
Alphawave acquisition is "complementary" to Qualcomm's CPUs and NPUs, CEO says
Qualcomm is taking aim at the data center chip space, seeking to bolster...
Kagan: Why Boldyn Networks is pausing private wireless acquisitions
Boldyn Networks' strategy is shifting to focus on organic growth rather than through mergers and acquisitions
In previous conversations with Boldyn Networks, and after following...
AT&T hits 30M fiber locations, as broadband race heats up
AT&T touts its momentum, but competitors are moving aggressively into fiber as well, raising the stakes in the U.S. broadband market
AT&T has reached a...
Samsung bets on AI to boost developer productivity
Samsung recently began beta testing its AI-powered coding assistant within its Device eXperience division
In sum – what to know:
AI-enabled development – Samsung will roll...
UK boosts AI ambitions with $1.3B investment
During London Tech Week, Nvidia founder and CEO Jensen Huang also confirmed the launch of a new Nvidia AI tech center in the UK
In...
Amazon to invest $20B in Pennsylvania data centers
Amazon Web Services previously acquired land and a Talen Energy facility near the Susquehanna nuclear plant
In sum – what to know:
Historic investment – This...
e& advances 5G-A with new record speed
e& said that the achievement was made possible by aggregating FR1 bands at 2.1GHz and C-band, paired with Uplink 3Tx on a CPE at...
Ericsson wins Airtel gig to manage Indian 4G, 5G from single NOC
Ericsson is to run all of Bharti Airtel’s nationwide network services in India from a single central network operations centre (NOC) in India, as...
Trump admin’s ‘Bargain’ BEAD: Approvals yanked, new rules in play
States have 90 days to comply with revamped BEAD rules, including a 'Benefit of the Bargain' bidding round
The Trump administration has released its updated...
Ericsson launches Canada-designed 5G system
Ericsson said that Bell will be the first telecom provider globally to adopt the new 5G system
In sum – what you need to know:
Canada-built...
JTower claims Japan’s first O-RAN-based shared 5G radio
JTower said it will begin interoperability testing with Japan’s four mobile carriers in fiscal year 2025
In sum – what to know:
Japan’s first Open RAN...
5G coverage reaches 96% of Spanish population in 2024
Over the past three years, 5G coverage has expanded by 37 percentage points nationwide, according to a government report
In sum – what you need...
Starlink secures license to launch satellite services in India
Starlink now joins Airtel-backed Eutelsat OneWeb and Reliance Jio Satellite Communications as the third company to be granted a GMPCS license in India
In sum...
OpenAI eyes India for AI infrastructure partnership
OpenAI executives and top Indian officials are currently in talks to build AI infra in India
In sum – what to know:
AI infra ambitions –...
The Sunday Brief: Another disappointing BEAD delay
Greetings from Nashville, Cedar Rapids, and Kansas City. It has been a whirlwind of activity since Memorial Day, and the summer promises to be...
Analyst Angle: AI-for-RAN will be a CFO favorite
How will mobile operators use AI/ML to boost capacity and energy efficiency in the radio network? The PR wars have started, and people will...
Work-shy AI collapses under questioning – Apple debunks AGI myth
New research from Apple casts serious doubts about excitable claims about sentient machines. Results suggest large reasoning models collapse under pressure – challenging the...
Bookmarks: From infrastructure to products — the new AI battleground
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think...
AWS unveils fully sovereign cloud for Europe
The AWS European Sovereign Cloud will be fully physically and logically separate from other AWS global regions
In sum – what to know:
Sovereign AWS...