CBRS spectrum helps US manufacturing grow (Analyst Angle)
All the evidence suggests that a modern manufacturing sector needs dedicated wireless systems
The emergence of private 5G networks in the U.S. manufacturing sector is...
The Sunday Brief: 2Q earnings review (Part 1)
Greetings from soggy Kansas City and Cedar Rapids. Pictured is the crew from this year’s CellSite Solutions 2025 INDATEL Summit dinner. Nine different companies...
Air France-KLM taps Accenture for industrial AI on Google Cloud
Air France-KLM has partnered with Accenture and Google Cloud to build a ‘generative AI factory’ to scale AI across operations using cloud infrastructure. It...
Oracle, Bloom Energy to power AI DCs with fuel cells
The fuel cells offer Oracle an energy solution that minimizes environmental impact, delivering power with almost zero air pollution and no water consumption
In sum...
Vodafone beats expectations, manages big Europe changes
Vodafone posted a 5.5% rise in service revenue in Q1 (to June 30), beating expectations, despite a reversal at its big German op-co, albeit...
Virgin Media O2 expands small cell footprint to Bristol
In November 2024, Virgin Media O2 claimed to be the first operator in the U.K. to switch on 5G SA small cells
In sum –...
SoftBank’s AI platform gets massive GPU upgrade
The platform will be operated by SB Intuitions, a SoftBank subsidiary focused on AI model development
In sum – what you need to know:
World’s largest...
5G SA adoption fuels growth in MCN: Dell’Oro
Dell'Oro largely attributed market acceleration to the rising adoption of 5G SA architecture
In sum – what you need to know:
5G SA pushes MCN growth...
4G was for humans, 5G was for machines, 6G will be for AI agents...
In the 6G era, AI agents will issue requests, negotiate prices, and buy and sell network slices or compute, connectivity, and energy in real...
NatWest banks on AWS and Accenture to drive five-year AI overhaul
NatWest has signed a five-year deal with AWS and Accenture to unify and modernise its data systems using AI, aiming to simplify operations, personalise...
T-Mo tops mobile, AT&T wins on fiber in Ookla network testing
Ookla's network testing report for the first half of 2025 reveals strong tailwinds for T-Mo in mobile, but AT&T shines in wireline
In sum –...
Bookmarks: AI containment — hope, hubris, and stories as old as time
Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What...
Three stats that define Google Cloud’s Q2 growth
Google Cloud was a small but mighty contributor to Alphabet's Q2 earnings
In sum – what to know:
AI paying off - Google Cloud is...
Supermicro expands global footprint to fuel AI infra growth
Supermicro has seen substantial growth over the past two years, driven by rising demand for high-performance GPU systems used in AI training and inference
In...
AT&T and AST SpaceMobile complete first VoLTE call and SMS over satellite
The milestone was achieved over AST’s Block 1 satellites, using a standard, unmodified cell phone operating on AT&T spectrum
In sum – what you need...
Telekom Malaysia eyes regional AI leadership
Telekom Malaysia recently launched a GPUaaS platform to allow customers to tailor their infrastructure by selecting combinations of hardware, GPUs, and connectivity
In sum –...
Vodafone Idea launches 5G in Jaipur
Vodafone Idea noted that the expansion is part of the telco’s broader 5G rollout strategy targeting key cities in its 17 priority telecom circles
In...
GSMA: 5G connections in APAC set to hit 50% by 2030
GSMA said that mobile operators have invested nearly $220 billion in 5G networks since 2019, with another $254 billion expected to be invested through...
T-Mobile US ‘smashed’ Q2 — beats across nearly every metric
T-Mobile's net income for the quarter totaled $3.22 billion and revenue rose nearly 7% year-over-year to $21.13 billion
In sum – what you need to...
Nokia reshapes for AI ‘supercycle’ – as infrastructure, enterprise sales rise
Nokia’s Network Infrastructure unit overtook Mobile Networks in Q2, reflecting a shift toward AI-driven IP and optical demand. Enterprise sales hit records, while traditional...
Battelle aims to redefine Open RAN innovation with RavenStar™ O-RU
The non-profit R&D powerhouse is going to market with a wideband massive MIMO Open RAN radio unit engineered for densification and defense
When Battelle, a...
AI Action Plan aims to boost infrastructure, export tech and repeal limitations on AI
What's in? Federal support for domestic AI tech and data center projects. What's out? Any regulations that "unnecessarily hinder" AI, and LLMs that factor...
Arielle Roth confirmed to lead NTIA
Arielle Roth will lead the revamped 'bargain BEAD' program at NTIA for extending broadband
In sum – what to know:
NTIA administrator confirmed – Arielle...
Test and Measurement: Amphenol reports sales jump of nearly 60% YoY
Amphenol sales were up nearly 60% year-on-year, with strength in IT and data communications
In sum – what to know:
On the hunt - Amphenol's sales...
T-Mobile US lands 5G MVNO deal with Comcast and Charter
The cable companies will launch enterprise-grade 5G services in 2026, targeting SMBs mobile offerings powered by T-Mobile US’ network
In sum – what to know:
Entering...