-
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 …
-
The 5G correction is over, but growth is confined to AI RAN In sum – what we know: The radio access network market will stay essentially flat through 2030, but …
-
AI InfrastructureCarriersNetwork Infrastructure
AT&T shores up $3bn fiber supplies with Corning – as telcos get ‘supercycle’ fever
AT&T has signed a $3 billion-plus fiber supply deal with Corning, adding to a string of major commitments as AI data-center construction tightens optical supply and telcos bulk up their …
-
Data CenterAI InfrastructureNetworks
Coherent targets next phase of AIDC connectivity with PhotonLink
In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …
-
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 …
-
AI InfrastructureNetwork Infrastructure
“Biggest risk with AI-RAN is repeating mistakes of 5G”, says SK Telecom
SK Telecom warns telcos not to repeat their 5G mistakes with AI-RAN – while Optus considers how they should re-architect their infrastructure as “social networks for agents”. In sum – …
© 2026 RCR Wireless News All Right Reserved. Developed by Eight Hats.