Telecom
T-Mobile to connect acoustic IoT leak detectors for US water utilities
Fluid Conservation Systems (FCS) is working with T-Mobile US to add IoT connectivity to its acoustic water leak detectors, enabling continuous remote monitoring, reducing...
Orange, OpenAI to deploy AI models on sovereign infra
The open-weight nature of these models allows Orange to host and run them entirely within its infrastructure, spanning large-scale data centers in France as...
O2, Freshwave expand small cell network footprint in the UK
Virgin Media O2 said it has already deployed more than 2,000 small cells across the U.K. territory
In sum – what to know:
New small cells...
Deutsche Telekom targets 2026 start for AI ‘Gigafactory’
Deutsche Telekom noted that the North Rhine-Westphalia region is under consideration for the AI facility
In sum – what to know:
AI Gigafactory set for 2026...
Fortifying the future of voice: What’s needed to accelerate STIR/SHAKEN progress (Reader Forum)
Eighty-four percent of all call traffic between top U.S. telecom providers was signed and verified using STIR/SHAKEN protocols in the first half of 2025
Through...
du, partners to develop Arabic-language LLM for telecoms
du said the LLM model will support operational tasks such as real-time customer complaint handling, device issue diagnostics, and internal process optimization
In sum –...
Dixon Tech picks Tech Mahindra for big AI Industry 4.0 project at 24 factories...
Leading contract manufacturer, Dixon Technologies, has picked Tech Mahindra to deliver an AI-powered Industry 4.0 transformation across 24 manufacturing plants and six R&D centres...
FCC aims to boost subsea cable development
A unanimous FCC agrees to update subsea cable regulations
The Federal Communications Commission is updating its rules on subsea communications cables, aiming to streamline regulations...
Brookfield launches strategy to build AI infra at scale
Brookfield has already invested tens of billions in this sector and sees a "significant pipeline of opportunities" ahead
In sum – what to know:
Brookfield sets...
China Mobile’s revenues slightly down y-o-y in H1
China Mobile ended H1 with a total of 599 million 5G subscribers
In sum – what to know:
Revenue dipped, profit lifted – China Mobile posted...
SK Telecom ends Q2 with 17 million 5G subscribers
SK Telecom noted its 5G subscribers accounted for 77% of the telco's overall handset subscribers in the second quarter of the year
In sum –...
DC capex to rise 21% annually through 2029: Dell’Oro
Dell'Oro said that hyperscalers are accelerating investments in the DC field with vertically integrated platforms and custom chip architectures aimed at boosting performance and...
Ataya and Moso dispute Celona’s ‘industry-first’ private 5G claims
Moso Networks and Ataya HAVE disputeD Celona’s claim of launching the first cloud-controlled, AP-only private 5G platform, asserting their Chorus solution pioneered the model...
Rethinking the race to Level 4: A more practical approach to autonomous networks (Reader...
Only 4% of CSPs report having reached Level 4 autonomy today, and just 23% expect to get there by 2026
Over the past few years,...
AI-driven NaaS — What are the monetization opportunities? (Reader Forum)
NaaS enables CSPs to broaden their digital ecosystems and capture network API-driven revenue
Enterprises want to consume network services the way they utilize cloud resources,...
Three more private 5G projects – Indian refinery, Dutch railway, African chem plant
More tales of the rising momentum in the private networks market: BSNL has teed-up Numaligarh Refinery Limited in India, Nokia is supplying GSM-R (actually...
Apollo buys majority stake in Stream Data Centers
Apollo Funds plans to "significantly scale" its investments in areas like digital infrastructure
Asset management company Apollo Global Management has purchased a majority stake in...
Test and Measurement: ATIS, Linux Foundation seal 5G/6G collaboration
The Alliance for Telecommunications Industry Solutions (ATIS) has signed a new memorandum of understanding (MOU) with the Linux Foundation, that formally outlines the two...
Jio Platforms launches 10 live 5G network slices
Jio Platforms said these dedicated virtual network slices are designed for sectors such as enterprise, IoT, gaming, Jio’s fixed wireless service JioAirFiber, and mission-critical...
5G CBRS evolution with advanced spectrum sharing: Integrated Sensing and Communications (Reader Forum)
The CBRS-GAA 80 MHz spectrum is poised to become one of the most valuable mid-bands globally
Despite the tiered spectrum-sharing system and regulated transmission power...
Kagan: Key takeaways from AT&T, T-Mobile, Verizon 2Q25 earnings
Where does AI fit into the future of wireless, telecom, broadband, and pay TV?
The communications industry with wireless, telecom, broadband, and pay TV has...
AWS signs 80 MW wind-power deal in India
Earlier this year, AWS has pledged to invest $8.3 billion to expand its cloud infrastructure in the AWS Asia-Pacific (Mumbai) Region, located in Maharashtra,...
LG CNS to build Korea’s first overseas AIDC in Jakarta
For this overseas initiative, LG CNS will adopt an integrated “One LG” approach, incorporating technologies from LG affiliates
In sum – what to know:
Korea’s first...
China Tower ends H1 with 2.12 million telecom towers
China Tower said that total tower tenants rose to 3.84 million at end-June 2025, pushing the average number per tower to 1.81 from 1.80...
Celona intros hybrid private 5G system, takes aim at telco bloat; Cargill in-test at...
Celona’s new AerFlex system does away with expensive edge hardware and complex RF management to offer easy cloud orchestration and compliant local breakout –...
Reimagining Data Center Energy: Gauri Potdar and the Natural Gas Revolution at GPC Infrastructure
In this episode, Gauri Potdar, Chief Commercial Officer of GPC Infrastructure, shares how her company is pioneering onsite natural gas power solutions for data...
LG Uplus offers AI phone service to 5G premium users
LG Uplus had initially launched its AI phone last year
In sum – what to know:
AI support for small businesses – LG Uplus adds its...
Fermi, Hyundai partner on AI-powered nuclear energy hub
Fermi America noted that the initiative will support the massive energy demands of data centers and AI infrastructure with a mix of combined-cycle natural...
Airtel’s Xtelify launches cloud platform for telcos
Airtel said that the new offerings include a sovereign telco-grade cloud platform and an AI-powered software suite
In sum – what to know:
India-built telco cloud...
SK Telecom launches GPUaaS with Nvidia B200 cluster
SK Telecom noted that the infrastructure will be housed in its Gasan AI data center
In sum – what to know:
B200 GPU cluster launched in...
AT&T, Ericsson, 1Finity make first Open RAN call with third-party radios
The milestone represents a significant proof of concept for Open RAN’s interoperability and network flexibility, according to the companies
In sum – what to know:
Key...
NXP makes Industry 4.0 edge power-play with Port GmbH acquisition
NXP has acquired Port GmbH to integrate industrial protocol software into its processors – as the Dutch firm seeks to assert control over the...
Galaxy Z Fold7 review — A ‘no-compromise’ foldable tablet-phone
If managed well, the Z Fold7 has the potential to propel this device category from today’s niche to mainstream
The tagline of Samsung Galaxy Z...
Wireless Logic strikes again – UK firm buys US IoT MVNO Zipit Wireless
Wireless Logic has acquired US MVNO Zipit Wireless and its Canadian unit Mtrex Networks, expanding its IoT reach in North America; it is the...
Full duplex innovation – microwave trends for 5G backhaul (Analyst Angle)
Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum...
Telco AI Market Pulse Report 2025
AI adoption in telecom is accelerating, with telcos moving from experimentation to real-world deployments. The focus is now on refining AI use cases, growing...
Globe Telecom nears completion of tower sales
Globe initiated its tower sale agreements with MIDC and PhilTower back in 2022, aiming to raise funds to reduce maturing debt and strengthen its...
Rogers expands WiFi 7 to Quebec
In Quebec, customers using Rogers 5G Home Internet will now have access to a Wi-Fi 7-capable device, offering enhanced performance and reliability
In sum –...
UAE’s Madari Space to test space-based DC in 2026
Madari Space noted that the move addresses the growing need to handle raw, unprocessed data produced by Earth observation satellites and other orbital systems
In...
Apple to increase AI infrastructure capex
CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure
In sum – what you need to know:
Capex...
Double take: Amphenol buys $10.5B more of CommScope’s connectivity assets
Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope's team after buying its DAS unit
Amphenol is buying CommScope's Connectivity...
T-Mobile US/UScellular deal closes, reshaping wireless landscape
UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio
In sum – what to...
Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)
Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization
Given earnings...
Three North American fiber deals signaling ongoing market consolidation and expansion
Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber
In sum – what to know:
Fiber...
How AI infrastructure is misunderstood – time to count the value, not just the...
Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t...
T-Mobile and Ericsson land expanding private 5G gig with Czech industrial group
T-Mobile and Ericsson deployed a private 5G network for Czech manufacturer Tawesco in the 3.4-3.8 GHz band to support Industry 4.0 applications; there are...
Vodafone Idea’s 5G already active in 17 Indian cities
Vodafone Idea had initially launched 5G services in Mumbai, Delhi-NCR, Bengalaru, Chandigarh, and Patna
In sum – what you need to know:
Commercial 5G now in...
SoftBank, Ericsson expand 4G, 5G network gear partnership
Ericsson will supply SoftBank with its latest radio access products, including the Massive MIMO AIR 3255
In sum – what you need to know:
Expanded 4G/5G...
Ericsson reportedly in talks to invest in Intel’s networking spin-off
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native...
AI in telecom | The programmable edge – taming AI with 5G features and...
Telcos face both a challenge and an opportunity in handling the unique traffic patterns and demands of AI-generated content, especially at the network edge.
In...
Tackling integration challenges and inefficiencies in the telco industry (Reader Forum)
The real challenge with legacy systems lies in their fragmented, non-integrated nature
As telcos grow and strengthen, their biggest challenge is typically managing costs —...
OpenAI to open 230MW hydropower AI data center in Norway
Once completed, Stargate Norway will aim to deliver 230MW of compute capacity, with expansion plans targeting up to 520MW in total, OpenAI said
In sum...
Global AIDC market to hit $165 billion by 2034
The U.S. alone accounted for $3.73 billion of the global AIDC market last year; its tital is forecast to reach $46.15 billion by 2034
In...
New bill proposes AI test labs for US finance firms
US Congress has introduced a new financial services bill to accelerate AI adoption in finance via regulatory sandboxes, enabling safe experimentation with balanced consumer...
Meta beats expectations, preps for ‘personal superintelligence’
Meta's profits were up 36% and CEO Mark Zuckerberg said it is working on "personal superintelligence for all"
In sum – what to know:
- Strong...
Google to invest $6 billion in 1GW DC in India
Andhra Pradesh’s IT Minister, Nara Lokesh did not confirm the Google development but said the state has already secured 1.6 GW of data center...
G42 nears deal for Northern Data’s Nvidia AI capacity
In June, G42 opened a London office and has made AI investment pledges across Asia, Africa, and the US
In sum – what you need...
India’s DoT unveils draft telecom policy to boost 4G, 5G
The new DoT policy aims to achieve 100% population coverage with 4G and 90% coverage with 5G by 2030
In sum – what you need...
True enhances 5G performance with DSS launch
True noted that the launch of DSS marks the start of a nationwide expansion of high-performance 5G and 4G services
In sum – what you...
Telefónica to drop Huawei in Spain and Germany
The decision aligns with national regulations — Telefónica will continue using Huawei gear in Brazil, where no such restrictions currently exist
In sum – what...
Cadence hit with $140.6 million in fines for tech export violations
Chip EDA company settles with DoJ for knowingly selling to a military university in China that is on the banned Entity List
Electronics and...
Private 5G update – mega mine in India, monster port in Croatia, branch line...
A smorgasbord of new (and quite new) private 5G projects, including with the biggest coal producer in India, the second biggest cargo port in...
Rakuten Mobile names Cisco, Nokia, and F5 as key 5G SA partners
Rakuten says these alliances will enhance its network capabilities, simplify operations, and drive innovation
In sum – what to know:
A move to 5G SA core...
Private 5G update – 500% growth by 2030, as SMEs and MNOs cotton on
Private 5G networks will grow due to demand for secure, high-quality connectivity—especially in manufacturing and energy. Lower costs, service models, and MNO resurgence are...
Cloud and AI drive strong quarter for Microsoft
'Every Azure region is now AI-first,' said Microsoft CEO Satya Nadella
Microsoft delivered profits up 24% year-over-year and revenue of $76.4 billion for the quarter,...
Foxconn, TECO partner to accelerate AI data center growth
Foxconn noted that customers worldwide will benefit from a complete suite of modular data center products, engineering services, and turnkey solutions
In sum – what...
Ericsson confirms Aduna JV transaction is completed
Aduna is now co-owned by Ericsson, with a 50% stake, and a consortium of twelve major CSPs
In sum – what you need to know:
Global...
Reliance considers $6B Jio IPO with just 5% stake on offer
The proposed stake being considered by Reliance is far smaller than typical IPOs, which often float between 10% and 25% of equity
In sum –...
Test and Measurement: Keysight delivers massive quantum control system for research testbed
Keysight delivers major quantum control system to Japan's
Keysight Technologies has delivered the first commercial quantum control system capable of controlling more than 1,000...
AT&T deploys third-party rApp on live network using Ericsson AI platform
AT&T and Ericsson said the rApp deployment marks a significant advancement in multi-vendor programmability
In sum – what to know:
An rApp first - AT&T claims...
Europe clears path for satellite LoRaWAN in 862–870MHz band
Europe has approved a unified framework for non-cellular satellite IoT in the 862–870MHz band – a big win for LoRaWAN after years of patchwork...
Rakuten launches full-scale agentic AI platform
The new agentic AI assistant is free to use and will expand to Rakuten Ichiba, the company’s flagship e-commerce marketplace, later this year
In sum...
Scaling Smart: How DartPoints Is Redefining Regional Data Infrastructure with Clarity, Culture, and Control...
In this episode, Scott Willis, CEO of DartPoints, shares his leadership journey through long-distance telecom, wireless, and now data centers — and how DartPoints...
O2 uses AI tools to support customer service transformation
O2 noted that the centerpiece of the rollout is a proprietary AI tool called Lumi AI. Its main function is to assist customer service...
Bell, Cohere partner on sovereign AI solutions in Canada
Under the terms of the agreement, Cohere will offer its enterprise-grade AI capabilities through the Bell AI Fabric
In sum – what you need to...
BSNL targets 30% revenue growth with big 4G push
The Indian government previously confirmed that BSNL is planning to deploy another 100,000 4G towers across the country
In sum – what you need to...
Malaysia, Nvidia to launch green AI infrastructure
The initiative, to be deployed under a partnership between YTL and Nvidia, includes developing Malaysia’s own LLM to build national AI capability and digital...
SoftBank tests quantum computing for 5G RAN optimization
For the test, SoftBank used an Ising machine — a combinatorial optimization quantum system — to recalibrate base station carrier-aggregation settings
In sum – what...
NTT Data and Mistral AI join forces on managed sovereign enterprise AI
NTT Data and Mistral AI will deliver private, compliant AI systems tailored for regulated sectors, giving enterprises local control over data, infrastructure and model...
MediaTek shapes the future of connectivity with 6G
AI-powered devices and satellite Non-terrestrial Networks (NTN) take center stage in next-gen innovation
While 5G continues to evolve with the ongoing shift to 5G Standalone...
Mayo Clinic taps Nvidia for AI infra to build AI domain models, practices
Mayo Clinic deploys Nvidia’s Blackwell DGX B200 servers and DGX SuperPOD platform to build scalable AI infrastructure for multimodal and generative foundation models in...
San Jose’s goal: Be the ‘West Coast’s premier data center hub’
A new agreement between San Jose and PG&E is the latest in a string of moves by the California utility, aimed at supporting data...
Samsung scores $16.5 billion AI chip deal with Tesla
Tesla’s next-generation AI6 chip will be produced at Samsung’s new semiconductor fabrication plant in Taylor, Texas
In sum – what to know:
The A16 chip -...
Telefonica seeks to sell its Mexican unit: Report
Telefonica believes that its exit from Latin America improves its position to undertake consolidation operations in the telecommunications sector in Europe
In sum – what...
TM Global boosts sovereign GPU power for ASEAN AI
In an interview with RCR Wireless News, Hafiz Lockman, general manager of international sales at TM Global, described the diverse range of enterprise and...
Vietnam to re-auction 700 MHz spectrum for 4G, 5G networks
State-run carrier Viettel Group, which secured the adjacent B2-B2' band (713–723 MHz/768–778 MHz) in a May auction, is excluded from bidding on the current...
US DoE selects four federal sites for AI DC projects
The selected locations by the DoE are Idaho National Laboratory, Oak Ridge Reservation in Tennessee, the Paducah Gaseous Diffusion Plant in Kentucky, and the...
Amdocs Webinar: The journey to a fully autonomous network – The evolution of network...
CSPs are constantly looking for new ways to automate network operations in order to reduce TCO while improving customer experience. In this session, we...
Why the CAIO and AI Analyst are key to company success in AI (Analyst...
Staying up-to-speed with ever-changing AI is critical to gaining a competitive advantage
To be successful, it’s all about understanding and implementing the right AI strategy over...
Viasat intros new satellite IoT service for remote industries
Viasat has launched IoT Nano, a low-power satellite IoT service using Orbcomm's OGx tech, enabling larger, faster messages for remote industries, with broad hardware...
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...
T‑Mobile enables L4S across its 5G-A network
T-Mobile noted thta L4S takes advantage of a unified network that supports features like network slicing
In sum – what to know:
Nationwide L4S rollout –...
EE expands 5G SA network across UK
Over 45 new locations—including Aberdeen, Canterbury, Ipswich, and Windsor—will gain access to 5G SA, raising coverage to 34 million people across the UK
In sum...
Oracle, OpenAI add 4.5 GW of Stargate AI capacity
OpenAI said that the construction of Stargate I in Abilene is progressing and parts of the facility are now up and running
In sum –...
AT&T beats Q2 estimates on wireless strength, but fiber miss pressures shares
AT&T added 401,000 net postpaid phone subscribers in Q2, easily topping analysts’ expectations of 296,000 and outshining Verizon
In sum – what to know:
Wireless strength...
Mitigating AI risk in the enterprise (Reader Forum)
Addressing AI risk is about more than compliance — enterprises need to build trust, promote fairness, and protect user privacy
With the constantly changing Artificial...
AI in telecom | The ‘hub and the highway’ – the telco edge AI...
Telcos are seizing the AI moment by transforming old infrastructure into edge assets and positioning themselves as critical players in the AI value chain.
In...
Tata Communications, AWS build AI‑ready network in India
Tata Communications noted that the purpose-built network aims to deliver performance and scalability necessary for modern AI workloads
In sum – what to know:
Massive network...
Nokia slashes profit forecast by €300m, blames weak dollar and trade tariffs
Nokia has cut its 2025 profit forecast by up to 16%, citing US dollar weakness and new tariffs. Shares dropped 8% as currency and...
5G Americas unveils roadmap to 5G-Advanced and beyond
3GPP Releases 18 through 20 focus on AI-native networks, energy efficiency and support for emerging XR and IoT applications
In sum – what to know:
5G-Advanced...
Amrize, Meta co-develop AI-optimized concrete for DC
Meta has embedded low-carbon requirements into its data center construction specs, aiming to lower concrete’s carbon intensity by up to 20% below regional baselines
In...
UK sets 6 GW target for AI-capable DC capacity by 2030
A central pillar of this plan is the creation of AI Growth Zones — dedicated geographic areas designed to accelerate AI-related infrastructure deployment across...
The 1983 breakup of the Bell System: Here’s how it turned out
A federal judge in 1983 ordered the breakup of the Bell System
A federal judge in 1983 ordered the breakup of the Bell System. Through...
Optical transport bounces back, driven by AI interconnect
AI data center interconnect will bolster optical transport, finds Dell'oro
In sum, what to know:
Optical transport bounce-back – 2024 was a tough year for...
Kagan: How companies use industry analysts, influencers and the media (Analyst Angle)
Executives should understand — and want to win the hearts and minds of — all three
As an Industry Analyst and columnist for several decades,...
Ofcom lowers mobile spectrum fees
With the new scheme, Ofcom said it will reduce the fees for 900 MHz spectrum to £1.03 million per megahertz, a 26% reduction from...
Telcos eye $21B GPUaaS opportunity, says ABI Research
GPUaaS represents a major opportunity — but ABI Research Analyst Larbi Belkhit said that revenue isn’t the sole motivation behind telcos’ AI factory buildouts
Telecom...
Tipping point – five private 5G deployments to make your head spin
We’re calling it. The private 5G race is properly on. A couple of recent flagship deals – Verizon at Thames Freeport on the Thames...
Three trends in enterprise networks
Enterprise networks are being shaken up with the convergence of NetOps/SecOps and adoption of AI — but some things remain the same, according to...
‘Absolute consistency’ – Vodafone IoT embraces the chaos
Vodafone’s standalone IoT business is doubling down on global reach, platform consistency, and SIM innovation – to dominate an evolving and fragmented cellular IoT...
Claro, Huawei test 5G-A technology in Peru
The 5G-A tests were carried out in a controlled environment using standalone architecture and mid-band and millimeter-wave spectrum
In sum – what to know:
Claro Perú...
Reliance Jio ends June with 213 million 5G subscribers
Reliance Jio noted that the large scale adoption of its 5G offering has been driven by the company’s own, end-to-end 5G stack
In sum –...
Ever-expanding and contracting MVNO markets (Analyst Angle)
Markets grow and then decline as some MVNOs become MNOs or MNO sub-brands
What is a Mobile Virtual Network Operator (MVNO) market? For those concerned...
Nvidia warns Chinese clients of limited H20 chip supply
Nvidia noted last week that it expects to receive new licenses from the U.S. government to resume sales of the H20 chip in China
In...
Verizon raises full-year outlook after strong Q2
Verizon reports postpaid losses, but also higher revenue and a boosted free cash flow guidance
Verizon delivered better-than-expected results in the second quarter of 2025,...
Inside the deals driving Pennsylvania’s AI and energy boom
More than $90 billion in new investments in data centers and energy infrastructure were announced last week, at the inaugural Pennsylvania Energy and Innovation...
Qualcomm Webinar: Empowering next-generation user experiences at scale with 6G
Join RCR Wireless News and Qualcomm for an engaging webinar on September 3rd that explores how 6G is being developed as a transformative, AI-native wireless platform...
Ofcom: 5G accounts for 28% of UK connections
Ofcom noted its latest ‘Mobile Matters’ report tracks growing 5G adoption and performance gaps among U.K. carriers
In sum – what to know:
5G growth accelerates...
Elon Musk’s xAI eyes data center expansion in Saudi Arabia
xAI is said to be exploring leasing options, attracted by the Middle East’s lower electricity costs and supportive political environment
In sum – what to...
Vodafone turns street column into 5G site in Stuttgart
Vodafone Germany said that the site, located at Feuerseeplatz, is the first of up to 100 such columns the carrier plans to convert across...
Zain KSA, Cisco partner to advance AI infra in Saudi Arabia
Zain said the partnership will utilize Cisco’s end-to-end AI infrastructure technologies to help the carrier scale high-performance GPU-powered services across the country
In sum –...
A tale of two speeds — Ookla delivers update on Europe’s 5G progress
Ookla found that Northern and Southern European countries are leading in 5G availability, thanks largely to 700 MHz spectrum deployments
A new report from Ookla...
AI in telecom – AI shrink-ray finds its telco edge
The rise of smaller, cheaper AI models is pushing AI closer to the edge, but telcos must weigh placement and ROI carefully amid escalating...
Bookmarks: AI RAN, Cloud RAN, and Open RAN — one network, three transformations
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...
Private 5G to double share of enterprise network sales by 2030
Mobile Experts predicts private 5G (and 4G) will double its market share of enterprise wireless by 2030 – versus Wi-Fi and mesh networks etc....
Galaxy S25 Edge experience review —A perfect fit if you know what you want...
I have been using Samsung’s category-defining Galaxy S25 Edge for the last three weeks and loving it. My biggest realization during that time is...
TSMC surges on AI chip demand
CEO C.C. Wei says TSMC is "trying very hard to narrow the gap" between supply and demand for AI chips
Taiwan chip giant TSMC reported...
SES wraps up Intelsat buy
SES touts the creation of a 'global multi-orbit connectivity powerhouse' and plans to explore IoT, D2D
It's a big couple of weeks for telecom and...
AWS launches AgentCore for AI agents
At the core of the new launch by AWS is Amazon Bedrock AgentCore, a service that enables customers to deploy and manage advanced AI...
Starlink secures final nod for India launch
Starlink becomes the third satellite communications operator with full regulatory clearance to operate in the Indian market
In sum – what to know:
Starlink enters India...
SK Telecom wins government AI bid in Korea: Report
SK Telecom was selected by the Korean government for a major GPU leasing project to support AI development, despite lacking a key security certification
In...
Powering security, but posing new risks: AI’s dual role in telecoms cybersecurity (Analyst Angle)
The GSMA’s latest Mobile Threat Security Landscape report reveals a whole host of AI-enabled security threats
There’s no denying AI is changing the face of...
Blackstone to invest $25B in DCs, energy in Pennsylvania
QTS, a data center operator owned by Blackstone, has acquired multiple land parcels in Northeastern Pennsylvania for the development of data center facilities
In sum,...
Synopsys closes on $35B Ansys acquisition
The $35 billion Ansys acquisition is complete, readying Synopsys to offer more holistic and integrated silicon engineering solutions
Synopsys has successfully closed on its $35...
Carr’s summer plans include fiber, deregulation and infrastructure overhaul
No vacation for the FCC — Carr promises spectrum auctions, rule rollbacks and infrastructure buildouts
FCC Chairman Brendan Carr outlined an ambitious summer agenda in...
Boldyn: The private 5G myths holding your business back (Reader Forum)
Private 5G is not just for automation or remote areas – it boosts reliability, security, and control, and offers strong and quick ROI. So...
AT&T intros nationwide 5G RedCap for mid-tier IoT in the US
AT&T has launched nationwide 5G RedCap coverage across the US, targeting mid-tier IoT use cases with lower-cost, lower-power 5G connectivity, and replacing its decommissioned...
Oracle to invest $3 billion in AI, cloud in Europe
In the Netherlands, Oracle said it will invest $1 billion to expand capacity in the so-called Amsterdam region
In sum – what to know:
Oracle expands...
CoreWeave plans $6 billion AI data center in Pennsylvania
CoreWeave also stated that the data center facility will be equipped to run advanced AI computing infrastructure and is part of the company’s broader...
Telecom at a crossroads: Monetizing data, fighting fraud and scaling for the future (Reader...
Rising fraud rates, encrypted traffic and infrastructure costs are compounding the pressure for telcos
The telecom industry is being squeezed from all sides. Data traffic...
Rakuten gets involved in Japanese gen AI initiative
Rakuten said the project aims to support the development of generative AI systems in the Asian nation through the provision of computing resources and...
Test and Measurement: Speeds are up, but latency, uplink drag down non-LEO satellite performance
Ookla analysis shows better latency for HughesNet, but Starlink LEO still outshines other satellite offerings
When it comes to space-based connectivity, there are no work-arounds...
Rogers launches satellite-to-mobile service
Rogers explained that the technology automatically connects users’ phones to a satellite signal in areas without cellular coverage
In sum – what to know:
Canada’s first...
Ericsson and Liberty activate Costa Rica’s first 5G SA Network
The six‑year contract equips Costa Rica with fully native 5G infrastructure, supported by Ericsson's dual-mode 5G Core and RAN technologies
Ericsson and Liberty Latin America...
A Turkish first – Opticoms deploys private 5G at Istanbul Expo Center
German system integrator Opticoms has deployed a private 5G network at the Istanbul Expo Center using a temporary local-area spectrum license from the Turkish...
Ericsson’s enterprise segment steadies with 5G sales momentum and profit gains
Ericsson’s enterprise segment saw mixed Q2 results, with falling sales but improving profitability. Growth in wireless connectivity and key 5G wins partly offset weaker...
Arcep expands 5G trial window to the 4.0–4.2 GHz band
Arcep said that the move was implemented to satisfy demand from manufacturers and stakeholders wanting to assess their local mobile network projects for business...
BT: Mobile upgrades in the UK could add $309 billion
BT estimates that industrial use of technologies such as artificial intelligence (AI) and machine learning (ML), enabled by 5G SA, could generate more than...
Meta targets ASI with massive investment
The firm's CEO Marck Zuckerberg referenced a report by SemiAnalysis, which suggests Meta is on track to be the first organization to bring a...
Ericsson returns to profit in Q2 as Aduna expands to new markets
Despite a revenue drop, Ericsson returned to profitability in Q2 2025, posting a net income of SEK 4.6 billion ($472.8 million)
Ericsson reported second-quarter revenue...
Untangling a ‘spaghetti mess’: DT details a sovereign, cloud-native migration
DT has a long-term strategic partnership with Google Cloud, and the two untangled a 'spaghetti mess' of legacy systems
How do you take more than...
Nvidia confident on resuming sales of H20 chip to China
Nvidia confirmed it is currently in the process of filing the relevant applications with the U.S. government, with the main aim of resuming deliveries...
Agentic AI in the enterprise — Extreme launches new platform
Extreme integrates agentic AI at the enterprise network, aiming to automate away IT drudgery and enable strategic agility
Extreme Networks today announced the general availability...
Kagan: Is Huawei on the path to new wireless and telecom growth?
AI and 6G may be the strongest wireless industry growth path
Huawei, the Chinese wireless company, continues to be a mixed bag when it comes...
BT, Nokia slice public 5G to go with Ericsson private 5G at UK SailGP...
BT and Nokia will deliver two dedicated 5G SA network slices for SailGP in Portsmouth, supporting race operations, media, and fan experiences – complementing...
Edge Ahead: Digital Realty CTO Chris Sharp’s Vision for the Next-Gen Data Universe
In this episode, Chris Sharp, Chief Technology Officer at Digital Realty, explores the evolving role of data centers in the age of AI and...
China aims to deploy 115,000 Nvidia AI GPUs: Report
Chinese companies hope to deploy about 115,000 Nvidia H100 and H200 GPUs—chips which have been restricted from sale to China by the U.S. government...
FCC approves SES-Intelsat merger
FCC cites competitive fiber and LEO offerings in approving the SES/Intelsat merger
Among the major transactions that the Federal Communications Commission recently approved is the...
Vodafone Idea expands 5G footprint in India
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...
Khazna, Eni to build 500 MW AI data center campus in Italy
Eni noted that the new data center campus is part of a broader strategic partnership between Italy and the United Arab Emirates (UAE) announced...
‘A stronger T-Mobile’ — FCC approves two major T-MO deals
T-Mobile US now has a clear path to aquire UScellular’s wireless business and a 50% stake in fiber operator Metronet
The U.S. Federal Communications...
SK Telecom launches Korean-specific AI model as open source
SK Telecom said AX 3.1 Lite offers Korean language capabilities on par with its larger sibling, AX 4.0 Lite, which has 72 billion parameters
In...
Groq establishes first European data center in Helsinki
Groq said the Helsinki facility will support real-time inference use cases, including applications in natural language processing
In sum – what to know:
Groq lands in...
MLGW recruits Nokia for US utility sector’s first private 5G SA network
Private 5G is gaining momentum as industrial deployments scale. Nokia’s “landmark” new deal with US utility Memphis Light, Gas and Water shows 5G is...
The Sunday Brief: Influencing events
PLEASE NOTE – This is the last email edition of The Sunday Brief that we will distribute, going forward, you will receive an email...
CityFibre gets £2.3bn to expand and buy, consolidate UK altnet market
CityFibre has secured £2.3B in new funding to expand its full-fiber network, drive M&A activity, consolidate the UK altnet market, and strengthen its position...
Empowering the mobile AI era: ZTE’s AIR RAN and AgentGuard
The mobile communication industry stands at the threshold of profound transformation, driven by the rapid evolution of artificial intelligence (AI). The widespread adoption of...
Anritsu White Paper: Next-Generation Technologies for Non-Terrestrial Network (NTN) Implementation
While the technical specifications for 5G NTN are being considered, a number of conceptual plans for 6G NTN have been made public.
This Anritsu white...
T-Mobile US gets DOJ nod on UScellular deal after dropping DEI
A day before receiving the go-ahead, T-Mobile US sent a letter to the FCC promising to end its DEI policies 'not just in name, but in...
Indosat, Cisco, Nvidia support new AI facility in Indonesia
Twenty-eight startups and software vendors are already using Nvidia-based infrastructure provided by Indosat to build solutions for various sectors
In sum, what to know:
National AI...
Monetizing 5G: How standalone networks unlock new revenue opportunities (Reader Forum)
Of all the innovations introduced with 5G SA, RedCap technology is the one likely to have the biggest immediate impact
The industry transition to 5G...
Bookmarks: Superintelligence — AI alignment, Bayesian reasoning, Harry Potter fanfic, and a murder cult
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...
AI RAN market to hit $10B by 2029
According to Dell’Oro, early use cases of AI RAN will center on Distributed RAN, single-purpose deployments and 5G networks
In sum – what to know:
AI...
Invest in SA, grow B2B – experts tell Vietnamese telcos, as 5G expands
Top telcos have now deployed 11,000 5G base stations, delivering 5G coverage to nearly 26% of the Vietnamese population
In sum, what to know:
Infra expansion...
India’s Reliance Jio delays IPO until 5G starts to pay, portfolio grows
Reliance Jio Platforms seeks to expand its telecom subscriber base and grow its broader portfolio of digital services before going public, according to the...
Agentic AI for telecom: The rise of specialized agents for CX and service assurance...
Agentic AI success in telecom depends on the availability of meticulously curated, multi-domain data derived from network transactions and interactions
Agentic AI tops many telecom...