Search Results for: Open RAN
Rakuten Mobile partners with NTIA for commercial deployment of Open Radio Units in the U.S.
Rakuten Mobile today announced it will support the commercial deployment of open radio units (RUs) developed by U.S.-based vendors, as part of the National Telecommunications and Information Administration’s (NTIA) project to advance Open RAN development with funding by the Public Wireless Supply Chain Innovation Fund. Rakuten Mobile has already built a nationwide mobile network based… Read more
Challengers & Leaders in Gartner’s Magic Quadrant for 4G and 5G Private Mobile Network Services?
Here’s the chart from the Gartner report: This author is astonished and perplexed that Gartner lumped service providers, network equipment makers and systems integrators into the same set of leaders and challengers. That’s like comparing apples to oranges to pineapples? Steve Saunders strongly criticized the report, noting that “Five companies lead the private 5G network… Read more
The case for and against AI-RAN technology using Nvidia or AMD GPUs
Nvidia is proposing a new approach to telco networks dubbed “AI radio access network (AI-RAN).” The GPU king says: “Traditional CPU or ASIC-based RAN systems are designed only for RAN use and cannot process AI traffic today. AI-RAN enables a common GPU-based infrastructure that can run both wireless and AI workloads concurrently, turning networks from… Read more
Nokia and Eolo deploy 5G SA mmWave “Cloud RAN” network
Nokia and Finnish telco and digital service provider Eolo have deployed what they claim is Europe’s first 5G standalone mmWave network, which they call a “5G Cloud RAN.” Nokia’s Cloud RAN solution ready for commercial deployment following a successful deployment with Elisa in Espoo, Finland powered by Red Hat OpenShift Cloud RAN supports Elisa’s efforts… Read more
Telco spending on RAN infrastructure continues to decline as does mobile traffic growth
Telco spending on radio access network (RAN) infrastructure, which is the largest share of capex, has dropped sharply in the last couple of years. It fell 11% in 2023, to about $40 billion, according to Informa owned market research firm Omdia (see References below for Dell’Oro’s numbers). For 2024, Omdia predicts another decline of between… Read more
Reuters & Bloomberg: OpenAI to design “inference AI” chip with Broadcom and TSMC
Bloomberg reports that OpenAI, the fast-growing company behind ChatGPT, is working with Broadcom Inc. to develop a new artificial intelligence chip specifically focused on running AI models after they’ve been trained, according to two people familiar with the matter. The two companies are also consulting with Taiwan Semiconductor Manufacturing Company(TSMC) the world’s largest chip contract manufacturer. OpenAI… Read more
Dell’Oro: Private RAN revenue declines slightly, but still doing relatively better than public RAN and WLAN markets
Dell’Oro Group reports that Private Wireless Radio Access Network (RAN) revenue growth slowed slightly in the second quarter on a year-over-year basis relative to the ~40 percent increase in 2023. Still, the tapering is in line with expectations and private wireless is performing significantly better on a relative basis than both public RAN and enterprise… Read more
AI RAN Alliance selects Alex Choi as Chairman
Backgrounder: The AI RAN Alliance, formed earlier this year, is a groundbreaking collaboration aimed at revolutionizing the RAN industry. Partnering with tech giants, the goal is to transform traditional Radio Access Networks (RANs) into intelligent, self-optimizing systems using advanced AI technologies. Their website states: Bringing together the technology industry leaders and academic institutions, the AI-RAN… Read more
Highlights of Dell’Oro’s 5-year RAN forecast
Market conditions remain challenging for the broader RAN market. Following the 40% to 50% ramp between 2017 and 2021, the RAN market has been declining since then. These trends are expected to prevail throughout the forecast period. However, the pace of the decline should moderate somewhat after 2024. “It is not a surprise that there… Read more
Analysts: Telco CAPEX crash looks to continue: mobile core network, RAN, and optical all expected to decline
Dell’Oro has just cut its outlook for mobile core spending for the fifth consecutive time. Not a single operator has adopted 5G SA this year. “It bears repeating, this is the fifth consecutive time we have reduced the growth rate of the MCN market as the build-out of 5G SA networks continue to wane compared to… Read more