Search Results for: China 5G
Telecom Equipment Market Extends Recovery as AI Infrastructure Spending Accelerates
Executive Summary: Global telecom equipment revenues have been in a state of steady decline until last year. While there was an increase in spending for 5G FWA & 5G SA core networks, the main revenue driver was strong growth in fiber-optic-based network gear needed for connectivity inside and between AI data centers. Market research firm… Read more
FCC plans 6G spectrum auctions before IMT 2030 frequencies have been identified and without a 6G frequency arrangement standard
Executive Summary: Federal Communications Commission (FCC) Chairman Brendan Carr said Wednesday that a series of planned wireless-spectrum auctions could generate more than $100 billion in proceeds over the next several years. In July, the FCC voted to conduct a 2027 auction of 160 megahertz of mid-band spectrum in the Upper C-Band (3.98–4.2 GHz), creating a contiguous… Read more
Huawei’s Ascend Silicon Roadmap Extends From AI Chips to Cluster-Scale Infrastructure
Note: Perplexity.ai was use to research this article. …………………………………………………………………………………….. Executive Summary: Huawei is accelerating development of an indigenous AI-computing platform intended to reduce China’s reliance on U.S.-supplied accelerators, networking technologies, and associated software ecosystems. The effort aligns with the company’s stated strategy of becoming a full-stack supplier of AI-era computing and connectivity infrastructure—rather than primarily… Read more
4.8 GHz to 4.9 GHz frequency band uses & Verizon Wireless experimental license for testing ISAC with Ericsson
Introduction: The 4.8 GHz to 4.9 GHz frequency band is a critical slice of mid-band spectrum located within the larger IEEE C-band (4.0 to 8.0 GHz) and the ITU Ultra High Frequency (UHF)/Super High Frequency (SHF) boundary. It is currently used primarily for public safety operations (especially the 4.9 GHz portion allocated to FirstNet for drone… Read more
Huawei Chairman: Strategic Focus on AI Computing & Connectivity Infrastructure
Note: Perplexity.ai was use to research this article. According to Chairman Guo Ping, Huawei aims to position itself as a full-stack provider of AI-era computing and connectivity infrastructure—effectively a Chinese counterpart to Nvidia in the infrastructure layer rather than in foundation-model development. In remarks posted to Huawei’s internal Xinsheng bulletin board, Guo told a group of… Read more
Bain: AI to greatly increase network operator expenses; network re-engineering needed!
Introduction by Bain: “Over the next three to five years, the operating cost structure used by telecom operators is likely to undergo one of the most significant shifts in decades. As AI agents become embedded across customer care, network operations, software engineering, and enterprise functions, tokens will account for a growing share of operating expenditures.”… Read more
After Bell Labs: Telecom Industry Funds Only a Fraction of the Innovation Needed
Many telecom analysts have noted former Bell Labs CTO and President Marcus Weldon scathing linkedin post, sharply criticizing deep staff cuts and warnings of “erasure” at the iconic research division. Weldon said he believes Bell Labs staffing has been cut to nearly half of the 1,200 strong workforce that was in place during his tenure… Read more
2026 TPI Aspen Forum: challenges and risks of scaling AI, managing power infrastructure and permitting
The 2026 TPI Aspen Forum, hosted by the Technology Policy Institute from August 16–18 at the St. Regis Aspen Resort in Aspen, Colorado, placed a heavy focus on the intersections of artificial intelligence (AI), regulatory strain, and the massive energy demands driving the next phase of tech development. Furthermore, panelists warned that the immense power… Read more
Dell’Oro: Enterprise PON Deployments expected to increase 844% year-over-year
According to a new Dell’Oro Group report, “PON in the Data Center and Premise Advanced Research Report“ recently published, total 2026 Data Center PON equipment revenues are expected to increase 844% year-over-year (Y/Y), driven by hyperscalers looking to use the point-to-multipoint technologies to reduce the cabling and power consumption requirements of their out-of-band management networks…. Read more
Ookla: U.S. dominates global WiFi 7 while adoption grew 4X to 7.2% by Q1-2026
Introduction: According to Ookla’s new WiFi report, cablecos Spectrum (Charter) is the largest Wi-Fi 7 provider in the world! WiFi 7 is actually IEEE 802.11be, also known as Extremely High Throughput (EHT). Following Ookla’s recent report on The Global State of Wi-Fi , this article focuses on the U.S. and updates last year’s Wi-Fi 7 Speeds Up in… Read more