Search Results for: Open RAN
Big tech spending on AI data centers and infrastructure vs the fiber optic buildout during the dot-com boom (& bust)
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second… Read more
Verizon’s 6G Innovation Forum joins a crowded list of 6G efforts that may conflict with 3GPP and ITU-R IMT-2030 work
Verizon has established a 6G Innovation Forum with a group of companies to drive innovation and enabling the 6G era. Verizon’s future-forward initiative is uniting key players across the technology ecosystem, including leading network vendors Ericsson, Samsung Electronics, and Nokia; and device and chipset innovators Meta, and Qualcomm Technologies, Inc., in the early stages of… Read more
Ciena to acquire Nubis Communications for high performance optical and electrical interconnects to support AI workloads
New Ciena Acquisition: Today, Ciena announced it will acquire electronics startup Nubis Communications, a privately-held company headquartered in New Providence, New Jersey for $270 million. Nubis specializes in high-performance, ultra-compact, low-power optical and electrical interconnects tailored to support AI workloads. The Nubis acquisition will give Ciena access to technology that supports a wider range of data… Read more
AI Data Center Boom Carries Huge Default and Demand Risks
“How does the digital economy exist?” asked John Medina, a senior vice president at Moody’s, who specializes in assessing infrastructure investments. “It exists on data centers.” New investments in data centers to power Artificial Intelligence (AI) are projected to reach $3 trillion to $4 trillion by 2030, according to Nvidia. Other estimates suggest the investment needed… Read more
Deutsche Telekom selects Iridium for NB-IoT direct-to-device (D2D) connectivity
Low Earth orbit (LEO) satellite operator Iridium Communications Inc announced a new partnership with Deutsche Telekom to deliver global connectivity to their customers through the Iridium NTN DirectSM service. Deutsche Telekom will gain roaming access to Iridium’s forthcoming 3GPP 5G NTN specification-based service, providing NB-IoT direct-to-device (D2D) connectivity that will keep customers, and their assets, connected from… Read more
Nokia & Deutsche Bahn deploy world’s first 1900 MHz 5G radio network meeting FRMCS requirements
Nokia and Deutsche Bahn (Germany’s national railway company), today announced they have deployed the first commercial 1900 MHz 5G railway network with a 5G SA core. The new network meets Future Railway Mobile Communication System (FRMCS) requirements by supporting automated, resilient rail operations. The rollout marks a transition away from legacy GSM-R [1.], adding self-healing, failover,… Read more
Highlights of Nokia’s Smart Factory in Oulu, Finland for 5G and 6G innovation
Nokia has opened a Smart Factory in Oulu, Finland, for 5G/6G design, manufacturing, and testing, integrating AI technologies and Industry 4.0 applications. It brings ~3,000 staff under one roof and is positioned as Europe’s flagship site for radio access (RAN) innovation. The Oulu campus will initially focus on 5G, including: Standardization, System-on Chips as well… Read more
Ookla: Global performance of Apple’s in-house designed C1 modem in iPhone 16e
Apple designed the C1 modem entirely in-house [1.] as part of its Apple Silicon efforts, a significant move to reduce its reliance on external vendors like Qualcomm. The C1 modem is featured in the iPhone 16e and is manufactured by TSMC, which produces the chip on 4nm and 7nm process nodes. The C1 modem supports… Read more
Will the wave of AI generated user-to/from-network traffic increase spectacularly as Cisco and Nokia predict?
Network operators are bracing themselves for a wave of AI traffic, partially based on a RtBrick survey, as well as forecasts by Cisco and Nokia, but that hasn’t happened yet. The heavy AI traffic today is East to West (or vice-versa) within cloud resident AI data centers and for AI data center interconnects. 1. Cisco… Read more
Hyperscaler design of networking equipment with ODM partners
Networking equipment for hyperscalers like Google, Amazon, Microsoft, Oracle, Meta, and others is a mix of in‑house engineering and partnerships with specialized vendors. These companies operate at such massive scale to design their own switches, routers, and interconnects — but rely on Original Design Manufacturers (ODMs) and network silicon providers to build them. In‑House Networking… Read more