Search Results for: Open RAN
How NTIA “Call to Action for 6G Leadership and Security” might influence 6G/IMT-2030 standards and 3GPP specifications
Introduction: The U.S. National Telecommunications and Information Administration (NTIA) has launched the “Call to Action for 6G Leadership and Security,” a multilateral initiative uniting more than 20 like-minded governments to coordinate on a shared vision for open, interoperable, secure, and resilient 6G networks. While politically significant, the effort operates alongside—not in place of—the established technical… Read more
Analysis: Cell Tower Companies (towercos) & market forecast with small cells in the lead
Over the last few years, mobile network operators all over the world generated cash to fund their 5G buildouts by selling cell towers [1.]. Private equity has also entered the market in this period, and consolidation is expected to continue. There are hundreds of smaller tower companies that could be aggregated into a company that… Read more
Highlights and Analysis of July 30th U.S. Senate hearing on AI and telecommunications
Disclaimer: Perplexity.ai was used for research used to generate this article. ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….. Introduction: Today, U.S. Senator Deb Fischer (R-Neb), Chairman of the Senate Commerce Subcommittee on Telecommunications and Media, convened a hearing examining how artificial intelligence (AI) is transforming telecommunications networks and how the technology can enhance services across America. Titled “Intelligent Networks: Powering Artificial… Read more
Dell’Oro: Telecom carriers are on a 5G SA spending spree with more to come
Dell’Oro Group, says that telecom wireless carriers have spent 208% more on 5G Standalone (SA) than they had on 4G Core functions at the same point in the technology’s lifecycle. However, 5G Mobile Core Network revenue growth is expected to slow over the next two years, as carriers put off transformation projects due to elevated… Read more
Amazon Leo plans to deploy 5,105 D2D to interoperate with Apple devices
Executive Summary: Amazon Leo, the #1 competitor to SpaceX’s Starlink for LEO satellite internet, is proposing a new Direct to Device (D2D) constellation comprising 5,105 low-Earth orbit (LEO) satellites that will work in concert with satellites Amazon is acquiring from Globalstar. Amazon Leo has disclosed additional technical and regulatory detail on its proposed global direct‑to‑device… Read more
Cheap Chinese AI Models: Unappreciated Threat to U.S. Hyperscaler AI Dominance
Introduction: IEEE Techblog readers are keenly aware of the stupendous AI capex that has eliminated most hyperscaler free cash flow. There’s also the ROI question when there’s no “killer app” or a clear way to monetize AI services. And let’s not forget issues like: the competition for AI benchmark bragging rights. price per token, rack… Read more
Hyperscaler AI Race: Soaring Capex Wipes Out Free Cash Flow; AGI and Digital Gods
The tsunami wave of generative AI investment is now facing intense scrutiny due to an unsustainable imbalance between massive capital expenditure (capex) and negligible return on investment (ROI). Despite unprecedented infrastructure spending (mostly for AI Data Center buildouts), the sector has yet to deliver a definitive “killer app” or high-utility enterprise software capable of generating… Read more
5G infrastructure moves from coverage and speeds to cloud-native, orchestration, automation and AI-assisted networks
The most meaningful 5G infrastructure theme this week is the continued shift toward 5G standalone (SA), cloud-native, and AI-assisted networks. Recent news coverage shows that network operators and vendors pushing 5G SA expansion, automation, and 5G private-network use cases, alongside funding and buildout activity in fiber and rural transport that support 5G subscriber coverage and… Read more
Verizon’s $1 Billion Google Dark Fiber Deal Highlights Importance of Optical Networks
Executive Summary: Verizon CEO Dan Schulman said on Friday the company had secured a more-than-$1 billion dark fiber agreement with Google. It underscores how hyperscale AI growth is elevating dark fiber, route diversity, and high-capacity optical engineering into core industry priorities and is evidence that the network layer is becoming a central enabler of AI-scale… Read more
Autonomous customer experience required for AI-Native 6G and distributed intelligence at the network edge
Executive Sumary: Communications service providers (CSPs) have historically competed on network-centric KPIs—coverage, capacity, reliability, and price—anchored in 3GPP performance and management frameworks (e.g., TS 28-series, TS 23.501 QoS models). However, these metrics alone are no longer sufficient to sustain differentiation in increasingly saturated and capital-intensive markets, according to Chantel Cary, Product Marketing Senior Manager at… Read more