Search Results for: Open RAN
Dell’Oro: Global telecom capex increased ~5% YoY; other reports show uneven telco capex
According to a recently published report from Dell’Oro Group, worldwide telecom capex increased about 5% year-over-year (YoY) in the first half of 2026. The stronger-than-expected start to the year follows several years of declining investment and marks an improvement relative to expectations at the beginning of 2026. Telecom equipment trends remain closely aligned with capex…. Read more
SpaceX Moves to Acquire Nationwide 800 MHz Spectrum for Starlink Mobile D2D Service
Introduction: SpaceX announced an agreement on Thursday to acquire Grain Management’s nationwide 800 MHz spectrum portfolio, expanding the spectrum resources available for its Starlink Mobile direct satellite-to-device (D2D) service [1.]. The transaction would give SpaceX a low-band complement to its existing global 2 GHz mid-band spectrum holdings and strengthen its position as a potential competitor… Read more
ITU-R WP5D & 3GPP work schedules for development of IMT-2030 terrestrial radio interface (RIT/SRIT) recommendations
Explanation: This post is an update of an IEEE Techblog published October 20, 2025. It also includes the 3GPP Release 21 timeline, which was previously published (see References below). This author expects that the proposed IMT 2030 RIT/SRIT specs submitted will be primarily from 3GPP (contributed to ITU-R WP5D by ATIS). However, any ITU member… Read more
Warning: 6G core network must not repeat the 5G SA 3GPP architecture specs vs lack of interoperable standards
Introduction: As the global telecom ecosystem pivots from 5G/IMT 2020 towards normative studies for IMT-2030 (6G) in 3GPP Release 20 and Release 21, the air interface (IMT 2030 RIT/SRITs forthcoming recommendation) naturally commands the spotlight. Discussions are dominated by IMT 2030 Technical Performance Requirements like sub-millisecond latencies, Integrated Sensing and Communication (ISAC), and AI-native physical… Read more
Huawei–Qualcomm Patent Deal: a reset for 5G, AI, and Networked Computing IP
Executive Summary: On October 5th, Huawei and Qualcomm announced a multi-year, broad patent-license agreement spanning 5G, computing, artificial intelligence, and networking. The agreement provides cross-licenses to the two companies’ patent portfolios and includes Qualcomm’s purchase of certain Huawei U.S. patents in computing, AI, networking, and unspecified additional technical fields. Closing remains subject to required regulatory… Read more
AI Debt Wave Implications: Higher interest rates with enormous AI sales required for ROI
Executive Summary: Artificial Intelligence (AI) debt fueled infrastructure buildouts have become a broad fixed-income-market supply shock. The Wall Street Journal reports that 49% of new investment-grade bond issuance year to date in 2026 has been AI-linked—a figure that underscores how the financing of data centers, compute infrastructure and supporting power systems is reshaping bond market… Read more
China’s 2030 ICT Plan focus: 50G-PON, AI Traffic and Satellite–Terrestrial Networks
Executive Summary: China’s Ministry of Industry and Information Technology (MIIT) has issued its 15th Five-Year Plan for the Development of the Information and Communication Industry, setting a 2030 target for a next-generation communications infrastructure with nationwide coverage, high performance, and a foundation for the sector’s broader modernization by 2035. The plan sets several quantitative goals for… Read more
Broadcom lending Anthropic up to $42 billion in yet another AI circular financing deal
Backgrounder: According to Reuters, which obtained Anthropic’s IPO prospectus, the Big Tech giants are depicted in multiple ways in the IPO filing- as distribution partners, financial backers, computer suppliers, and competitors, all at once. They uncovered the clearest view yet of how circular the AI world really is, and how much an AI lab’s success depends on the… Read more
Telcos don’t have an AI problem; they have a voice estate visibility problem
By Satish Barot, Co-founder and CTO, Klearcom with Shazia Hasnie AI is increasing telecom interdependence This author has spent around twenty years building telephony products, and the last few watching what happens when AI gets added to them. The models are usually fine, but the voice estates around them are not. Explanation: The voice estate… Read more
Bain & Co: AI Infrastructure Buildout Will Require $6 Trillion Revenue by 2031 to Support Massive CAPEX
Introduction: Bain & Company estimates that the AI industry will need to generate approximately $6 trillion in annual revenue by 2031 to support the capital intensity (CAPEX) of the global AI infrastructure buildout, including investment in data centers, accelerated computing, memory, networking and power systems. In its latest technology report, released September 29th, Bain projects that… Read more