Search Results for: Open RAN
AI risks and backlash increase; Recap of the circular loop of fake AI profits and hyperscaler markups of private AI companies
The Artificial Intelligence (AI) boom has continued to drive much of the U.S. economy, stock market and psychology this year. It supposedly has generated tremendous profits for tech companies, but as we’ve previously explained, almost all of those profits are fake, mostly due to two factors: Hyperscaler markups (“other income”) for the private AI companies,… Read more
Google’s TPU Business Outpaces Rivals as Hyperscalers Accelerate Custom AI Silicon Strategies
Executive Summary: Google parent Alphabet’s emerging business of selling artificial intelligence (AI) accelerator chips is twice as large as a cloud computing rival, Google executive Thomas Kurian claimed Tuesday at a Goldman Sachs investors conference. On July 22, Google reported second-quarter cloud-computing revenue of $24.77 billion, up 82% year over year, driven by artificial intelligence… Read more
European network operators in talks to form consortium to bid for EU satellite spectrum and provide D2M service
Introduction: Four of Europe’s largest mobile network operators—Deutsche Telekom, Orange, Vodafone Group, and Telefónica—are in preliminary discussions to form a consortium that would jointly bid for EU-reserved satellite spectrum and launch a direct-to-mobile (D2M) service, according to a Bloomberg report cited by Reuters and other news outlets. The EU’s planned 2 GHz mobile-satellite service (MSS)… Read more
Mid‑2026 U.S. Carrier Ethernet Market: VSG Leaderboard, Standards, Service Mix and RFPs
Executive Summary: Vertical Systems Group’s (VSG’s) mid‑2026 U.S. Carrier Ethernet LEADERBOARD ranks providers by retail port share as of June 30, 2026. Seven network operators met the 4% threshold for Leaderboard status: AT&T; Verizon (including Frontier); Lumen; Spectrum Business; Comcast Business; Zayo (including Crown Castle); and Cox Business. Verizon’s acquisition of Frontier significantly expanded its… Read more
AI Compute Has a Switchboard Problem: Orchestration & Data Center Fabric Explained
by Gaurav Sharma with Alan J Weissberger Introduction: Anthropic [1.] earned more revenue in the second quarter of 2026 than it did in all of 2025. The Claude AI maker company raked in $11.5 billion between April and June 2026, up from $787 million in the year-earlier quarter, $4.73 billion in Q1-2026 and up from… Read more
Structured Error Analysis: The Missing Pre-Deployment Step for Machine Learning in Telecom Operations
By Priyank Jain with Alan J Weissberger Introduction: Machine learning now sits inside telecom operations. Models predict equipment failures before they become outages, forecast traffic for capacity planning, flag telemetry anomalies, and estimate quality of experience from indirect signals—decisions that carry real financial weight. Yet most teams still approve a model for deployment on a… Read more
Google Cloud and Verizon Expand Strategic Partnership to Scale Enterprise AI and Autonomous Network Operations
Executive Summary: Google Cloud and Verizon have announced a new strategic partnership agreement to deploy full-stack AI across the carrier’s customer experience, network operations, marketing, and enterprise data platforms — a step that signals how deeply hyperscaler AI infrastructure is now embedded in the telco operating model. By integrating Google Cloud’s advanced data infrastructure and… Read more
Omdia: LEO Satellite IoT to grow at 88.6% CAGR; comparison with other forecasts
New market research from Omdia reveals that satellite IoT is entering a period of rapid expansion, with connections projected to grow from 7.7 million in 2023 to 197.7 million by 2035, representing a compound annual growth rate (CAGR) of 31%. Low Earth Orbit (LEO) satellite IoT connections are projected to grow at a CAGR of… 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
Suggestions from IEEE Techblog Team and Qwoted “Experts” – How to Revitalize IEEE
In preparation for an IEEE Town Hall Meeting, 2pm-5pm Sept 26th at SCU library, I put out a request to the IEEE Techblog Team and to Qwoted “experts” to offer suggestions on how to revitalize IEEE. Event notice will be posted as soon as the participants are finalized. Here are the suggestions from the Team… Read more