Search Results for: Open RAN
Dell’Oro: Mobile Core Networks +15% in 2025; Ookla: Global Reality Check on 5G SA and 5G Advanced in 2026
A recent Dell’Oro market research report estimates that 4G/5G Mobile Core Network (MCN) revenues rose 15% YoY in 2025, which was the fastest growth since 2014. For the first time, the 5G MCN market accounted for 50% share of the total MCN market. Editor’s Note: The 4G and 5G Non Standalone (NSA) mobile core network… Read more
Analysis & Economic Implications of AI adoption in China
Executive Summary: Visible signs of artificial intelligence adoption in China are everywhere. Consumers interact seamlessly with chatbots, livestream hosts promote algorithmically selected products, and recommendation engines exhibit an almost anticipatory understanding of user preferences. Yet, beyond these consumer-facing applications, a deeper and potentially more consequential transformation is unfolding. Across China’s retail and services sectors, AI… Read more
Analysis & Evaluation: HomeOfficeIQ™ within SmartHome™on the Calix Platform
Calix, Inc. today announced the launch of HomeOfficeIQ™, an advanced value-added service integrated within SmartHome™ on the Calix Platform. Designed to help broadband service providers strengthen subscriber retention and unlock new revenue opportunities, HomeOfficeIQ introduces intelligent cellular network failover functionality managed through CommandIQ®. This capability ensures uninterrupted connectivity for remote workers and households during network outages, extending resilience beyond the limits… Read more
Virtualization’s role in 5G Advanced (3GPP Release 18) and a proposed new hardware architecture
Disclaimer: The author used Google Gemini to provide research contained in this article. In a February 9, 2026 article, Ji-Yun Seol, Executive VP and Head of Product Strategy, Networks Business at Samsung, says: “The evolution from 5G to 5G-Advanced and 6G hinges on three interconnected pillars: virtualization for flexible networks, AI integration across all network layers,… Read more
Nvidia CEO Huang: AI is the largest infrastructure buildout in human history; AI Data Center CAPEX will generate new revenue streams for operators
Executive Summary: In a February 6, 2026 CNBC interview with with Scott Wapner, Nvidia CEO Jensen Huang [1.] characterized the current AI build‑out as “the largest infrastructure buildout in human history,” driven by exceptionally high demand for compute from hyperscalers and AI companies. “Through the roof” is how he described AI infrastructure spending. It’s a “once-in-a-generation… Read more
China’s telecom industry rapid growth in 2025 eludes Nokia and Ericsson as sales collapse
According to a Chinese government update, “Telecommunications business volume and revenue grew steadily, mobile internet access traffic maintained rapid growth, and the construction of network infrastructure such as 5G, gigabit optical networks, and the Internet of Things was further promoted.” Figure 1. Cumulative growth rate of telecommunications service revenue and total telecommunications service volume There… Read more
Analysis: Edge AI and Qualcomm’s AI Program for Innovators 2026 – APAC for startups to lead in AI innovation
Qualcomm is a strong believer in Edge AI as an enabler of faster, more secure, and energy-efficient processing directly on devices—rather than the cloud—unlocking real-time intelligence for industries like robotics and smart cities. In support of that vision, the fabless SoC company announced the official launch of its Qualcomm AI Program for Innovators (QAIPI) 2026… Read more
Analysis: SpaceX FCC filing to launch up to 1M LEO satellites for solar powered AI data centers in space
SpaceX has applied to the Federal Communications Commission (FCC) for permission to launch up to 1 million LEO satellites for a new solar-powered AI data center system in space. The private company, 40% owned by Elon Musk, envisions an orbital data center system with “unprecedented computing capacity” needed to run large-scale AI inference and applications for… Read more
Analysis: Ethernet gains on InfiniBand in data center connectivity market; White Box/ODM vendors top choice for AI hyperscalers
Disclaimer: The author used Perplexity.ai for the research in this article. …………………………………………………………………………………………………………….. Introduction: Ethernet is now the leader in “scale-out” AI networking. In 2023, InfiniBand held an ~80% share of the data center switch market. A little over two years later, Ethernet has overtaken it in data center switch and server port counts. Indeed, the… Read more
Huawei, Qualcomm, Samsung, and Ericsson Leading Patent Race in $15 Billion 5G Licensing Market
According to a new LexisNexis report, the 5G patent licensing market is now worth ~$15 billion a year. The report underscores that high-fidelity patent data has become a core business variable, with millions of dollars in annual licensing value potentially reallocated as courts, licensors, and implementers increasingly anchor negotiations, litigation strategy, and Fair, Reasonable, and Non-Discriminatory (FRAND)… Read more