Search Results for: Open RAN
Nvidia AI-RAN survey results; AI inferencing as a reinvention of edge computing?
An increasing focus on deploying AI into radio access networks (RANs) was among the key findings of NVIDIA’s third annual “State of AI in Telecommunications” survey of 450 telecom professionals, as more than a third of respondents indicated they’re investing or planning to invest in AI-RAN. The survey polled more than 450 telecommunications professionals worldwide,… Read more
Omdia: Huawei increases global RAN market share due to China hegemony
Due to China’s enormous mobile network market (where foreign vendors are mostly shut out), Huawei remained the world’s largest vendor of radio access network (RAN) equipment – a market worth about $35 billion last year – according to Omdia (an Informa owned company). In 2023, the Chinese behemoth had a 31.3% share of the global… Read more
Network equipment vendors increase R&D; shift focus as 0% RAN market growth forecast for next 5 years!
In 2024, Ericsson’s R&D spending was SEK53.5 billion ($4.8 billion). “It is our firm commitment to really ensure that we have capacity to do the investments in R&D over time,” said Lars Sandström, Ericsson’s chief financial officer. “I think that has been the guiding star for the company for quite some years and I think,… Read more
Rakuten Mobile partners with NTIA for commercial deployment of Open Radio Units in the U.S.
Rakuten Mobile today announced it will support the commercial deployment of open radio units (RUs) developed by U.S.-based vendors, as part of the National Telecommunications and Information Administration’s (NTIA) project to advance Open RAN development with funding by the Public Wireless Supply Chain Innovation Fund. Rakuten Mobile has already built a nationwide mobile network based… Read more
Challengers & Leaders in Gartner’s Magic Quadrant for 4G and 5G Private Mobile Network Services?
Here’s the chart from the Gartner report: This author is astonished and perplexed that Gartner lumped service providers, network equipment makers and systems integrators into the same set of leaders and challengers. That’s like comparing apples to oranges to pineapples? Steve Saunders strongly criticized the report, noting that “Five companies lead the private 5G network… Read more
The case for and against AI-RAN technology using Nvidia or AMD GPUs
Nvidia is proposing a new approach to telco networks dubbed “AI radio access network (AI-RAN).” The GPU king says: “Traditional CPU or ASIC-based RAN systems are designed only for RAN use and cannot process AI traffic today. AI-RAN enables a common GPU-based infrastructure that can run both wireless and AI workloads concurrently, turning networks from… Read more
Nokia and Eolo deploy 5G SA mmWave “Cloud RAN” network
Nokia and Finnish telco and digital service provider Eolo have deployed what they claim is Europe’s first 5G standalone mmWave network, which they call a “5G Cloud RAN.” Nokia’s Cloud RAN solution ready for commercial deployment following a successful deployment with Elisa in Espoo, Finland powered by Red Hat OpenShift Cloud RAN supports Elisa’s efforts… Read more
Telco spending on RAN infrastructure continues to decline as does mobile traffic growth
Telco spending on radio access network (RAN) infrastructure, which is the largest share of capex, has dropped sharply in the last couple of years. It fell 11% in 2023, to about $40 billion, according to Informa owned market research firm Omdia (see References below for Dell’Oro’s numbers). For 2024, Omdia predicts another decline of between… Read more
Reuters & Bloomberg: OpenAI to design “inference AI” chip with Broadcom and TSMC
Bloomberg reports that OpenAI, the fast-growing company behind ChatGPT, is working with Broadcom Inc. to develop a new artificial intelligence chip specifically focused on running AI models after they’ve been trained, according to two people familiar with the matter. The two companies are also consulting with Taiwan Semiconductor Manufacturing Company(TSMC) the world’s largest chip contract manufacturer. OpenAI… Read more
Dell’Oro: Private RAN revenue declines slightly, but still doing relatively better than public RAN and WLAN markets
Dell’Oro Group reports that Private Wireless Radio Access Network (RAN) revenue growth slowed slightly in the second quarter on a year-over-year basis relative to the ~40 percent increase in 2023. Still, the tapering is in line with expectations and private wireless is performing significantly better on a relative basis than both public RAN and enterprise… Read more