Search Results for: Open RAN
Orange, Nokia, Nvidia, and Intel debate: ASICs vs. GPUs vs. General-Purpose CPUs for RAN Baseband Processing
For Orange CTO Laurent Leboucher, the main attraction of AI today lies in its potential to improve the efficiency of 5G radio access networks (RANs). That helps explain Orange’s recent collaboration with Nokia and Nvidia. Orange already deploys Nokia’s purpose-built 5G network equipment and software at mobile sites in France and other markets. Until recently,… Read more
Nokia’s AI Applications Study: “Physical AI” may require RAN redesign to support high‑volume, low‑latency uplink traffic
According to Nokia, AI-generated traffic in most mobile networks is at an early stage, with application maturity and adoption by consumers and enterprises only at the start of a broader AI super cycle. The Finland based company analyzed more than 50 AI applications and came to three conclusions: higher uplink traffic, overall data growth and… Read more
AI-RAN Reality Check: hype vs hesitation, shaky business case, no specific definition, no standards?
Introduction: The narrative surrounding “AI-RAN” — a term thrust into the spotlight by Nvidia — may have left many believing that boatloads of GPUs are already powering baseband compute in RAN equipment across the world’s seven million mobile sites. In truth, the reality is far more nascent. Among major RAN vendors, Nokia stands alone in… Read more
RAN Silicon Rethink- Part II; vRAN and General-Purpose Compute
Overview: The global Radio Access Network (RAN) market has experienced a significant decline, dropping by nearly $10 billion in annual product revenue between 2022 and 2024, from roughly $45 billion to about $35 billion by the end of last year (source: Omdia). The big 5 RAN equipment vendors (Huawei, Ericsson, Nokia, ZTE, and Samsung) are… Read more
Open Cosmos introduces global space-based LEO satellite service for IoT monitoring
Founded in 2015, UK headquartered Open Cosmos has introduced a new integrated satellite service that combines broadband, earth observation, and IoT capabilities to help organizations monitor critical infrastructure, protect environmental assets, and respond more rapidly to events. The company says the offering is unique in combining global IoT connectivity with real-time Earth observation data to… Read more
Will “AI at the Edge” transform telecom or be yet another telco monetization failure?
New Telco Opportunity – AI at the Edge: At MWC 2026 last week, there were a flurry of claims that “AI at the Edge” would transform the telecom industry. One of many examples is an article titled, “The AI edge boom is giving telecom a new strategic role.” In that piece, Jeff Aaron, vice president… Read more
AT&T and Ericsson boost Cloud RAN performance with AI-native software running on Intel Xeon 6 SoC
Overview: AT&T and Ericsson have completed a milestone Cloud RAN test by successfully demonstrating Ericsson’s AI-native Link Adaptation [1.] on a Cloud RAN stack powered by Intel Xeon 6 SoC. The test showed how artificial intelligence (AI) can improve spectral efficiency and network responsiveness in real-world conditions. Conducted over AT&T’s licensed frequency bands, the experiment was… Read more
NVIDIA and global telecom leaders to build 6G on open and secure AI-native platforms + Linux Foundation launches OCUDU
Executive Summary: NVIDIA today announced a strategic collaboration with a global coalition of industry leaders—including Nokia, Ericsson, T-Mobile, and Deutsche Telekom—to architect the next generation of AI-native wireless infrastructure. As we’ve noted many times, 6G/IMT 2030 will be AI-native and software-defined, enabling wireless networks to advance at the pace of innovation. 6G networks, built on AI-RAN architecture, will continuously… Read more
Ericsson goes with custom silicon (rather than Nvidia GPUs) for AI RAN
Ahead of MWC Barcelona 2026, Ericsson unveiled its initial suite of AI-RAN products at a pre-event briefing in London, emphasizing a strategy anchored in proprietary, purpose-built silicon to enhance radio access network (RAN) performance. While the wireless industry is finally moving to virtualized/cloud RAN utilizing general-purpose processors from Intel, Ericsson is defending its continued investment… Read more
Dell’Oro: RAN Market Stabilized in 2025 with 1% CAG forecast over next 5 years; Opinion on AI RAN, 5G Advanced, 6G RAN/Core risks
A recently published report from Dell’Oro Group reveals that the Radio Access Network (RAN) market ended the year on a stable note, with stronger than typical 3Q to 4Q seasonality. Fourth-quarter results were consistent with the broader stabilization trend that shaped the RAN market throughout the year, resulting in stable revenue trends for the full… Read more