Search Results for: Open RAN
Private 5G’s Business Model Shifts: Ericsson’s Move Signals a Market Reset
Following in the footsteps of Nokia’s sale of its Enterprise Campus Edge (ECE) business to AURELIUS, Ericsson is dissolving its Enterprise Wireless Solutions business as a standalone business unit, while retaining its portfolio. Neutral-host solutions and Ericsson Private 5G will move into Business Area Networks, where management expects greater R&D scale and a faster route to… Read more
Analysis: KT’s 800 Gbps “AI-Dedicated Lines” for AI Data-Center Interconnects
Introduction: KT has launched an “AI-dedicated line service” offering 400 Gbps and 800 Gbps connectivity, raising its prior enterprise dedicated-line ceiling from roughly 100 Gbps to as much as 800 Gbps—an eightfold increase in available transport capacity. The service targets high-volume, latency-sensitive traffic between geographically distributed AI data centers (AI-DCs), including training-data movement, checkpointing, distributed… Read more
2026 OCP Summit: Full-Stack AI Networking Silicon from Nvidia/Cisco and Broadcom; Ethernet vs InfiniBand Interconnects
Executive Summary: At the 2026 Open Compute Project (OCP) Global Summit in San Jose, CA this week, the multi-vendor push for open, gigawatt-scale AI networks reached a critical tipping point as Cisco and Broadcom deployed massive 102.4 Tbps Ethernet fabrics to challenge Nvidia’s proprietary grip. These and other networking silicon companies are responding to what… Read more
Nokia’s ECE Divestiture: Impact on Private 5G Market & Disaggregation
Executive Summary: On October 13th, Nokia said it will sell its Enterprise Campus Edge (ECE) business to AURELIUS, a private-equity investor focused on corporate carve-outs. The planned transaction is expected to close in the first half of 2027, subject to customary closing conditions. Financial terms were not disclosed. ECE is a substantial part of Nokia’s enterprise… Read more
Perspective & Analysis of ITU-R Workshop on IMT-2030 (6G) terrestrial radio interfaces: February 10, 2027 in Geneva, Switzerland
Executive Summary: ITU-R WP 5D will hold a one-day IMT‑2030 Workshop in February 2027 during its 54th meeting (February 9-18, 2027 in Geneva, Switzerland). The tentative date of the workshop is February 10, 2027. There will be presentations from independent evaluation groups, potential IMT-2030 terrestrial radio interface technology proponents, and WP 5D experts explaining the… Read more
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