Search Results for: Open RAN
AI Debt Wave Implications: Higher interest rates with enormous AI sales required for ROI
Executive Summary: Artificial Intelligence (AI) debt fueled infrastructure buildouts have become a broad fixed-income-market supply shock. The Wall Street Journal reports that 49% of new investment-grade bond issuance year to date in 2026 has been AI-linked—a figure that underscores how the financing of data centers, compute infrastructure and supporting power systems is reshaping bond market… Read more
China’s 2030 ICT Plan focus: 50G-PON, AI Traffic and Satellite–Terrestrial Networks
Executive Summary: China’s Ministry of Industry and Information Technology (MIIT) has issued its 15th Five-Year Plan for the Development of the Information and Communication Industry, setting a 2030 target for a next-generation communications infrastructure with nationwide coverage, high performance, and a foundation for the sector’s broader modernization by 2035. The plan sets several quantitative goals for… Read more
Broadcom lending Anthropic up to $42 billion in yet another AI circular financing deal
Backgrounder: According to Reuters, which obtained Anthropic’s IPO prospectus, the Big Tech giants are depicted in multiple ways in the IPO filing- as distribution partners, financial backers, computer suppliers, and competitors, all at once. They uncovered the clearest view yet of how circular the AI world really is, and how much an AI lab’s success depends on the… Read more
Telcos don’t have an AI problem; they have a voice estate visibility problem
By Satish Barot, Co-founder and CTO, Klearcom with Shazia Hasnie AI is increasing telecom interdependence This author has spent around twenty years building telephony products, and the last few watching what happens when AI gets added to them. The models are usually fine, but the voice estates around them are not. Explanation: The voice estate… Read more
Bain & Co: AI Infrastructure Buildout Will Require $6 Trillion Revenue by 2031 to Support Massive CAPEX
Introduction: Bain & Company estimates that the AI industry will need to generate approximately $6 trillion in annual revenue by 2031 to support the capital intensity (CAPEX) of the global AI infrastructure buildout, including investment in data centers, accelerated computing, memory, networking and power systems. In its latest technology report, released September 29th, Bain projects that… Read more
Meta’s Petal Subsea Cable to Bring Petabit-Class Optics to the Atlantic
Executive Summary: Meta has announced Petal, a 7,000-km subsea cable connecting the U.S. and France that is designed to carry 1 petabit per second, or 1,000 Tbps, which is roughly twice the capacity Meta attributes to the current top transoceanic systems. If delivered as announced, it would be the first ocean-spanning subsea system engineered… Read more
Ericsson signs MoU’s with Murata and Sumitomo to progress next-gen mobile network infrastructure
Introduction: Ericsson has signed separate memoranda of understanding with Murata Manufacturing and Sumitomo Electric Industries to investigate component, radio, and network technologies for next-generation mobile infrastructure. The collaborations are intended to link Japanese component and materials expertise with Ericsson’s RAN and system-integration capabilities, with an emphasis on technologies that could improve radio-network performance, lower energy… Read more
Google’s Project Suncatcher: Satellite Orbit Validation of AI Accelerator Compute and Thermal Management
Executive Summary: On Thursday, October 1st, Google plans to launch an experimental satellite designed to assess whether AI inference workloads can operate correctly in low Earth orbit. The spacecraft, designated MVP, is a technology demonstrator for Project Suncatcher, Google’s research initiative exploring space-based, solar-powered AI infrastructure. Last month, technicians in protective suits and hairnets inspected, handled… Read more
China Mobile and Huawei Turn High-Speed Railway 5G-A into a Premium Service
Introduction: China Mobile may have found a credible way to monetize 5G which has been one of the most persistent commercial problems for mobile network operators. The China state backed carrier aims to turn a 5G Advanced network into a consumer service Chinese people will pay for. On China’s Beijing–Shanghai high-speed railway, where trains operate at… Read more
Verizon offers free online AI training tailored to your interests!
Verizon has launched an online portal that curates AI training content from several tech giants, including IBM, Google, Microsoft, Anthropic, OpenAI, and online course provider Coursera. The U.S.’ largest wireless carrier by subscriber count says that the type of courses on offer normally cost in the region of $700 per year, but it is making… Read more