Search Results for: Open RAN
Huawei’s Ascend Silicon Roadmap Extends From AI Chips to Cluster-Scale Infrastructure
Note: Perplexity.ai was use to research this article. …………………………………………………………………………………….. Executive Summary: Huawei is accelerating development of an indigenous AI-computing platform intended to reduce China’s reliance on U.S.-supplied accelerators, networking technologies, and associated software ecosystems. The effort aligns with the company’s stated strategy of becoming a full-stack supplier of AI-era computing and connectivity infrastructure—rather than primarily… Read more
4.8 GHz to 4.9 GHz frequency band uses & Verizon Wireless experimental license for testing ISAC with Ericsson
Introduction: The 4.8 GHz to 4.9 GHz frequency band is a critical slice of mid-band spectrum located within the larger IEEE C-band (4.0 to 8.0 GHz) and the ITU Ultra High Frequency (UHF)/Super High Frequency (SHF) boundary. It is currently used primarily for public safety operations (especially the 4.9 GHz portion allocated to FirstNet for drone… Read more
Huawei Chairman: Strategic Focus on AI Computing & Connectivity Infrastructure
Note: Perplexity.ai was use to research this article. According to Chairman Guo Ping, Huawei aims to position itself as a full-stack provider of AI-era computing and connectivity infrastructure—effectively a Chinese counterpart to Nvidia in the infrastructure layer rather than in foundation-model development. In remarks posted to Huawei’s internal Xinsheng bulletin board, Guo told a group of… Read more
Bain: AI to greatly increase network operator expenses; network re-engineering needed!
Introduction by Bain: “Over the next three to five years, the operating cost structure used by telecom operators is likely to undergo one of the most significant shifts in decades. As AI agents become embedded across customer care, network operations, software engineering, and enterprise functions, tokens will account for a growing share of operating expenditures.”… Read more
Key take-aways: “16th Smart City and Intelligent Economy Expo” for Huawei, Alibaba & China’s three state backed carriers
Disclaimer: Perplexity.ai was used to research this article and generate the table below. The 16th Smart City and Intelligent Economy Expo was held from September 11 to 13, 2026 in Ningbo, China. It was heavily backed by Huawei and China’s three state-backed carriers: China Telecom, China Mobile, and China Unicom. It covered more than 30,000… Read more
AI risks and backlash increase; Recap of the circular loop of fake AI profits and hyperscaler markups of private AI companies
The Artificial Intelligence (AI) boom has continued to drive much of the U.S. economy, stock market and psychology this year. It supposedly has generated tremendous profits for tech companies, but as we’ve previously explained, almost all of those profits are fake, mostly due to two factors: Hyperscaler markups (“other income”) for the private AI companies,… Read more
Google’s TPU Business Outpaces Rivals as Hyperscalers Accelerate Custom AI Silicon Strategies
Executive Summary: Google parent Alphabet’s emerging business of selling artificial intelligence (AI) accelerator chips is twice as large as a cloud computing rival, Google executive Thomas Kurian claimed Tuesday at a Goldman Sachs investors conference. On July 22, Google reported second-quarter cloud-computing revenue of $24.77 billion, up 82% year over year, driven by artificial intelligence… Read more
European network operators in talks to form consortium to bid for EU satellite spectrum and provide D2M service
Introduction: Four of Europe’s largest mobile network operators—Deutsche Telekom, Orange, Vodafone Group, and Telefónica—are in preliminary discussions to form a consortium that would jointly bid for EU-reserved satellite spectrum and launch a direct-to-mobile (D2M) service, according to a Bloomberg report cited by Reuters and other news outlets. The EU’s planned 2 GHz mobile-satellite service (MSS)… Read more
Mid‑2026 U.S. Carrier Ethernet Market: VSG Leaderboard, Standards, Service Mix and RFPs
Executive Summary: Vertical Systems Group’s (VSG’s) mid‑2026 U.S. Carrier Ethernet LEADERBOARD ranks providers by retail port share as of June 30, 2026. Seven network operators met the 4% threshold for Leaderboard status: AT&T; Verizon (including Frontier); Lumen; Spectrum Business; Comcast Business; Zayo (including Crown Castle); and Cox Business. Verizon’s acquisition of Frontier significantly expanded its… Read more
AI Compute Has a Switchboard Problem: Orchestration & Data Center Fabric Explained
by Gaurav Sharma with Alan J Weissberger Introduction: Anthropic [1.] earned more revenue in the second quarter of 2026 than it did in all of 2025. The Claude AI maker company raked in $11.5 billion between April and June 2026, up from $787 million in the year-earlier quarter, $4.73 billion in Q1-2026 and up from… Read more