Search Results for: Open RAN
Impact of optical component shortages & bottlenecks explained + Hyperscaler’s CAPEX
LightCounting’s August 2026 market and component report highlights how severe physical supply shortages for high-speed optical components are reshaping data-center architectures and forcing cloud builders to expand their vendor pools from the traditional 2-3 suppliers up to 5-7 specialized hardware manufacturers. Qualifying and managing all of them is a new challenge. Applied Optoelectronics, Macom, and MaxLinear have… Read more
Huge Risks for the proposed $500B AI Investments from Giant Wall Street firms
Disclaimer: Perplexity.ai was used for research and analysis in this article. …………………………………………………………………………………………………………………….. Executive Summary: This past Monday, six giant Wall Street asset managers, private-equity firms and banks announced an effort to raise $500 billion to keep fueling the A.I. boom by financing more data centers, power plants and chips. The proposed platform would direct capital… Read more
Telefónica incorporates AI for businesses voice communications vs. 3GPP/ITU specifications
Executive Summary: Telefónica España made an announcement this week which indicates that Voice could be an important AI monetization opportunity for telcos. The Spain based telecom group is positioning its business voice portfolio around a key differentiator: the ability to embed AI-enabled capabilities directly into conventional fixed and mobile telephony, without requiring enterprises to migrate… Read more
Starlink Mobile: NTN–Terrestrial Convergence, Network Capacity, and the Limits of Disruption
Executive Summary: Elon Musk’s strategic objective for Starlink extends beyond satellite broadband connectivity for remote, maritime, aviation, and enterprise users. SpaceX is positioning Starlink for a broader role in mobile communications through an integrated non-terrestrial network (NTN) and terrestrial-network architecture. That strategy could combine direct-to-device (D2D) satellite connectivity, satellite backhaul, selected terrestrial access infrastructure, and… Read more
Eutelsat hails EC’s IRIS-2 project to take on U.S. NTN providers
Executive Summary: The European Commission (EC) has announced the next steps for the IRIS2 [1.] project after reaching an implementation agreement with the prime contractors, one of which is Eutelsat. The EC agreed terms with the SpaceRISE consortium – comprising Eutelsat, Hispasat and SES – for deploying the satellite system, which includes adding 66 more… Read more
Optus and Nokia’s pre-“6G” Trial in Australia: Upper 6 GHz May Be Widely Deployable
Executive Summary: Australia’s Optus and Nokia have delivered one of the more credible pre 6G demonstrations yet: a live-field trial in Sydney that paired multi-gigabit speed with good coverage. The most notable result was the 3.5 Gbps peak download rate and the indication that upper 6 GHz could support a macrocell footprint comparable to today’s… Read more
Ookla: U.S. dominates global WiFi 7 while adoption grew 4X to 7.2% by Q1-2026
Introduction: According to Ookla’s new WiFi report, cablecos Spectrum (Charter) is the largest Wi-Fi 7 provider in the world! WiFi 7 is actually IEEE 802.11be, also known as Extremely High Throughput (EHT). Following Ookla’s recent report on The Global State of Wi-Fi , this article focuses on the U.S. and updates last year’s Wi-Fi 7 Speeds Up in… Read more
How NTIA “Call to Action for 6G Leadership and Security” might influence 6G/IMT-2030 standards and 3GPP specifications
Introduction: The U.S. National Telecommunications and Information Administration (NTIA) has launched the “Call to Action for 6G Leadership and Security,” a multilateral initiative uniting more than 20 like-minded governments to coordinate on a shared vision for open, interoperable, secure, and resilient 6G networks. While politically significant, the effort operates alongside—not in place of—the established technical… Read more
Analysis: Cell Tower Companies (towercos) & market forecast with small cells in the lead
Over the last few years, mobile network operators all over the world generated cash to fund their 5G buildouts by selling cell towers [1.]. Private equity has also entered the market in this period, and consolidation is expected to continue. There are hundreds of smaller tower companies that could be aggregated into a company that… Read more
Highlights and Analysis of July 30th U.S. Senate hearing on AI and telecommunications
Disclaimer: Perplexity.ai was used for research used to generate this article. ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….. Introduction: Today, U.S. Senator Deb Fischer (R-Neb), Chairman of the Senate Commerce Subcommittee on Telecommunications and Media, convened a hearing examining how artificial intelligence (AI) is transforming telecommunications networks and how the technology can enhance services across America. Titled “Intelligent Networks: Powering Artificial… Read more