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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 the Enterprise Wireless Solutions businessas a standalone unit, while...
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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...
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AT&T Exits Mexico in $2B Deal with Televisa and Fintech Holdings
Introduction: The Latin American telecommunications landscape has shifted markedly with AT&T’s definitive agreement to sell 100% of its Mexican wireless business for $2 billion in cash. The...
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2026 OCP Summit: Full-Stack AI Networking Silicon from Nvidia/Cisco and...
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...
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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...
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Microsoft Maia 300 Accelerator Chip: Co-Designing AI Inference for Improved...
Microsoft’s third-generation custom AI accelerator silicon (made by TSMC) combines a multi-process-node chiplet architecture with higher-density racks, targeting improved compute efficiency and lower...
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OpenAI, Anthropic, and Their Hyperscaler Partners: Huge Financial Risks and...
Hyperscaler AI Revenue Hurdle: In an analysis released last month, Jared Bernstein estimated that the big-spending hyperscalers need $13-$18 trillion in revenues over the next 10 years to justify...
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Perspective & Analysis of ITU-R Workshop on IMT-2030 (6G) terrestrial radio...
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...
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Dell’Oro: Global telecom capex increased ~5% YoY; other reports show uneven...
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...
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SpaceX Moves to Acquire Nationwide 800 MHz Spectrum for Starlink Mobile D2D...
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...
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Deutsche Telekom: Device-to-Cloud AI Traffic Won’t Force RAN Upgrades or...
Introduction: Deutsche Telekom has dismissed vendor expectations for an immediate surge in mobile uplink capital expenditures driven by end point device-to-cloud AI traffic. The carrier maintains that...
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ITU-R WP5D & 3GPP work schedules for development of IMT-2030 terrestrial...
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...
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Warning: 6G core network must not repeat the 5G SA 3GPP architecture specs vs...
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...
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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...
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AI Debt Wave Implications: Higher interest rates with enormous AI sales...
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...
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Light Counting: optical transceiver sales surge; IEEE 802.3 and ITU-T optical...
Sales of All Types of Optical Transceivers Set New Records: Light Counting reports that the sales of optical transceivers, shown in the first figure below, illustrates the new record set in Q2 2026 and...
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China’s 2030 ICT Plan focus: 50G-PON, AI Traffic and Satellite–Terrestrial...
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...
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Broadcom lending Anthropic up to $42 billion in yet another AI circular...
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...
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Bain & Co: AI Infrastructure Buildout Will Require $6 Trillion Revenue by...
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...
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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...
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