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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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Ericsson signs MoU’s with Murata and Sumitomo to progress next-gen mobile...
Introduction: Ericsson has signed separate memoranda of understanding with Murata Manufacturing and Sumitomo Electric Industries to investigate component, radio, and network technologies for...
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Google’s Project Suncatcher: Satellite Orbit Validation of AI Accelerator...
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...
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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...
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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.’...
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The AI Infrastructure Build-Out: A $10 Trillion Bet on Compute, Power, and...
Introduction: According to the Wall Street Journal, the AI build-out is rapidly becoming the largest concentrated infrastructure investment cycle in modern American economic history. Unlike earlier...
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Sept 2026 3GPP meeting updates for 5G Advanced and 6G planning (with timeline...
Introduction: The 3GPP Plenary #113 meetings (comprising TSG RAN, TSG SA, and TSG CT) concluded with the RAN Plenary from September 15 to 17, 2026 in Madrid, Spain. There were major updates for both...
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Telecom Equipment Market Extends Recovery as AI Infrastructure Spending...
Executive Summary: Global telecom equipment revenues have been in a state of steady decline until last year. While there was an increase in spending for 5G FWA & 5G SA core networks, the main...
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FCC plans 6G spectrum auctions before IMT 2030 frequencies have been...
Executive Summary: Federal Communications Commission (FCC) Chairman Brendan Carr said Wednesday that a series of planned wireless-spectrum auctions could generate more than $100 billion in proceeds...
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