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South Korean startup Rebellions to use open source software for carriers to...
South Korean chip startup Rebellions builds purpose-engineered Al accelerators to redefine energy-efficiency and scale in the age of large-scale Al. It aims to deliver the best performance per dollar...
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Ookla: U.S. Fixed Wireless Access Crosses 17 Million Connections as Adoption...
According to Ookla, Fixed Wireless Access (FWA) has solidified its position as a structural component of the U.S. residential broadband market. In Q1 2026, combined FWA connections across Verizon,...
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Gates warns of “turbulent AI era;” OpenAI calls for collective action on AI...
Introduction: The AI risks are very real and growing each day. In a roughly 6,000-word essay on his personal site titled “The turbulent AI era is here,” plus interviews with The New York Times, CNN,...
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After Bell Labs: Telecom Industry Funds Only a Fraction of the Innovation Needed
Many telecom analysts have noted former Bell Labs CTO and President Marcus Weldon scathing linkedin post, sharply criticizing deep staff cuts and warnings of “erasure” at the iconic research division....
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AI Compute Has a Switchboard Problem: Orchestration & Data Center Fabric...
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...
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Analysis: Nvidia–MediaTek Deepen AI Platform Collaboration -What it Means for...
Executive Summary: Nvidia has expanded its partnership with Taiwan based semiconductor firm MediaTek, committing $3.5 billion to a bond investment the two companies describe as a deepening of their...
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PwC: Global AI data center spending to hit $31.6tn by 2050; Role of full...
The AI infrastructure boom is set to continue as per most market research firms. AI chip and compute server upgrade cycles will necessitate the continued spending of many hundreds of billions of...
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Mid‑2026 U.S. Carrier Ethernet Market: VSG Leaderboard, Standards, Service...
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...
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European network operators in talks to form consortium to bid for EU...
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...
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Google’s TPU Business Outpaces Rivals as Hyperscalers Accelerate Custom AI...
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...
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