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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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Huawei’s Ascend Silicon Roadmap Extends From AI Chips to Cluster-Scale...
Note: Perplexity.ai was use to research this article. …………………………………………………………………………………….. Executive Summary: Huawei is accelerating development of an indigenous AI-computing platform intended to...
View Article4.8 GHz to 4.9 GHz frequency band uses & Verizon Wireless experimental...
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...
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Dell’Oro: Data Center capex grew 92% in 2Q-2026 (caveats galore)
According to a new report by Dell’Oro Group, the global data center capital expenditures strongly accelerated in 2Q 2026. Continued AI infrastructure investment supported growth across compute,...
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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...
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Bain: AI to greatly increase network operator expenses; network...
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...
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Key take-aways: “16th Smart City and Intelligent Economy Expo” for Huawei,...
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...
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Dell’Oro: High End Routing Revenue Increased 25% YoY in 2Q-2026; Cisco’s...
According to a recently published report by Dell’Oro Group, High End Routing and Aggregation equipment revenue grew 25% year-over-year in the second quarter of 2026, fueled by stronger demand across...
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