The AI boom is often framed as a story about chips and models, but its most enduring impact may lie elsewhere: in the infrastructure that moves data at scale.

A quick attempt to join the dots. A discussion today with the ever-reliable Dimitris Mavrakis at ABI Research (ostensibly about Ciena; coverage to follow) covered interesting ground.

Dean Bubley is on point, as always, and there’s an important lesson in his EchoStar coverage about the value of shared spectrum – which might be considered in light of …

The decorations have only just come down, and the industry is on the road again, making its first pit stop of the year at the Consumer Electronics Show (CES) in …

BT’s strategy looks both smaller and bigger at the same time. On the face of it, it is counter-intuitive, and hardly makes sense: to sell off entire foreign operations and …

Interesting to consider Marvell’s double deals for silicon switching specialist XConn and optical interconnect startup Celestial AI.

What to make of the news from Nvidia at CES? Because everyone will make something of it, right – this being the world’s most valuable company, and its ghastly-jacketed owner-boss, …

Same shtick, different year: massive investments in AI bricks and mortar, and nary a paying resident in sight – all while the telco industry digs holes and erects masts, and …

In case there was any doubt, Nokia has jumped on the AI mystery train (an LLM loco-motive to cloud La La Land?), and also unhitched some of its difficult old …

As enterprises scale AI workloads, the underlying fiber network becomes a critical enabler – not just to move data, but doing so smartly and reliably. The second part of our …