Have you been reading Susana’s daily newsletter about the AI infrastructure market? You should; it’s a good read.

It’s Friday, the end of a long week, and I can’t always be relied upon to come up with new ‘insights’; sometimes others beat you to the punch.

Here’s a snapshot of the current health of the telecoms sector, ailing for years: network operator AT&T has just posted quarterly revenues of $33.5bn, up 3.6%, and annual revenues of …

The Atlantic ocean, long the backbone of global connectivity, is approaching a reckoning. At PTC’26 in Hawaii, hyperscale and wholesale operators sounded alarms: end-of-life systems, static route counts, and exploding …

A shameless plug, but mark your diaries – April 28, the Defense Communications Forum, a brand new virtual event from RCR, and a chance for you to hear from industry …

Where will AI workloads go – when (and if) the big frontier language models, driving all the cap-ex now, finally get ‘trained’ (or sufficiently trained) and inference becomes the new …

More job cuts in telecoms, and it’s only the second week of January. Network vendor Ericsson is to axe 1,600 staff in Sweden, as widely reported. Network operator Telia will …

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 …