I probably need to change the record here – that fiber matters more right now. I mean, hardly a revelevation, right? But there’s sympathy for the old telco devils in …

This generative/agentic AI combo at O2 Telefónica in Germany sounds a lot like an optimized version of Microsoft’s telco‑focused NOA framework – as shown to RCR at MWC a couple …

It’s Friday, after a long week, and I should resist the urge to put pop references into this unwieldy tale; let’s try and hold it together a while longer.

Do we have something, here, more coordinated than just a burst of AI enthusiasm from AT&T – and all the rest of the telco pack, over the last several months?

What do we have today? Well, some (extended) discussion about yesterday’s newsletter item, about a new era of AI token economics, courtesy of Nvidia chief Jensen Huang at GTC. “This …

Nvidia-obsessives will pore over 20-odd releases from GTC, and there is lots to chew over; some of it is interesting: the AI-RAN stuff with T-Mobile and Nokia; the idea of …

There’s something in here about the promise and peril of this whole AI story, and of quite how critical infrastructure, including telco networks, has become.

Carol, let’s play Countdown – and take four from the top and three from the bottom, and do some dodgy maths. (If you’ve lost us – because you’re not British, …

It’s all gone hyper, of course. Nvidia’s $2 billion arrangement with Nebius to deliver a full-stack AI cloud is not just about flashy GPUs, but about owning the infrastructure that will …

… and networks are on the hook. What has caught the eye today, news-wise? Well, it is slower. But even if the plug has been pulled on the MWC party, …