So, happy Friday. Three things from today about this AI infrastructure opportunity. One: it is very real for telcos, suddenly, but it also represents (another) long roll of the dice, …

A bit of a hodge-podge today, I’m afraid. But here’s a brief round-up of what’s happening – in terms of top-line news (worth reviewing) and bottom-line reporting (worth digesting).

Maybe it is just about how much they share in their quarterly statements, but, on the face of it, Orange is the standout performer (so far) among the tier-one European …

Sure, Amazon’s announcement that it will launch 5,105 satellites into low-Earth orbit to create a D2D constellation from 2028 is another salvo in the battle with Starlink, AST SpaceMobile, and …

Q2 2026 feels like the breakthrough quarter for US telcos, maybe. We need to take another look at their European counterparts, and consider also different contexts.

Very quickly, because it’s Friday, and I am going camping in the New Forest with a boy and a dog. This blog by Andy Markus, chief data and AI officer …

Four times every-tier-one-telco-in-the-world – that is the rate of annual financial reporting RCR is required to do to properly capture every angle in this weird telco story. Without many staff, …

So I’m making something out of thin air, here, but given AT&T’s good second-quarter showing – where the US firm is using fiber to sell 5G and 5G to sell …

Lots in here about AI telco agents – including a carpe-diem piece from Google Cloud urging telcos to grasp the nettle, and a (half) write-up of a good talk with …

Here’s a round-up of news and other bits today, starting with some non-telco news about AI frontier models in Europe – but very much a part of the sovereignty discussion …