As we have written at length today: European telcos like Vodafone and BT, plus Telenor and plenty of others, are accelerating sovereign AI and cloud infrastructure strategies, positioning them as …

A reminder, if needed, that the AI boom is no longer just about chips and models, but about the network plumbing that lets it all work: Nvidia is to invest …

Lumen’s $475m acquisition of Alkira signals a shift from carrier to platform operator, aiming to unify east-west cloud-to-cloud and north-south enterprise traffic under a single programmable control plane.

Big news in UK telecoms today, among a bunch of other interesting stuff – because Vodafone has agreed to buy CK Hutchison out of its VodafoneThree joint-venture for £4.3 billion.

Following the (hugely successful) Defense Communications Forum on Wednesday (April 29; available on-demand), which discussed edge-based network and compute resiliency in contested environments, and a couple of write-ups yesterday (April …

We are talking here about 5G sensing and positioning – because it was on the cards at RCR’s Defense Communications Forum yesterday (available on-demand here, in case you missed it) …

Here’s the best bit from T-Mobile’s earnings call following another high-quality quarter; it echoes Verizon’s response to the same question yesterday, about networks-for-AI and AI-for-networks, and is worth comparing.

I wrote two long pieces today, while RCR’s Defense Communications Forum ran in the background. Really, the forum is the thing, but we will write about that tomorrow etc. Of …

A “universal quantum switch”, hey? Cisco’s announcement, widely picked up, sits somewhere between real-time physics, long-term infrastructure, and world-changing marketing bombast.

Nokia, again – but, in ways, its story and strategy is about the most interesting in the telecoms market. Last week, RCR suggested Ericsson is playing the long game in …