A round-up intro, to get you in the mood. Let’s start with another fantastical analysis from Vish, who considers everyone’s favourite money-spinning future-tech gamble: orbital data centers.

Hindsight is a grand thing, and flattering, too; but you could see Börje Ekholm and Per Narvinger operating in tandem at Ericsson’s booth at MWC in early March – at …

Four things this Monday, from bottom to top, edge to cloud. One: Verizon is to sell Ericsson’s private 5G solutions to multinationals outside of the US for the first time.

I like Boldyn Networks more than I like SpaceX. It’s Friday, and I can write what I want. I like what it stands for: boots-on-the-ground systems integration and problem-solving, and …

Christophe Fouquet’s warning about chip interventions reads like another Brussels takedown. But it is about something more structural – that Europe is trying to govern the new AI era with …

The best piece of writing / analysis today in RCR is by Vish Nandlall – who seeks to unify systems theory, market structure, and capital allocation in a single thesis. …

The AI race is not only about who builds the biggest model or spends the most money. If it were, Europe would already be out of contention.

Was there ever a better time for the beleaguered European telecoms sector to pitch a deal to the authorities about market consolidation? Was there ever a better time for the …

So, three things today: the most audacious IPO fundraiser in history (as we should have guessed), total proof that fiber interconnect and backhaul is the richest sport in telecoms (as …

Here’s a look at what France-based Orange (Business) is making of this telco sovereignty narrative, discussed at length in these pages recently – which turns out to be everything.