Oh, look – here’s another US telco collaboration, across the RCR news desk. It is the second in a matter of days, and it looks on the face of it …

A tale of two industries, then – right here, at the top of this newsletter stack. These two reports, both by Juan Pedro, capture opposite ends of the same AI …

So, three things ahead of the the weekend – including two items from yesterday, about Cisco’s record results, discussed here with its axe-wielding, and the telco ‘dead-zone’ proposition in the …

A couple of things across the wires today; the first is that AT&T, T-Mobile, and Verizon have a deal to form a JV to eliminate wireless dead zones in the …

Don’t miss next week’s Test & Measurement Forum (May 19) – if you want to know what’s coming around the corner. Because if it’s on the test benches, it’s going …

Right, so we could rework the long Vodafone write-up about the present and future impact of AI on telcos, and try to say something else, but we’ve said it here …

Has there ever been a better time for European operators to lobby for a better deal – and a fairer share? Maybe not – just on the grounds that new …

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.