Billion-dollar fiber agreements and purpose-built private networks show how hyperscaler AI infrastructure is changing the economics of carrier networks The cloud era was supposed to diminish the strategic importance of …
Analyst Angle
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As AI infrastructure spreads beyond the data center, optical network upgrades are necessary to support distributed training, inference and critical AI workloads The first wave of AI infrastructure investment was …
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As AI shifts from model training toward widespread inference, compute placement, orchestration and programmable connectivity are emerging as critical AI infrastructure challenges The first phase of the AI infrastructure boom …
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Open and Cloud RAN re creating the programmable foundation for AI-RAN, with spectral efficiency, automation and orchestration emerging as key steps toward AI-native 6G networks The radio access network (RAN) …
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Nokia’s AI-RAN approach couples near-term spectral-efficiency gains with a longer-term architectural shift toward shared accelerated compute As telecoms operators look to leverage the AI inflection point as a way to …
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TELUS is using its brownfield Open RAN transformation as the operational foundation for AI-RAN and broader AI-enabled automation. For TELUS, Open RAN is increasingly about more than disaggregation or supplier …
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Nokia and Ericsson are taking different routes toward AI-RAN, while T-Mobile US offers a real-world view of how operators are setting strategies Nokia and Ericsson broadly agree on the destination …
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Verizon CTO Yago Tenorio details an AI strategy based on the knowledge that “makes us unique’ Verizon is publicly targeting Level 4 automation in critical parts of its core network, …
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As the center of gravity shifts from training to inference, the telecoms industry has an opportunity to provide distributed AI infrastructure and capture new revenue The AI infrastructure buildout has …
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3GPP NTN standards, AI-driven orchestration and multi-layer integration will define the path to convergence in the 6G era Non-terrestrial networks (NTN) technologies are moving from the margins of the communications …