Have you been reading Susana’s daily newsletter about the AI infrastructure market? You should; it’s a good read.

It’s Friday, the end of a long week, and I can’t always be relied upon to come up with new ‘insights’; sometimes others beat you to the punch.

Here’s a snapshot of the current health of the telecoms sector, ailing for years: network operator AT&T has just posted quarterly revenues of $33.5bn, up 3.6%, and annual revenues of …

The Atlantic ocean, long the backbone of global connectivity, is approaching a reckoning. At PTC’26 in Hawaii, hyperscale and wholesale operators sounded alarms: end-of-life systems, static route counts, and exploding …

A shameless plug, but mark your diaries – April 28, the Defense Communications Forum, a brand new virtual event from RCR, and a chance for you to hear from industry …

Where will AI workloads go – when (and if) the big frontier language models, driving all the cap-ex now, finally get ‘trained’ (or sufficiently trained) and inference becomes the new …

Ericsson is preparing for another difficult year in the radio access network (RAN) market, while shifting more attention toward enterprise, mission-critical networks, and software-led growth.

The global AI infrastructure build-out is rapidly becoming the defining megaproject of this decade. But as momentum accelerates, so do its contradictions.

This week in European telecom policy, regulators are pushing changes that could reshape the region’s digital infrastructure landscape.

As operators around the world move from early 5G rollouts to more advanced network architectures, two parallel trends are becoming clear: scale still matters, but capability is starting to matter …