After dismissing Musk’s mega merger yesterday (when RCR was sub-sea), as stuff for the mainstream press, Sulagna has a thoughtful write-up today – which asks what it’s all for.

So the big story in tech today is about Elon Musk combining SpaceX with xAI in a $1.25 trillion deal. Except everyone else has written about that, and everyone knows what …

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.