If history tells us anything it is that unit economics always goes south. Right now, the tech industry is talking like AI revenue will follow AI demand – a little …

We wrote about this yesterday – this split telco personality: commanded to optimize, desperate to reinvent. DTW Ignite in Copenhagen is like the industry’s annual reality check, where the promise …

But then, they are vendors (Nvidia, Nokia, Blue Planet), and they are holed-up in Copenhagen at a network automation event (DTW Ignite) to talk about one thing (AI) for a …

A couple of things, today, about sovereignty and leadership change, and how everything is connected. India is intensifying scrutiny of foreign satellite operators just as domestic carrier Reliance Jio ramps …

Before we break for the Juneteenth weekend, here’s a long interview with Orange Business about sovereign data and AI, and how telco’s are uniquely positioned as AI stewards in the …

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 …