The best piece of writing / analysis today in RCR is by Vish Nandlall – who seeks to unify systems theory, market structure, and capital allocation in a single thesis. …
RCR Wireless News
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The AI race is not only about who builds the biggest model or spends the most money. If it were, Europe would already be out of contention.
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Was there ever a better time for the beleaguered European telecoms sector to pitch a deal to the authorities about market consolidation? Was there ever a better time for the …
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So, three things today: the most audacious IPO fundraiser in history (as we should have guessed), total proof that fiber interconnect and backhaul is the richest sport in telecoms (as …
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Here’s a look at what France-based Orange (Business) is making of this telco sovereignty narrative, discussed at length in these pages recently – which turns out to be everything.
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Some thoughts on the new LoRaWAN roadmap to make LoRaWAN universal, interoperable, effortless – and all the things to support ‘massive IoT’ at global scale.
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Important news in the subsea cable sector, as Australian operator Telstra has a new land-and-sea network-swap deal with US hyperscaler Google to pump AI workloads in and out of Australia, …
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The announcement that Softbank is invest up to €75 billion to build AI data center capacity in France is being framed in Paris as a landmark moment for Europe’s AI …
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A day in the life of telecoms and tech – early summer, 2026. Which means sovereignty everywhere, of course, most notably as KPN follows the new Euro-stack model with Schwarz …
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Something and nothing, but worth memorializing – especially after all the policy talk about sovereignty. Wi-Fi is increasingly proving itself not just as a convenience layer, but as core infrastructure …