AI bets and quantum tests

How OpenAI and Nvidia helped create a 3-year bull market around AI infrastructure

Across the telecom industry, true innovation has become about transforming what networks do, how they’re monetized, and where intelligence lives.


Take Verizon and Nokia, who chose Paris’ Eiffel Tower to showcase not a new technology but a new type of partnership. James Blackman reports on their “special relationship” that was on display through a private 5G deployment at Thames Freeport in the U.K., illustrating how deep collaboration between operators and vendors is reshaping enterprise connectivity. As more industrial sites, ports, and logistics hubs look to private networks to digitize operations, success increasingly hinges on ecosystem alliances as much as on the technology itself.


Zooming out, global telecom equipment revenues climbed 4% in the first half of 2025, with optical transport and core network growth leading the charge in EMEA and North America. Huawei’s continued expansion underscores how fierce the competition remains — and how vital infrastructure spending is as operators prepare for AI-native networks and 6G.


Operators themselves are doubling down on that future. Bell’s $1.5 billion AI revenue goal by 2028 highlights the strategic pivot toward data centers, partnerships, and enterprise solutions — a playbook that positions telcos as key enablers of the AI economy rather than mere connectivity providers.


And while AI is reshaping the software layer, Telstra’s quantum trial shows how radically new computing paradigms could transform network analytics. Quantum reservoir learning compressed processes that once took weeks into days, signaling a future where AI and quantum computing together redefine telecom’s performance envelope.

 

Enjoy the read!

Catherine Sbeglia Nin
Managing Editor
RCR Wireless News

RCR Top Stories

Verizon and Nokia’s “special” one: Verizon Business and Nokia showcased their special relationship at the U.S. firm’s first European “innovation session” yesterday at the Eiffel Tower by way of a “special” private 5G deployment in the U.K.

Bell bets big on AI: Bell aims to double AI-related revenue to $1.5B by 2028 through new data centers in British Columbia, partnerships with investors and chip players, and enterprise-focused AI solutions.

Telstra tests quantum: Telstra and SQC’s joint quantum trial has accelerated network analytics — quantum reservoir learning matched deep learning in days instead of weeks, promising AI efficiency gains for telecom. 

Global telecom revenues rise 4%: Global telecom equipment revenues rose 4% in the first half of 2025, led by optical transport and core network growth in EMEA and North America, as Huawei’s market share expanded.

AMD beats Nvidia to the punch: AMD’s push into 2 nm silicon — via its upcoming MI450 AI accelerator — threatens to leapfrog NVIDIA’s planned 3 nm Rubin design, potentially reshaping the competitive dynamics of AI hardware. 

In partnership with

AI-Powered Telecom Infrastructure
Supermicro, in collaboration with NVIDIA, delivers AI-powered infrastructure tailored for telcos, enhancing operational efficiency, network management, and customer experiences. Explore now 

Beyond the Headlines

The telco AI future is taking shape — fast: In the AI era, telcos are rethinking infrastructure, accelerating innovation, and redefining revenue models — and Nvidia is positioning itself as a key enabler.

O-RAN expands in Germany: Vodafone and Samsung will expand O-RAN across Europe, beginning in Germany. The deployment includes AI-driven network automation and energy-saving tools.

Qualcomm’s edge AI story: Through a series of acquisitions, Qualcomm has gradually developed an approach to edge AI that spans devices, data, and developers.

Top OTA testing challenges: Speed and precision are crucial at mmWave frequencies. However, as RCR reveals, over-the-air (OTA) testing still faces three core challenges.

The need for autonomous networks: CSPs face growing complexity as virtualized networks and rising alerts overwhelm operations. Rules-based automation can’t keep up — adaptive, self-learning AI is needed to predict and resolve issues.

What We're Reading

FCC to bar HK Telecom: The FCC is moving to revoke HKT International’s U.S. operating authorization over national security concerns, targeting its China Unicom affiliation and echoing earlier actions against other Chinese telecom firms.

T-Mo leads U.S. additions: T-Mobile US has overtaken Verizon and AT&T in subscriber growth, suggesting its aggressive pricing, network investments, and un-carrier tactics are paying off in a saturated U.S. market.

UK awards mmWave rights: The U.K.’s three major mobile operators will pay £39 million for new 26 GHz and 40 GHz mmWave spectrum, boosting 5G capacity in 68 cities and crowded venues nationwide.

Users test T-Satellite: Speedtest data from Ookla shows early use of T-Mobile’s T-Satellite service, compatible with most iOS and Android phones from the past two to four years and available to customers across major U.S. carriers.

Movandi raises $40M: Movandi has raised $40 million to accelerate development of its AI-driven connectivity solutions, expanding high-performance links across 5G, satellite, and fixed wireless networks — and scaling its reach from Earth to orbit.

“More affordable” electricity: U.S. Energy Secretary Chris Wright says AI infrastructure will help make electricity more abundant, reliable, and ultimately more affordable.
 

Intel, AIREV join forces: Intel and UAE’s AIREV partner to optimize agentic AI infrastructure using Xeon and Gaudi accelerators — pushing sovereign AI adoption globally

Upcoming Events

Virtual Forum
Open RAN Global 2025 – September 23rd, Virtual Forum
Join this event to explore where Open RAN stands today — its technical and operational maturity, the role of AI and automation, performance at scale and the path toward 6G integration.
 
In-Person Event
MWC Las Vegas – October 14-15, 2025, Las Vegas, NV
Join MWC Las Vegas, in partnership with CTIA, North America’s leading event for industrial-grade connectivity—where enterprises evolve through CIO-led insights on transformation using 5G-enabled and AI-powered technologies.

Industry Resources

Webinar, September 18th
The journey to a fully autonomous network – The evolution of network automation and how Amdocs is leading the way

Related posts

Network autonomy takes shape

An era of growth — and cost

5G-Advanced, redundancy, and results

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Read More