Intelligence as critical infrastructure 

Home RCR Wireless News Intelligence as critical infrastructure 

Staring with a little bit of 5G: In India, 5G momentum continues to accelerate — more than 6,400 new sites went live in September, pushing the national total past half a million. The expansion underscores operators’ long-term investment in large-scale, high-performance infrastructure anchoring India’s digital economy.

 

Meanwhile, AI continues to reshape how networks are designed, managed, and understood. In our debut episode of Signal & Noise, Vish Nandlall and Sean Kinney unpack the “four paradoxes of AI” — exploring how intelligence, once scarce, is becoming a utility with profound economic implications. “These aren’t just news items. They are seismic shifts,” Nandlall says. “The game is no longer just about having the best algorithm, but also about having the cheapest power, the smartest logistics, and the savviest partnerships.” This insightful interview is absolutely worth the watch.


That industrial-scale intelligence doesn’t just run in data centers — it’s also reshaping the physical layer. AI-enabled fiber metrology is helping ensure the quality and precision needed to support the surge in 800G+ optical transceivers and AI-driven bandwidth growth. However, while embedding AI can vastly improve the detection accuracy in optical probe microscopes; but as RCR’s Sulagna Saha notes, experts warn against overreliance: “Experts say that AI-powered inspection is neither a necessity nor should be used as a standalone tool for analyzing fiber optic connector end faces.” 


Taken together, today’s top stories suggest that intelligence — whether digital, human, or networked — is rapidly becoming telecom’s most critical infrastructure. 

Cat newsletter

Catherine Sbeglia Nin
Managing Editor
RCR Wireless News

RCR Top Stories

5G momentum in India: India’s 5G expansion gathered pace in September with over 6,400 new sites, lifting the nationwide total beyond 500,000 and highlighting operators’ continued commitment to large-scale 5G rollout.

The four paradoxes of AI: As hundreds of billions are invested in AI infrastructure, intelligence is becoming a utility, and utilities come with their own economic implications. Watch Signal & Noise to explore the paradoxical nature of AI.

AI and fiber optic metrology: AI-powered fiber end-face inspection is emerging as a key enabler for next-gen optical networks, and as bandwidth demand soars, optical transceivers scale to 800G+, and data traffic doubles globally.

ATIS maps telecom identity future: ATIS has released a new guide to help telecom providers deploy self-sovereign identity systems, aiming to enhance trust, cut fraud, and open new opportunities for digital identity services.

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Beyond the Headlines

Beyond the GPUaaS hype: Telcos are betting billions on AI, but their true advantage lies in offering sovereignty and specialized infrastructure, not in a direct fight with hyperscalers.

Verizon Q3 — steady, not stellar: “Verizon is clearly falling short of our potential,” declared new CEO Dan Schulman, before promising a ‘reinvention’ amid mixed Q3 results.

Sponsored MatSing looks to macro 5G: After proving its novel lens antenna hardware at event and venue deployments, MatSing is now working to bring hardware-based innovation to operators’ macro networks. 

A mutual breakup: Following the conclusion of high-profile dispute, OpenAI is now free from the shackles of the previous capped-profit model, while Microsoft is free to independently develop AGI, leveraging OpenAI’s research. 
 

How to industrialize Open RAN: To industrialize Open RAN, the industry must scale through standardized open interfaces, cost-effective multi-vendor integration, and deployment at breadth.

What We're Reading

Vodafone buys cloud specialist: Vodafone Group has announced plans to buy German cloud specialist Skaylink for €175 m, bolstering its European cloud & AI services portfolio ahead of planned closing by March 2026.

Samsung soars on chips surge: Samsung’s Q3 operating profit surged ~32% as conventional memory-chip prices soared amid AI-infrastructure build-out; the company also plans to boost high-bandwidth memory production.

U.K. to get sat comms: VMO2 has signed a deal with Starlink to deploy direct-to-device satellite coverage for rural U.K. areas next year, aiming to extend mobile reach into underserved zones by leveraging low-earth-orbit connectivity.

Meta’s $16B hit: Meta Platforms has taken a nearly $16 billion tax hit tied to the One Big Beautiful Bill, slashed earnings, and warned of steeper AI-investment costs ahead.

AT&T challenges watchdog: AT&T has filed a complaint against the National Advertising Division, challenging its demand to remove ads highlighting that NAD has required T-Mobile US to correct misleading claims 16 times in four years.
 

Ecuador gets 5G: Nokia and CNT have launched Ecuador’s first commercial 5G network, bringing ultra-fast connectivity (up to 1.5 Gbps) and laying groundwork for digital transformation across the country.

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