The big news (the only news, some might say) today (last night) is that Nvidia, the world’s most valuable company, has delivered again – beating expectations on the top ($68.13 billion, up 20% quarter-on-quarter, 73% year-over-year) and bottom ($42.96 billion, up 94% year-over-year) with a record quarter and a knockout year. It is on an astonishing run, of course – 14 quarters of revenue growth, and still hitting it out of the park. So much so that Nvidia’s results each quarter (including for the whole year, in this case; revenue was $215.9 billion in 2025) are the yardstick for the whole AI industry, ever-more closely watched as markets get twitchier about a crash. Its latest showing has allayed fears – for another season, at least. Because the fear is real; its shares rose marginally on the release, and then dropped back, like nothing had happened. Still, Nvidia, worth about $4.8 trillion, has raised the market on its first-quarter, betting that the data-centre buildout will continue apace.
Meanwhile, and related, Susana has a good piece in RCR Tech about the Anthropic standoff with the Pentagon, covered more widely, and tangled in the gnarly issue of AI ethics. And also:there’s a long take on the move by Europe’s biggest operators to deliver a ‘federated edge‘ to grab a slice of the AI pie, and a late review of PTC (ahead of MWC) to discuss how this Nvidia GPUs-for-DCs story plays out in telecoms.
James Blackman
Executive Editor
RCR Wireless News
RCR Top Stories
A federated edge? Europe’s biggest carriers – DT, Orange, Telefónica, TIM, and Vodafone Group – are building a pan-European “federated edge”. But what is that, exactly – and is this a differentiated play, or just telcos chasing hyperscaler turf?
Anthropic standoff: The Pentagon has demanded unfettered military access to Anthropic’s Claude model, going against the AI firm’s stand on autonomous weapons and surveillance or threatening contract loss and legal action.
PTC for MWC: As the industry gears up for its big annual show at MWC, it is worth looking back at another major 2026 telco gathering: PTC in January. PTC has evolved into a global forum for AI infrastructure. Here are the talking points.
AI reshapes Wi-Fi: The Wireless Broadband Alliance says AI automation in Wi-Fi depends on standardized frameworks and industry agreement on sharing the data that powers intelligent networks. RCR speaks with its CEO, Tiago Rodrigues.
IoT in the AI era: As agentic and generative AI change gain broad adoption, there is a growing need for traditional IoT networks to keep pace; floLIVE is set on solving this challenge.
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
AI-native 6G, MWC: Qualcomm is showing its AI‑native 6G research and early prototypes at MWC – including intelligent air interfaces, distributed AI experiences, integrated sensing, digital twins, and future NTN and context‑aware connectivity.
AI fuels CoreSite: American Tower chief Steven Vondran has told investors that AI workloads are now CoreSite’s fastest-growing use case, supporting double-digit growth, strong yields and new metro expansion plans with three year build timelines.
Private 5G champ: US manufacturing giant Cargill has scaled private 5G to 50 sites in just six months with NTT Data and Celona – reframing the technology not as a single-use Industry 4.0 fix, but as foundational fabric to be stacked and scaled.
AI’s big achievement: The AI focus is often on models, hardware, algorithms, but perhaps cross-industry collaboration will be its most transformative innovation. Read the top story on RCR Tech, your home for AI infrastructure insights.
Telefónica on AI, B2B: Pre-MWC, Telefónica has claimed 12 level-4 autonomous use cases in Spain, Germany and Brazil (targeting level 4 everywhere by 2030), partnered Mavenir on core AI, and expanded B2B 5G/fibre edge-compute in Spain.
What We're Reading
Nvidia blockbuster: Nvidia has posted blockbuster Q4 results for revenue and earnings, driven by strong AI demand and DC growth. It broke records, again, and allayed fears, for a while, that the AI bubble will burst (see top).
NTT-Ericsson P5G: NTT Data and Ericsson have a new multi‑year deal to help enterprises scale private 5G and embed edge and physical AI into Industry 4.0 networks, delivering managed services and real‑time autonomous solutions.
Nokia Brazil optics: NEC and Nokia will help Brazilian operator Eletronet expand its optical backbone by 50%, adding 8,000 kilometres of fiber nationwide. The upgrade uses Nokia’s high‑capacity optical platforms for edge data‑centre support.
Airbus satellites: Airbus Defence and Space and Greenerwave have signed two new multi-million euro contracts to integrate Greenerwave’s low-power, multi-orbit antennas into Airbus’s end-to-end SATCOM solution.
BICS cloud deal: US cloud provider NUSO is a partner for BICS’s US cloud voice termination services; in return, BICS will supply international cloud numbers to support NUSO’s expansion, enabling faster global UCaaS/CCaaS deployments.
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The journey to a fully autonomous network – The evolution of network automation and how Amdocs is leading the way
