Telecom marches on towards intelligence

Home RCR Wireless News Telecom marches on towards intelligence

Juniper Research’s Top 10 Telecom Trends for 2026 forecasts an industry moving “from infrastructure to intelligence,” where value is measured less by how much fiber or spectrum an operator owns, and more by how effectively it turns connectivity into insight, automation, and experience.


That vision is already taking shape across today’s headlines. SoftBank’s new joint venture with OpenAI, SB OAI Japan, exemplifies the rise of AI-native telcos building intelligence into every layer of the stack. Chunghwa Telecom’s profit gains show how 5G and AI analytics are evolving from cost centers to growth engines, aligning squarely with Juniper’s callout that “AI-driven customer experience” will define the next phase of telecom differentiation.


Meanwhile, convergence is rewriting the definition of connectivity itself. BT’s partnership with Starlink brings satellite into the fixed-mobile equation, while AWS’s Fastnet cable underscores the growing interdependence between cloud and network infrastructure — the very multi-orbit, multi-domain integration Juniper cites as key to telecom’s next leap.


Today’s top news makes Juniper’s forecast feel less like a prediction and more like a snapshot of a transition already in motion: Telecom’s pivot from building networks to making them think. Possibly for themselves, but certainly in ways designed to improve efficiency, performance, and the human experience of connectivity.

Cat newsletter

Catherine Sbeglia Nin
Managing Editor
RCR Wireless News

RCR Top Stories

Five telecom trends for 2026: Juniper Research’s 2026 trends report reveals telecom’s shift from infrastructure to intelligence. We’ve identified the five biggest trends — from AI agents and eSIM convergence to terahertz 6G and more.

MPLS, SD-WAN, MPN, NaaS: As the lines blur between MPLS, SD-WAN, MPN, and NaaS, the question for enterprises and MNOs is how these models fit together in a hybrid WAN landscape.

Fiber and 5G drive BT growth in H1: BT’s H1 revenue dipped 3% to £9.8bn, but record fiber rollout, 5G+ expansion to 66% coverage, and strong Openreach demand underscored resilience amid legacy declines and cost pressures.

Countering 6G coverage challenges: Nokia and Rohde & Schwarz co-developed an AI-powered 6G receiver that overcomes signal distortion, extends uplink range, and could speed 6G rollout by leveraging existing 5G sites to cut cost and time.

AWS unveils Fastnet cable: AWS has unveiled Fastnet, a high-capacity transatlantic subsea cable linking Maryland and Ireland, designed to strengthen cloud and AI infrastructure with 320 Tbps bandwidth.

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Beyond the Headlines

U.K. AI infra expands: The U.K.’s ambitions for a sovereign AI ecosystem are accelerating as Dutch AI infrastructure firm Nebius launches its first U.K. deployment and private investors pledge billions.

AMD accelerates into AI growth: AMD’s Q3 data center revenue jumped 22%, fueled by EPYC CPUs and Instinct GPUs, as it sealed a 6 GW AI accelerator deal with OpenAI and expanded into global sovereign AI projects.

Nvidia and DT ignite Industry AI: Deutsche Telekom and Nvidia have launched

Europe’s first Industrial AI Cloud — a sovereign, GPU-powered platform designed to transform German manufacturing.

SoftBank taps Nokia for 5G: Nokia and SoftBank expand their partnership to modernize Japan’s 4G and 5G networks using AI-driven AirScale and MantaRay systems, while deepening joint research into AI-RAN and 6G innovation.

Private 5G testing challenges: Even as enterprise-grade private 5G networks gain momentum, testing remains complex. Verifying fairness, latency, mobility, and integration is becoming a key hurdle for deployment.

What We're Reading

Fiber “landgrab” over: KPN has shifted its fiber-to-the-home build goalposts, declaring the era of “land-grab” infrastructure expansion is over and entering a new phase with revised targets for household coverage.

BT, Starlink bridge rural gap: BT Group and Starlink have partnered to bring high-speed satellite broadband to the U.K.’s hardest-to-reach homes. The pair says they are rolling out services in late 2026.

SoftBank, OpenAI form JV: SoftBank Group and OpenAI have launched a joint venture called SB OAI Japan, to commercialize “Crystal intelligence” AI solutions across Japanese enterprises from 2026

Telecom Italia welcomes consolidation: Telecom Italia CEO has said the telco welcomes any consolidation moves in Italy’s telecom market — even if initiated by rivals.

Chunghwa profits on 5G, AI: Chunghwa Telecom is riding a wave of 5G and AI momentum to higher profits, leveraging innovation and international wins while investors moderate expectations.

Indiana man steals AT&T wire: A man in Muncie, Indiana has been charged with stealing more than 200 pounds of telecom wire from AT&T. If convicted, he could face up to 12 years in prison and a $20,000 fine.

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