If you like hardcore, you might know there’s a review of the 1998 album The Shape of Punk to Come on the fan site RateYourMusic that says: “Saw this in a shop with a ‘this rocks’ sticker, so I took it to the counter, slammed it down, and shouted, ‘how much?’. When the dude answered, I said, ‘not the price dillweed; how much does it rock?’” It goes on; you get the idea (search ozzystylez on RYM). It is long, sweary, and funny – because it skewers music snobbery, laughs at itself, and captures the spirit of the record. It is known by fans of the band, and on certain subreddits.
There is a point, here. Often the best criticism is not from paid critics. A couple of the stories below are better summarised elsewhere, and don’t need adding to, including about this Nvidia/OpenAI circular-trading fallout, where Nvidia said its $100 billion deal with OpenAI in September was never really a deal, and OpenAI responded that it doesn’t rate Nvidia chips anyway. “Imaginary money impacts imaginary products to create imaginary services for imaginary customers,” said one commentator, wondering about the impact to “imaginary economies”.
The linked article in The Guardian about the same story quotes Forrester Research, that “you don’t know what’s going to happen – and so you let other people put numbers out there and let that drive the hype”. Another commentator responded: “Just a jaw-dropping admission that it’s all been a shady exercise in subterfuge.” LinkedIn is filled with good discussions like this at the moment – during moments, like now, when big-tech news gets madder, and invites a direct human response, rather than when your feed is filled with AI slop.
There was some good back-and-forth last week as well between AI cheerleaders and AI killjoys after Anthropic chief Dario Amodei said at the launch of new AI agents that AI agents like his will create mass unemployment at software companies – and SaaS stocks plummeted, software engineers lashed out, and most analysts backed the money-side. Today’s story about Starlink’s gold medal in Ookla’s satellite sprints also brought some interesting debate – sort of. “Fun fact: Starlink has lower latency than fiber for intercontinental distances,” said someone else on LinkedIn.
The logic goes that “light travels faster through a vacuum, hopping between satellites before returning to Earth”. San Francisco to Mumbai in 250ms on terrestrial fiber, versus 120ms on Starlink – is the sum. To which Roderick Beck, always good, scolded: “Grasping at straws. Fiber’s advantages over LEO satellites are enormous in terms of capacity, reliability, and cost per bit.” Which perhaps summarises the difference between the state of tech we are in, as presented by engineers, and the shape of tech to come, as presented by billionaire hype merchants.
James Blackmann
Executive Editor
RCR Wireless News
RCR Top Stories
Starlink crushing it: Starlink finished first in 97% of Ookla speed tests at last count – way ahead of rivals for both customer subs and network speeds; by contrast, the likes of Viasat and HughesNet topped just 1.7% and 1% of Ookla tests.
Colt goes east: Europe’s largest enterprise fiber provider is to expand in the Middle East, positioning itself as a regional gateway – whilst divesting non-AI data centers in Europe to focus on asset-led digital infrastructure.
Telco-cloud lessons: Telefónica Germany CTIO Mallik Rao says cloud-native networking demands more than new tech – it requires cultural disruption, legacy shakeups, and scaling public cloud workloads from core to edge.
Softbank earnings: Revenue was up 8% year-on-year, and CEO Junichi Miyakawa emphasized that telecom remains a growth platform for the company, pointing to opportunities in standalone 5G, local 5G, and AI-RAN.
AI for satellites: AI will be key to manage non-terrestrial networks by handling complex handovers between satellites and ground networks, optimizing spectrum and resources, and improving connectivity despite latency and scalability issues.
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Beyond the Headlines
EU sovereignty test: Deutsche Telekom’s new industrial AI cloud, built with €1 billion of investment and 10,000 Nvidia GPUs, shows demand for sovereign AI compute, says Vish Nandlall. But it is still dependent on US silicon, he observes.
Millicom enters Chile: Millicom and NJJ will jointly acquire Telefónica’s Chilean business in a structured deal featuring a $50 million upfront payment, earn-out terms, and an option for Millicom to take full control later.
LLM quantization: LLM quantization shrinks large AI models by using low-precision formats like INT8, FP8, and FP4 to cut memory, accelerate inference, and lower costs. Christian de Looper walks us through.
Big Malaysian DC: Malaysian company AIMS, owned by DigitalBridge, has acquired land in Cyberjaya, Malaysia, to build a 200MW hyperscale data center, investing about $1 billion, with construction scheduled for completion by 2027.
Google AI at Liberty: Google Cloud and Liberty Global have a five‑year deal to embed Gemini in Liberty’s 80 million Euro connections, boosting AI‑driven features, service, and sales – while exploring data monetisation and cloud sharing.
What We're Reading
AI guns at dawn: The hyped $100 billion deal between Nvidia and OpenAI has collapsed – if it stood in the first place. The two parties have fallen out – there was never a deal, says Nvidia; your AI chips don’t cut it, says OpenAI. Fisticuffs at dawn.
Nebius buys Tavily: Nebius is to buy Israeli agentic AI search firm Tavily, adding real-time web search to its AI cloud platform to power autonomous agents. The deal accelerates Nebius’s push to unify AI infra and simplify agent development.
Airbus all-in on P5G: More about Airbus’ adventures with private 5G, well covered by RCR already: the firm wants to raise output by 15%, and has put private 5G to work in France and Germany, with installs in Spain, the UK, and the US in 2027.
Rise of open RAN: KPN cloud chief Tommy Björkberg has a LinkedIn piece about open RAN, as it starts to scale in operator networks; the technology is becoming a core strategy to cut costs, boost flexibility, and drive digital change, he writes.
AI DC forecast: Dell’Oro keeps pumping out forecasts; here, it suggests global data-center capex will hit $1.7 trillion by 2030, driven by hyperscalers, neo-clouds, and sovereign builds – as AI supercharges IT infrastructure spend.
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