5G

Telecom Secretary Neeraj Mittal underscored that AI will be central to the next generation of networks, not an add-on. The direction aligns with industry momentum: 5G-Advanced is already introducing AI-enabled RAN and core features via 3GPP, while 6G initiatives under the ITU-R IMT-2030 framework envision AI-native control loops, sensing-assisted connectivity, and tight integration of compute and communications. India expects 6G trials to begin around 2028, with commercial deployments to follow. Operators that harden their AI and automation capabilities during 5G-Advanced will enter 6G with a competitive execution advantage.
After two years of decline, telecom equipment spending is edging back into positive territory with early signs of a broad-based rebound. Dellโ€™Oro Groupโ€™s preliminary data indicates worldwide telecom equipment revenues across six tracked sectors rose 4% year over year in the first half of 2025, with markets outside China up a stronger 8%. The rebound was not limited to a single pocket of spend, but three areas led the gains: mobile core networks, optical transport, and service provider routers and switches. By contrast, RAN remains comparatively muted in many markets as 5G macro buildouts mature.
Verizon has entered a definitive agreement to acquire Starry, a fixed wireless broadband specialist focused on MDUs across Boston, New York, Los Angeles, Denver, and Washington, D.C. Starry brings nearly 100,000 broadband customers and an MDU-centric network architecture built around wideband millimeter-wave and hybrid fiber. Verizon said the move will support its ambition to double fixed wireless subscribers to roughly 8โ€“9 million by 2028 and extend availability to about 90 million households. Starryโ€™s in-market MDU know-how and neutral-host friendly building relationships give Verizon a fast path to scale in cities where it already owns substantial fiber backhaul and large 28/39 GHz mmWave holdings.
India Mobile Congress 2025 in New Delhi framed a clear ambition: scale domestic innovation, shape 6G, and turn telecom into a larger engine of GDP growth. Leaders underscored a whole-of-government approach, with multiple ministries backing IMC and the Department of Telecommunications and the Cellular Operators Association of India co-hosting. Indiaโ€™s telecom and digital sector is estimated to contribute roughly 12โ€“14% to GDP today. Leaders at IMC projected this could reach about 20% by the mid-2030s if India scales advanced connectivity, software-led services, and domestic manufacturing. Indiaโ€™s 6G push was tied to a potential GDP uplift exceeding a trillion dollars by 2035.
Intel detailed its first client and server products on the new 18A process, positioning the company for AI PCs and powerโ€‘efficient cloud at a time when onshore manufacturing and TCO matter more than ever. Intel previewed Core Ultra series 3 โ€œPanther Lake,โ€ its first client SoC line on 18A, with a multiโ€‘chiplet design that blends new performance and efficient cores with an upgraded Arc GPU and dedicated AI acceleration across the CPU, GPU, and NPU. On the server side, Intel previewed โ€œClearwater Forest,โ€ branded Xeon 6+, its nextโ€‘gen Eโ€‘core product built on 18A and targeted for launch in the first half of 2026.
Qualcomm is acquiring Arduino to anchor an end-to-end developer funnel from hobbyist prototypes to commercial robots and industrial IoT systems. As part of the announcement, Arduino introduced the Uno Q, a new board priced around $45โ€“$55 featuring Qualcommโ€™s Dragonwing QRB2210 processor that runs Linux alongside Arduino tooling and supports vision workloads. By meeting developers at the prototyping bench and offering an upgrade path to production-grade SoCs and modules, Qualcomm aims to convert experimentation into long-term silicon design wins. The Arduino tie-up broadens access to Qualcomm compute for small teams while reinforcing an ecosystem play that spans on-device AI, connectivity, and lifecycle operations at the edge.
India is poised to greenlight commercial satellite communication services once TRAI issues final pricing for satellite spectrum use and associated charges. The communications minister indicated the policy and licensing groundwork for satellite broadband is largely complete, with two GMPCS licenses issued and one additional letter of intent granted. The final trigger is the Telecom Regulatory Authority of Indiaโ€™s decision on spectrum pricing and usage fees for satcom bands. After that, operators can commence rolloutsโ€”initially for enterprise and backhaul, then for consumer broadband in selected markets. Bharti-backed Eutelsat OneWeb and Reliance Jioโ€™s satellite unit are positioned to move early, with constellation capacity and gateways progressing.
At India Mobile Congress 2025, Jio framed a broad agenda that ties devices, networks, AI skills, and safety into a national-scale digital strategy. The message from Jioโ€™s chairman was clear: Indiaโ€™s telecom flywheel now spans the full value chain, from semiconductors and device platforms to fraud management and the next wave of 6G research. Telcos are shifting from pure connectivity to platform businesses that bundle devices, cloud access, security, and AI services. JioPC is positioned as an โ€œAI-readyโ€ computer that turns any screen into a managed endpoint, delivered through a subscription model.
Swedenโ€™s largest passenger rail operator SJ is consolidating its communications estate with Telia to accelerate 5G, IoT, and crisis-readiness across trains, stations, depots, and corporate operations. The partnership positions Telia as SJโ€™s primary provider for nationwide mobile and fixed communications, combining public 5G/LTE coverage with managed services that support dayโ€‘toโ€‘day rail operations and passenger experience. For passengers, more consistent Wiโ€‘Fi backhaul and seamless digital services are the immediate wins; for operations, the prize is reliability and faster recovery when incidents occur. European operators are scaling beyond discrete connectivity pilots toward platforms that unify onboard systems, station sensors, and backโ€‘office analytics.
Nokia and du completed a production-style trial that applied classical and generative AI to accelerate optical network planning and day-to-day operations. The partners tested Nokiaโ€™s WaveSuite AI, an automation assistant that exposes network intelligence through a natural-language interface. du cited faster troubleshooting, fewer errors in routine changes, and better resource utilization. The operator also reported concrete planning gains: roughly half the time to develop optical plans and about 30% greater efficiency in network designs, which translates to less overbuild and faster time-to-market. The net effect is improved service delivery and a smoother experience for operations teams tasked with meeting strict SLAs.
AT&T has gone live on Boldyn Networksโ€™ neutral-host infrastructure in New Yorkโ€™s Joralemon Street tunnel, with G line tunnel segments next in the rollout. AT&T customers can now access 5G mobile service through the 1.1-mile (1.8 km) Joralemon Street tunnel, the oldest underwater subway tunnel in New York City, which links the 4/5 lines between Borough Hall in Brooklyn and Bowling Green in Manhattan. Subway connectivity has shifted from convenience to critical infrastructure for safety, accessibility, and productivity. AT&Tโ€™s first-mover status sets a competitive benchmark; other national carriers (Verizon and Tโ€‘Mobile) are expected to follow as on-boarding progresses across the system.
Airbus has partnered with Ericsson to deploy private 5G networks at its Hamburg and Toulouse factories, transforming operations through secure, low-latency connectivity. The rollout supports AR, predictive maintenance, and IoT-driven smart manufacturing, setting a scalable model for global digital transformation.

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