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Monthly Insights

Telecom and Wireless Insights August 2026

Slicing Goes Regulatory, Satellites Multiply: Advanced Connectivity Insights, August 2026

August 2026's roundup: EE launches the UK's first commercial 5G slicing service as India's regulator moves first to mandate per-slice ...

The Capital Behind the Compute: Digital Infrastructure Insights, August 2026

The Capital Behind the Compute: Digital Infrastructure Insights, August 2026

August 2026's roundup: Nvidia forms $500B+ AI compute financing platforms with the world's largest asset managers, SK Telecom's SK Hyper ...

Telecom Becomes an AI Vendor: AI & Automation Insights, August 2026

Telecom Becomes an AI Vendor: AI & Automation Insights, August 2026

August 2026's roundup: operators from SK Telecom to Ooredoo built or monetized AI infrastructure directly, AI-RAN validation reached the device ...

Ports, Pastures, and Policy: Private Network Insights, August 2026

Ports, Pastures, and Policy: Private Network Insights, August 2026

August 2026's roundup: Santos and Valenciaport advance port deployments while JNPA moves toward spectrum leasing, private 5G reaches a livestock ...

Telecom and Wireless Insights, July 2026: Satellite's Extremes and AI-RAN's Deployment Gap

Telecom and Wireless Insights, July 2026: Satellite’s Extremes and AI-RAN’s Deployment Gap

July 2026's roundup: Hughes Network Systems nears bankruptcy as SpaceX files to launch 100,000 satellites, Nokia's AI-RAN commercial deployments trail ...

The Trust Gap Widens as AI-RAN Goes Government-Scale: AI & Automation Insights, July 2026

The Trust Gap Widens as AI-RAN Goes Government-Scale: AI & Automation Insights, July 2026

July 2026's roundup: agentic AI's accountability gap widens even as AI-RAN moves into government-backed programs, telecom builds its own AI ...

Ports Become Private 5G's Proving Ground: Private Network Insights, July 2026

Ports Become Private 5G’s Proving Ground: Private Network Insights, July 2026

July 2026's roundup: ports deliver this month's deepest deployment evidence, China sets a 50,000-network industrial 5G target, FRMCS rail hardware ...

Chip Manufacturing Capital Hits Record Scale as SK hynix Debuts on Nasdaq: Digital Infrastructure Insights, July 2026

Chip Manufacturing Capital Hits Record Scale as SK hynix Debuts on Nasdaq: Digital Infrastructure Insights, July 2026

July 2026's roundup: TSMC raises its Arizona commitment to $265 billion, Micron commits more than $250 billion to US DRAM ...

Telecom and Wireless Insights for June 2026: Agentic AI Goes Operational as Satellite Consolidates Through M&A

Telecom and Wireless Insights for June 2026: Agentic AI Goes Operational as Satellite Consolidates Through M&A

June 2026's roundup: agentic AI moves from pilot to operational core across telecom networks, satellite consolidates through Rocket Lab's $8B ...

Agentic AI Builds Out Across the Network: AI & Automation Insights, June 2026

Agentic AI Builds Out Across the Network: AI & Automation Insights, June 2026

June 2026 showed agentic AI scaling from pilot to platform: industry-wide standards momentum, AI-RAN field trials from Nokia, Amdocs and ...

South Korea's $650B AI Megaproject Anchors a Month of Chip Supply Diversification: Digital Infrastructure Insights, June 2026

South Korea’s $650B AI Megaproject Anchors a Month of Chip Supply Diversification: Digital Infrastructure Insights, June 2026

June 2026's roundup: SK Group, GS Group, and Naver unveil a $650 billion, 10-year AI infrastructure megaproject, Google shifts part ...

Adoption Is Settled, ROI Is the Question: Private Network Insights, June 2026

Adoption Is Settled, ROI Is the Question: Private Network Insights, June 2026

With GSA counting 2,003 private mobile network references, June 2026's story shifted from whether private cellular works to what it ...

CBRS Becomes the Factory-Floor Default: Private Network Insights, May 2026

CBRS Becomes the Factory-Floor Default: Private Network Insights, May 2026

Private 5G became an industrial default in May 2026, with CBRS now the U.S. factory spectrum of record. This month's ...

A Shared Satellite Future and AI-RAN's GPU Divide: Advanced Connectivity Insights, May 2026

A Shared Satellite Future and AI-RAN’s GPU Divide: Telecom and Wireless Insights, May 2026

May 2026's roundup: AT&T, T-Mobile, and Verizon explore a joint satellite D2D venture, Ericsson tests GPU-free AI-RAN against Nvidia's GPU-embedded ...

Sovereign AI Goes Global as Anthropic's Capital Reshapes the Ecosystem: AI & Automation Insights, May 2026

Sovereign AI Goes Global as Anthropic’s Capital Reshapes the Ecosystem: AI & Automation Insights, May 2026

May 2026's roundup: sovereign AI becomes a genuine global commercial category across nine countries, Anthropic's $65B raise reshapes enterprise AI ...

Washington Takes a Stake in Intel as AI Infrastructure Heads to Orbit: Digital Infrastructure Insights, May 2026

Washington Takes a Stake in Intel as AI Infrastructure Heads to Orbit: Digital Infrastructure Insights, May 2026

May 2026's roundup: the US government's 10% equity stake in Intel (now valued above $50B) underscores how strategic chip manufacturing ...

Private Networks Are Accelerating: April 2026 Monthly Update

Private Networks Are Accelerating: April 2026 Monthly Update

April 2026 was one of the most active months on record for private 5G and LTE. Across factory floors, mine ...

Satellite D2D Meets Reality as Fiber Consolidation Accelerates: Advanced Connectivity Insights, April 2026

Satellite D2D Meets Reality as Fiber Consolidation Accelerates: Telecom and Wireless Insights, April 2026

April 2026's roundup: T-Mobile admits satellite direct-to-device usage is falling short of expectations, fiber consolidation accelerates through new JVs and ...

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