Spectrum

Indiaโ€™s nationwide launch of BSNLโ€™s โ€œSwadeshiโ€ 4G stack moves the country from a services-first model to domestic production of core telecom equipment at national scale. India formally launched an indigenous 4G stack for state-run BSNL, alongside more than 97,500 towers announced from Jharsuguda, Odisha. Officials highlighted early reach metrics, noting that roughly 92,000 sites are active and connecting an estimated 22 million users. Telecom equipment sovereignty has become a board-level issue as operators de-risk supply chains, comply with trusted source mandates, and balance costs amid rising traffic and spectrum refarming needs.
Large arenas now live or die on mobile performance: digital ticketing, cashless concessions, in-seat ordering, real-time replays, and social sharing all hinge on dense, resilient RF. With nearly 20,000 seats and a heavy calendar of sports and concerts, the Moda Center joins a cohort of tier-one venues investing in 5G as core infrastructure rather than a nice-to-have. American Towerโ€™s role as a neutral host is noteworthy; it positions the venue to support multiple operators on a shared platform, spreading cost, accelerating carrier onboarding, and improving consistency across the โ€œRose Quarter,โ€ including the adjacent Veteransโ€™ Memorial Coliseum.
Hitachi has launched a global AI Factory built on NVIDIAโ€™s reference architecture to speed the development and deployment of โ€œphysical AIโ€ spanning mobility, energy, industrial, and technology domains. Hitachi is standardizing a centralized yet globally distributed AI infrastructure on NVIDIAโ€™s full-stack platform, pairing Hitachi iQ systems with NVIDIA HGX B200 platforms powered by Blackwell GPUs, Hitachi iQ M Series with NVIDIA RTX 6000 Server Edition GPUs, and the NVIDIA Spectrum-X Ethernet AI networking platform. The environment is designed to run production AI with NVIDIA AI Enterprise and support simulation and physically accurate digital twins using NVIDIA Omniverse libraries.
In 2024, the U.S. cable sector generated $568.7 billion in total economic output and supported 1.3 million jobs across the country. This footprint spans broadband networks, video programming, construction, manufacturing, and a broad vendor ecosystem. It underscores why cable remains a central pillar of Americaโ€™s connectivity and media economy even as consumption shifts to IP and streaming. Cable broadband providersโ€”led by Comcast, Charter Communications (Spectrum), Cox, Altice USA (Optimum), Mediacom, Cable One (Sparklight), and WOW!โ€”accounted for $366 billion in total economic impact and nearly 888,000 jobs.
As the U.N. General Assembly convened, U.S. authorities quietly removed a dense cluster of SIM servers and cards that investigators say could have overloaded mobile networks and disrupted emergency communications across the New York metro area. Investigators seized more than 300 SIM servers and roughly 100,000 SIM cards distributed across multiple sites within 35 miles of the United Nations complex. Mass device farms can generate signaling storms that overwhelm cell sites and the mobile core, similar in effect to a distributed denial-of-service attack.
T-Mobile has set a clear handover plan that pairs continuity with a sharpened focus on digital, AI, and new growth vectors. Srini Gopalan, currently Chief Operating Officer, will become CEO of T-Mobile US, succeeding Mike Sievert. Sievert moves to a newly created Vice Chairman role, remaining on the management team and Board to advise on strategy, innovation, talent, and external relations. The structure signals operational continuity and a deliberate next phase for the Un-carrier playbook across wireless, broadband, and adjacent services. Expect Gopalan to intensify investments in AI across care, sales, and network operations.
Lumen is accelerating a multi-year, multi-billion-dollar expansion of its U.S. backbone to match the explosive rise of AI-driven traffic. The company plans to add 34 million new intercity fiber miles by the end of 2028, targeting a total of 47 million intercity fiber miles. In 2025, Lumen has already added more than 2.2 million intercity fiber miles across 2,500+ route miles, with a year-end target of 16.6 million intercity fiber miles. Network capacity grew by 5.9+ Pbps year-to-date, and Lumen earmarked more than $100 million to push 400Gbps connectivity across clouds, data centers, and metrosโ€”now covering over 100,000 route miles with 400G-enabled transport.
Fresh off its merger, VodafoneThree has locked in eight-year vendor deals with Ericsson and Nokia to underpin a ยฃ11 billion UK network build that is front-loaded for rapid 5G Standalone coverage gains. VodafoneThree selected Ericsson and Nokia as primary technology partners for one of the largest privately funded mobile infrastructure programs in Europe, with contracts collectively valued at over ยฃ2 billion. In year one, close to three quarters of the population are targeted for access to its fastest 5G services, rising to about 90% population coverage on 5G Standalone by year three and reaching roughly 99.95% by 2034 under a regulated, fully funded build plan.
Verizon has launched a 6G Innovation Forum to accelerate research, trials, and standards alignment for the next generation of wireless. The forum convenes major RAN suppliers, including Ericsson, Samsung Electronics, and Nokia – alongside platform and device ecosystem players such as Meta and Qualcomm Technologies. The stated goal is an open, diversified, and resilient 6G ecosystem with global alignment from the outset. Verizon will back the forum with hands-on environments, starting with a dedicated 6G Lab in Los Angeles. Early priorities include testing new spectrum bands and bandwidths, and validating interoperability with mainstream standards bodies.
KDDIโ€™s move to enable satellite data on recent iPhones via โ€œau Starlink Directโ€ is a meaningful step toward resilient, nationwide connectivity that blends terrestrial and non-terrestrial networks. KDDI now supports satellite data communication on all models of iPhone 13 through iPhone 17, plus iPhone Airโ€”21 models in total, so consumers and field teams can use essential apps when they are outside cellular coverage. The satellite layer augments KDDIโ€™s 5G/4G LTE footprint; combined, the operator aims to cover virtually all of Japanโ€™s geography, not just its population centers. Notably, the service is available to au subscribers and customers of other carriers.
SoftBank has validated a multiโ€‘cell, endโ€‘toโ€‘end 5G link via a highโ€‘altitude platform payload, marking a concrete step toward stratospheric coverage that works with standard smartphones. In a June field trial over Hachijล Island, Japan, SoftBank mounted a newly developed payload on a light aircraft at 3,000 meters to emulate a High Altitude Platform Station (HAPS) operating around 20 kilometers. The system stitched a millimeterโ€‘wave feeder link at 26 GHz from a ground gateway to the aircraft with a subโ€‘2 GHz service link at 1.7 GHz from the aircraft to handsets, completing an endโ€‘toโ€‘end path through the 5G core.
Manufacturers and wireless providers are shifting 5G from promising pilots to scaled, revenueโ€‘relevant deployments across American factories. A joint report from the National Association of Manufacturers (NAM) and CTIA underscores a clear inflection point: commercial 5G, industrial AI and edge computing are maturing together. With 3GPP Release 16/17 capabilities such as URLLC, timeโ€‘sensitive networking integration, network slicing and nonโ€‘public networks, 5G is increasingly able to support timeโ€‘critical control, quality inspection and safety systems at scale. Production use cases are expanding and delivering measurable benefits. The message is consistent: companies that operationalize 5G alongside AI and automation will capture disproportionate productivity and resiliency advantages.

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