Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of doing is ever revisiting those insightful, interesting bits of commentary and doing anything with them that would benefit anyone other than myself. This weekly column […]| RCR Wireless News
The Kuala Lumpur data center colocation market is projected to be worth $300 million in 2025 and is expected to reach $1.1 billion by 2030 In sum – what to know: Kuala Lumpur market accelerating – Forecast to grow from $300M in 2025 to $1.1B in 2030, a 31% CAGR, fueled by hyperscale and AI […]| RCR Wireless News
A recent report by Wood Mackenzie noted that electricity demand in Japan will be concentrated in Tokyo and Kansai In sum – what to know: Triple electricity use by 2034 – Data center power consumption could reach 66 TWh, equal to up to 18 million households, driving 60% of Japan’s demand growth. Project delays – […]| RCR Wireless News
Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade In sum – what to know: Market to hit $286B by 2030 – Omdia projects strong long-term demand, though the pace of expansion is slowing after a surge between […]| RCR Wireless News
In the first half of 2025, ZTE said its advanced its “All in AI, AI for All” strategy to accelerate innovation through AI-ICT integration In sum – what to know: Revenue up 14.5% in H1 – ZTE reported RMB 71.55 billion ($10B) in revenue for H1 2025, with growth driven by AI integration and broader […]| RCR Wireless News
The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually In sum – what to know: Blackwell sales to China possible – Jensen Huang said there is a “real possibility” of exporting modified Blackwell AI chips, provided U.S. licensing hurdles are resolved. China AI market forecasted at $50B – […]| RCR Wireless News
The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion In sum – what to know: IPO confirmed – Reliance Jio will launch its long-awaited IPO in early 2026, aiming to raise around $6 billion at a valuation near $112 billion. 5G challenges – Despite nationwide coverage, […]| RCR Wireless News
AI is everywhere in banking – in Citigroup's service platforms, in BNP Paribas' strategic review, in the future of UK finance jobs. Here's the latest news.| RCR Wireless News
KT and Viettel will work to develop a Vietnamese AI language model, creating industry-specific AX platforms.| RCR Wireless News
KT said it will evaluate performance before scaling the technology into wider commercial use.| RCR Wireless News
The 5G Broadcast Strategic Task Force, made up of broadcasters from a number of European broadcasting markets and supported by testing and broadcast| RCR Wireless News
Although Verizon doesn't breakout wholesale MVNO revenues, analyst Jim Patterson sees this particular line of business as "highly lucrative."| RCR Wireless News
Only one smart city use case stands up to close scrutiny: smart street lighting. Here, we consider seven ways cities can make their money back on lighting.| RCR Wireless News
The deal gives Boldyn a firm footprint in the industrial private 5G space; Edzcom has deployed around 50 private networks in across Europe.| RCR Wireless News
Boldyn has launched the UK’s first open-RAN neutral-host 5G system at Sunderland’s Stadium of Light; it is also deploying private 5G in CBRS for the US city of Chesapeake.| RCR Wireless News
Can Verizon Consumer Group CEO Sowmyanarayan Sampath improve customer care?| RCR Wireless News
What's in the White House's AI Action plan? Federal support for domestic AI tech and data centers. What's out? Climate regulation and "woke AI."| RCR Wireless News
A band of big European firms have urged the EU to delay enforcement of the new AI Act, citing unclear and complex rules that risk hindering innovation and competitiveness.| RCR Wireless News
Recent surveys have found people don't want innovation stifled by AI regulation, but are more worried about unchecked development of AI systems.| RCR Wireless News
Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to fuel artificial intelligence and| RCR Wireless News
The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones.| RCR Wireless News
In this episode, Ivo Ivanov, CEO and Chairman of DE-CIX, shares how his company is building the next generation of Internet infrastructure — from peering| RCR Wireless News
Oracle signed a cloud services contract worth $30 billion a year which will start hitting its books in fiscal year 2028, reflecting "skyrocketing" demand.| RCR Wireless News
CoreWeave saw high Q2 revenue growth from massive AI infrastructure demand. But the stock has slid in part due to losses and capex spending.| RCR Wireless News
Intelligence on All Things Wireless| RCR Wireless News
Atlanta-based Future Technologies has claimed “multi-million” private-5G wins with Fortune 100/500 firms, plus a $150 million pipeline in new sales.| RCR Wireless News
Anthropic has slammed Apple’s AI tests as flawed, arguing AI models did not fail to reason – but were wrongly judged. The problem is bad benchmarks, it says.| RCR Wireless News
New research from Apple says large reasoning models collapse under pressure – challenging the AGI concept, and exposing AI industry overreach.| RCR Wireless News
Apple's dismantling of high-end AI last week triggered a viral joke rebuttal from one 'C. Opus' – Anthropic's Claude AI engine. Does Claude debunk Apple? Not quite.| RCR Wireless News
"Sell? We're having too much fun." So says Future Tech chief Peter Cappiello, as his private 5G firm claims mad sales growth, and new deals with Ericsson, Dell, and Intel.| RCR Wireless News
Future Technologies said it secured over $30 million in projects for U.S. DoD private 5G networks in the past 12 months.| RCR Wireless News
Busy US system integrator Future Technologies, and Nokia channel mainstay, says the figure also comprises fibre from Cambium and cellular WAN from Sierra.| RCR Wireless News
New system from GigaIO delivers AI compute power in a portable form, designed for edge deployments in defense, sports, media, energy, and industrial sectors.| RCR Wireless News
5G is a game of two halves, they say – because the industry is between rollout of 5G NSA and 5G SA architectures, and because there is everything to play for.| RCR Wireless News
To stimulate private sector investment and boost collaboration between government and industry, the U.K. will also AI growth zones| RCR Wireless News
As AI systems scale, so too must the supporting AI infrastructure. From the availability of compute and power to new optimization techniques, the future of AI will depend on balancing innovation with sustainability.| RCR Wireless News
Wall Street's reaction to DeepSeek notwithstanding, Microsoft and Meta detailed plans to continue investing billions in AI infrastructure.| RCR Wireless News
The novel achievements reported by DeepSeek have caused quite a stir, but seem well-aligned not just with the history of computing but with the history of general-purpose technologies.| RCR Wireless News
Rockwell's acquisition, including Clearpath's AMR division OTTO Motors, gives it an “end-to-end autonomous production solution”, it said.| RCR Wireless News
The US DoD has appointed Federated Wireless, sub-contracting JMA and HPE, on a $6m deal to deploy its first private 5G network for the US Marine Corps.| RCR Wireless News
Another day, another review of the private 5G market; this one, by Kaleido Intelligence, looks to have made a better fist of it. But it still raises questions.| RCR Wireless News
As Greil Marcus said of Bob Dylan: what is this shit? A new private 5G review by Gartner, which holds a Bob-like influence in telco analysis – looks like a miss-step.| RCR Wireless News
Siemens has expanded its private 5G offer both in terms of radio support and commercial availability; it is now being sold in seven countries.| RCR Wireless News
The Lower Colorado River Authority (LCRA) has taken a licence with Anterix to use the local 900 MHz band for private LTE across its service areas in Texas.| RCR Wireless News
Reliance Industries Limited (RIL) chairman Mukesh Ambani said that nearly 85% of the 5G radio cells in India are operated by Jio| RCR Wireless News
With its stock price apparently boosted by rumors Samsung may buy its mobile networks business, Nokia had no comment on "speculations."| RCR Wireless News
The GSA found that shipments of 4G/5G FWA CPE are expected to grow 23%, hitting 37.5 million units in 2024.| RCR Wireless News
