James Blackman

From the newsletter ( sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on

Something about integration and convergence today, mostly in industrial markets, maybe in consumer ones – and partly to recommend RCR 's forthcoming

From the newsletter ( sign-up if you want it sooner): Telco integration is back in fashion (again), from satellite and terrestrial networks to private 5G and Wi-Fi.

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira.

We could write here about Lumen, but we have written a lot about them, and it's a lot (of good stuff, about trebling fiber miles, building global

From the newsletter ( sign-up if you want it sooner): America's AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it.

Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south traffic unresolved.

First, and quick (because I am about to be on holiday; praise the lord): I'd like to quote the inimitable Matt Hatton, who summarized very-well on

Interesting stuff in here about new US rural AI fiber access and trans-Europe AI express routes , as linked below, but these are not

A quick Friday news round-up, taking in telecoms and the wider AI infrastructure story. RCR Tech will also deal with the latter, so RCR Wireless shall deal with the former first.