SBA Communications: Spectrum Availability, AI Demand, and 6G Research Are Extending the Wireless Infrastructure Investment Supercycle
SBA Communications CEO Brendan Cavanagh says emerging technologies including AI-driven network demands, new spectrum deployments, and early 6G development are poised to sustain a prolonged wireless infrastructure investment cycle. Despite…
Telecom’s Balancing Act: Strong Earnings Today Mask Uncertain Road Ahead for Major Carriers
Orange, AT&T, and Verizon are posting improved financial results through disciplined cost-cutting and steady commercial growth, but the telecom industry faces a more complex and unpredictable economic landscape in the…
Telecom Giants Are Building the AI Backbone — But the Revenue Payoff Could Take Years to Arrive
Verizon, AT&T, and SK Telecom are making bold bets on AI infrastructure, positioning their networks as the critical backbone of the coming AI economy. However, analysts at Omdia warn that…
Huawei and China Unicom Deploy World’s Largest 5G-A GigaUplink Network, Betting on Mobile AI as the Next Capex Driver
Huawei and China Unicom Beijing have commercially launched what they claim is the world's largest 5G-A 100 MHz GigaUplink network, signaling a major shift in how operators will justify network…
