Telecom & 5G
Telecom & 5G news — Monday 02 November 2026
4 stories from 1 sources, every one in English. Each links to its publisher.
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What will an AI crash look like? (Analyst Angle)
RCR Wireless News
The AI infrastructure boom could end in a crash resembling telecoms’ late-1990s fibre bust, leaving investors nursing huge losses but potentially handing utilities and infrastructure funds cheap assets to power…
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American Tower sees four catalysts extending wireless investment cycle
RCR Wireless News
Steve Vondran, chief executive officer of American Tower, told a conferece call with investors that the company is seeing increasing evidence that these catalysts could create overlapping investment cycles In…
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SMO/RIC-based RAN automation gains momentum (Reader Forum)
RCR Wireless News
Operators are moving beyond legacy SON towards SMO/RIC-based automation as part of mid-cycle 5G RAN modernization and vendor swap-out projects, writes SNS Telecom & Research, with annual spending on SMO…
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From AI factory to factory-factory – Qualcomm, Nvidia and the race to put AI to work (Telco Diary)
RCR Wireless News
From the newsletter (October 30; sign-up or follow if you want it sooner): Qualcomm’s push to bring AI into industrial IoT, robotics and other physical devices raises big questions about…