Fwiw, I agree with @elonmusk that mobile networks should should be built for agents and physical AI devices (and AI endpoints of all kinds -- cars, robots, drones, sensors, etc)
My call to action from Network X in Vienna this month:
It is really AI services/apps and end points that will drive AI-native networks. We are at an incredible moment.
Imagine end points and networks "negotiating" the best connectivity profile for the app
Some RAN deliveries moved forward from Q4 to Q3
From the investor call
Operators delaying core projects due to server supply chain constraints [heard this quite a bit, fyi. Mainly a pricing issue, I understand]
CEO @justinhotard -- In mobile, it's not just pricing, it's also supply and visibility. Some customers want to buy ahead. (Seems like Japan, esp)
This is a broader based supply chain issue than 2021
RAN sales up 10% YoY at Nokia. Interested to know how much of this is volume driven and how much price driven. Either way, it's a welcome bump.
And similar to Ericsson showing broad-based market trend
Gabriel Brown retweeted
Yes, bundled fixed/mobile is where telcos & cablecos want to fight. But Musk's commentary was about "demand for 1,000x more bandwidth...because AI or SI agents will on a per agent basis, use far more bandwidth than a person, & there will be far more agents than there are people"
Nokia gets the headline but Ericsson steal the show at T-Mobile AI RAN. My analyst quote within:
lightreading.com/ai-machine-…
"This is a wow moment," said Gabriel Brown, senior principal analyst @OmdiaHQ , "It shows AI models deployed directly in the basestation can give very measurable and significant performance gains, and that's with software updates to deployed equipment."
Ad-hoc #NetworkX thread.
First up my Omdia colleague Dario Talmesio: Record telecom cash flow off reduced capex
This in a nutshell is what Huawei thinks you need a new "intent interface" and why you need a new NAS and 6G core
