by Chris DePuy, 650 Group / September 24, 2026 This week, Rakuten Mobile announced it has surpassed 11 million subscribers. We read the number as a validation of the bet Rakuten has made since it entered the market: that a carrier can build its own network on Open RAN —… Read More »Rakuten Mobile Passes 11 Million Subscribers, Proving Open RAN Can Scale
Cambium Networks, a fixed wireless pioneer whose PMP and PTP radios powered thousands of WISPs, entered Chapter 11 and UK administration in September 2026. Here is the full chronology, and what happened to its people, in numbers.
by Chris DePuy, 650 Group / September 24, 2026 This week, Meta, NEC, and Sumitomo Electric announced Petal, the first commercial petabit-class transoceanic submarine cable system, linking the US and France across roughly 7,000 km with service expected in 2029. Meta calls it the first multi-core fiber cable deployed at… Read More »Meta’s Petal Subsea Cable Doubles Transatlantic Capacity with Multi-Core Fiber
Ericsson and Erillisverkot demoed 5G ISAC drone detection at Helsinki’s Vuosaari Harbor. The number that matters is not detection range but the installed RAN asset base it monetizes.
Nokia Highlights Advancing Connectivity for the AI Supercycle IntroductionNokia’s combined SReXperts and Wavelengths Americas event in San Diego made one point clear. IP and optical are now one architecture, and the AI supercycle is requiring them to make significant investments in their supply chain and manufacturing capabilities to meet customer… Read More »Nokia SReXperts and Wavelengths 2026
CoreWeave has brought up multi-rack NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, tying hundreds of Rubin GPUs into one scale-out cluster over Spectrum-X Ethernet with 1.6 Tb/s of ConnectX-9 fabric per GPU.
When we left Mobile World Congress 2026 in March, we framed AI RAN as a strategic split: Nokia and Samsung betting on merchant silicon (CPUs and GPUs), while Ericsson, Huawei, and ZTE continued to rely on purpose-built ASICs (MWC 2026: The RAN Chip Wars). Six months later the tactical debate… Read More »AI RAN Goes Mainstream: Every Major Vendor Has Now Embraced the Concept
Flex (NASDAQ: FLEX) said this week it has reached a definitive agreement to buy EPC Power for $4.4 billion, folding in differentiated power-conversion and grid-forming technology built for the next generation of 800V data center power architectures. Flex expects the deal to close in the fourth quarter of calendar 2026,… Read More »Flex Acquires EPC Power: A $4.4B Bet on 800V AI Data Center Power
This morning, Arm positioned the new Mali G2-Ultra NX GPU as its first AI-native Mali graphics core, integrating dedicated neural accelerators directly into the shader pipeline rather than bolting an NPU alongside it. It arrives with a third-generation ray tracing unit and a new execution engine Arm calls the largest… Read More »Arm’s Mali G2-Ultra NX: Neural Accelerators Take Mobile Graphics AI-Native
Nokia today announced Mobile Core Early Access, a live, hosted environment that lets telecommunications providers and enterprises evaluate the software behind AI-era mobile core networks before committing to deployment. The program launched in June with a select group of 30 companies; with today’s announcement, registration is now open to the… Read More »Nokia Opens Its Mobile Core Early Access Program to the Whole Industry
