Next TMT Networks

Covering all things AI, cloud, broadband, wireless and compute

With bad thoughts on semiconductors, Trump toys with the terrifying tariff of everything

Sep 8, 2026

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7 min read

With bad thoughts on semiconductors, Trump toys with the terrifying tariff of everything

Also in our latest weekly newsletter focused on telecom tech, business and policy, Nokia walks us through its Core Early Access program, and Orange buys Obvios' 5G network core tech, Dome

Dan Jones

Nvidia points its money hose at MediaTek with $3.5 billion investment, and how organic growth hurts FWA performance

Sep 1, 2026

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6 min read

Nvidia points its money hose at MediaTek with $3.5 billion investment, and how organic growth hurts FWA performance

Also in our latest weekly newsletter focused on telecom tech, business and policy, we ponder SpaceX's ability to take over Dish's abandoned 5G infrastructure

Dan Jones

Why New York's fight against TeraWulf could shape the future of data centers in the U.S.

Aug 25, 2026

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6 min read

Why New York's fight against TeraWulf could shape the future of data centers in the U.S.

Also in our latest weekly newsletter focused on telecom tech, business and policy, we examine Nokia's big dip from China

Dan Jones

The era of the $3,000 iPhone dawns, and Nvidia's risky vendor financing bender goes next level

Aug 18, 2026

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6 min read

The era of the $3,000 iPhone dawns, and Nvidia's risky vendor financing bender goes next level

Also in our latest weekly newsletter focused on telecom tech, business and policy, we examine the action-packed world of 5G ISAC drone detection

Daniel Frankel, +1

Ericsson gets set to blow past Nokia in private networking

Aug 11, 2026

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8 min read

Ericsson gets set to blow past Nokia in private networking

Also in our latest weekly newsletter focused on telecom tech, business and policy, the major telecom vendors move on AI-RAN

Dan Jones

Aug 6, 2026

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5 min read

Special report: From a novel (crazy?) 5G terrestrial strategy to a big plan to take over most of the global internet, SpaceX's first earnings call was a doozy

Or as one analyst told us, 'Elon Musk is nuts'

Dan Jones