Nokia Builds Upon Its AI RAN Story with New Partners and Operator Engagements

Ed Gubbins, Principal Analyst

Summary Bullets:

• Nokia continues to build upon its AI RAN story, with new ecosystem partners and operator engagements as well as refined messaging.

• The company described a vision for training agents to be experts in specific network domains that also communicate across domains and promoted use cases including robotics and ISAC.

Nokia continues to build its AI RAN story. This week, the vendor used the Graphics Processing Unit Technology Conference (GTC) event in Berlin, created and hosted by AI giant NVIDIA – Nokia’s key partner in AI as well as a major shareholder – to burnish its message, with newly named partners, operator trials, use case demonstrations, and refined descriptions of how the AI RAN will work.

Building on its previous promotion of the use of “dApps” (third-party software applications that reside in the baseband unit, rather than a RAN Intelligent Controller, in order to minimize latency), Nokia named two US-based partners providing it with dApps, DeepSig and Zainar. DeepSig, a founding member of the AI RAN Alliance along with Nokia, is developing AI-aided spectrum-sensing software that optimizes the RAN, mitigates interference, and aids spectrum-sharing. ZaiNar, a physical AI startup that emerged from stealth mode earlier this year with a valuation over $1 billion and a $100 million investment, is integrating its positioning software with Nokia’s virtualized AI-RAN to enable precise network-based location capabilities. Nokia said it would name more dApp partners in the months to come.

Pointing to a growing ecosystem for AI RAN and promoting the idea of an open network (enabled by E3 interfaces) that can harness outside AI-powered innovation are both important ways to try to build operator confidence in the idea Nokia has put forth as key to its RAN strategy: the use of GPUs in the RAN, which has been met with skepticism from some operators.

This week Nokia also described the work it’s currently doing behind the scenes to arm NVIDIA’s Nemotron AI models with telecom network data, including details of Nokia’s products, operational data, and procedures as well as radio alarm and fault resolution data. Smaller models could yield agentic experts in specific network domains (RAN, core, transport, etc.) that could enable some degree of autonomous network operation – with guardrails that ensure operator control. These specialized expert agents would coordinate with agents elsewhere in the network for an end-to-end scope – a model multiple vendors have envisioned and operators have expressed interest in. And with a view to the importance of sovereignty, Nokia stressed the ability of operators to choose where different kinds of processing occur, whether in the operator network or in a hyperscaler cloud.

Addressing sovereignty is crucial for making operators comfortable with network AI, and Nokia’s emphasis on operator choice in the messaging of this point may also help it soothe concerns that operators may have about Nokia’s tight focus – narrower than some peers – on using its partner’s (and investor’s) GPUs in the RAN.

At GTC, Nokia and NVIDIA used robots to illustrate the concept of distributing AI compute in different places based on workload type and use case needs (an idea that is not specific to Nokia). In their demonstration, real-time perception and action tasks were processed on the robot itself. Fine-tuning and coordination across robots were processed at the distributed network edge. And larger training workloads were processed in more centralized compute infrastructure.

Nokia has previously emphasized the potential to integrate sensing with communication capabilities in the AI RAN (appealing to widespread and growing interest in ISAC, which is expected to be a prized 6G technology). This week, Nokia touted an AI RAN trial of an ISAC application with Finland’s Elisa, describing a dual-GPU approach within the same AI RAN platform, in which one GPU focuses on RAN operation and a separate GPU focuses on sensing and processing for an ISAC application. On previous occasions, Nokia has described GPUs in the RAN as having a dual purpose: RAN optimization and revenue growth (enabled by enterprise services or token sales). To operators that are wary of using GPUs in the RAN, the idea of using two GPUs for ISAC, whose key value is its integrated dual-purpose use of the same infrastructure, could raise questions about capital and operating costs.

Nokia also promoted recent and upcoming AI RAN trials with European operators. Finland’s Elisa has trialed the simultaneous operation of voice, mobile data and video analytics on the same RAN platform. England’s BT has agreed to a live-network trial in 2027. Germany’s Deutsche Telekom has lab-tested the use of AI-enhanced channel estimation to increase uplink throughput. And France’s Orange plans to test AI RAN in the lab and in the network. Beyond the European activity touted at this European event, Nokia separately announced plans this week for an AI RAN field trial with Japan’s Softbank in 2027.

Highlighting early operator trials are very important for Nokia’s strategy. Because AI RAN represents a real paradigm shift away from traditional RAN operation, many operators will look for trailblazing operators to do the difficult work of climbing the learning curve needed to prove out success in this area. As evidenced this week, Nokia is clearly doing that work, too.

Ericsson Advances AI RAN Commercialization with New Software

Summary Bullets:

Ed Gubbins, Principal Analyst

• Ericsson introduced a new RAN software package called “AI in RAN,” which includes RAN-based training models and agentic AI that may enable greater automation over time

• The software package includes six new performance-enhancing features leveraging AI, some of which are downloadable this month while others become available later this year.

Ericsson took another step in the commercialization of using AI to enhance the radio access network (RAN) this week by introducing a new RAN software package the vendor calls “AI in RAN.” It includes:

• Telco-grade AI models designed to run in the RAN in real time

• Continuous learning using scalable, high-quality data

• Agentic AI support to enable RAN operations and automation

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Inferencing at the Edge – Will AI Revive the Old Edge Compute Idea?

Emir Halilovic, Principal Analyst

Summary Bullets

• Inferencing at the edge is seen as a potential strong driver for CSP revenues, mostly driven by the projected requirements of the physical AI

• But the whole concept is similar to ill-fated edge computing (or mobile/multi-access edge computing), tempering the optimistic outlook

As enterprises and public sector organizations continue developing future AI use cases that depend on physical AI, it’s becoming increasingly likely that the predicted distribution of AI inferencing beyond the centralized hyperscaler data centers will indeed happen. One of the key locations for this distributed inferencing is projected to be at the edge of the network – ensuring that physical AI workloads are served with the lowest possible latency, while being offloaded from the actual robots or connected devices, which might be limited in battery capacity, processing power, or both. In other words, inferencing at the edge is supposed to fill the gap between on-device inferencing, which is zero-latency, but limited in terms of processing power and (likely) battery capacity, and centralized data center inferencing, which is practically unlimited in terms of processing power, but has to traverse many networking domains that can introduce unacceptably high latency and undermine the determinism that will be key in physical AI use cases. The main deployment model for inferencing at the edge discussed at MWC counts on deploying GPU- or CPU-based processing power at distributed RAN (D-RAN) and centralized RAN (C-RAN) radio sites, using the same processing capacity for RAN workloads and AI inferencing. However, edge inferencing can also be deployed at the provider edge in fixed access networks, or IP transport for example.

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MWC26: New Small Cells Aimed at Densification, Indoor Spaces, and Key Trends

Ed Gubbins, Principal Analyst

Summary Bullets:

• Vendors unveiled a variety of new small-cell base station products at Mobile World Congress (MWC), meeting demand for 5G network densification and indoor penetration.

• Some new small cells address specific trends such as neutral-host networks and improved uplink performance needed for video streaming and artificial intelligence (AI) use cases.

Multiple mobile network equipment vendors announced new small-cell base station products at the MWC event in Barcelona (Spain) this month, including major RAN vendors and lesser-known names and spanning indoor and outdoor products of various architectures. Some of these addressed specific trends such as neutral-host networks and improved uplink performance needed for video streaming and artificial intelligence (AI) use cases.

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Nvidia Aims to Make AI RAN Innovation Quicker, Easier, and More Scalable

Ed Gubbins, Principal Analyst

Summary Bullets:

• Nvidia is working to ease adoption of new AI RAN applications with tools for training, simulation, and deployment that leverage the power of AI to speed up and scale these processes.

• New offerings include automatic code translators, digital twin simulators, and an “AI-native 6G lab in a box.”


Source: Nvidia

Artificial intelligence (AI) chip giant Nvidia is continuing its drive toward ushering in a new age of AI-enhanced radio access networks (RANs) – tackling some of the hurdles facing this young ecosystem and working to make it easier for software application developers to innovate in the space.

Continue reading “Nvidia Aims to Make AI RAN Innovation Quicker, Easier, and More Scalable” →

AI RAN Aimed at New Services, Network Optimization, and Coordinating Specialist AI Agents

Ed Gubbins, Principal Analyst

Summary Bullets:

• RAN vendors are exploring how AI can improve RAN operations, including through the use of both RAN-specific AI operations and multi-agent coordination to assess faults and recommend improvements.

• AI RAN is also being used to support new services, as equipment vendor ZTE illustrated with an AI-enhanced small-cell solution in a car dealership that supports livestreaming in the building.

RAN vendors are pushing further toward achieving a RAN that makes greater use of AI – to support new services and to improve network operations, including by coordinating with AI in other parts of the network.

Some vendors have begun proposing the use of multi-agent AI platforms to improve network performance. For example, training separate AI agents to analyze performance degradation in different areas of the network – RAN, core, and transport – may allow those agents to develop specialized areas of expertise to maximize their accuracy. These specialized agents could each work directly with a coordinating agent tasked with overseeing and orchestrating their activities and findings.

ZTE is one of the equipment vendors proposing such a model. And it is exploring other ways to improve RAN operations and support new services using AI. This year, ZTE began marketing its AIR Engine solution to make better use of AI in the RAN. The solution includes a general-purpose server card inserted into an otherwise traditional baseband unit – the processing unit of a mobile base station. (ZTE had previously introduced a similar offering aimed more at private networks; AIR Engine primarily targets public mobile-broadband networks.) AIR Engine is designed to use AI to enhance RAN performance by, for example, improving power efficiency and spectral efficiency as well as beamforming – closely tracking users’ movements, identifying the applications they’re using and applying the best network resources for those specific applications. The solution doesn’t currently use graphics processing units (GPUs), which have been widely deployed for AI tasks but have thus far been deemed by many telecom-industry members to be too expensive for distributed deployments in mobile base stations.

ZTE has also discovered a real-world use case applying AI RAN to small cells. The vendor has deployed its QCell distributed indoor small-cell solution at a car dealership that regularly hosts auto-industry influencers who want to stream videos from inside its showrooms. In addition to providing 5G connectivity, this version of QCell uses AI – running on a general-purpose compute plug-in card – to support live streaming in three ways: It optimizes the network for streaming (including supporting uplink speeds), it minimizes the impact of the streaming on other network users and it uses self-learning to reduce power consumption.

Mobile operators taking such a solution to market are likely to face some familiar challenges, including (a) understanding specific enterprise verticals well enough to know how AI-enhanced 5G could add value and (b) confronting the clash between traditional telco business models – which benefit from highly scalable offerings like consumer mobile broadband – and enterprise solutions like the one described above, which may require high customization without offering high scalability.

Mobile operators should also explore whether enterprise AI RAN solutions work better as virtual RAN solutions. ZTE’s use of a plug-in card for AI compute could impose some limits on capacity. Could a solution that uses general-purpose compute across AI and RAN workloads alike be more efficient? ZTE, which does not embrace vRAN in its RAN strategy generally, argues that using vRAN in the case of the car dealership could drive up the cost of the solution for a use case that is quite cost-sensitive.

Whatever challenges these new models present, vendors are increasingly taking them on and engaging the learning process to move further toward visions of a more AI-centric RAN, which is expected to be a significant defining characteristic of the next generation of mobile networks in a few years, when the 6G era arrives.

6G Developers Work to Reduce the Need for Radio Replacement

Ed Gubbins, Principal Analyst

Summary Bullets:

• Operators want 6G migration to be more software-centric and require less expensive radio installation than 5G.

• Stakeholders developing industry standards for 6G are making progress toward such goals.

As the mobile telecom industry continues to work on defining 6G – the next generation of mobile technologies, expected to meet commercial reality before the end of this decade – operators have been vocal about the ways they want 6G to be unlike 5G. In particular, they want to avoid the disappointing return on their 5G network rollout investments, including the expensive nationwide installation of large massive MIMO radio/antenna units.

The Retirement of Boost Mobile’s RAN is a Grim Milestone for the Open RAN Movement

Ed Gubbins, Principal Analyst

Summary Bullets:

• Echostar, owner of Boost Mobile, will sell its wireless spectrum to AT&T and decommission its Open virtual RAN – which Open RAN proponents had long pointed to as a proof-point of Open RAN’s value.

• The news not only impacts Boost Mobile’s RAN suppliers but could also become a symbol of Open RAN’s long struggle to accelerate adoption and a bellwether for the sector’s near-term prospects.

Echostar’s move this week to sell its wireless spectrum licenses to AT&T and transition into a “hybrid mobile network operator” is a grim milestone for the Open RAN ecosystem, since the company’s Boost Mobile operator unit says it will wind down parts of its open virtual RAN (vRAN) as a result.

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IRIS²: Europe Launches a Satellite Communication Program

Y. Almadani

Summary Bullets:

• IRIS² aims to enter service by early 2031, providing internet access and secure communications for different applications, similar to SpaceX’s Starshield and Starlink.

• The EUR10.6 billion project funded by the EU, ESA, and consortium companies, aims to increase Europe’s strategic autonomy and unlock a new area for economic growth.

The European Commission has signed a concession contract for IRIS², the European satellite constellation announced two years ago, which will oversee the development, deployment, and operation of a network of secure, multi-orbital satellites. Continue reading “IRIS²: Europe Launches a Satellite Communication Program” →

DOCSIS 5.0: Cable’s (Prolonged) Strive to Survive

Yousef Almadani, Senior Analyst

Summary Bullets:

• Comcast, Charter, and Broadcom are collaborating to develop a unified DOCSIS 5.0 standard.

• Despite fiber’s advantages, existing cable infrastructure can be upgraded to meet future demands, delaying full-scale fiber adoption – at least in the US.

Just when some analysts felt comfortable proclaiming DOCSIS 4.0 as cable’s final chapter, the mirage of DOCSIS 5.0 now seems to be taking shape. The development comes after a phase marked by ambiguous comments on what lies beyond DOCSIS 4.0. These references often hinted at DOCSIS 5.0 (a.k.a., 25G DOCSIS, or 3 GHz DOCSIS) whenever the future of cable was in question, particularly in comparison to PON.

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