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AI-RAN: The Hard Questions Behind the Hype

A deep dive into AI-RAN's real-world readiness, from Nokia's platform to Dell'Oro's flat RAN market outlook.

Dell'Oro Projects $35B Cumulative AI RAN Revenue by 2030 Amid Open RAN Integration

Dell'Oro Group's latest forecast highlights AI RAN growth to $35B through 2030, with GPU RAN exceeding $1B, driven by intelligence and O-RAN capabilities without expanding the overall RAN market.

Open RAN Has Become 'Just a Standard'—and That's the Win We Needed

Open RAN's evolution from ideology to pragmatic standardization is its real success. Here's why 'just a standard' is enough.

Open RAN's Fate Hinges on Economics, Not Ideology

Dell'Oro says Open RAN is now just a standard. The real question is whether it can be economically viable, not whether it's open.

RAN Market Stabilizes, But Open RAN's Fate Hinges on AI Economics

Dell'Oro reports third straight quarter of RAN growth, but flat outlook persists. What does this mean for Open RAN? A Q&A for skeptical execs.

RAN Market's Third Consecutive Quarter of Growth Masks the Real Story for Open RAN

Dell'Oro reports modest RAN growth in Q2 2026, but the underlying shift toward AI-native architectures is what matters for Open RAN's future.