From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are reorganising around AI. Wrap-around commentary from Verizon and Nokia, and you have a future view of the market – about smarter network platforms for the AI era. Nokia, Red Hat and CoreWeave reckon the next challenge is coordination – connecting inference workloads and edge resources across domains. But it is a reminder that smarter networks don’t amount to a hill of beans in this crazy [AI] world. It takes trusted platforms and good relationships to make money from them.