ABI Research forecasts 6G radio revenue will grow from $8.1 billion in 2029 to $67.0 billion in 2034, with AI-chipset radio revenue scaling from $1.8 billion to $57.7 billion over the same period. Telecom operators face a critical 2026-2028 investment window to decide whether to remain connectivity providers or expand into distributed AI infrastructure and new revenue models. The 2029-2031 period will be key for validating enterprise demand and AI monetization models.

The article compares Kratos Defense and Nokia as investment options for 2026. Kratos, a high-growth defense contractor specializing in unmanned systems and hypersonic technology, trades at a premium valuation (95x forward P/E) but shows strong revenue growth of 18.5% and expects hypersonic revenue to double to $400 million. Nokia, a telecommunications infrastructure provider, offers lower valuation (27.2x forward P/E), generates $1.7 billion in positive free cash flow, and is positioned to benefit from AI network demand, though with modest 5% expected sales growth. The author recommends Kratos for long-term investors betting on increased Pentagon spending.

The Schall Law Firm is investigating Telefonaktiebolaget LM Ericsson for potential securities law violations, alleging the company issued false or misleading statements. Ericsson's Q2 net sales and free cash flow both fell short of analyst expectations. The firm is seeking shareholders who suffered losses to participate in the investigation.

The global small cell poles market is projected to grow from $1.99 billion in 2025 to $3.84 billion by 2030 at a 14% CAGR, driven by 5G adoption, mobile data consumption, and smart city connectivity demands. North America led the market in 2025, while Asia-Pacific is expected to be the fastest-growing region. Major players are focusing on product innovation and strategic acquisitions to strengthen their market positions.

The 5G Non-Terrestrial Network (NTN) market is projected to grow from USD 11.91 billion in 2026 to USD 45.55 billion by 2031, at a CAGR of 30.8%. The hardware segment dominates the market, while LEO satellite platforms show the highest growth rate. North America leads the market, driven by companies like SpaceX and Qualcomm, with Asia Pacific emerging as the fastest-growing region.

Ericsson announces David Hammarwall as the new Head of Business Area Networks and Senior Vice President, effective October 1, 2026. Hammarwall, currently Head of Customer Unit T-Mobile, will succeed Per Narvinger who has been appointed President and CEO. Hammarwall brings extensive experience in telecommunications and will focus on advancing Ericsson's network intelligence with AI capabilities in RAN.

A Global Witness investigation reveals that conflict minerals (coltan) from the Democratic Republic of Congo, linked to the M23 rebel movement, are infiltrating major tech companies' supply chains through Rwanda. Despite certification programs like ITSCI and Better Mining, smuggled minerals are being mixed with legitimate sources. Apple has halted purchases from Rwanda and the DRC, while NVIDIA, Microsoft, Amazon, and others did not respond to inquiries about their sourcing practices.

The global connected vehicle technology market is projected to grow from $45.3 billion in 2025 to $129.2 billion by 2035 at a CAGR of 11.4%, driven by widespread adoption of ADAS, 5G rollout, and electric vehicles. Key growth areas include embedded systems (42% market share), V2V communication (35.8% share), and fleet management solutions, with major players investing heavily in AI-enabled systems and V2X communication modules.

The global Cloud OSS/BSS market is expected to grow at a CAGR of 4.2% from $43.35 billion in 2025 to $59.02 billion by 2032, driven by 5G expansion, real-time monetization requirements, and adoption of cloud-native platforms. Solutions segment will dominate, hybrid cloud will see highest growth, and mobile operators will capture the largest market share. North America is projected to register the highest CAGR.

Sweden is positioned as a credible European recovery story in 2026 with expected GDP growth of 2.6%, driven by easing inflation and stable interest rates. This backdrop could benefit high-quality industrial, metals, and telecom infrastructure companies with strong global exposure, particularly those benefiting from industrial automation, electrification, and digital infrastructure demand.

The global in-car Wi-Fi market is valued at USD 19.7 billion in 2025 and is projected to grow at a CAGR of 9.6% to reach USD 47.7 billion by 2035. Growth is driven by rising connected vehicle adoption, expanding 4G/5G networks, and increasing consumer demand for uninterrupted digital access. Hardware components and 4G LTE technology lead market segments, with the United States holding 87% regional share.

The private LTE market is projected to grow from $6.78 billion in 2026 to $10.95 billion by 2030, with a CAGR of 12.7%. Growth is driven by increasing demand for secure enterprise networks, industrial automation, 5G readiness, and rising smartphone adoption. Strategic partnerships and local manufacturing are key strategies for market leaders to overcome tariff-related challenges.