[GLOBAL] Verizon 1 Gbps FWA via mmWave (10–15 Million New Premises); AI-RAN Expands Globally — and the Proof Doesn't Have to Be NVIDIA GPUs

Two global tracks reinforcing operators' direction: (1) **Verizon** (Q3 call, CEO Dan Schulman) announced 1 Gbps FWA based on 1,700 MHz of "reused" mmWave spectrum, targeting an additional 10–15 million 1 Gbps premises on top of its 40–50 million fiber plan, with rollout starting this quarter and running through 2027 — marking a "more sophisticated and segmented approach to FWA". (2) **AI-RAN** is increasingly going mainstream: NVIDIA released a set of partnerships — T-Mobile completed the world's first AI-RAN call on a commercial network, BT/DT/Elisa/Orange are trialing on live networks with Nokia anyRAN + NVIDIA ARC, and around 20 global operators we…