India saw the addition of 4,442 new 5G base transceiver stations (BTS) in March 2025, possibly influenced by Vodafone Idea’s recent 5G launch
In sum – what you need to know:
Vodafone Idea joins the 5G race – India added 4,442...
The Adani Group is said to be evaluating sites for two major data centers in India
In sum – what you need to know:
Capex boost – Adani Group plans a $10 billion investment to hit 10 GW in data center...
As U.S. chips export restrictions tighten, Asia's semiconductor ecosystem is racing to adapt — with homegrown alternatives, material innovation and policy navigation taking center stage
Chinese vendor Huawei is preparing to mass ship its new 910C AI chip to domestic...
The roaming connection between Vodafone and A1 was enabled through a 5G SA architecture leveraging Ericsson’s dual-mode 5G Core and SEPP platforms
Britain’s Vodafone Group and Austria’s A1 Group have announced a key milestone: a successful 5G Standalone (SA) roaming...
Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value.
AI and cloud – dominate investments, with 80-90% of financial services outfits...
Built for speed and simplicity, Dell Technologies’ AI-ready infrastructure and automation tools help CSPs fast-track their journey to cloud-native
The telecom industry is in the midst of a profound architectural shift—from proprietary, vertically integrated stacks to disaggregated, cloud-native infrastructure. While...
In sum – what you need to know
Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus on digital infrastructure for AI growth.
Supply deal – 400 customers...
5G massive MIMO, Gangnam-style: SRG puts Samsung radios to the test in Seoul
One of the defining characteristics of 5G networks has been the integration of massive multiple-input-multiple-output (MIMO) radios into the macro network, in order to increase spectral efficiency...
Rahul Vatts, chief regulatory officer at Bharti Airtel, noted that the telecom sector in India will need around 2,000 megahertz of spectrum by 2030
In sum – what you need to know:
Spectrum demand surge – India’s private telcos are urging...
Ericsson contributed its edge AI technology and R&D resources, while Bell Canada provided access to its network infrastructure
In sum – what you need to know:
AI-native link adaptation – Ericsson and Bell Canada completed the world’s first field test of...
Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants
In sum – what you need to know:
AI fuels...
Fujitsu said it will assess the effectiveness of the solution at its Tatebayashi Data Center, aiming to help customers achieve a world-class PUE at their data centers
In sum – what you need to know:
Energy efficiency push – Fujitsu is...
5G is expected to represent 84% of total mobile subscriptions in Malaysia by 2029, according to GlobalData
In sum – what you need to know:
5G fuels mobile growth – Malaysia’s mobile services revenue is expected to grow at a 3.5%...
OpenAI CEO Sam Altman previously said that he "would love to do a Stargate Europe"
In sum – what you need to know:
Stargate eyes UK expansion – OpenAI and SoftBank are considering the U.K. for the first international site of...
The DoT is seeking details about Chinese-made gear still active in local telecoms networks
In sum – what you need to know:
DoT targets Chinese gear – India’s Department of Telecoms has instructed operators to disclose their Chinese-made equipment, amid...
AI workloads don’t just consume energy—they consume it with patterns that are impossible to predict. This is why infrastructure upgrades are key
In sum – what you need to know:
AI energy demand – rapid expansion of AI tech, especially large...
Earlier this year, BSNL had received interest from three companies for deploying its 5G Standalone (SA) network in Delhi
In sum – what you need to know:
All-in on 5G – BSNL has upgraded 73,000 4G sites (100,000 by mid-2025) and...
Malaysia gave the approval to deploy the second 5G network to U Mobile in November 2024
In sum – what you need to know:
– U Mobile has selected Huawei and ZTE to deploy Malaysia’s second 5G network, targeting 80% population...
Over the past several years, I have visited with and been briefed by several private wireless providers of all sizes. Some are stronger than others. Some are larger. Some are going it alone, while others are partnering or involved...
In sum – what you need to know:
Punchy Q1 results – Ericsson saw net income surge 61% and gross margin jump 48.2% in the first quarter, driven by booming (possibly pre-tariff) network sales in North America – offsetting drops...
It’s no secret that today’s Cell towers are essential to everything from emergency services to our daily smartphone usage. With nearly two million sites managed by the top 100 global cellular tower companies, it’s no surprise that these critical...
Asia’s digital infrastructure is evolving fast, with major moves in clean energy, cloud expansion and AI readiness.
Google is pioneering geothermal baseload power in Taiwan to support its regional data centers. Tencent Cloud is scaling up in Japan to...
The acquisition of Metro Fiber Networks will expand FiberLight’s existing footprint in Virginia by integrating MFN’s conduit and fiber infrastructure
FiberLight has entered into a definitive agreement to acquire Metro Fiber Networks (MFN), a regional fiber provider operating in Richmond...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things...
In sum – what you need to know:
$12bn by 2028 – global revenue from high-end push-to-talk (PTT) services – especially mission-critical (MC-PTT) on 4G/5G – will hit $12 billion by 2028, with an 11% CAGR.
Smarter MC-PTT – better priority-based...
