Monthly Archives: August, 2025

Intel gains $2B SoftBank investment amid turnaround push

The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B...

Applied Digital announces $3b AI campus in North Dakota

Applied Digital has secured more than 900 acres for the project and reached a power supply agreement with Cass County Electric Cooperative In sum –...

Google targets nuclear energy for its data centers

Google noted that Hermes 2 will deliver up to 50 megawatts (MW) of reliable electricity to TVA’s grid, supporting its data centers in Tennessee...

Editorial Report: Open RAN Reality Check

Open RAN is entering its next phase. After years of grinding work to standardize open interfaces between disaggregated radio components, the focus now shifts to leveraging this new open architecture to deliver tangible innovation.

Big Mac with AI (and a side order of IoT) – digitizing the Golden Arches

McDonald’s is digitizing operations with Google Cloud through AI, IoT, and cloud platforms, enhancing restaurant efficiency, streamlining corporate systems, and boosting customer engagement with...

Industry 4.0 on the march – 41% P5G CAGR, 11% PTT CAGR, 19% IoT (etc) CAGR

Private 5G spending will hit $5bn by 2028 (41% CAGR), push-to-talk revenues will reach $12bn (11% CAGR), and Industry 4.0 sales will climb to...

CoreWeave frames 2025 as ‘landmark year’

Despite strong results, CoreWeave stock has been on a slide as the market reacts to high expenses for the AI infrastructure company CoreWeave CEO Mike...

Data center demand outpaces supply, JLL warns

JLL forecasts up to $1 trillion in North American data center investment from 2025–2030, with more than 100 GW of capacity potentially delivered In sum...

SoftBank buys Ohio plant for AI push

SoftBank has been evaluating multiple potential data center sites across the U.S. over the past eight months, prioritizing access to water, power, and telecoms In...

Türk Telekom gets ready for 5G launch

Türk Telekom CEO Ümit Önal emphasized that more than half of the company’s LTE base stations are already fiber-connected In sum – what to know: Record...

FCC moves to streamline environmental reviews for infrastructure builds

The FCC review builds on an earlier decision to end consideration of a Biden-era proposal that would have imposed additional environmental reviews on tower...

Quectel White Paper: Single-band vs. dual-band GNSS

Dual-band GNSS offers higher accuracy (about one meter) and better resilience to interference than single-band GNSS, but at the cost of greater complexity, higher...

Bookmarks: Network automation — six levels, five blockers, four questions

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What...

u-blox agrees $1.3bn sale to private equity firm, eyes “next chapter of growth”

Swiss module maker u-blox will be acquired by Advent International for CHF1.05bn, valuing shares 53% above average. The deal will delist u-blox, and support...

VAST Data, SK Telecom partner on Korea’s sovereign AI infra

The VAST Data AI operating system within Petasus Cloud enables sovereign infrastructure control, keeping all AI services within Korea In sum – what to know: South...

Quantum and 5G-Advanced: How the next wave secures and supercharges smart grids (Reader Forum)

Quantum-safe security, quantum sensing at the edge, and quantum computing for optimization make distribution networks more secure, situationally aware, and economically efficient 5G Advanced (3GPP Release 18) is...

du, Huawei launch 5G-Advanced in UAE

du said its 5G-Advanced network also enables intelligent automation, ultra-reliable low-latency communication, and massive machine-type communication In sum – what to know: 5G-A now live in...

Rogers to sell nine data centers to InfraRed Capital Partners

Rogers will continue to sell data center services on behalf of InfraRed and provide network connectivity to the sites In sum – what to know: Nine...

Infosys, Telstra form JV with acquisition of Versent stake

Infosys said that the partnership aims to accelerate the adoption of AI-enabled cloud and digital solutions for Australian enterprises and public sector organizations In sum...

China adds 104 million 5G subscribers in H1

Local carriers had deployed a total of 4.55 million 5G base stations across China as of the end of June In sum – what to...

Enterprise no-show puts India’s private 5G spectrum bid on the skids

Few Indian enterprises responded to the government’s private 5G spectrum survey, undermining direct-access plans and strengthening mobile operators’ control. Vendor hopes for India to...

Market for core AI infra componentry set for 15% CAGR jump

The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1...

Cisco: Two billion-dollar orders, with AI infrastructure driving growth

Cisco delivered strong results for its Q4 and fiscal 2025, and expects a record 2026 driven by AI infrastructure growth In sum — what to know: AI...

Huawei Cloud expands global footprint

Huawei Cloud now operates across 34 regions and 101 availability zones In sum – what to know: Huawei Cloud’s global scale expands – Now operating in...

Kagan: Thoughts on AT&T CEO memo on loyalty between workers and company

Could this be the start of something good? Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a...
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