Monthly Archives: September, 2025

There’s no excuse for IT/OT gaps (Reader Forum)

IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these...

The ‘invisible revolution’ – Industry 4.0’s blind faith in AI transformation

Industrial AI adoption is accelerating, says IFS, but enterprises face a critical execution gap: lacking skills, strategy, and trust, even as AI embeds deeply...

Comcast Xfinity, we have a problem (Analyst Angle)

Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right...

Power demand by DCs to surge 165% by 2030: Goldman Sachs

Goldman Sachs estimates that data centers already account for 1-2% of global power demand and could rise to 3-4% by the end of the...

US restricts TSMC chip supply shipments to China

TSMC said the firm is evaluating the situation and taking appropriate measures, including communicating with the U.S. government In sum – what to know: TSMC loses...

The age of AI warfare (Analyst Angle)

Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between AI agents operating at machine speed In 2003, the...

Fujitsu, 1Finity, Arrcus pitch AI networking offer for operators, hyperscalers, enterprises

1Finity will bundle AI compute services from its parent Fujitsu with AI network management software from Arrcus for network, enterprise, and data centre operators. In...

Turkey sets date for 5G spectrum

The Ministry of Transport of Turkey noted that commercial 5G services are expected to be launched by April 2026 In sum – what to know: 5G...

Reliance Industries launches AI unit

Reliance will work closely with Meta to build advanced enterprise AI solutions while investing heavily in gigawatt-scale, AI-ready data centers In sum – what to...

Alibaba Cloud’s quarterly revenues surge 26%

Alibaba’s Cloud Intelligence Group posted revenue of $4.66 billion in fiscal Q1, compared with $4.15 billion in the same quarter last year In sum –...

German university establishes AI chips center

The Technical University of Munich (TUM) is setting up a new education, training, and research hub focused on the design of AI chips In sum...

Private 5G in Industry 4.0 – 90% ROI in 12 months, plus big AI/IoT gains

Nearly 90% of industrial firms deploying private 4G/5G and edge report ROI within a year, with widespread AI and IoT adoption driving security, safety,...

Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure

In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through...

TVA strikes deal for SMRs and up to 6 GW of nuclear power

Tennessee Valley Authority says that Small Modular Reactors will generate enough power to fuel 60 data centers The largest public utility in the United States,...

SK Telecom, Schneider Electric formalize AIDC deal

SK Telecom will also integrate Schneider Electric’s Electrical Transient Analyzer Program (ETAP), a digital twin software for power systems, into its AI Data Center...

Alibaba tests new AI chip as China seeks Nvidia alternatives

The development of the new AI chip by Alibaba comes amid efforts by Chinese technology firms to reduce reliance on foreign AI chip suppliers In...

Amazon launches infrastructure region in New Zealand

Amazon said its AWS Asia Pacific (New Zealand) Region begins operations with three Availability Zones, each consisting of one or more data centers In sum...

OpenAI plans to develop massive data center in India

OpenAI is in discussions with potential local partners to establish a facility with at least 1 gigawatt of capacity In sum – what to know: OpenAI...

O2 Telefonica, partners build AI model for telco operations

Mircea Anghel, director of service operations at O2 Telefonica, said the model is intended to bring more automation into network operations In sum – what...

Nvidia says two customers represented 39% of revenue in Q2

For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue In sum –...

Huawei sees profits decline in H1 due to large R&D spending

Huawei said its revenues rose 4% to CNY 427 billion in H1, marking its strongest first-half revenue since 2020 In sum – what to know: Profit...

Deutsche Telekom expands mobile infra in July

Deutsche Telekom noted that around 98% of households can already access the carrier’s 5G network In sum – what to know: 115 new sites added –...

Breaking tech silos in hospitality (Analyst Angle)

A single hospitality property may rely on a dozen or more vendors for Wi-Fi, voice, video, access control, and more The hospitality industry has always...

Deutsche Telekom appoints first sovereignty chief

T-Systems has created a new Chief Sovereignty Officer role, appointing Christine Knackfuss-Nikolic to lead data sovereignty strategy. Andreas Schlegel joins as Chief Strategy &...

Vodafone and Simetric combine IoT management platforms

Vodafone IoT and Simetric are partnering to integrate their platforms, giving enterprises a single dashboard to monitor, automate, and manage global IoT operations across...
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