Yearly Archives: 2025

Telco AI Market Pulse Report 2025

AI adoption in telecom is accelerating, with telcos moving from experimentation to real-world deployments. The focus is now on refining AI use cases, growing...

Globe Telecom nears completion of tower sales

Globe initiated its tower sale agreements with MIDC and PhilTower back in 2022, aiming to raise funds to reduce maturing debt and strengthen its...

Rogers expands WiFi 7 to Quebec

In Quebec, customers using Rogers 5G Home Internet will now have access to a Wi-Fi 7-capable device, offering enhanced performance and reliability In sum –...

UAE’s Madari Space to test space-based DC in 2026

Madari Space noted that the move addresses the growing need to handle raw, unprocessed data produced by Earth observation satellites and other orbital systems In...

Apple to increase AI infrastructure capex

CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure In sum – what you need to know: Capex...

Double take: Amphenol buys $10.5B more of CommScope’s connectivity assets

Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope's team after buying its DAS unit Amphenol is buying CommScope's Connectivity...

T-Mobile US/UScellular deal closes, reshaping wireless landscape

UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio In sum – what to...

Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)

Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings...

Three North American fiber deals signaling ongoing market consolidation and expansion

Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber In sum – what to know: Fiber...

How AI infrastructure is misunderstood – time to count the value, not just the cost

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t...

T-Mobile and Ericsson land expanding private 5G gig with Czech industrial group

T-Mobile and Ericsson deployed a private 5G network for Czech manufacturer Tawesco in the 3.4-3.8 GHz band to support Industry 4.0 applications; there are...

Vodafone Idea’s 5G already active in 17 Indian cities

Vodafone Idea had initially launched 5G services in Mumbai, Delhi-NCR, Bengalaru, Chandigarh, and Patna In sum – what you need to know: Commercial 5G now in...

SoftBank, Ericsson expand 4G, 5G network gear partnership

Ericsson will supply SoftBank with its latest radio access products, including the Massive MIMO AIR 3255 In sum – what you need to know: Expanded 4G/5G...

Ericsson reportedly in talks to invest in Intel’s networking spin-off

For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native...

AI in telecom | The programmable edge – taming AI with 5G features and microservices

Telcos face both a challenge and an opportunity in handling the unique traffic patterns and demands of AI-generated content, especially at the network edge. In...

Tackling integration challenges and inefficiencies in the telco industry (Reader Forum)

The real challenge with legacy systems lies in their fragmented, non-integrated nature As telcos grow and strengthen, their biggest challenge is typically managing costs —...

OpenAI to open 230MW hydropower AI data center in Norway

Once completed, Stargate Norway will aim to deliver 230MW of compute capacity, with expansion plans targeting up to 520MW in total, OpenAI said In sum...

Global AIDC market to hit $165 billion by 2034

The U.S. alone accounted for $3.73 billion of the global AIDC market last year; its tital is forecast to reach $46.15 billion by 2034 In...

New bill proposes AI test labs for US finance firms

US Congress has introduced a new financial services bill to accelerate AI adoption in finance via regulatory sandboxes, enabling safe experimentation with balanced consumer...

Meta beats expectations, preps for ‘personal superintelligence’

Meta's profits were up 36% and CEO Mark Zuckerberg said it is working on "personal superintelligence for all" In sum – what to know: - Strong...

Google to invest $6 billion in 1GW DC in India

Andhra Pradesh’s IT Minister, Nara Lokesh did not confirm the Google development but said the state has already secured 1.6 GW of data center...

G42 nears deal for Northern Data’s Nvidia AI capacity

In June, G42 opened a London office and has made AI investment pledges across Asia, Africa, and the US In sum – what you need...

India’s DoT unveils draft telecom policy to boost 4G, 5G

The new DoT policy aims to achieve 100% population coverage with 4G and 90% coverage with 5G by 2030 In sum – what you need...

True enhances 5G performance with DSS launch

True noted that the launch of DSS marks the start of a nationwide expansion of high-performance 5G and 4G services In sum – what you...

Telefónica to drop Huawei in Spain and Germany

The decision aligns with national regulations — Telefónica will continue using Huawei gear in Brazil, where no such restrictions currently exist In sum – what...
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