Telecom
DT, Iridium extend global IoT coverage with satellite–terrestrial integration
The agreement gives DT roaming access to Iridium NTN Direct, a 3GPP standards-based service that enables NB-IoT direct-to-device connectivity
In sum – what to know:
"Pole-to-pole"...
Google opens data center to boost UK AI economy
The new U.K. data center facility will support services such as Google Cloud, Workspace, Search and Maps
In sum – what to know:
$6.8B investment in...
Virgin Media O2 expands 5G SA to 500 UK locations
Virgin Media O2 said its 5G SA network now covers more than 70% of the country's population
In sum – what to know:
Largest 5G SA...
Europe’s calculated step toward AI sovereignty (Analyst Angle)
A partnership between Mistral’s AI and ASML hardware addresses compute economics, energy efficiency, and chip precision
In the 1970s, Europe placed two contrasting bets on...
Tencent Cloud expands support for Chinese AI chips
Tencent Cloud president Qiu Yuepeng said the company had “fully adapted to mainstream domestic chips” within its AI computing infrastructure
In sum – what to...
“We needed more, and we needed it everywhere” – Newmont on how 5G changes...
Newmont is the world’s leading gold company, and the leading industrial private 5G operator in the mining sector. Here, its networks director, Chris Twaddle,...
Keppel, Dell partner on AI platforms and DCs in Asia
The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam
In sum – what to know:
Strategic collaboration expands in Asia...
Guam Exchange: Building the Pacific’s Internet Infrastructure Through Data Centers and Subsea Cables
In this episode, Jim Beighley, CEO of Citadel Pacific, and Jose Santiago, Senior Manager of Interconnection Strategy at the Guam Exchange, join Carrie Charles...
Global telecom capex stabilizes in Q2: Dell’Oro
Dell'Oro said the latest data reinforces the view that while telecom capex has peaked, it is not collapsing
In sum – what to know:
Capex stabilizes...
Giffgaff rolls out fiber on Nexfibre as UK market faces uneven growth
The Giffgaff launch comes as the U.K. broadband market is experiencing uneven fiber dynamics
In sum – what to know:
Expansion into broadband – Best known...
Nvidia commits $6.3B for CoreWeave’s unused cloud capacity
The deal ensures that Nvidia will acquire any residual CoreWeave data center capacity not taken up by other customers through April 13, 2032.
In sum...
Betting on the right 6G technologies (Analyst Angle)
Which 6G innovations will save money, which might make money, and which are mirages?
Editor’s note: This is the second installment of a three-part series...
Equinix, partners bring liquid cooling to Hong Kong DCs
Equinix noted that the collaboration comes as global energy requirements for data centers continue to climb
In sum – what to know:
Pilot brings liquid cooling...
Eaton unveils edge-based tool to detect AI power bursts
Eaton said that the new tool allows operators to detect subsynchronous oscillations (SSO) that can disrupt both data centers and the power grid
In sum...
Future Technologies claims $50m of new private 5G contracts with US DoD
Future Technologies has won over $50 million in DoD contracts to deploy private 5G networks, enhancing battlefield communications, AR/VR training, drones, and AI-driven operations.
In...
Siemens and TRUMPF combine on IT/OT integration for AI smart factories
German companies Siemens and TRUMPF are partnering to integrate digital solutions and AI-ready technologies into smart factories, bridging IT and OT systems with open...
Roaming takes a back seat for IoT
International roaming hasn’t disappeared—but it’s no longer the default answer for global IoT. According to the Kaleido Intelligence report, The Connectivity Revolution: What Every...
Ookla launches Speedtest certification program for Wi-Fi networks
New certification program for Ookla is based on its Ekahau test capabilities
Mobile and fixed network operators around the world brag when they score high...
Nokia, Deutsche Bahn claim world’s first 5G railway network in n101 band
Installed at DB’s digital railway test field in, the 5G system marks a key step away from legacy GSM-R technology, says Nokia
In sum –...
Tech Mahindra pushes private 5G for Industry 4.0
Tech Mahindra is advancing private 5G networks in India, enabling Industry 4.0 applications such as connected robotics and real-time analytics
In sum – what to...
Beyond bandwidth: Why AI forces a rethink of telecom reliability (Reader Forum)
AI, edge computing, and 5G are converging to create a new generation of infrastructure stress points
Artificial Intelligence is transforming industries across the globe, and...
Ericsson adds agentic AI to enterprise 5G platform
Ericsson has integrated agentic AI into its NetCloud management platform for private 5G and wireless WAN to help to automate workflows, boost reliability, simplify...
SK Hynix claims development of world’s first HBM4 chip
SK Hynix, already the leading supplier in the high-bandwidth memory (HBM) market, was first to provide HBM3E chips to Nvidia in 2024
In sum –...
Nvidia, OpenAI to spend billions on UK DCs: Report
Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman are set to join President Trump in the U.K., with the deal forming part of...
Microsoft, OpenAI sign deal to enable restructuring
The new arrangement would allow OpenAI to raise capital under a conventional governance structure, with the long-term goal of going public to finance its...
Why 6G risks becoming a solution in search of a problem (Analyst Angle)
No one has yet defined what 6G actually is, let alone how it will succeed economically
Editor's note: This is the first installment of a...
The rise of the Neighborhood AI Factory (Reader Forum)
Instead of simply carrying packets from one endpoint to another, a Neighborhood AI Factory is also running inference and training between humans and AI
You’ve...
Ofcom to award frequencies for 5G expansion in the UK
Ofcom will award frequencies in both 26 GHz and 40 GHz bands
In sum – what to know:
Largest UK spectrum release – Ofcom will auction...
CoreWeave launches venture unit to invest in AI
CoreWeave said its venture arm will provide both financial resources and technical expertise, along with access to its compute infrastructure
In sum – what to...
U.S. data center spending reaches record $40B amid AI growth
Tech companies including Microsoft, Alphabet, and Amazon are investing heavily in new and expanded facilities to meet growing demands in the data center market
In...
OpenAI signs $300B cloud deal with Oracle for AI expansion
The deal stipulates that OpenAI will buy computing power from Oracle starting in 2027
In sum – what to know:
$300B cloud deal signed – OpenAI...
Six months for Sigfox – Unabiz gets court reprieve to restructure French IoT business
Unabiz’s Sigfox IoT units in France have secured six months of court protection to restructure €5m debt, safeguard jobs, and ensure business continuity; global...
Starlink’s $19 billion spectrum play (Analyst Angle)
By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner
Elon Musk’s $19...
Where is HPE in the AI networking race? (Analyst Angle)
What are HPE's technological differentiators, financial performance, and the challenges it faces?
Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors...
Spark secures frequencies to boost 5G in New Zealand
Spark said that the agreement increases the telco’s deployable C-band spectrum to 100 megahertz and its total available spectrum to 350 megahertz
In sum –...
India reaches 365 million 5G subs at end-June: report
Ratings agency Ind-Ra noted that telcos in India had made strong investments in 5G deployment and testing, helping accelerate nationwide availability
In sum – what...
Sales of small cells spiral upwards on indoor and neutral-host deployments
Small Cell Forum forecasts 61m small-cell shipments by 2030, driven by indoor enterprise demand, neutral-host growth, edge integration, 5G SA adoption, and mmWave use....
US mulls conditional chip approvals for Korean firms
The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants
In sum – what to know:
Conditional...
OpenAI weighs data center in South Korea
OpenAI officially inaugurated its office in Seoul this week
In sum – what to know:
OpenAI signals Korean data center plans – CSO Jason Kwon said...
Hitachi rallies Industry 4.0 units (plus Ericsson) around US private 5G rail factory
Hitachi Rail has deployed a private 5G network at its Hagerstown factory in Maryland, designed by GlobalLogic with Ericsson technology – showcasing Hitachi’s ‘One...
CBRS crisis – technical issues, hatchet jobs, establishment fix-up?
Why has T-Mobile withdrawn (official) support for neutral-host deployments in CBRS spectrum? Has the CBRS brigade failed, and is its move justified, or is...
Five takeaways from Ericsson’s US enterprise report
Enterprises overwhelmingly view 5G as the backbone for future competitiveness, according to a new Ericsson report
The U.S. enterprise sector is placing unprecedented importance on...
Nebius, Microsoft ink AI infra agreement for up to $19.4B
Nebius will initially provide Microsoft access to dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, from later this year
In...
EcoDataCenter secures fresh funds to fuel Swedish expansion
EcoDataCenter said that the new capital will primarily support ongoing projects in Falun and Borlänge, including the development of large-scale AI infrastructure
In sum –...
DoE seeks proposals for AI data centers
Idaho National Laboratory is one of four federally managed sites identified by DoE for combined AI infrastructure and energy development projects
In sum – what...
EE expands 5G SA offering in the UK
EE has expanded its 5G SA coverage to 17 more UK towns and cities
In sum – what to know:
EE expands 5G SA coverage...
All Wireless & Prepaid Expo recap: Innovation amid consolidation (Analyst Angle)
The prepaid wireless industry is healthy and growing — pick the yardstick
The All Wireless & Prepaid Expo — the top prepaid event in the...
“No process without AI” – Volkswagen gears-up €1bn industrial AI drive
Volkswagen will invest €1bn in AI by 2030 to transform vehicle development, production, and IT, targeting €4bn savings, 25% faster innovation cycles, digital sovereignty...
President Trump blames AT&T for bad call, but is it their fault? (Analyst Angle)
Trump blamed AT&T for a bad call on Truth Social, but today’s complex telecom networks make assigning fault less clear
President Donald Trump had a...
Qualcomm Webinar: Wi-Fi 8: What You Need to Know About the Next Generation of...
Wi-Fi 8, based on the IEEE 802.11bn standard, is the next major leap in wireless technology. This evolution is bringing a wave of capabilities...
Jio claims first VoNR offering in India
Reliance Jio Infocomm recently surpassed 500 million subscribers
In sum – what to know:
Jio activates pan-India VoNR – Reliance Jio has enabled nationwide 5G-native voice...
Data center developer Fermi files for US IPO
Fermi raised $100 million in August in a funding round led by Macquarie Group
In sum – what to know:
Fermi files for IPO – The...
LG inks NEOM Oxagon AI data center partnership
LG will supply advanced thermal management systems to support AI-driven data centers being developed by Saudi firm Datavolt
In sum – what to know:
LG supports...
WPA3 in MDUs: Stronger security, tougher deployment? (Analyst Angle)
As Wi-Fi 6E/7 spreads, owners and MSPs push for secure, reliable connectivity — yet WPA3’s mandatory role in MDUs complicates adoption
The multi-family connectivity landscape...
ASML takes $1.5B stake in Mistral AI
In sum – what to know:
ASML invests €1.3B in Mistral – The Dutch chipmaker’s backing makes it the AI startup’s largest shareholder and secures...
Future Tech delivers Nokia private 5G for Maher Terminals in NYC
Future Technologies is deploying a private 5G edge system from Nokia at Maher Terminals in the New York/Jersey maritime port complex. Separately, Nokia has...
Sigfox back in court – “this time it is different,” says Unabiz
Unabiz's Sigfox business in France has entered judicial reorganisation at the Singapore-based firm's request, seeking debt relief and breathing space despite recent growth. Unabiz...
Deloitte launches global AI infrastructure CoE
Deloitte noted that the new CoE will provide guidance across strategy, design, and operations, with a focus on power, cooling, cybersecurity, and compliance
In sum...
Nvidia strikes $1.5B deal to lease back GPUs from Lambda
The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud...
Meta outlines $600 billion US infrastructure plan by 2028
Meta also said it anticipates “similarly significant” spending growth in 2026 as it scales computing power for artificial intelligence
In sum – what to know:
$600B...
Nokia signs with Supermicro and Kyndryl to pitch (and win) AI data center networks
Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local...
Telecom Argentina expands 5G, data centers
Telecom Argentina said it aims to end this year with 750 5G sites across the country
In sum – what to know:
5G rollout gains speed...
SpaceX snaps up EchoStar spectrum for $17B, shaking U.S. telecom stocks
SpaceX plans to deploy the new airwaves for its direct-to-cell service, designed to provide broadband-speed satellite connectivity directly to ordinary smartphones
SpaceX’s $17B spectrum buy...
AT&T-EchoStar spectrum deal tests U.S. regulatory resolve
MobileX founder says FCC must avoid repeating Sprint–T-Mobile US merger mistakes as spectrum changes hands
AT&T’s plan to acquire spectrum from EchoStar is reigniting debate...
Nokia opens smart-factory campus for ‘Europe-made’ 5G/6G for AI-era
Finnish vendor Nokia has opened a 55,000 square-metre campus in Oulu in its home country for 5G/6G design, manufacturing, and testing. It integrates a...
OpenAI set to start mass production of its own AI chips
OpenAI will start production next year with U.S. semiconductor company Broadcom
In sum – what to know:
OpenAI partners with Broadcom for chips – The company...
Cisco partners with Nvidia, VAST on secure AI Factory
The system is designed to lower latency in AI applications by pairing Nvidia’s accelerated computing and software with Cisco's high-performance Ethernet networking
In sum –...
Telecom’s new gold benchmarks (Reader Forum)
AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head...
Report: eSIM for IoT – the new SGP.32 standard
The world of cellular IoT is changing — again.
After moving from physical SIM swaps to remote eSIM updates, a second major shift is now...
Vodafone Idea launches 5G in Kolkata
To boost its 5G network in Kolkata, Vodafone Idea has partnered with Nokia to deploy advanced infrastructure, including AI-powered self-organizing networks (SON) for automated...
Nokia, Extreme Broadband boost Malaysian DC security
Extreme Broadband and Nokia also signed an MoU to collaborate on quantum-safe networking, enterprise connectivity, and data center services
In sum – what to know:
Six...
Gilead Sciences sets $32bn plan for AI-geared pharma factories in the US
Gilead Sciences is building an AI-enabled lab in Foster City, California, as the first part of a $32bn investment scheme that includes a number...
Empowering next-generation user experiences and services at scale with 6G
What you should know:
The convergence of advanced wireless, AI, XR and computing technologies is transforming how we interact with the digital world, enabling more...
SAP boosts European cloud sovereignty offering
The new offerings give customers more deployment choices, including SAP cloud infrastructure hosted in European data centers and SAP sovereign cloud on-site operated within...
Ericsson to modernize Drei Austria’s core network
As part of the modernization initiative, Ericsson will deploy its cloud-native dual-mode 5G Core solution on the Ericsson Cloud Native Infrastructure Solution
In sum –...
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...
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...
GSMA tells India to reinforce carried-led private 5G model
The GSMA has waded into the debate about whether India should allocate mid-band spectrum for private 5G, urging the government that a carrier-led model...
Opensignal Webinar: Rethinking performance – Beyond speed in the age of cloud-native networks
In an era of 5G and cloud-native networks, is speed still the only metric that matters? Spoiler: It’s not.On September 17th, join live as Opensignal and...
Editorial Webinar: Private 5G and generative AI in Industry 4.0
There is a sense, increasingly, that all Industry 4.0 roads lead to here; that all the new remote-worker and production-line applications that private 5G...
Bookmarks: If 95% of gen AI pilots fail, what do the 5% know?
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...
Kuala Lumpur, Jakarta emerge as key DC hubs in Asia: Report
The Kuala Lumpur data center colocation market is projected to be worth $300 million in 2025 and is expected to reach $1.1 billion by...
Data center boom in to triple power demand in Japan by 2034
A recent report by Wood Mackenzie noted that electricity demand in Japan will be concentrated in Tokyo and Kansai
In sum – what to know:
Triple...
AIDC chip market to hit $286 billion by 2030: Omdia
Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of...
ZTE reports 14.5% y-o-y revenue growth in H1
In the first half of 2025, ZTE said its advanced its "All in AI, AI for All" strategy to accelerate innovation through AI-ICT integration
In...
Nvidia sees chances of bringing Blackwell AI chips to China
The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually
In sum – what to know:
Blackwell sales to China...
Reliance Jio IPO confirmed for early 2026 amid 5G growing pains
The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion
In sum – what to know:
IPO...
NIBs: Citigroup’s AI push, BNP Paribas’ AI parable, UK banks’ AI jobs chaos
Across the banking sector, AI is emerging as both a transformative tool and a workforce disruptor, reshaping how institutions operate and interact with clients....
It’s getting hot at the edge — And telecom needs a plan (Reader Forum)
At the edge, solving for thermal and power efficiency is just as critical as managing bandwidth and latency
AI at the edge is helping telecom...
Three ways the data center industry is coping with a construction workforce crunch
Data centers may house AI, but they don't get built without tradespeople
RESTON, Virginia—Trade talent is tight for the data center industry. With tens of...
Fermi America signs nuclear partnership for Texas campus
For this initiative, Fermi America signed a Memorandum of Understanding (MoU) with South Korea’s Doosan Enerbility, a major supplier of nuclear power plant components
In...
AIDC market to hit $98.04 billion by 2032, research finds
In the United States alone, the AI data center market was valued at $3.35 billion in 2024 and is forecast to reach $20.12 billion...
Comcast expands in rural Florida amid shifting broadband market
Comcast is bringing ultra-fast internet to 32,000 homes and businesses in Florida, with plans to double that by 2026 through public-private partnerships.
Comcast has extended...
China aims to triple AI chip output: Report
With these efforts, China aims to keep pace with the United States in advance computing capabilities
In sum – what to know:
Chip output push –...
From just-in-time to just-in-case: Why telcos are rethinking procurement (Reader Forum)
In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm
In recent years, telecom operators...
Argentina opens 2.3-2.4 GHz band to enterprises for private 4G/5G
Argentina’s telecoms regulator has opened the 2.3-2.4 GHz band for private 4G/5G networks, offering 10-year SPIBA licences for indoor/outdoor enterprise use to support Industry...
MWC25 Las Vegas: Bringing together technology leaders to share real-world enterprise use cases and...
As the demands on enterprise tech leaders continue to intensify – driven by rapid AI adoption, growing infrastructure complexity, and persistent cybersecurity challenges –...
Crusoe expands cloud capacity in Iceland
Crusoe noted that the expansion includes new Nvidia hardware, such as Nvidia DGX GB200 NVL72 systems and Blackwell GPUs
In sum – what to know:
$175M...
IBM and AMD explore quantum-centric supercomputing
IBM and AMD said the joint effort focuses on hybrid computing models where quantum computers and classical HPC systems work in tandem
In sum –...
KT tests AI-RAN tech on 5G network
The pilot program by KT is underway in Naju, South Jeolla Province
In sum – what to know:
KT pioneers AI-RAN in 5G – First in...
5G mobile core surges 31% in Q2 2025: Dell’Oro
The Dell’Oro report also highlighted that the multi-access edge computing (MEC), part of the 5G packet core, rose 32% year-and-year
In sum – what to...
T-Mobile US launches 5G network slicing for enterprises
Early adopters include Delta Air Lines and Axis Energy Services
In sum – what to know:
Enterprise-first 5G plan — SuperMobile introduces the first nationwide 5G-Advanced...
Kagan: Some say we’re in AI growth bubble (Analyst Angle)
How do we prepare, and what should we expect next?
Recently, I have been reading an increasing number of news stories and opinion pieces about...
More high-seas private 5G with Tampnet – first 5G semi-sub drilling rig; first 5G...
Norway’s Tampnet is deploying private 5G, LEO satellite backhaul, and edge computing variously for Island Drilling’s semi-submersible rig and Vår Energi’s floating production unit...
Disney, Foxconn, Hyundai, Lilly, Siemens, others – all-in on new Nvidia AI platform
Enterprises including Disney, Foxconn, Hitachi, Hyundai, Lilly, SAP, Siemens, and TSMC have deployed Nvidia’s new RTX Pro server platform to transform old computing clusters...
The new rules of the data center playbook
Flexential CEO Chris Downie outlined a new playbook for data center operators, amid unprecedented demand, investment and chokepoints
RESTON, Virginia—The wake-up call for Flexential CEO...
Paraguay awards frequencies for 5G services
The Government of Paraguay has adopted several measures to effectively restrict Chinese vendors for the provision of 5G gear
In sum – what to know:
Claro...
RAN market rebounds outside China: Dell’Oro
The RAN report highlighted that growth in Europe and the Middle East and Africa nearly balanced out downturns in Latin America and Asia Pacific
In...
AT&T to acquire $23 billion in spectrum from EchoStar
The purchase will strengthen AT&T's low- and mid-band spectrum portfolio and extend its reach across virtually every U.S. market
In sum – what to know:
$23B...
Europe’s 6 GHz spectrum tug-of-war (Analyst Angle)
6 GHZ spectrum is critical to achieving the EU’s 2030 Digital Decade goals and narrowing the digital divide
The European Commission is grappling with competing...
Amazon, partners join forces on nuclear power for AIDCs
The collaboration between Amazon, X-energy and two Korean companies covers reactor design, supply chain development, construction, investment strategies, and long-term operations
In sum – what...
Humain to launch DCs with US chips in early 2026: Report
Humain is sourcing semiconductors from U.S. suppliers, including Nvidia’s most advanced AI chips, for which it has secured local regulatory approval
In sum – what...
Sustainability: From corporate buzzword to telco imperative
The telecommunication industry's relationship with sustainability has significantly evolved in recent years. What once lived within corporate social responsibility (CSR) reports now sits squarely in the boardroom, driving major infrastructure decisions and shaping business strategy.
T-Mobile pulls back on CBRS support for neutral-host 5G
T-Mobile has changed tack on its support for multi-operator core network (MOCN) neutral-host 4G and 5G enterprise systems in CBRS spectrum in the US....
Seven takeaways from the Gen AI Divide report everybody’s talking about
The Gen AI Divide report from the MIT NANDA initiative reveals a major lack of ROI on gen AI projects
A recent report from the...
U.S. takes 10% stake in Intel in landmark deal
With this deal, the U.S. government has become Intel's largest shareholder
In sum – what to know:
Historic investment in Intel– The U.S. government is acquiring...
EdgeConneX, Lambda to develop AI DCs in Chicago and Atlanta
In Chicago, EdgeConnex and Lambda will develop a 23 MW single-tenant facility scheduled to be ready for service in 2026
In sum – what to...
Kuwait deploys 5G-A with Huawei and Knetco
5G-A will enable use cases such as smart cities, automated industries, and advanced digital services across Kuwait
In sum – what to know:
Nationwide 5G Advanced...
Vodafone Idea launches 5G in Pune
TVodafone Idea has partnered with Ericsson to deploy energy-efficient infrastructure and implemented AI-powered Self-Organizing Networks
In sum – what to know:
Pune joins Vi’s 5G footprint...
Crusoe in talks for $10 billion valuation: Report
Crusoe is expected to raise around $1 billion through a mix of equity and debt, according to the report
In sum – what to know:
Crusoe...
In the age of AI-powered cyberattacks, static IPs are your quiet advantage (Reader Forum)
Modern technology creates growth opportunities, but it also creates new security risks. Businesses can no longer just react to threats; security has to be...
Three Wi-Fi OpenRoaming case studies — seamless connectivity in action
The WBA says 81% of industry executives surveyed plan to deploy Wi-Fi OpenRoaming
According to the Wireless Broadband Alliance’s (WBA) Industry Report 2025, adoption of...
The Sunday Brief: 2Q earnings review (Part 3) — Verizon’s calculus
Greetings from Colorado, Nebraska, Iowa, and Missouri. We presented with Jeff Yount of Intermountain Infrastrucutre Group (IIG) at the UNITEL 2025 Executive Summit. Terrific discussions with several fiber...
Bookmarks: 6G — evolution, revolution, both or neither?
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...
Bharti Hexacom shareholders approve tower sale to Indus
The sale is part of a broader cash deal announced in February, under which Indus Towers agreed to acquire 12,700 towers from Bharti Airtel...
LG Expands AI infra cooling footprint in Asia
LG has set ambitious targets, aiming to boost annual sales from its chiller business to $720 million and more than triple orders for data...
Huawei secures Telefonica core
Spanish paper El Pais reported that Telefonica had signed the deal with Huawei in late 2024
In sum – what to know:
Telefonica extends 5G deal...
Crusoe acquires Atero to accelerate AI infra
Through the acquisition, Crusoe is also expanding into the Middle East, with the establishment of its Tel Aviv office
In sum – what to know:
Crusoe...
Meta, Google Cloud strike $10B AI compute deal
The six-year agreement reportedly gives Meta the compute power to support its AI expansion
In sum – what to know:
Meta signs $10B AI deal –...
The future of wireless: Key trends shaping the next decade of connectivity (Reader Forum)
Wireless connectivity is poised to make significant gains in several areas, including transfer speeds, AI integration, security, and interoperability
Technology is improving at a lightning-fast...
Boldyn installs neutral-host 5G at UK stadium, private 5G for US city
Boldyn Networks has launched the UK’s first open-RAN neutral-host 5G system at Sunderland’s Stadium of Light, with Virgin Media O2 on board; it has...
The CSP response to the agentic AI challenge (Analyst Angle)
CSPs must evolve with multi-capability networks, advanced antennas, and orchestration to meet agentic AI demands, rising data usage, new device types, and low-latency, high-throughput...
What’s the environmental cost of that Gemini prompt? Google ran the numbers
Google researchers looked at how much energy, water and carbon emissions that a run-of-the-mill Gemini text query generates
It has become conventional wisdom that using...
Nvidia works on new AI chip for China: Report
U.S. President Donald Trump recently mentioned the fact that Nvidia was looking to make its Blackwell chips available to the Chinese market
In sum...
SoftBank develops new AI architecture for 5G networks
SoftBank said that the demonstration results show that high-performance AI models and GPUs are indispensable for achieving 5G-Advanced and 6G performance
In sum – what...
Maxis, China Mobile partner to launch MVNO in Malaysia
The agreement builds on a partnership between Maxis and CMI signed in 2024 to explore 5G initiatives and digital services
In sum – what to...
Vodafone Idea, IBM partner on AI transformation
The core part of the collaboration is the establishment of an AI innovation hub, bringing together Vodafone Idea and IBM Consulting specialists to co-develop...
Beyond bots: How AI-driven automation is rewiring telecom operations (Reader Forum)
AI-driven automation can mean lower costs, fewer outages, and a fundamentally new playbook for scale, speed, and resilience
What if your telecom network could heal...
‘The tech wars are over’ – The Things Industries blows out some IoT candles
Ten years old today (August 21), Netherlands-based LoRaWAN outfit The Things Industries appears to be thriving in a complex, fragmented, and weirdly twisted IoT...
How Verizon’s message to customers is good for wireless industry (Analyst Angle)
Can Verizon Consumer Group CEO Sowmyanarayan Sampath improve customer care?
Verizon could be onto something important. They are said to be shifting their focus back...
There is bipartisan support for AI regulation, UMD survey finds
University of Maryland survey found that support for AI regulation crosses party lines
In sum – what you need to know:
-United on AI -...
Private 5G installations and impacts – 20+ of the best
Private 5G is gaining traction globally, with deployments from Tesla to Sinopec showing measurable productivity, safety, and efficiency gains, reinforcing forecasts of rapid market...
Buzz HPC and Bell partner on sovereign AI infra
Bell and Buzz HPC's main goal is to provide secure access to large-scale AI computing resources located entirely within Canada
In sum – what to...
Vantage Data Centers plans $25B AI campus in Texas
Vantage noted that construction is already underway, with the first building expected to be operational in the second half of 2026
In sum – what...
Honeywell buys SparkMeter utility platforms – as industrial giants shrink to grow
Honeywell has acquired SparkMeter’s utility platforms in a tuck-in deal to expand its smart energy software, aligning with its strategy of spinning off legacy...
Test and Measurement: Testing an orbital data center at the ISS
Red Hat, Axiom Space collaborated on a compact edge compute solution, or "orbital data center" for space
A compact prototype for an orbital data...
Orange Belgium discloses cyberattack impacting 850,000 customer accounts
Orange stressed that sensitive data such as passwords, banking details, and email addresses were not affected
In sum - what to know:
Large-scale breach, limited data...
Turkey to award 5G spectrum in October
The Government of Turkey has consulted with local carriers Turkcell, Turk Telekom, and Vodafone Turkey while reviewing European 5G deployment models
In sum – what...
U Mobile launches 5G offering in Malaysia
U Mobile is targeting 80% coverage of populated areas with 5G by the second half of 2026
In sum – what to know:
U Mobile introduces...
What remains of CommScope after the CCS sale? (Analyst Angle)
This divestiture represents not just a financial windfall but a strategic pivot for CommScope
CommScope has taken a decisive step in reshaping its business by...
Qualcomm unveils Snapdragon 7s Gen 4 for mid-range smartphones
The new Qualcomm chip promises AI, gaming, and camera upgrades for mid-range smartphones
In sum – what to know:
Modest performance boost, major gaming focus –...
Building the Internet’s Fast Lane: Ivo Ivanov on DE-CIX, Global Interconnection, and the Leap...
In this episode, Ivo Ivanov, CEO and Chairman of DE-CIX, shares how his company is building the next generation of Internet infrastructure — from...
DNB gets capital injection by Malaysian carriers
With this new capital injection, each telco’s total contribution to DNB has risen to approximately MYR350 million
In sum – what to know:
$82.8M added to...
BSNL to get capex push for network expansion
BSNL spent about INR 250 billion over the past year to roll out 100,000 towers delivering 4G mobile services
In sum – what to know:
INR...
Treasury Secretary indicates federal interest in Intel stake
Bessent spoke on CNBC about turning Intel's CHIPS Act grants into a U.S. government stake in the company
In sum – what to know:
Taking a...
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...
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...
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...