Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning infrastructure, doubling down on cooling, and …
As AI drives demand for new data centres, operators are discovering that the hardest constraints aren’t (just) land and power – they’re communities, politics, and staffing. Local opposition, public sentiment, …
At a PTC panel in Hawaii last month, Verizon and industry peers discussed how AI is reshaping networks and data centres, prompting the US carrier to outline its strategy to …
A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving …
Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue …
AT&T reported strong fourth-quarter and full-year results, meeting or exceeding its 2025 guidance as it doubled down on fiber and 5G expansion with deals for Lumen and EchoStar assets, plus …
At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending …
As AI workloads move from centralised training to distributed inference, the industry’s infrastructure challenge is changing shape. Power and land matter, but Nvidia, SUBCO, and Zayo – on a panel …
Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns …
PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global …
The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect …
Amphenol has completed its $10.5 billion cash acquisition of CommScope’s CCS business, leaving CommScope with Ruckus and ANS, rebranded together as Vistance Networks. ANS has been rebranded individually as Aurora …
The FCC will vote to create a new category of ‘geofenced variable power’ (GVP) devices that can use the 6 GHz band under specific rules; the idea is to enable outdoor …
BT has sold BT Federal, its US government contracting operation, to system integrator 22nd Century Technologies, marking another step to gut its international infrastructure portfolio as BT International pivots to …
Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. …
Singtel has launched Singapore’s first 50 Gbps XGS‑PON fibre broadband trial, a move that goes beyond headline speeds to test how networks can support AI, cloud, and immersive digital services. The …
UK-based EXA Infrastructure has completed its long-running acquisition of Ireland-based subsea provider Aqua Comms for a knockdown price. The deal, agreed a year ago, strengthens its transatlantic and intra-European subsea …
As private 5G matures, Ericsson highlights convergence as a key enterprise theme: bringing together dedicated private networks and neutral-host indoor coverage; the firm also pushes back against claims that its …
Research commissioned by the newly reorganised vendor finds most US and European tech leaders believe existing infrastructure is unfit for the next phase of AI – just as Nokia pivots …
Vodafone is operationalising its hyperscaler ambition in IoT, putting the US and the wider Americas at the heart of a new growth phase. Dennis Nikles, newly-appointed MD for the region, …
Nearly all international internet traffic – from cloud workloads to streaming video – voyages along a handful of submarine fibre-optic cable highways. These undersea trunks connect continents, power the internet, …
Private 5G is outpacing Wi-Fi for its early growth, and its trajectory is diverging as well. Just as Nokia checks-out, Ericsson argues that a rising tide of high-value industrial use …
Reports in Germany suggest a further 300 Nokia roles in Greece and Italy to be cut, adding to hundreds already announced in Germany and France. Staff in Munich, Paris, Athens, …
Ericsson won’t be drawn on Nokia’s retreat, but it’s happy to talk about its own momentum in the private 5G market: rising deployments, surging traffic, and sales that are outrunning …
Lumine Group will acquire Synchronoss for $116.4m, taking the cloud-software firm private, expanding Lumine’s global scale and long-term “buy-and-hold” strategy. Acquisition – Lumine buys Synchronoss for $116.4m equity value (enterprise …
