AI Infrastructure

According to Mavenir, a key element of the offering is a token-based charging model that allows telcos to bill AI usage through mechanisms similar to those already used for traditional telecom services In sum – what to know: AI monetization …

Speaking at FutureNet World back in April, Miguel Alvarez, AI chief at Orange Business, discussed his firm’s dual-mode AI platform strategy in the context of its own transformation, its sovereignty pitch to enterprises, and the broader sector’s efforts to establish …

China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to know: National initiative – China is reportedly developing a plan …

The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than hyperscale displacement of Earth-based infrastructure overall. Vish Nandlall tells the …

Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old rival Nokia continues to pursue a more aggressive AI infrastructure …

According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what to know: AI reshapes DCI – Helen Xenos said AI scale-across deployments require roughly …

Communications service providers are currently focused on the practical use of AI to reduce opex; the next step is leveraging AI to create new revenue streams Telecommunications infrastructure is being recast as AI infrastructure, and communications service providers (CSPs) have …

As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the ability to turn power, infrastructure, regulation and demand into lasting …

The Nvidia-powered AI-RAN deal moves the partners’ year-long collaboration to deployment In sum – what we know: Nokia and Indosat have signed a strategic network modernization and AI-RAN rollout agreement that puts their Nvidia-powered collaboration on a path to actual …

Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In sum – what to know: DCI scales rapidly – Taylor …

Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI economy. As the UK and France shift towards sovereign compute, …

Corning says fiber demand “is not slowing down anytime soon”, noting that the company has prepared for continued growth and has additional agreements in its pipeline In sum – what to know: Strategic positioning – Agreements with Meta, Nvidia, and …

European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what to know: Telenor – is acquiring Norwegian fiber operator Enivest …

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what to know: DCI demand surges – Dell’Oro said spending on …

The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments from AMD and Nebius worth nearly £4bn, and a growing …

Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what to know: Market expansion – Ciena said its addressable market …

Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the French firm, lately, is pinned to the same message, including …

A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the same thing – that the subsea market is entering a new phase, and …

Synergy said five neocloud companies are now among the world’s top 30 cloud providers by infrastructure services revenue In sum – what to know: Growth moderating – Synergy expects cloud growth rates to ease over time, although absolute revenue increases …

Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign capital – despite the absence of US hyperscalers – raises …

The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – what to know: Sovereign AI focus – Softbank said the …

Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid sovereignty on a US stack) citizen identity systems (the Dutch …

Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in Germany alongside its French PREMI3NS infrastructure. STL Partners has a …

SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and make humans a multi-planetary species. The numbers are enormous, the …

KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and subsea cable landing facilities In sum – what to know: …