AI Infrastructure

In sum – what to know: AI Grid – Indosat says its AI Grid combines centralized AI Factories with distributed AI computing closer to users, enabling AI applications across Indonesia. …

From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …

Huawei and China Telecom have deployed a 5G-A network at Datang Everbright City, a busy tourist attraction in Xi’an in China, using three-component carrier aggregation (3CC) tech In sum – …

From the newsletter: As telcos rethink growth strategies, contrasting moves by Rocket Lab, Comcast, BT and Verizon highlight a common goal: using acquisitions, divestments, and selective consolidation to sharpen focus, …

China Tower has established about 6.2 million base station sites, including 3.26 million 5G sites across the Asian nation In sum – what to know: Tower transformation – China Tower …

China Mobile has introduced AI into applications spanning sports, culture, and finance, while also exploring AI mobile phones, AI glasses, and humanoid robots In sum – what to know: Mobile …

From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …

From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …

Speaking during a keynote session at MWC Shanghai 2026, Globe president and chief executive officer Carl Cruz said AI is fundamentally changing how companies compete In sum – what to …

Huawei executives said the telecom industry must evolve from monetizing data traffic alone to monetizing both bytes and AI-generated tokens as AI services become increasingly embedded in consumer and enterprise …

Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …

Taara Beam swaps mechanical mirrors for a fingernail-sized photonic chip In sum – what we know: Fiber gets all the credit, and for good reason. It’s the backbone of global …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …