From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …
In a conference call with investors, the telco’s chief executive officer Vicki Brady said that Telstra plans to increase network density and accelerate its rollout of 5G standalone during fiscal …
Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …
AI data centers and rural broadband are fighting over the same workers. AT&T and Meta are hiring thousands of fiber technicians to meet AI data center demand. But that is …
KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …
Europe’s AI ambitions depend on more than chips and computing power. Without sovereign cloud infrastructure, open standards and domestic alternatives to foreign hyperscalers, the region risks trading technological ambition for …
From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …
Chief executive Timotheus Höttges describes T-Systems as a strategic asset for Deutsche Telekom, particularly as demand for digital sovereignty increases in Europe In sum – what to know: Sovereign AI …
Operators need telco-trained models, guardrails, simulation and distributed AI infrastructure to move from network automation to new AI-era services. The telecom industry’s agentic AI conversation often starts with network operations. …
The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s flagship AI campus in …
From the newsletter (sign-up if you want it sooner): APAC telcos are accelerating into the AI infrastructure market, building sovereign compute platforms alongside global technology partners – with initiatives from …
Chunghwa said its newly built AI data center in Lunping, Taoyuan, officially began operations during Q2 and is expected to add up to 36MW to its total IDC capacity upon …
SpaceX has spoken for the first time about its plans for a terrestrial mobile network to work with its satellite D2D service to rival AT&T, T-Mobile, and Verizon – including …
SoftBank’s chief financial officer Osamu Akiyama told a conference call with investors that the company’s AI-related businesses became an increasingly important contributor to its enterprise business segment In sum – …
Cellnex said that Europe remains in the middle of its 5G adoption cycle, with 5G-enabled devices accounting for roughly half of mobile connections in Western Europe today In sum – …
From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …
Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …
AI-RAN promises a software-driven path to greater capacity, programmability and operational efficiency The RAN’s next phase will not be defined by AI, cloud or openness in isolation, but by the …
As Boost Mobile has learned, service providers have to understand, “Where does AI bring value to the business and where does it not?” The telecom industry has spent the past …
From the newsletter (sign-up if you want it sooner): Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold acquisitions and AI investments. While rivals …
