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AI infrastructure predictions round-up — what 2026 will demand

Predictions from Zayo, Digital Infrastructure, and Mission Critical Group about what to expect from AI infrastructure in 2026 As AI workloads scale and infrastructure cycles compress, the pressure on networks, power systems, and physical deployment models is intensifying. By 2026, industry leaders expect competitive advantage...

Dell Technologies and AMD deliver telecom infrastructure for the AI-era

Combining Dell’s hardware, software, services and ecosystem with AMD’s advanced CPUs and GPUs, CSPs can build a future-ready foundation to capitalize on AI  Communications service providers (CSPs) operate networks that power the world’s digital data flow. Now that the initial 5G buildout is largely complete,...

AI boom will overwhelm today’s networks, says Nokia

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 hard toward AI-native networking. In sum – what to know: AI pressure test – nearly nine...

Samsung, KT validate AI-RAN on commercial networks

Samsung noted it has been advancing AI-RAN technologies that tailor radio configurations based on individual conditions In sum – what to know: AI cuts real-world connection failures – Samsung and KT saw significantly fewer disconnections after applying user-level AI-RAN configurations across a commercial network trial involving...

Inside Indosat’s AI-RAN strategy

The telco's CTO, Desmond Cheung, told RCR Wireless News that the AI-RAN Research Center fundamentally shifts Indosat’s network strategy from being connectivity-led to AI-native In sum – what to know: Indosat shifts to an AI-native network strategy – The AI Grid links local AI hubs to...

Webinar: AI infrastructure as a growth catalyst for telco operators

As telecom operators face growing pressure to innovate and scale, AI is emerging as a powerful ally. In this webinar, we’ll explore how AI infrastructure is opening the door to new opportunities for CSPs to diversify and grow. Discover how telco operators can harness AI...

BT launches capabilities to enable UK digital sovereignty

The BT system will support upcoming sovereign-focused services in voice, cloud, and AI In sum – what to know: BT introduces a new sovereign platform for U.K. organizations – aimed at giving customers more control over where data, systems and operations are handled within the country. Sovereign...

Editorial Report: Building an AI-ready infrastructure from the data center to the edge

Whether you buy the specifics of the latest from MIT on 95% of enterprise gen AI projects failing to impact P&L, the directional signal is still clear: it's difficult for large organizations to successfully move from pilot to production. While individuals may be successfully using...

LG Uplus resets structure to boost digital transformation

LG Uplus said the new structure is designed to increase specialization, strengthen product development, and promote closer collaboration across related teams In sum – what to know: LG Uplus launches a 2026 restructuring plan – The company will separate business and product organizations across major units...

Nokia to invest $4 billion in US AI-ready networks

Nokia expects to allocate $3.5 billion to U.S.-based R&D, covering next-generation connectivity technologies In sum – what to know $4B to expand U.S. operations – The plan adds major R&D and manufacturing investments on top of earlier spending linked to the Infinera acquisition. Advanced networking R&D –...

SK Telecom announces reorganization with MNO–AI structure

SK Telecom noted that AI-related business areas will be grouped into B2C AI, B2B AI, digital platform services, and AI data center operations In sum – what to know: Two-track structure for MNO and AI – SK Telecom creates separate CICs to match each business’s needs,...

Nokia expands data center portfolio with new offering

The new Nokia switches support both the firm’s SR Linux NOS and open-source SONiC and also are available in liquid- and air-cooled variants In sum – what to know: Doubles data throughput – The 7220 IXR-H6 series reaches 102.4 Tb/s and 1.6 TE speeds, supporting next-gen...

SoftBank’s AI bet deepens post-Nvidia divestment

SoftBank's CFO Yoshimitsu Goto said the sale of Nvidia shares provided liquidity to fund the company's growing commitment to OpenAI In sum – what to know: Record-breaking profit – SoftBank’s fiscal Q2 net profit hit JPY2.5 trillion, driven by AI-linked gains and the performance of its...

The blueprint for smarter, more sustainable AI data centers (Reader Forum)

AI’s next battleground isn’t just capacity — it’s efficiency Demand for AI continues to accelerate, further straining data centers. To support the growth, technology companies plan to spend more than $380 billion on AI infrastructure in the next 12 months. However, despite the tsunami of capital investment,...

AWS announces Fastnet cable to boost transatlantic AI

David Selby, director of Global Network Infrastructure Development at AWS, told RCR Wireless News, that Fastnet strengthens AWS's ability to maintain continuous operations for customer workloads In sum – what to know: Linking U.S. and Ireland – AWS’s new Fastnet cable will connect Maryland and County...

SK Telecom accelerates expansion of its AIDC initiative

Under this new strategy, SK Telecom will expand its Ulsan AI data center to a 1 GW-scale capacity In sum – what to know: Ulsan AIDC expands to 1 GW scale – SK Telecom is developing nationwide and global AIDC hubs, with new projects in Korea’s...

ZTE reports revenue of $14.5 billion in Jan-Sep

ZTE said that revenue from computing-related businesses in the period grew by 180% year-on-year, accounting for 25% of total revenue In sum – what to know: Surging segments – Computing-related revenue jumped 180% year-on-year, making up 25% of total sales, while enterprise revenue grew 130%. Domestic 5G...

Samsung Electronics, SoftBank ink AI-RAN collaboration

Samsung noted that the agreement outlines four focus areas: 6G, AI for RAN, AI and RAN, and Large Telecom Model In sum – what to know: Samsung and SoftBank sign MoU – The pair will collaborate on 6G, AI-RAN, and Large Telecom Model (LTM) research to...

The compute industrial complex (Analyst Angle)

AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing capacity was an elastic, on-demand...

Bell targets $1.07 billion in AI revenue by 2028: CEO

Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems In sum – what to know: CAD1.5B AI revenue by 2028 – Bell plans to more than double its AI business through new data centers, cloud partnerships, and...

Ellison’s media bets and the new rules of the AI economy (Analyst Angle)

Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At first glance, it looks like a billionaire hobby. Once aligned with Oracle’s multibillion-dollar AI infrastructure...

Riding the wave — Delivering wavelength services in the era of rapid data center growth (Reader Forum)

AI is driving data center interconnect growth The AI era is unleashing a new wave of data center interconnect growth. At a recent industry conference, a leading hyperscale operator revealed a striking internal metric: AI-related backbone traffic is growing at an astonishing 100% compound annual...

Crusoe brings Abilene AIDC online with Oracle partnership

Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to begin running early AI training and inference workloads In sum – what to know: Abilene AI hub goes live – Crusoe has powered the first phase of its flagship Texas campus, developed with...

Meta to acquire chip startup Rivos

Earlier this year, Meta had begun testing its first in-house AI chip, according to previous reports In sum – what to know: Meta acquires RISC-V startup – Meta is buying Santa Clara-based Rivos to strengthen in-house semiconductor design and reduce dependence on external suppliers for AI...