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 growth came mostly from strong fiber-optic and data center demand, it said. Nokia is...
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 end-of-life systems, and hyperscalers dominating new builds, the industry faces a wholesale supply crunch.
In...
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 at PTC'26 – argue that connectivity, latency, and scale in terrestrial and subsea fibre...
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 as development spills into secondary and tertiary markets.
In sum – what to know:
Mega buildout...
Artificial intelligence (AI) is transforming the world around us, redefining how entire industries operate through real-time insights, automation and more. The Telecom industry has answered the call of AI, and the message is clear: communications service providers (CSPs) who are ready to integrate this...
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 AI build-out. But between the big numbers and flashy pyrotechnics, there was a bracing...
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 bottlenecks push fibre ever closer to the data-centre edge, optical networking specialist Ciena has...
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 Networks. The deal streamlines CommScope, and expands Amphenol’s fiber, AI, and telco infra play.
In...
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.
In sum – what to know:
Strategic deal – Marvell buys XConn for $540m, adding high-speed...
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 pilot highlights a broader industry shift, where access and core infrastructure are being redesigned...
Singtel said the trial also lays the groundwork for next-generation Wi-Fi, autonomous devices, and AI-generated entertainment formats
In sum – what to know:
50Gbps fiber trial launches – Singtel becomes the first operator in Singapore to test 50Gbps XGS-PON, targeting AI-heavy, immersive and multi-device digital use...
Density, latency, and real-time data movement are now the make-or-break variables in modern data center design
Whether you say “Hey Siri” or ask Alexa to dim the lights, you get the response in a blink — even when millions of people are making the same...
Organizations that align ambition with physics rather than narratives will gain durable advantages in 2026
2026 will not be a year of new network generations or completed AI buildouts. It will be a year where the gap between plans and physical reality becomes impossible to...
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...
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,...
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 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...
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...
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...
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...
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 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 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 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,...
