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 …
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 …
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 …
Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: …
KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to …
Telus chief Darren Entwistle says the telco’s AI enabling capabilities delivered strong double-digit revenue growth of 22% in Q1 2026 In sum – what to know: B.C. expansion – Telus …
The GSMA has issued a lobbying report to argue for sweeping regulatory reform in the EU as telcos face a €475 billion investment gap to catch up with rivals in …
Telenor said the platform will operate from nationally controlled data centers in Norway and will remain separated from commercial global cloud environments In sum – what to know: Sovereign cloud …
Vodafone’s sovereign-cloud deal with AWS in Germany and BT’s brand refresh and UEFA deal in the UK, plus lots else, shows how European telcos are repositioning as trusted intermediaries for …
SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum …
Nvidia has agreed a multi-year supply deal with Corning that could grow into a $3.2bn equity position, alongside a major expansion of US optical fibre manufacturing capacity aimed at meeting …
Indosat is working to integrate AI more deeply into its core telecom business, while expanding into adjacent areas such as cloud, cybersecurity and AI-driven services In sum – what to …
Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …
Cut-price FWA sale shows Nokia’s shift to AI infrastructure, sets the tone for further disposals, and gives Inseego an instant double-your-business boost – which poses questions for the San Diego …
Theme of the week: edge computing and private networks for physical AI and AI inference in industrial and military zones. HPE has released a new AI server platform, ruggedized and …
Most factory-floor ‘physical AI’ runs on lightweight (non-GPU) edge compute, reckons NTT Data – but 5G sensing, in the form of ISAC via SRS, could unlock a new wave of …
Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure …
T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out …
Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …
Qualcomm CFO and COO Akash Palkhiwala described the Amazon transaction as “a landmark deal” for the company’s data center business In sum – what to know: Amazon validates...
Thai officials have stressed that the country is not closing its market to data center development, but instead wants clearer and more consistent standards In sum – what...
During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74...
AWS, said its first Cloud Infrastructure Region in Saudi Arabia is on track to launch in December 2026 In sum – what to know: Infrastructure expands – AWS...
Cushman & Wakefield estimates that the APAC region will require more than $280 billion in cumulative data center construction capex between 2026 and 2030 In sum – what...
SK Telecom said the new company, dubbed SK Horizon will operate and expand the carrier’s AI data center infrastructure, targeting 318 MW of total capacity across eight existing...
Shentel just signed a hyperscaler MSA for AI-driven data center connectivity, a first for the regional carrier. The move may be an early sign AI demand is spilling...
Alibaba said compute demand continues to outstrip supply and expects AI and cloud revenue growth to accelerate further as it ramps capacity. In sum – what to know:...
Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres will each receive 50MW under Singapore’s second Data Centre Call for Application (DC-CFA2) In sum –...
Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in...
Data center capex will surpass $3 trillion by 2030, driven primarily by high-end accelerators powering AI infrastructure growth. Learn more:
Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than...