Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line …
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AI Infrastructure
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Debate at FutureNet World shifted from strategy to execution, as telcos BT and Orange outlined platform-led, partner-driven models, while Telus and Rakuten pressed for faster moves into AI-led solutions and …
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At FutureNet World, Rakuten and Telus pushed for bold AI-led reinvention, while BT and Orange argued for a measured platform-driven evolution. But beneath the contrast, a shared strategy is taking …
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As AI steadily gains ground across industries, test, measurement, and service assurance are under pressure to evolve. Vendors are now facing mounting complexities that traditional test and measurement methods were …
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Lumen chief executive Kate Johnson has penned an open letter to enterprise CEOs (and the whole telecoms industry): that there is a golden opportunity to connect the AI revolution, but …
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On the operational side, True is deploying AI to predict network issues, automate processes, and improve service performance In sum – what to know: AI beyond efficiency – True is …
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Hyperscalers continue to dominate AI infrastructure globally, but regulatory dynamics are opening space for telcos in specific segments, observes Omdia In sum – what to know: Demand-led models – Telcos …
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AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …
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Final word on this fascinating Nokia narrative, this time from the independent analyst community – about how the Finnish firm is losing a little to Ericsson in its 5G heartlands, …
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Blue Origin’s push into orbital data centers is about “staking a claim than demonstrating parity with Starlink”, says analyst firm Blue Origin, the US aerospace manufacturer and space-flight services outfit …
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HPE reinforced the telco shift at MWC: the urgent mid-gen upgrade of fiber interconnect and longhaul networks for the AI era, plus the edge inference agenda just coming on-stream – …
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AI connectivity has a new currency. It’s coherent pluggable optics “We’re really now in a pluggable coherent world,” said Andrew Schmitt, founder and directing analyst at Cignal AI, as he …
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Coherent optics, photonic line systems, and software agents are helping cloud providers and telco companies to manage the explosive AI workload demands on fiber networks – across cutting-edge interconnect systems, …
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Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One …
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The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where …
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For Red Hat, the takeaway from this year’s MWC is clear: the telco to techco transformation is well underway At MWC Barcelona, the “telco to techco” transformation felt less like …
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Nvidia’s trillion-dollar AI infrastructure forecast set the tone at GTC yesterday, framing its AI-RAN partnerships with Nokia and T-Mobile (part of a $2tn industry) as a new frontier for low-latency …
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As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that …
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AI’s voracious appetite is straining energy grids, prompting new power strategies and longer planning horizons In sum — what to know: The gating factor: Power is now the biggest gating …
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The head of China Telecom said in a keynote speech at MWC 2026 that the carrier is advancing its strategy of “cloudification, digital transformation and AI for good” In sum …