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BT counts the change – how its enterprise reset might be a model for every telco

BT’s 2024/25 results show fibre gains amid slumping enterprise and consumer revenues. The UK telco is shrinking its international footprint, refocusing on domestic enterprise growth, and eyeing managed service expansion – which is a good model for most telcos, reckons Omdia. In sum – what...

AI reshapes banking – except banks aren’t ready to be reshaped

Despite leading AI adoption, only 25% of banks are using AI strategically, says a new BCG report. Their traditional advantages are being eroded as generative and agentic AI reshape competition, and force total transformation or a total loss of market relevance. In sum – what...

Dell and Nvidia intro rush of AI hardware, software, and managed services

Dell has launched new high-end servers featuring top Nvidia GPUs for enterprise AI workloads, bundled in an ‘AI Factory’ package with software, networking, and managed support – all aimed at accelerating AI adoption and driving sales. In sum – what to know New servers – a...

Hands up if private 5G needs AI (it doesn’t, but it really does)

Private 5G doesn’t need (!) AI – but telcos like BT, KPN and Telenor say it’s the difference between ticking over and taking off. Scale it up, and AI goes from ‘nice-to-have’ to non-negotiable. In sum – what to know: Casual to causal – private 5G doesn’t...

Private 5G mega deals – Future Tech gets $50m from DOD (and the rest)

Specialist integrator Future Tech has scored impressive private 5G wins with US defense, energy, transport customers. Nokia leads deals, Ericsson fuels growth. US and EU telcos are knocking on its door for help. AI is driving broader enterprise demand. In sum – what to know: Industry...

Qualcomm, Aramco Digital focus on edge AI for industrial IoT

The agreement between Qualcomm and Aramco Digital was formalized during the Saudi-US Investment Forum in Riyadh In sum – what you need to know: Qualcomm and Aramco Digital join forces on industrial edge AI – The pair will co-develop AI-powered industrial IoT solutions using Qualcomm’s hardware...

NTT Data goes hard on agentic AI, retrofits Industry 4.0 to 5.0

NTT Data launches a retrofit-ready agentic AI stack to bridge Industry 4.0 to 5.0, transforming legacy RPA bots into autonomous agents and delivering modular, multi-cloud AI across sectors. In sum – what to know: Retrofitting 5.0 to 4.0 – patented plug-in transforms old RPA bots into...

Private 5G update: US policy hobbles Industry 4.0 ahead of new golden age

Short-term pullback, long-term rebound – US interest in private 5G slumps on economic and political jitters, but global momentum builds as smarter models and automation drive long-term industrial growth. In sum – what to know: Short-term setback – US manufacturing interest in private 5G slumps...

Schneider drives AI at US factory edge, EU industrial core

Schneider Electric advances industrial AI with a factory-edge copilot in the US and a sustainable AI data center in Portugal, supporting regional ambitions for smart manufacturing and digital infrastructure. In sum – what to know: Factory AI copilots – Schneider launches generative AI assistants with Microsoft...

Siemens lights Industry 5.0 touchpaper with agentic AI for factories

Industrial agentic AI – Siemens has unveiled AI agents that work autonomously across design, planning, engineering, operations, and service – coordinated by a generative AI co-pilot interface. Industry 4.0 to 5.0 – marks a shift from automated assistance to orchestrated autonomy, with agents reasoning, collaborating,...

Is that it – a wireless router and a pair of specs? (Why enterprise 5G is everything)

5G growth hinges on enterprise demand, from defense to drones, while consumer breakthroughs lag. Operators must monetize APIs, devices, and networks fast — or risk missing the real 5G opportunity. Note, this is an excerpt from a new 5G Market Pulse report, available to...

Private 5G docks at Italian port – Fastweb+Vodafone gets Ravenna gig

New private 5G infrastructure to enable smart port applications like anti-collision systems, autonomous vehicles, drones for cargo monitoring, and real-time traffic analysis. Private 5G – newly-formed Fastweb+Vodafone will deliver a private 5G network for the Port of Ravenna, covering shipyards, terminals, and 15km of canal-way...

Operators tread carefully – weighing 5G SA costs, complexity, payoffs

Operators are moving through the gears with 5G SA and 5G-Advanced, balancing cap-ex constraints, operational complexity, and uncertain returns. While slicing, RedCap, and private 5G show promise, most are prioritizing efficiency and targeted enterprise services over big spending – reflecting the industry’s search for...

AI infra in a suitcase – defense and sports sectors queue-up critical edge AI workloads

In sum – what to know Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors. DOD demand – reported sales to the US Department of Defense...

Nokia misses Q1 targets, gains ground with T-Mobile in the US, enterprises everywhere

In sum – what to know  Weak quarter, bright spots – Nokia missed Q1 expectations with a 36% shortfall in operating profit, driven by a one-off €120m charge in Mobile Networks, despite strong growth in enterprise and regional US sales. Enterprise and Infinera gains – enterprise...

Fujitsu teams with Supermicro on gen AI platform for enterprises

In sum – what you need to know Enterprise AI – Fujitsu preps new service to run generative AI without companies needing to own or manage their own gear; incorporates Supermicro OEM GPU-accelerated hardware, and Fujitsu’s LLM for enterprises. All-in platform – the managed platform bundles...

One radio, 12 dozers, zero downtime – Newmont plans private 5G at 14 mines on four continents

In sum – what you need to know One radio, full control – mining outfit Newmont has connected 12 dozers at a 2.5 km construction site with a single private 5G radio from Ericsson – delivering 175Mbps on uplink, without missing a beat.  Wi-Fi out, 5G...

Finance firms struggle to modernize as AI and blockchain race ahead

Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value. AI and cloud – dominate investments, with 80-90% of financial services outfits making both big AI bets,...

PTT 2.0 – critical comms for public safety and private industry drives $12bn boom

In sum – what you need to know: $12bn by 2028 – global revenue from high-end push-to-talk (PTT) services – especially mission-critical (MC-PTT) on 4G/5G – will hit $12 billion by 2028, with an 11% CAGR. Smarter MC-PTT – better priority-based PTT group comms, including video...

Busy Boldyn Networks pauses acquisitions, puts focus on organic growth

Boldyn pauses M&A – after a rapid acquisition spree, and despite rumours in the market, Boldyn says it has shelved future deals (on paper); its new $1.2bn debt facility in the US is for organic growth, it says. Neutral and private 5G – with major...

NTT brings high-end edge AI to drones, intros AI ethics group

In sum – what you need to know: AI chip for edge devices – NTT enables real-time 4K video processing in drones at altitudes up to 150 meters, five times higher than conventional systems, while consuming under 20 watts of power. 2025 launch, expansion – new...

Nvidia appoints Taiwanese trio to make AI infrastructure in US for first time

In sum – what you need to know: US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, Foxconn, and Wistron in Arizona and Texas. Major AI-economy drive – $500 billion of AI componentry...

Siemens sells slices of O2 Telefónica’s public 5G network to German water utilities

In sum – what you need to know Siemens-led 5G offer – Siemens will hold the customer relationship, selling slices of O2 Telefónica’s 5G network to utilities with its own increasingly AI-heavy Industry 4.0 solutions. Wide-area ‘private’ 5G – optimised public 5G slicing is the only...

Hyundai opens the smartest factory in America – pumped full of AI and 5G

In sum – what you need to know America’s smartest factory – Hyundai’s new $7.6 billion electric and hybrid vehicle plant, Metaplant America, claims a series of Industry 4.0 world-firsts, generally powered by AI vision and robotics, sometimes delivered on private 5G; the firm wants...