At a PTC panel in Hawaii last month, Verizon and industry peers discussed how AI is reshaping networks and data centres, prompting the US carrier to outline its strategy to leverage dense fibre and private 5G for enterprise AI workloads.
In sum – what to...
A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving hyperscaler-led builds, stressing legacy systems, and creating new regulatory and supply-chain challenges for the...
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...
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...
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...
UK-based EXA Infrastructure has completed its long-running acquisition of Ireland-based subsea provider Aqua Comms for a knockdown price. The deal, agreed a year ago, strengthens its transatlantic and intra-European subsea connectivity, adding key cables to its 160,000-kilometre fibre network spanning 37 countries, while reflecting...
The timing of Nokia’s announcements last week about continuing European reductions and increasing US investments is awkward – and raises questions, perhaps, when considered with parallel EU calls in Germany and France, where it is cutting jobs, for home-made sovereign EU infrastructure.
In sum –...
Why has T-Mobile withdrawn (official) support for neutral-host deployments in CBRS spectrum? Has the CBRS brigade failed, and is its move justified, or is it just a classic carrier move by the self-proclaimed “un-carrier” on the US telco scene? And what does it mean...
While the technical specifications for 5G NTN are being considered, a number of conceptual plans for 6G NTN have been made public.
This Anritsu white paper introduces advanced technologies expected to be utilized in NTNs, including Network Optimization Using AI, Inter-satellite Optical Communications, and Quantum...
Built for speed and simplicity, Dell Technologies’ AI-ready infrastructure and automation tools help CSPs fast-track their journey to cloud-native
The telecom industry is in the midst of a profound architectural shift—from proprietary, vertically integrated stacks to disaggregated, cloud-native infrastructure. While this transformation offers tremendous benefits...
The UK government has appointed IBM to supply new network infrastructure and communications solutions for emergency services in the country, as part of the new Emergency Services Network (ESN). The deal is worth £1.6 billion, according to reports. IBM is understood to have beaten...
As CSPs invest in AI infrastructure, robust testing and assurance frameworks are essential. Key considerations include validating AI model accuracy, managing latency and ensuring resilience in real-time, distributed environments. Continuous performance monitoring and adaptive assurance are necessary to maintain service quality and support scalable...
The 5G base station was developed by China Mobile Communications Group and the Chinese People’s Liberation Army
China has introduced what it claims to be the world’s first mobile 5G base station for military purposes, developed in partnership between China Mobile Communications Group and the...
Telecom operators are perfectly positioned to expand their data centers with accelerated computing infrastructure to support generative AI models and manufacture intelligence. This new class of data centers, known as AI factories, enhances generative AI training and inference for local governments, enterprises, and startups.This...
Telcos are increasingly viewing automation as the key to generate more efficiency and value from their networks
The road to monetization within the telecom industry is notoriously winding and bumpy. Automation promises to create a smoother ride for communications service providers (CSPs) by enabling a...
Upgraded public LTE (4G) connectivity has a social and economic impact of up to £6.9 million on rural towns in the UK, according to new research, which considered the impact on the farming, fishing, freelancing, and tourism industries in four remote UK communities after...
Some quick thoughts on the big IT outage today, which grounded planes, trains, banks, hospitals, shops, telcos, and broadcasters around the world. Reports on the radio this morning – when the story was breaking, as I drove the kids to school – led on...
France-based operator Orange shared hands-on experience of bringing artificial intelligence (AI) into its network operations last month at Telco AI Forum 2024, hosted by RCR Wireless. In interview, Alexis Koalla, director of operations strategy and transformation at the firm, explained the logic (the what...
Seeing as you enjoyed our last post so much, here is another entry based on the same report by the CTIA, the cellular industry association in the US, and the Alliance for Automotive Innovation, its equivalent for the automotive industry, about how 5G connectivity...
