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 …
Infrastructure
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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, …
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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 …
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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, …
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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 …
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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 …
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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 …
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Why has T-Mobile withdrawn (official) support for neutral-host deployments in CBRS spectrum?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 …
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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, …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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 …
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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, …
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The Department of Transportation in the U.S. (USDOT) has awarded $60 million in grants to transport administrations in the states of Arizona, Texas, and Utah to accelerate cellular-based vehicle-to-everything (V2X) deployments and set up as “national models” for V2X rollouts …
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Last year’s race saw 53.3 million connections in a 12-hour period, according to Verizon Associate Director of Network Operation Verizon is coming down the back stretch of its year-long preparation for this weekend’s Preakness Stakes, the annual American thoroughbred horse race …
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Cloud and edge solutions provider Hewlett Packard Enterprise (HPE) has confirmed it has agreed a deal to acquire enterprise networking specialist Juniper Networks for $14 billion. The acquisition will double HPE’s networking business, increasing from around 18 percent of its …
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Even though most consumers are largely unaware of the unique elements in the 5G technology stack, the antenna in package (AiP) module inside the 5G smartphone is a prime enabler of mmWave technology — and is likewise the small but …
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Nokia added 45 new customers for its private networks products in the fourth quarter of 2022, outrunning its third-quarter total (30 new customers) by 50 percent, and taking its total customer count beyond the 560 mark, the company said. It …
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Note, this article follows directly from a previous post (January 24) – about why logistics is the hardest industry of all for the IoT market to crack; both are taken from a new editorial report on the state of IoT …