Network Infrastructure

From the newsletter (sign-up if you want it sooner): Telecom operators are embracing AI through tightly governed, domain-specific deployments, focusing on bounded autonomy rather than full automation. The emerging model …

From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …

From the newsletter: As telcos rethink growth strategies, contrasting moves by Rocket Lab, Comcast, BT and Verizon highlight a common goal: using acquisitions, divestments, and selective consolidation to sharpen focus, …

China Tower has established about 6.2 million base station sites, including 3.26 million 5G sites across the Asian nation In sum – what to know: Tower transformation – China Tower …

BT and Verizon are combining international enterprise units into a 50/50 JV serving 3,000 customers across 180 countries, streamlining global connectivity services while letting both firms sharpen their focus on …

From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …

From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …

Yue Wang, chief technologist at China Telecom, said that AI-native 6G will require a fundamental architectural shift toward the joint orchestration of networking and computing resources In sum – what …

Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy are accelerating market consolidation. Strategic …

Speaking at FutureNet World back in April, Miguel Alvarez, AI chief at Orange Business, discussed his firm’s dual-mode AI platform strategy in the context of its own transformation, its sovereignty …

The agentic enterprise gets a full stack, and a third answer to the one-platform question – all the latest from HPE Discover 2026, courtesy of Adlane Fellah at Maravedis Research. …

The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than …

Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old …

Taiwan’s Ministry of Digital Affairs has begun planning the country’s 6G spectrum roadmap, with a roadmap strategy expected by the end of the year In sum – what to know: …

As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the …

Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …

Dynamic CX layers predictive intelligence onto T-Mobile’s existing network to pre-position capacity In sum – what we know: T-Mobile has unveiled a new AI-powered network technology called Dynamic CX, timing the launch …

European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what …

AT&T’s Pascal Desroches frames direct-to-device satellite as a complement to terrestrial networks In sum – what we know: AT&T’s CFO laid out the company’s satellite playbook days before Starlink’s parent …

The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments …

Major telcos in France have agreed a deal to split SFR, the country’s second-biggest operator, between Bouygues Telecom, Orange, and Iliad. The transaction boosts their commercial scale, investment capacity, and …

Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what …

Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the …

Cisco Live 2026 signals the arrival of the agentic network, built around Cloud Control, AI-driven operations and security. But for managed connectivity providers, the real test remains simpler licensing, channel …