The latest news on AI, data center, telco, and cloud sector

House committee takes lower 3 GHz, 6 GHz off the auction table in reconciliation mark-up

Reconciliation bill text takes the lower 3 GHz, 6 GHz out of contention for auction. Where does this leave CBRS? New mark-up language dropped...

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...

Ericsson, telcos trial 5G Radio Dot System in Taiwan

Ericsson noted that the test demonstrated that its Radio Dot System can deliver strong indoor 5G performance using the CSPs’ 3.5GHz spectrum and 4x4...

The Sunday Brief: Two Q1 earnings mysteries

Mother’s Day greetings from Missouri, Iowa, and, by the time most of you read this, Florida, home of the Conexon Ignite workshop (CellSite Solutions...

OpenAI plans global expansion of Stargate project

OpenAI said the Stargate initiative, unveiled earlier this year by U.S. President Donald Trump, has an estimated long-term cost of $500 billion In sum –...

ABI Research: AI data center demand to grow at fast pace

According to ABI Research Principal Analyst Sebastian Wilke, the U.S remains at the forefront of AI data center investments The demand for AI-focused data centers...

Analyst Angle: Will D2D make rural cell sites an endangered species?

Multiple companies have asked me to analyze this question: will D2D replace the rural cell site? Would it make sense for an operator to shut...

Powering progress—How private mobile networks are transforming utilities

The utilities industry, charged with powering, hydrating, and heating the world, is undergoing a profound transformation. Aging infrastructure, rising resource demands, and the growing...

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...

Bookmarks: US vs. China — the hybrid game of AI infrastructure

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, and newspapers) things I think are insightful...

Finance sector hot on 5G APIs – BT, Colt, Orange on how to mix, mash, monetize APIs

More from FutureNet World: telcos are hopeful 5G APIs will drive revenue by blending networks, cloud, and AI for enterprise apps, and cite on-tap...

Arm’s record Q4 underscores mission: ‘Ensure AI is everywhere and runs on Arm’

Arm reported record financial results for Q4 2025, but cautious guidance for the upcoming quarter rattled investors Arm Holdings plc reported record financial results for...

What is SK Telecom doing in the AI infra field?

SK Telecom, South Korea’s leading telecommunications company, is making significant strides in AI infrastructure to position itself as a global powerhouse Through its comprehensive “AI...

Can ISPs retain customers on low-income plans as ACP comes to an end? (Reader Forum)

The end of the ACP federal program to provide low-cost internet is creating an interesting, but complicated, opportunity for internet service providers This past June,...

Closing the digital divide with disaggregation (Reader Forum)

Amid the economic volatility today, a significant digital divide still exists between urban and rural communities, where many across the US have limited access...

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 –...

Nokia bets on fiber to future-proof enterprise LANs

With major reductions in cabling and power use, Nokia’s new Aurelis Optical LAN reflects broader industry shifts toward sustainability and open architectures Nokia is advancing...

WBA and partners say enterprise trials confirm Wi-Fi 7’s game-changing gains

WBA, AT&T, Intel and CommScope highlight real-world gains in speed, reliability and efficiency as Wi-Fi 7 sets the stage for next-gen enterprise connectivity The Wireless...

What is the Stargate AI project?

The Stargate AI project is one of the most ambitious infrastructure initiatives ever launched to support AI Spearheaded by a powerful group of technology and...

Note to telcos: sort your data (how to get to level-4 autonomy and agentic AI)

In sum – what to know: Clean data drives AI intent – by breaking telcos' silos, creating global visibility, and enabling contextual models; and by...

‘It’s imperative we move more spectrum’: FCC Chair

FCC, CTIA emphasize challenging Chinese tech leadership in wireless, including spectrum WASHINGTON, D.C.—Spectrum and artificial intelligence dominated the conversations at yesterday's CTIA 5G Summit, with...

Fact-checking the CTIA/NERA economics report (Analyst Angle)

Recently, U.S. mobile industry trade association CTIA published a study performed by the economic consultancy NERA. It claimed that releasing additional spectrum for full-power...

How Open RAN opens the door to AI-RAN networks (Reader Forum)

In the early heyday of Open RAN, experts were predicting rapid growth and adoption worldwide. As the overall telecommunications market contracted, however, these predictions...

Alphabet spin-out Taara teams with Digicomm to expand Lightbridge deployment

Taara says its Lightbridge solution offers a flexible alternative to conventional broadband In a significant move to expand high-speed internet access, Taara, a recent spin-out...

The Microsoft AI data center pullback that wasn’t

Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand  A few weeks back, speculation made the rounds that Microsoft was...

The critical value gap – AI, 5G, and the long road to reinvent telcos

In sum – what to know Outward reinvention – top telcos discuss the task to go from rigid inward-focused network operations to agile outward-focused service...

Why is networking critical to AI infrastructure?

As AI becomes more embedded in our daily lives, supporting infrastructure must evolve to meet the surging demands. While GPUs and data center design often...

Four ways network operators are getting value from AI

OXON HILL, Md.—In panels and conversations at this week's International Telecoms Week, some of the reality of practical AI applications for network operators emerged....

India tightens satcom rules as global players seek entry

The new satcom rules signal the country's efforts to tighten national defenses as foreign interest grows India’s Department of Telecommunications (DoT) has introduced a sweeping...

Private LTE at sea – Maersk builds private LTE on 450 vessels to track shipping cargo

Danish shipping company A.P. Moller-Maersk (Maersk) has recruited a whole ecosystem of private network and IoT solutions providers to start work on a new...

The ins and outs of Europe’s new Radio Equipment Directive (Reader Forum)

Europe is heading for a connected device overhaul. For years, the Radio Equipment Directive (RED) set the rules for wireless devices, ensuring they meet...

AI in the RAN (AI RAN) vs AI on the RAN – different concepts, different questions

In telecom, ‘AI RAN’ and ‘AI in the RAN’ (AI in RAN) refer to the same concept, effectively: the integration of artificial intelligence (AI)...

What does it take to put AI to work in the air interface?

Artificial intelligence is dominating discussions across the telecom landscape, as the industry grapples with how and where to apply AI to improve efficiency or...

Inside InvestAI — Europe’s ambitious $20 billion plan to build AI gigafactories

The European Union has unveiled an ambitious new plan dubbed InvestAI, part of which includes the buildout of large-scale AI gigafactories At the AI Action...

From legacy to agility — What’s driving the cloud-native transformation?

Telecom operators are moving from legacy systems to cloud-native networks built for speed, scale and resilience As global data demands accelerate and next-generation services take...

Eutelsat selects Orange leader as new CEO

Satellite operator Eutelsat appoints telecom veteran Jean-François Fallacher as CEO, another sign of satellite and telecom convergence In a move that underscores the broader ways...

AI, Wi-Fi, smartphones, tariffs: Four takeaways from MediaTek’s Q1

MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter MediaTek reported its Q1 2025 earnings on April...

Qualcomm continues to deliver on diversification strategy

The automotive segment — a key growth driver for Qualcomm — was up 59% quarter-over-quarter Qualcomm CEO Cristiano Amon took the top-job with the San...

AT&T expands fiber footprint via PRIME FiBER deal

AT&T is panning for broadband gold in Arizona, teaming with PRIME FiBER to expand fiber coverage AT&T and PRIME FiBER are extending their open-access...

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...

AI is reshaping the cellular network — ELAA unleashes spectrum’s potential (Analyst Angle)

Artificial Intelligence (AI) is already showing it is having a significant impact on the world’s economy, our online experiences and sourcing information — both...

EXA boosts global fiber capacity 15% with Nokia upgrade

In sum – what to know: Capacity boost – 1.2 Tbps upgrade lifts EXA’s network by 15%, coutesy of a Nokia coherent optical engine and...

What are AI colocation and edge data centers?

As AI reshapes nearly every industry, the infrastructure supporting these technologies is rapidly evolving Though often mentioned together, AI colocation and AI edge data centers...

Power problems behind AI growth — What you need to know

The rapid growth of AI is putting pressure on global electricity systems and raising a new set of problems As artificial intelligence (AI) becomes more...

Bookmarks: Powering AI infrastructure and the Theory of Constraints

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What...

6G Foundry: Refreshing the lower-band spectrum design

6G research points to a new lower-band system spectrum design to significantly improve wireless capacity, coverage and efficiency A new lower-band spectrum design for 6G...

FCC revisits satellite spectrum power levels

In the new space-based communications era, the Federal Communications Commission is taking a fresh look at satellite spectrum power transmission levels that have not...

Frontier surpasses Q1 expectations with 107K new fiber subs

Frontier added 107,000 fiber subscribers in Q1 2025 — outpacing expectations and boosting its appeal ahead of Verizon’s $20 billion acquisition Frontier Communications kicked off...

Cloud, AI drive Microsoft’s strong growth

'Cloud and AI are the essential inputs for every business', said CEO Satya Nadella Microsoft reported a record quarter driven by its cloud business, which...

Kagan: T-Mobile US has done a great job the past decade — What’s next? (Analyst Angle)

After years of struggling, T-Mobile US has spent the past decade finding its footing and regaining momentum. They were a wireless carrier that lost...