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

A face-off in space

A new FCC filing from Bezos-owned Blue Origin just heated up competition between the two wealthiest men on Earth In sum — what to know:  Regulatory...

China Unicom cuts capex, boosts AI infra spending

China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum –...

O2 deploys pre-assembled mobile masts

John Bonello, director at Vecta Labs, told RCR Wireless News that the pre-assembled mobile masts for UK carrier O2 are designed to scale across...

Optics and agents – Ciena presents telco play “to monetize anything-AI”

Coherent optics, photonic line systems, and software agents are helping cloud providers and telco companies to manage the explosive AI workload demands on fiber...

Department of War takes aim at closed RAN stacks with open source

The Open Centralized Unit Distributed Unit (OCUDU) Ecosystem Foundation challenges AI-RAN gatekeeping that has been stalling the open RAN movement Opinions on open RAN (radio...

SpaceX brings Xsight Labs onboard ahead of Starlink v3 launch

Xsight Labs’ programmable X2 switch tapped by SpaceX to push throughput beyond 1 Tbps My home airport is XNA, so I spend a lot of...

Negotiating network slices with AI

Telecom and enterprise AI systems are beginning to negotiate and provision network slices The telecommunications industry is rapidly moving toward a future where network connectivity...

The hidden bottleneck in modern network deployment (Reader Forum)

The telecommunications industry has made remarkable progress in expanding mobile infrastructure to support the demands of a hyper-connected world. Operators continue to invest heavily...

Energy measurement in open RAN – what the data shows (Reader Forum)

Energy efficiency has become one of the most pressing operational and sustainability challenges facing mobile network operators. Sarat Puthenpura at the Open Networking Foundation,...

O2 Telefónica develops AI assistant for network operations

The new tool is a single part of the operator’s grand plan to establish autonous networks with high levels of AI automation by 2030 In...

Wi-Fi takeaways from Mobile World Congress (Analyst Angle)

As the industry's largest annual gathering for connectivity and telecommunications, MWC serves as a bellwether for where wireless technology is heading. Among the many...

Report: AI in testing – Developing trust, delivering results

AI adoption in the telecom industry is accelerating rapidly, with AIOps and AI-RAN emerging as strategic priorities. Yet many telecom network operators remain stuck...

Scale-up, scale-out, scale-across take center stage at OFC

Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling...

Reimagining consumer services in an AI-first world

Radisys CEO Arun Bhikshesvaran sat down with Rakuten Mobile’s Chief AI and Data Officer Sachin Verma  for a “Coffee, Chai & Chat” podcast at...

VIAVI Solutions and NVIDIA work toward software-defined, AI-native networks 

The companies’ collaboration has yielded agentic AI blueprints, RAN digital twins and a strategy for moving customers toward autonomous networks and AI-native 6G wireless...

Nokia touts massive TCO reduction with new line of coherent optical solutions

Post-Infinera integration, the Finnish vendor’s growth target is data center interconnect Nokia’s optical pitch this year at OFC was crystalline, more intentional, and landed somewhere...

Ciena and Meta claim record subsea transmission speed

The trial used Ciena’s WaveLogic 6 Extreme (WL6e) coherent optics over an unregenerated link In sum – what to know: Record distance – 800 Gb/s transmitted...

Physical AI, without the theatre – Siemens finds its private 5G groove

The tech is not the story (stupid!), says Siemens; it is a part of a solution, of course – just like IoT, and just...

Telefónica targets AI-era monetization with automation push, transport overhaul

At OFC, Telefónica’s CTO outlined its strategy to reverse persistent revenue challenges  In sum — what to know: Modernization focus: Telefónica is eyeing a combination of...

Nvidia and global telecom operators pivot to distributed AI grids

Major carriers are using Nvidia's "AI Grid" to repurpose their networks In sum - what we know: A distributed architecture - Nvidia is branding "AI grids" as...

Italian carriers plan tower JV to boost 5G expansion

The tower JV between TIM and Fastweb + Vodafone builds on a preliminary RAN sharing agreement signed earlier this year In sum – what to...

AT&T, Cisco and Nvidia advance network-based edge AI

The solution combines AT&T’s IoT core network and Cisco’s mobility services platform, allowing localized data routing, predictable performance, and secure connectivity for enterprise and...

The scaling myth holding back cellular IoT (Reader Forum)

As cellular IoT deployments grow from thousands to millions, the limits of hardware, not software, come into focus, writes IoT connectivity provider Onomondo. Until...

Du targets 10Gbps 5G-A upgrade with Huawei

The partnership between Huawei and du also includes work on AI-based network management and automation to improve efficiency and spectrum utilization In sum – what...

Broadband equipment market set for 2026 rebound

Jeff Heynen, VP at Dell’Oro Group, told RCR Wireless that cable infrastructure upgrades will play a central role in the recovery of the broadband...

Orange Business boosts AI portfolio with new launches

Christel Heydemann, CEO at Orange Group, emphasized the company’s internal use of its own platforms In sum – what to know: Sovereign enterprise – Orange Business...

Agents, inference and token economics – Nvidia pitches the AI future

The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about...

Red Hat fleshes out key themes at MWC

For Red Hat, the takeaway from this year’s MWC is clear: the telco to techco transformation is well underway At MWC Barcelona, the “telco to...

Fiber growth steadies telecom revenues in Japan

GlobalData told RCR Wireless News that despite high fiber penetration, growth will continue to be driven by network upgrades, premium high-speed plans, and the...

Nvidia positions AI-RAN with Nokia, T-Mobile in (its) $1tn AI infrastructure market

Nvidia’s trillion-dollar AI infrastructure forecast set the tone at GTC yesterday, framing its AI-RAN partnerships with Nokia and T-Mobile (part of a $2tn industry)...

From best-effort to “Ultra-High Reliability” — Wi-Fi 8 in the AI era

Wi-Fi 8 will support future networks as traffic shifts from human-initiated applications to machine-driven, agentic AI applications Wi-Fi 8 is designed to build directly on...

What creator-led MVNOs tell us about the new telecom growth (Reader Forum)

Creator-led MVNOs highlight a new path for telecom growth, where community, identity and brand loyalty drive adoption more than price or coverage. Telecom tech...

War halts work on submarine cable link in the Persian Gulf

The 2Africa system, hit by the war in the Middle East, will be the largest subsea cable network ever built, spanning 45,000 kilometers In sum...

‘Agility is money’, says Microsoft – as agents rewrite Vodafone B2B cycle

‘Frontier’ telcos like Vodafone, AT&T, and Telefónica are deploying hundreds of AI agents across their operations, says Microsoft – to automate processes, accelerate sales,...

Why eSIM makes entitlement servers a new growth engine for telcos (Reader Forum)

The eSIM is rapidly becoming the default across flagship smartphones, smart glasses, smart watches, and other companion devices. This is increasingly raising an important...

3 ways operators are putting AI to work in network service assurance

Service assurance is officially graduating from an era of dashboards, tickets, and engineers scrambling to find what’s gone wrong to swift root cause analysis...

100 billion agents – new networks (and new KPIs) for AI, says Huawei

Huawei is proposing a new method to evaluate service quality for AI applications called AI MOS, modeled after the Mean Opinion Score used to...

‘Four big moves’ – Thai carrier True outlines AI-geared telco shift

One of the strategies announced by True centers on embedding AI across network operations, customer service, and internal systems In sum – what to know: Three-year...

Urgent rethink of telco-cloud-AI ecosystem required, says TIM

The CEO of TIM outlined how the telecom sector’s priorities are shifting as new digital applications place different demands on networks In sum – what...

From agentic AI to energy KPIs – the trends transforming telcos (Reader Forum)

Agentic AI, sustainability mandates, edge-native infrastructure, and AI-augmented workforces are reshaping how operators run networks and serve customers, says enterprise software company IFS. In recent...

SoftBank’s Telco AI Cloud aims to turn the network into AI infrastructure

The new Telco AI Cloud architecture integrates large-scale GPU data centers with edge AI-RAN In sum - what we know: Technical architecture - Combines large-scale GPU data...

Agents of chaos – Equinix proposes metro fix for the new AI sprawl

As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer...

Hollow core fiber’s big test

EXFO’s Olivier Côté digs into testing challenges — and outlines how methods are evolving to accommodate hollow core fiber's physical peculiarities One of hottest trends...

Supermicro and NVIDIA Whitepaper: Powering sovereign AI at scale

Artificial intelligence is rapidly becoming a foundational capability for telecommunications operators, shaping network operations, service delivery, customer experience, and national digital competitiveness. As AI...

To capture the AI opportunity, telcos must lead, not follow (Reader Forum)

As AI adoption accelerates, telecom operators have a chance to claim a central role in the AI economy, says Spirent (now part of Keysight)....

Metro Connect USA: US power crunch is standing in the way of its AI ambitions

AI's voracious appetite is straining energy grids, prompting new power strategies and longer planning horizons In sum — what to know: The gating factor: Power is...

GSMA launches Open Telco AI initiative for telco-grade AI at MWC 2026

New alliance including AT&T and AMD aims to fix the reliability gap in telecom AI In sum - what we know: Open Telco AI - Global initiative...

Cyient showcases the human + AI blueprint for autonomous networks

At the Autonomous Network Summit during MWC Barcelona 2026, Cyient outlined how autonomy is reshaping network operations for telcos On the opening day of MWC...

India outlines AI-driven telecom vision at MWC 2026

Scindia noted that India had one of the fastest rollouts of 5G in the world, with 500,000 base stations already deployed in the country In...

Pakistan raises $507m in long-delayed 5G spectrum auction

According to the Pakistan Telecommunication Authority, the spectrum auction sold most of the 597 megahertz of spectrum offered across multiple bands In sum –...