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

Starlink is winning the LEO-based internet race in major markets

A new Ookla report traces the blistering growth of the satellite broadband provider that has been the subject of countless scoops of late Starlink is...

SoftBank delivers record revenue, maps telco strategy beyond traditional services

SoftBank posted approximately $34.6 billion in revenue, up 8% year-on-year In sum – what to know: Record financial performance - Revenue was up 8% year-on-year to...

LG Uplus advances autonomous network with AI agents

LG Uplus said the AI-based platform anticipates traffic surges during large events and adjusts base-station settings in advance In sum – what to know: AI cuts...

Telus secures additional spectrum to boost 5G

Telus now holds an average of 104 megahertz of mid-band spectrum in the 3.5 GHz and 3.8 GHz ranges nationwide In sum – what to...

AI data-center spend to hit $80bn by 2030 to escape power crunch

Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning...

GSMA MWC26 Barcelona draws closer as CEOs from Character.AI, OURA and Qualcomm confirmed as speakers

Live showcases and real-world demos take centre stage, including new zones, Airport of the Future and New Frontiers MWC26 Barcelona, the world’s largest and most...

Spirent joins ESA to advance PNT resilience in UK

The global PNT ecosystem has been a hot target of screw-ups. Private companies and government agencies are joining forces to work out a solution Spirent...

What is PNT?

Positioning, navigation, and timing (PNT) powers much of the modern world — yet remains invisible If you’ve used a navigation system, you’ve likely noticed that...

Google Cloud and Liberty Global sign 5 year deal

Collaboration focuses on Gemini AI deployment, customer service automation, and hardware expansion In sum - what we know: Five-year deal - Google Cloud and Liberty Global announced...

Emerson/NI White Paper: 2026 Technology Trends Impacting the Wireless Communications Industry

The rapid evolution of artificial intelligence, wireless communications, sensing technologies, and geopolitically influenced supply chains is reshaping the RF and wireless ecosystem.Drawing from emerging research, enterprise...

BT posts revenues of $6.8 billion in fiscal Q3

BT said it passed more than 1 million premises with FTTP for an eighth consecutive quarter In sum – what to know: Revenue down 4% to...

Dell’Oro raises O-RAN outlook on 5G, 6G demand

Dell’Oro said near-term O-RAN revenue expectations have been revised downward, while longer-term growth assumptions have improved In sum – what to know: Long-term O-RAN outlook improves...

AI infra faces its biggest test – people

As AI drives demand for new data centres, operators are discovering that the hardest constraints aren’t (just) land and power – they’re communities, politics,...

T-Mobile US’ switching strategy lands in court again

Verizon has joined AT&T in challenging T-Mobile’s aggressive switching strategy that includes promotions, pricing comparisons, and a new Easy Switch tool In sum – what...

Amazon Leo to provide satellite connectivity to AT&T 

Under the agreement, AT&T will use Leo’s satellite internet service, while providing ground-based fiber connectivity to AWS data centers In sum — what to know:  Hybrid...

Four Open RAN myths telcos need to move past, according to Wind River

For starters, automation and cloud-native tooling are making Open RAN more scalable, not less Despite the very real progress made around Open RAN, a few...

Bell sees rapid growth in AI-powered businesses, says CEO

Bell's CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are collectively growing approximately 60% year-over-year In...

Deutsche Telekom launches industrial AI factory in Munich

Deutsche Telekom noted that the infrastructure is built on nearly 10,000 Nvidia Blackwell GPUs In sum – what to know: AI factory – Built with nearly...

Amazon requests more time to launch Leo, SpaceX objects

Amazon told the FCC it needs a 24-month extension to meet Leo’s launch milestone for July, 2026 In sum — what to know: Missed milestone: Amazon...

Leveraging existing infrastructure for quantum secure communications (Reader Forum)

Experts disagree on timing, but carriers and customers should expect quantum technology capable of breaking today’s encryption to emerge in the 2030s “Q-day,” the day...

Verizon’s vision for metro fibre and private 5G for enterprise AI inference

At a PTC panel in Hawaii last month, Verizon and industry peers discussed how AI is reshaping networks and data centres, prompting the US...

Global broadband spending to peak by 2028: Dell’Oro

Jeff Heynen, vice president at Dell’Oro Group, told RCR Wireless News that XGS-PON will serve as the primary technology through at least 2030 for...

Telia and ice to combine mobile RAN in Norway

The new entity will provide RAN services to Telia Norway and ice based on capacity usage In sum – what to know: Shared RAN, separate cores...

SK Telecom turns to AI to restore profitability after FY2025 revenue decline

SK Telecom reported a consolidated revenue of KRW 17.099.2 trillion — down 4.7% year-on-year for fiscal year 2025 In sum – what to know: Cybersecurity fallout...

Viavi’s Q2 2026 earnings hit high end of guidance, driven by data center demand

Strong double-digit growth in NSE business drove net revenue higher, but Spirent’s revenue trailed behind estimates In sum — what to know:  Data center lift: Viavi...

The bulk-managed Wi-Fi industry needs economic ammunition — Now (Analyst Angle)

Managed Wi-Fi eliminates redundant truck rolls, avoids duplicate wiring, and enables smart building technology A regulatory storm is gathering as state legislatures from California to...

ABI Research on cloud | Data center boom should make telcos uneasy (Analyst Angle)

By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as...

Rakuten Mobile to deploy 1Finity O-RAN radios at scale

Rakuten Mobile plans to deploy 1Finity’s 32T32R massive MIMO O-RAN radio units operating in the 3.7 GHz band In sum – what to know: O-RAN mMIMO...

SmarTone upgrades its network with Ericsson 5G-A tech

Under the terms of the deal, Ericsson will supply its latest generation of radio equipment, including massive MIMO radios In sum – what to know: Programmable...

Opinion: The SpaceX-xAI mega-merger is an opening gambit to a bigger play

The deal creates the first-ever $1.25 trillion private company, marking a new chapter in AI compute race Confirming previous reports, SpaceX just acquired Elon Musk-owned...

U Mobile targets 5G-A use cases in Malaysia

U Mobile said that some partners in this initiative include Amazon Web Services, Huawei Malaysia, Palo Alto Networks, and Qualcomm In sum – what to...

Vodafone Idea boosts broadband infra across India

Vodafone Idea said it added more than 6,500 new unique 4G towers during the most recent quarter In sum – what to know: 4G expansion –...

Google subsea cable reaches Sydney

Google said that the Tabua subsea cable will connect the U.S. and Australia via Fiji and is expected to enter service later this year In...

Master and commander – Google and Meta chart AI’s subsea voyage

A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is...

Three takeaways from Ookla’s H2 2025 Connectivity Report

T-Mobile US earned the title of Best Mobile Network in Ookla’s latest assessment Ookla has released the results of its H2 2025 Connectivity Assessment, and...

Agentic AI meets intent-based networking: A new era of network automation

With 6G on the horizon, operators need greater levels of network automation, and AI agents are here to deliver We have entered the era...

Why Wi-Fi 7 strengthens Wi-Fi/5G convergence

Wi-Fi 7 features designed to improve reliability and performance could push Wi-Fi/5G convergence even further, says Cisco Wireless CTO In sum – what to...

How engineers spot impairments in fiber lines from afar

Remote fiber monitoring has emerged as a popular tool for telecom and data center operators to accurately locate physical fiber issues from a distance...

Dell & AMD Webinar: Telco Collides with AI – The Future is Ultra Mega

AI is reshaping the economics of telecommunications. In this webinar on February 19th, discover how Dell and AMD products deliver elite-level performance for AI...

Telia posts flat 2025 revenue and lower profits

In Sweden, Telia said it delivered a record quarter, with service revenue growth of 4.8%, supported by consumer, TV, broadband and mobile services In sum...

Advantest rises on the AI tide

The company’s Q3 earnings show AI boom pushing up demand for semiconductor test equipment  In sum — what to know: Strong Q3 showing: Advantest posts record...

Sovereignty…hard to define, harder to pull off (Analyst Angle)

I saw this headline today: Amazon launched its “AWS European Sovereign cloud” with its first region in Brandenburg, Germany. I had to chuckle at...

Lenovo rollable PCs charting a new path for laptops (Analyst Angle)

Folding smartphones have been around for many years and are almost on the verge of becoming mainstream. But what these foldable screens mean for...

Nokia holds steady as ‘long-term’ AI infrastructure play starts to pay

Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly...

TPN picks Ciena to boost subsea connectivity in APAC

The deployment will support growing demand for cloud services, AI-driven workloads, and high-speed connectivity across the Indo-Pacific In sum – what to know: Pacific upgrades –...

SoftBank, Ericsson use AI to optimize massive MIMO coverage

SoftBank and Ericsson said that 5G downlink throughput improved by approximately 24% with the deployment In sum – what to know: AI optimization – The system...

Virgin Media O2 reaches over 500 UK sites with 5G SA

Virgin Media O2 launched its 5G SA network in February 2024 In sum – what to know: 5G SA rollout in Dorset – The Dorset rollout...

Amazon Leo satellites exceed brightness standards, study finds

Scientists worry that Leo's high reflectivity can pose a problem for astronomical studies  If you look up in the night sky, you can see satellites...

AI-native air interfaces explained

AI-native air interfaces could play a major role in 6G When people talk about AI in telecommunications, the conversation usually gravitates toward network management, whether...

AT&T beats targets, eyes 40m fiber locations, more convergence

AT&T reported strong fourth-quarter and full-year results, meeting or exceeding its 2025 guidance as it doubled down on fiber and 5G expansion with deals...