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

Amazon enters orbit, launches 27 LEO satellites

Amazon plans to deploy a constellation of 3,236 satellites to provide high-speed internet to remote and underserved areas Amazon took a major step forward in...

The broadband balancing act: WISPA, BEAD, LEOs and the future of rural connectivity (Analyst Angle)

WISPA may have started with a narrow focus on fixed wireless for broadband, but today it’s anything but one-dimensional The national broadband conversation is undergoing...

Reliance Jio dominates 5G FWA market in India

Reliance Jio Infocomm ended January with 4.8 million 5G FWA subscribers, followed by Bharti Airtel with over 800,000. In sum – what you need to...

Why might nuclear energy be the key for AI’s growing power needs

The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy. As this...

MediaTek on the ‘radical change in architecture’ for Wi-Fi 7

Wi-Fi 7 is about more than just speed — MediaTek implementations leverage MLO to boost throughput and dramatically reduce latency Wi-Fi 7 is more than just...

AI boom sparks energy showdown in South Carolina – data centers face power premium

In sum – what to know AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging...

How AI boosted Alphabet’s Q1 results

Alphabet sees a boost from AI across its businesses Alphabet reported solid first quarter 2025 earnings, with consolidated revenues up 12% from the same time...

Philippines opens first GPU-powered, AI-first hyperscale data center

The data center is powered by NVIDIA GPU servers and features the first “GPU as a Service” (GPUaaS) offering in the Philippines In sum –...

China reaches nearly 4.4 million 5G base stations

Penetration of 5G services in China already reached 75.9% In sum – what you need to know: 5G boom continues – China has surpassed 4.39 million...

du plans for AI-driven data center with Microsoft

du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE. In sum – what you...

The Sunday Brief: Q1 telco top five earnings — five observations

Greetings from Mexico, Missouri, and Iowa.  We realigned the start date of the bi-weekly format to accommodate the Easter holiday (and our 30th wedding anniversary) weekend. ...

At MWC this AI bartender made cocktails—and the case for edge AI

With its MixMaster AI bartender demonstration, Dell Technologies showed how on-device, multi-modal AI can turn storytelling and personalization into an experience The best bartenders don’t...

AI infra in a suitcase – defense and sports sectors queue-up critical edge AI workloads

In sum – what to know Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge...

Power on – a billion ambient IoT devices by 2030

In sum – what to know Massive growth – ambient IoT device shipments will reach 1.1 billion by 2030, powered by various energy harvesting methods...

Starlink stalled in India, says telecom minister

The minister emphasized that Starlink must ensure that user terminals are registered domestically before a license can be granted In sum – what you need...

Fujitsu unveils 1FINITY for global network push

Fujitsu plans to transfer four of its group companies and their related companies to 1FINITY In sum – what you need to know: New spin-off, new...

Stonepeak backs AI growth with hyperscale platform launch

Stonepeak said its global data center footprint includes assets such as Cologix, CoreSite, Digital Edge and Cirion, spanning more than 100 facilities and 500...

BSNL to launch 5G after 4G stabilization: Minister

BSNL has installed 90,000 4G towers, with 76,000 already commissioned In sum – what you need to know: BSNL to launch 5G after 4G stabilizes –...

Kagan: Thoughts on Verizon, T-Mobile and AT&T earnings

What every company needs to learn to be successful going forward On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings....

Top five AI data center projects in India

India is actively promoting AI adoption through initiatives like the IndiaAI mission India is rapidly emerging as a global hub for artificial intelligence (AI) development....

Bookmarks: Trusting AI — confidence without comprehension

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...

Dell Technologies, Nokia simplify private wireless at the enterprise edge

By combining enterprise IT-friendly hardware and software with private wireless, Dell and Nokia are making digital transformation more accessible Private 4G and 5G have long...

The state of 5G – chart smashes, heritage flops and sleeper hits

FWA is paying the bills, but the 5G market is still chasing dreams. For all the frustration about 5G money-making, FWA has been a...

AT&T Q1 — revenue, 5G and fiber subscribers all trending up

Postpaid and fiber growth fuel Q1 gains as AT&T homes in on 30 million-location fiber milestone AT&T kicked off 2025 on strong footing, reporting robust...

KDDI, AMD partner to advance 5G virtualized networks

KDDI plans to start deploying this technology across Japan starting in 2026 In sum – what you need to know: KDDI to deploy AMD-powered 5G by...

Airtel acquires spectrum from Adani to boost 5G expansion

Airtel will deploy 100 megahertz of spectrum in both Gujarat and Mumbai, and 50 megahertz each in Andhra Pradesh, Rajasthan, Karnataka and Tamil Nadu In...

Advantages of US manufacturing of telecom equipment (Reader Forum)

As 5G becomes vital to national infrastructure, U.S.-based production offers security, supply chain control and long-term growth for America’s digital future Manufacturing the next generation...

Verizon takes hit on postpaid churn — but hits back with record Q1 earnings

Despite losing 356,000 postpaid phone subscribers, Verizon posts record EBITDA and reaffirms 2025 outlook Verizon posted strong financial results for the first quarter of 2025,...

Nokia misses Q1 targets, gains ground with T-Mobile in the US, enterprises everywhere

In sum – what to know  Weak quarter, bright spots – Nokia missed Q1 expectations with a 36% shortfall in operating profit, driven by a...

Dell Technologies’ Cloud Core—a risk-free path to open, horizontal networks

From core to RAN to edge, Dell Technologies is taking an ecosystem-first approach to telecom transformation At Mobile World Congress, Dell Technologies showcased how it’s...

Ericsson super-charges open, smart 5G with €200m Irish R&D boost

In sum – what to know: Open 5G investment – Ericsson is investing €200m in Athlone, Ireland, to develop open, programmable 5G tech that supports...

InterDigital on 6G: ‘We have to be very selective’

The head of InterDigital's Wireless Lab weighs in on AI in a 6G context Some hard questions are being asked of 6G these days: Is...

AI offerings boost ZTE revenues in Q1

In Q1, ZTE noted it had actively seized AI-driven opportunities across communications infrastructure, computing infrastructure, AI terminals and industry applications In sum – what you...

Test and Measurement: The rural/urban digital divide is getting deeper

More pervasive broadband expansion in urban areas and the loss of the ACP may be factors in deepening the digital divide, Ookla says The difference...

The future of Wi-Fi beyond connectivity (Reader Forum)

As billions of devices go intelligent, next-gen Wi-Fi is emerging as the quiet powerhouse behind our connected future Wi-Fi has evolved from its inception in...

NTT DATA plans AI data center cluster in India

NTT DATA has over 18 data centers in operation or development across India In sum – what you need to know: NTT DATA to invest $1.2...

Seven takeaways from Verizon’s latest cybersecurity report

Don’t let the little birthday cakes fool you — Verizon’s witty DBIR delivers serious warnings about growing cybersecurity threats Verizon's 2025 Data Breach Investigations Report...

AI Infrastructure Insight Report: AI infrastructure will power the next economic revolution

The AI revolution is driving unprecedented investments in digital and physical infrastructure—spanning data, compute, networking and software—to enable scalable, efficient and transformative AI applications. As...

Fujitsu teams with Supermicro on gen AI platform for enterprises

In sum – what you need to know Enterprise AI – Fujitsu preps new service to run generative AI without companies needing to own or...

One radio, 12 dozers, zero downtime – Newmont plans private 5G at 14 mines on four continents

In sum – what you need to know One radio, full control – mining outfit Newmont has connected 12 dozers at a 2.5 km construction...

Amdocs, Dell Technologies, Red Hat on AI-powered network automation

In the push to AI-native networks, CSPs are investing in network automation tools to improve efficiency and network performance As communication service providers (CSPs) evolve...

Vodafone Idea boosts 5G BTS in India in March: Report

India saw the addition of 4,442 new 5G base transceiver stations (BTS) in March 2025, possibly influenced by Vodafone Idea’s recent 5G launch In sum...

Adani Group plans additional $10b investment in data centers

The Adani Group is said to be evaluating sites for two major data centers in India In sum – what you need to know: Capex boost...

AI Infra Insights: Chips powering the AI boom

As U.S. chips export restrictions tighten, Asia's semiconductor ecosystem is racing to adapt — with homegrown alternatives, material innovation and policy navigation taking center...

Vodafone and A1 achieve 5G SA international roaming connection

The roaming connection between Vodafone and A1 was enabled through a 5G SA architecture leveraging Ericsson’s dual-mode 5G Core and SEPP platforms Britain’s Vodafone Group...

Finance firms struggle to modernize as AI and blockchain race ahead

Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization...

Accelerating cloud-native transformation with Dell Telecom Infrastructure Blocks for Red Hat

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...

Colt sells eight Euro data centres in AI pivot

In sum – what you need to know Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to...

Is bigger really better in massive MIMO radios? SRG tests KT’s 5G SA

5G massive MIMO, Gangnam-style: SRG puts Samsung radios to the test in Seoul One of the defining characteristics of 5G networks has been the integration...

India needs more spectrum to fuel 5G expansion, telcos warn

Rahul Vatts, chief regulatory officer at Bharti Airtel, noted that the telecom sector in India will need around 2,000 megahertz of spectrum by 2030 In...