ASML takes $1.5B stake in Mistral AI
In sum – what to know:
ASML invests €1.3B in Mistral – The Dutch chipmaker’s backing makes it the AI startup’s largest shareholder and secures...
Future Tech delivers Nokia private 5G for Maher Terminals in NYC
Future Technologies is deploying a private 5G edge system from Nokia at Maher Terminals in the New York/Jersey maritime port complex. Separately, Nokia has...
Sigfox back in court – “this time it is different,” says Unabiz
Unabiz's Sigfox business in France has entered judicial reorganisation at the Singapore-based firm's request, seeking debt relief and breathing space despite recent growth. Unabiz...
Deloitte launches global AI infrastructure CoE
Deloitte noted that the new CoE will provide guidance across strategy, design, and operations, with a focus on power, cooling, cybersecurity, and compliance
In sum...
Nvidia strikes $1.5B deal to lease back GPUs from Lambda
The move highlights the ongoing shortage of advanced AI chips, forcing even Nvidia to rent back its own hardware to secure access for cloud...
Meta outlines $600 billion US infrastructure plan by 2028
Meta also said it anticipates “similarly significant” spending growth in 2026 as it scales computing power for artificial intelligence
In sum – what to know:
$600B...
Nokia signs with Supermicro and Kyndryl to pitch (and win) AI data center networks
Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local...
Telecom Argentina expands 5G, data centers
Telecom Argentina said it aims to end this year with 750 5G sites across the country
In sum – what to know:
5G rollout gains speed...
SpaceX snaps up EchoStar spectrum for $17B, shaking U.S. telecom stocks
SpaceX plans to deploy the new airwaves for its direct-to-cell service, designed to provide broadband-speed satellite connectivity directly to ordinary smartphones
SpaceX’s $17B spectrum buy...
AT&T-EchoStar spectrum deal tests U.S. regulatory resolve
MobileX founder says FCC must avoid repeating Sprint–T-Mobile US merger mistakes as spectrum changes hands
AT&T’s plan to acquire spectrum from EchoStar is reigniting debate...
Nokia opens smart-factory campus for ‘Europe-made’ 5G/6G for AI-era
Finnish vendor Nokia has opened a 55,000 square-metre campus in Oulu in its home country for 5G/6G design, manufacturing, and testing. It integrates a...
OpenAI set to start mass production of its own AI chips
OpenAI will start production next year with U.S. semiconductor company Broadcom
In sum – what to know:
OpenAI partners with Broadcom for chips – The company...
Cisco partners with Nvidia, VAST on secure AI Factory
The system is designed to lower latency in AI applications by pairing Nvidia’s accelerated computing and software with Cisco's high-performance Ethernet networking
In sum –...
Telecom’s new gold benchmarks (Reader Forum)
AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head...
Report: eSIM for IoT – the new SGP.32 standard
The world of cellular IoT is changing — again.
After moving from physical SIM swaps to remote eSIM updates, a second major shift is now...
Vodafone Idea launches 5G in Kolkata
To boost its 5G network in Kolkata, Vodafone Idea has partnered with Nokia to deploy advanced infrastructure, including AI-powered self-organizing networks (SON) for automated...
Nokia, Extreme Broadband boost Malaysian DC security
Extreme Broadband and Nokia also signed an MoU to collaborate on quantum-safe networking, enterprise connectivity, and data center services
In sum – what to know:
Six...
Gilead Sciences sets $32bn plan for AI-geared pharma factories in the US
Gilead Sciences is building an AI-enabled lab in Foster City, California, as the first part of a $32bn investment scheme that includes a number...
Empowering next-generation user experiences and services at scale with 6G
What you should know:
The convergence of advanced wireless, AI, XR and computing technologies is transforming how we interact with the digital world, enabling more...
SAP boosts European cloud sovereignty offering
The new offerings give customers more deployment choices, including SAP cloud infrastructure hosted in European data centers and SAP sovereign cloud on-site operated within...
Ericsson to modernize Drei Austria’s core network
As part of the modernization initiative, Ericsson will deploy its cloud-native dual-mode 5G Core solution on the Ericsson Cloud Native Infrastructure Solution
In sum –...
There’s no excuse for IT/OT gaps (Reader Forum)
IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these...
The ‘invisible revolution’ – Industry 4.0’s blind faith in AI transformation
Industrial AI adoption is accelerating, says IFS, but enterprises face a critical execution gap: lacking skills, strategy, and trust, even as AI embeds deeply...
Comcast Xfinity, we have a problem (Analyst Angle)
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right...
Power demand by DCs to surge 165% by 2030: Goldman Sachs
Goldman Sachs estimates that data centers already account for 1-2% of global power demand and could rise to 3-4% by the end of the...