Wireless Logic strikes again – UK firm buys US IoT MVNO Zipit Wireless
Wireless Logic has acquired US MVNO Zipit Wireless and its Canadian unit Mtrex Networks, expanding its IoT reach in North America; it is the...
Full duplex innovation – microwave trends for 5G backhaul (Analyst Angle)
Analyst house ABI Research looks at how full duplex microwave innovations are boosting 5G spectrum efficiency, helping operators meet growing backhaul demands, overcome spectrum...
Telco AI Market Pulse Report 2025
AI adoption in telecom is accelerating, with telcos moving from experimentation to real-world deployments. The focus is now on refining AI use cases, growing...
Globe Telecom nears completion of tower sales
Globe initiated its tower sale agreements with MIDC and PhilTower back in 2022, aiming to raise funds to reduce maturing debt and strengthen its...
Rogers expands WiFi 7 to Quebec
In Quebec, customers using Rogers 5G Home Internet will now have access to a Wi-Fi 7-capable device, offering enhanced performance and reliability
In sum –...
UAE’s Madari Space to test space-based DC in 2026
Madari Space noted that the move addresses the growing need to handle raw, unprocessed data produced by Earth observation satellites and other orbital systems
In...
Apple to increase AI infrastructure capex
CFO Kevan Parekh said that Apple anticipates “substantial” growth in capex, particularly for investments in AI infrastructure
In sum – what you need to know:
Capex...
Double take: Amphenol buys $10.5B more of CommScope’s connectivity assets
Amphenol wants to bolster its fiber optic interconnect position and was impressed by CommScope's team after buying its DAS unit
Amphenol is buying CommScope's Connectivity...
T-Mobile US/UScellular deal closes, reshaping wireless landscape
UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio
In sum – what to...
Value Creation — Long-term charts, Fab Five vs. Telco Top Five (Analyst Angle)
Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization
Given earnings...
Three North American fiber deals signaling ongoing market consolidation and expansion
Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber
In sum – what to know:
Fiber...
How AI infrastructure is misunderstood – time to count the value, not just the...
Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t...
T-Mobile and Ericsson land expanding private 5G gig with Czech industrial group
T-Mobile and Ericsson deployed a private 5G network for Czech manufacturer Tawesco in the 3.4-3.8 GHz band to support Industry 4.0 applications; there are...
Vodafone Idea’s 5G already active in 17 Indian cities
Vodafone Idea had initially launched 5G services in Mumbai, Delhi-NCR, Bengalaru, Chandigarh, and Patna
In sum – what you need to know:
Commercial 5G now in...
SoftBank, Ericsson expand 4G, 5G network gear partnership
Ericsson will supply SoftBank with its latest radio access products, including the Massive MIMO AIR 3255
In sum – what you need to know:
Expanded 4G/5G...
Ericsson reportedly in talks to invest in Intel’s networking spin-off
For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native...
AI in telecom | The programmable edge – taming AI with 5G features and...
Telcos face both a challenge and an opportunity in handling the unique traffic patterns and demands of AI-generated content, especially at the network edge.
In...
Tackling integration challenges and inefficiencies in the telco industry (Reader Forum)
The real challenge with legacy systems lies in their fragmented, non-integrated nature
As telcos grow and strengthen, their biggest challenge is typically managing costs —...
OpenAI to open 230MW hydropower AI data center in Norway
Once completed, Stargate Norway will aim to deliver 230MW of compute capacity, with expansion plans targeting up to 520MW in total, OpenAI said
In sum...
Global AIDC market to hit $165 billion by 2034
The U.S. alone accounted for $3.73 billion of the global AIDC market last year; its tital is forecast to reach $46.15 billion by 2034
In...
New bill proposes AI test labs for US finance firms
US Congress has introduced a new financial services bill to accelerate AI adoption in finance via regulatory sandboxes, enabling safe experimentation with balanced consumer...
Meta beats expectations, preps for ‘personal superintelligence’
Meta's profits were up 36% and CEO Mark Zuckerberg said it is working on "personal superintelligence for all"
In sum – what to know:
- Strong...
Google to invest $6 billion in 1GW DC in India
Andhra Pradesh’s IT Minister, Nara Lokesh did not confirm the Google development but said the state has already secured 1.6 GW of data center...
G42 nears deal for Northern Data’s Nvidia AI capacity
In June, G42 opened a London office and has made AI investment pledges across Asia, Africa, and the US
In sum – what you need...
India’s DoT unveils draft telecom policy to boost 4G, 5G
The new DoT policy aims to achieve 100% population coverage with 4G and 90% coverage with 5G by 2030
In sum – what you need...