AI infrastructure

From the newsletter (September 15; sign-up or follow if you want it sooner): AI safety warnings may be genuine, but they arrive alongside mounting questions about AI economics. As frontier …

From the newsletter (September 14; sign-up or follow if you want it sooner): Verizon is expanding its 6G Innovation Forum as operators hunt for AI-driven use cases and a credible …

From the newsletter (September 11; sign-up or follow if you want it sooner): AT&T CEO John Stankey offers a grounded (sounding) vision for the AI era for telcos: build better …

From the newsletter (September 10; sign-up or follow if you want it sooner): Nokia’s new Cognitive Operations and Cognitive Edge Node look strikingly familiar as the company exits campus private …

From the newsletter (September 9; sign-up or follow if you want it sooner): Telecoms is moving deeper into AI infrastructure as networks become programmable, distributed and intelligent – but the …

From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …

AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …

Rob Shore, head of optical networks solution marketing at Nokia Network Infrastructure, said AI is generating significantly more bandwidth demand between locations, including data centers, regions, and cloud environments In …

New executive appointments by Deutsche Telekom and T-Mobile US – plus Nokia and Orange as recent examples – show how the telecoms, tech, and industrial sectors are converging as a …

AI is triggering a multiyear re-architecture of network infrastructure, says Ciena, driving higher bandwidth demand and making optical connectivity increasingly critical from long-haul networks to data center fabrics, with its …

As AI shifts from centralised training to distributed inference, network architecture is being redrawn around proximity, latency and resilience. Metro fiber, edge connectivity, and optical infrastructure will become as critical …

Phil Wong, KPMG US technology principal told RCR that fiber networks will face growing pressure as AI inference and agentic workloads create more traffic between cloud infrastructure, AI compute, and …

Keysight reported fiscal third-quarter revenue of $1.846 billion, up 36% year over year, while orders rose 56% to $2.91 billion In sum – what to know: AI drives test intensity …

AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. Scale-up, scale-out, and scale-across connectivity models are redefining how GPUs, racks, and data …

Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south …

From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …

Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …

Europe’s AI ambitions depend on more than chips and computing power. Without sovereign cloud infrastructure, open standards and domestic alternatives to foreign hyperscalers, the region risks trading technological ambition for …

From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …

From the newsletter (sign-up if you want it sooner): APAC telcos are accelerating into the AI infrastructure market, building sovereign compute platforms alongside global technology partners – with initiatives from …

SoftBank’s chief financial officer Osamu Akiyama told a conference call with investors that the company’s AI-related businesses became an increasingly important contributor to its enterprise business segment In sum – …

From the newsletter (sign-up if you want it sooner): Different moves from Liberty Global and Vodafone, the NTIA and AT&T, NTT Docomo and Ericsson, plus TIM, show how telcos are …

From the newsletter (sign-up if you want it sooner): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …

AI ambitions are exposing the limits of enterprise networks built for the cloud era. To support autonomous workloads at scale, enterprises must evolve from static connectivity to intelligent, self-managing agentic …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …