data centers

From the newsletter (October 1; sign-up or follow if you want it sooner): Nokia and ICEYE are launching a sovereign satellite communications venture, while US telcos formalize a satellite coverage …

In sum – what to know $30B opportunity – PhotonLink could add $30 billion to Coherent’s addressable market by 2030, on top of its existing $60 billion portfolio opportunity. Multiple …

Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …

Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …

Ciena said it has secured supply to support at least 30% revenue growth going into 2027 and believes it has secured enough supply to extend that 30% growth trend through …

From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …

Troy Lupe, chief network officer at Zayo told RCR that the recently announced expanded strategic supply agreement with Corning secures a significant portion of the fiber optic cable it expects …

Tim Donovan, president and CEO of the Competitive Carriers Association (CCA), told RCR that rural carriers may be able to monetize existing land, fiber, and power assets through modular, edge-based …

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 …

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 …

Noah Taylor, of AFL, told RCR that the combination of fiber availability and power constraints presents a further challenge for AI infrastructure deployment. In sum – what to know: Traffic …

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 …

ZTE said its position in China’s network equipment market remained stable, while computing-related opportunities linked to the construction of intelligent computing resource pools provided an additional source of growth In …

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 …

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 …

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 …

TIM sees additional growth opportunities in areas including defense, mission-critical services, AI-enabled products and operations, next-generation connectivity applications, and data centers In sum – what to know: Poste transaction – …

From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …

SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …

HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …

While AI-related traffic is affecting multiple network segments, Brodie Gage, chief product and technology officer at Ciena, said the most immediate pressure is emerging in metro networks, particularly DCI environments …

From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …

Over the past several weeks, SK Telecom, KT, and LG Uplus have each unveiled major initiatives centered on AI infrastructure, underscoring how telecom operators increasingly see AI platforms and digital …

Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …