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AI Infrastructure Newsletter
BROWSING:
Fiber
Network Infrastructure
Vodafone taps Aurora for AI-friendlier last-mile broadband in Germany
James Blackman
-
March 25, 2026
AI Infrastructure
Optics and agents – Ciena presents telco play “to monetize anything-AI”
James Blackman
-
March 24, 2026
Data Center
Nokia touts massive TCO reduction with new line of coherent optical solutions
Sulagna Saha
-
March 20, 2026
Network Infrastructure
Ciena and Meta claim record subsea transmission speed
Juan Pedro Tomás
-
March 20, 2026
Carriers
Fiber growth steadies telecom revenues in Japan
Juan Pedro Tomás
-
March 17, 2026
Carriers
War halts work on submarine cable link in the Persian Gulf
Juan Pedro Tomás
-
March 16, 2026
AI Infrastructure
Agents of chaos – Equinix proposes metro fix for the new AI sprawl
James Blackman
-
March 12, 2026
5G
India outlines AI-driven telecom vision at MWC 2026
Juan Pedro Tomás
-
March 11, 2026
AI Infrastructure
‘AI is the gas on the fire’ – Verizon on global fiber, metro access, private 5G
James Blackman
-
March 10, 2026
AI Infrastructure
Ericsson plays long game as AI boosts ‘mid-cycle’ 5G pay-offs
James Blackman
-
March 9, 2026
AI Infrastructure
Cisco rights the MWC narrative – fiber first, mobile later, as AI agents make minds race
James Blackman
-
March 6, 2026
5G
Deutsche Telekom to further expand 5G, fiber footprint
Juan Pedro Tomás
-
March 2, 2026
AI Infrastructure
“The dark days are over” — Lumen lights up new ‘AI corridors’
James Blackman
-
February 27, 2026
AI Infrastructure
Metro Connect 2026: Fiber on the rise, data centers under fire
Sulagna Saha
-
February 26, 2026
5G
AT&T says Ookla fiber award validates strategy — ‘Where we have fiber, we win’
Catherine Sbeglia Nin
-
February 25, 2026
AI Infrastructure
Telefónica extends AI automation, expands enterprise edge
James Blackman
-
February 24, 2026
AI Infrastructure
Colt preps Middle East expansion as fiber demand accelerates
James Blackman
-
February 11, 2026
5G
BT posts revenues of $6.8 billion in fiscal Q3
Juan Pedro Tomás
-
February 9, 2026
Network Infrastructure
Amazon Leo to provide satellite connectivity to AT&T
Sulagna Saha
-
February 6, 2026
AI Infrastructure
Verizon’s vision for metro fibre and private 5G for enterprise AI inference
James Blackman
-
February 5, 2026
AI Infrastructure
Master and commander – Google and Meta chart AI’s subsea voyage
James Blackman
-
February 3, 2026
Carriers
AT&T beats targets, eyes 40m fiber locations, more convergence
James Blackman
-
January 29, 2026
AI Infrastructure
AI optics – Ciena catches sail on AI fibre wave
James Blackman
-
January 14, 2026
AI Infrastructure
CommScope through a telescope – what’s left after $10.5bn Amphenol sale
James Blackman
-
January 13, 2026
AI Infrastructure
From 50G access to 800G cores – why Singtel’s fiber pilot matters
James Blackman
-
January 6, 2026
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