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In a conference call with investors, the telco’s chief executive officer Vicki Brady said that Telstra plans to increase network density and accelerate its rollout of 5G standalone during fiscal …

KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …

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): AI infrastructure is opening new opportunities for telcos, from data center connectivity to sovereign AI and defense networks. But the payoff …

Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for …

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 …

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 …

From the newsletter (sign-up if you want it sooner): Europe’s AI sovereignty push is gathering pace with the launch of Soofi S, while telecoms and governments reposition networks, chips, submarine …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

A reciprocal infrastructure deal between Telstra and Google, a new India-Singapore route from FLAG, and a record-breaking fiber transmission test from Japan’s NICT all point to the same thing – …

Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid …

Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …

Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …

The CEO of Turkcell said countries are exploring different strategies to strengthen control over their digital infrastructure In sum – what to know: Connectivity as sovereignty – Turkcell CEO said …

As the industry gears up for its biggest annual show at MWC, it is (perhaps) worth looking back at another major 2026 telco gathering: PTC in Hawaii in January. Once …

As the AI investment supercycle unfolds, Google Cloud leaders pin AI success to data, trust and change management Artificial intelligence (AI) is no longer a future capability to be explored …

TalayLink has extended the Interlink cable, which Google revealed under the Australia Connect initiative in 2023 In sum – what to know: New Australia–Thailand subsea cable – Google introduced the …

Google noted that the system is designed to expand the reach, reliability and resilience of digital infrastructure across the Indian Ocean In sum – what to know: Google launches the …

Enterprise software sales through hyperscaler cloud marketplaces will soar from $30 billion in 2024 to $163 billion by 2030 – driven by agentic AI demand, strategic cloud commitments, and an …

The new U.K. data center facility will support services such as Google Cloud, Workspace, Search and Maps In sum – what to know: $6.8B investment in UK AI – Google’s …

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 plans mass production of …

Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade In sum – what …

Google researchers looked at how much energy, water and carbon emissions that a run-of-the-mill Gemini text query generates It has become conventional wisdom that using an AI chatbot like ChatGPT …

Google noted that Hermes 2 will deliver up to 50 megawatts (MW) of reliable electricity to TVA’s grid, supporting its data centers in Tennessee and Alabama In sum – what …

Given the enormous sums in play, it sounds churlish – even tone-deaf – to say the AI industry is somehow misunderstood. But something doesn’t add up, and often it’s the …