Google

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. That narrative is now dead – and what’s replaced it …

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 – that the subsea market is entering a new phase, and …

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 sovereignty on a US stack) citizen identity systems (the Dutch …

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 – from the enterprise to cloud, and the US to everywhere. …

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 (micro-) segmentation to cut costs, improve service, and drive “industrial-scale” …

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 telecom networks have become a pillar of economic resilience and …

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 a regional telecom meet, PTC has evolved into a global …

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 at the margins of the enterprise. It is becoming the …

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 TalayLink cable, creating a diverse route through the Indian Ocean …

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 Dhivaru cable system – A new subsea route linking 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 expanding partner-led ecosystem growth. In sum – what to know: …

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 new data center is part of a two-year package aimed …

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 custom AI processors in 2026 to reduce reliance on Nvidia …

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 to know: Market to hit $286B by 2030 – Omdia …

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 for queries requires far more energy than using a regular …

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 to know: 50 MW nuclear plant to power Google data …

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 judgement of its real potential value. A quick think piece …

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 commitments In sum – what you need to know: Asia’s largest data center – Google plans …

More than $90 billion in new investments in data centers and energy infrastructure were announced last week, at the inaugural Pennsylvania Energy and Innovation Summit In sum – what to know: $90B+ committed to energy and AI – Major U.S. …

Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments are projected to rise 24.3% in 2025, slightly below forecasts …

In Google’s 10th annual report, the company said it reduced emissions even as its data center electricity consumption rose by 27% in one year ‘Tis the season for environmental sustainability reports, it seems, with the GSMA recently releasing its Mobile …

Emerald AI is responding to an increasingly urgent issue: the rising power demand from AI data centers is outpacing the capabilities of current grid infrastructure In sum, what to know: Software turns AI data centers into grid assets – Emerald …

Memorial Day Greetings from Florida, Iowa, and Missouri.  The picture is from our dog’s (Abby) recent visit to the Springfield (MO) farm where she awarded the Editor with multiple prize turtles.  Spring in the country – can’t beat it.  In …

As artificial intelligence continues to transform industries worldwide, the demand for high-performance AI infrastructure is expanding at a fast pace These facilities are the digital backbone for training and running AI models, from large language models to autonomous systems. But …

The Adani Group is said to be evaluating sites for two major data centers in India In sum – what you need to know: Capex boost – Adani Group plans a $10 billion investment to hit 10 GW in data …