hyperscalers

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 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, …

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 …

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 …

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. …

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not …

Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …

PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global …

The timing of Nokia’s announcements last week about continuing European reductions and increasing US investments is awkward – and raises questions, perhaps, when considered with parallel EU calls in Germany …

In this episode, Jim Beighley, CEO of Citadel Pacific, and Jose Santiago, Senior Manager of Interconnection Strategy at the Guam Exchange, join Carrie Charles to spotlight Guam’s rising role in …

1Finity will bundle AI compute services from its parent Fujitsu with AI network management software from Arrcus for network, enterprise, and data centre operators. In sum – what to know: …

The Gen AI Divide report from the MIT NANDA initiative reveals a major lack of ROI on gen AI projects A recent report from the Massachusetts Institute of Technology (MIT)’s …

As AI demand grows, FiberLight is focusing on fiber expansion, edge access and strategic acquisitions As hyperscalers demand faster, denser and more direct fiber routes, FiberLight is positioning itself as …

According to ABI Research Principal Analyst Sebastian Wilke, the U.S remains at the forefront of AI data center investments The demand for AI-focused data centers is set to grow significantly …

India is actively promoting AI adoption through initiatives like the IndiaAI mission India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute …

An AI hyperscale data center is a large facility designed to support AI workloads on a massive scale In today’s digital world, artificial intelligence (AI) is growing rapidly. To support …

In the premiere episode of Let’s Get Digital with Carrie Charles, we dive deep into the future of digital infrastructure with industry icon Hunter Newby of Newby Ventures. As a …

The investment will also provide digital and AI skills training to more than 1 million Italians by the end of 2025, said Microsoft Microsoft announced this week a $4.7 billion …

AMD has a string of AI-related investments; this one focuses on hyperscaler AI compute In its continued pursuit of a stronger arsenal of artificial intelligence capabilities, chip company AMD announced …

Network operators are transitioning towards the next stage of cloud-based networks as they work to meet customer demand for high-bandwidth services. To maintain service delivery effectively, operators require a cost-effective, …

Mass telco cloud adoption is just beginning Network operators are transitioning towards the next stage of cloud-based networks as they work to meet customer demand for high-bandwidth services. To maintain …

Telefónica’s Multi-Cloud Tools Manager: ‘There is no one single type of a cloud that serves everything equally’ Panelists at the recent Telco Cloud and Edge Forum discussed the future of …

IoT is hard, man. Even talking about it, in any proper detail, is hard. Except if you’re talking with Ray Ozzie – over a breakfast croissant at MWC in Barcelona …

MWC 2024: Bleary-eyed and dead-on-our-feet, after 72 hours in Barcelona and 24 hours in briefings… MWC is not just a telco show, anymore; it is not even a telecoms show, …