The latest news on AI, data center, telco, and cloud sector

Ofcom: 5G accounts for 28% of UK connections

Ofcom noted its latest ‘Mobile Matters’ report tracks growing 5G adoption and performance gaps among U.K. carriers In sum – what to know: 5G growth accelerates...

Elon Musk’s xAI eyes data center expansion in Saudi Arabia

xAI is said to be exploring leasing options, attracted by the Middle East’s lower electricity costs and supportive political environment In sum – what to...

Vodafone turns street column into 5G site in Stuttgart

Vodafone Germany said that the site, located at Feuerseeplatz, is the first of up to 100 such columns the carrier plans to convert across...

Zain KSA, Cisco partner to advance AI infra in Saudi Arabia

Zain said the partnership will utilize Cisco’s end-to-end AI infrastructure technologies to help the carrier scale high-performance GPU-powered services across the country In sum –...

A tale of two speeds — Ookla delivers update on Europe’s 5G progress

Ookla found that Northern and Southern European countries are leading in 5G availability, thanks largely to 700 MHz spectrum deployments A new report from Ookla...

AI in telecom – AI shrink-ray finds its telco edge 

The rise of smaller, cheaper AI models is pushing AI closer to the edge, but telcos must weigh placement and ROI carefully amid escalating...

Bookmarks: AI RAN, Cloud RAN, and Open RAN — one network, three transformations

Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What...

Private 5G to double share of enterprise network sales by 2030

Mobile Experts predicts private 5G (and 4G) will double its market share of enterprise wireless by 2030 – versus Wi-Fi and mesh networks etc....

Galaxy S25 Edge experience review —A perfect fit if you know what you want (Analyst Angle)

I have been using Samsung’s category-defining Galaxy S25 Edge for the last three weeks and loving it. My biggest realization during that time is...

TSMC surges on AI chip demand

CEO C.C. Wei says TSMC is "trying very hard to narrow the gap" between supply and demand for AI chips Taiwan chip giant TSMC reported...

SES wraps up Intelsat buy

SES touts the creation of a 'global multi-orbit connectivity powerhouse' and plans to explore IoT, D2D It's a big couple of weeks for telecom and...

AWS launches AgentCore for AI agents

At the core of the new launch by AWS is Amazon Bedrock AgentCore, a service that enables customers to deploy and manage advanced AI...

Starlink secures final nod for India launch

Starlink becomes the third satellite communications operator with full regulatory clearance to operate in the Indian market In sum – what to know: Starlink enters India...

SK Telecom wins government AI bid in Korea: Report

SK Telecom was selected by the Korean government for a major GPU leasing project to support AI development, despite lacking a key security certification In...

Powering security, but posing new risks: AI’s dual role in telecoms cybersecurity (Analyst Angle)

The GSMA’s latest Mobile Threat Security Landscape report reveals a whole host of AI-enabled security threats There’s no denying AI is changing the face of...

Blackstone to invest $25B in DCs, energy in Pennsylvania

QTS, a data center operator owned by Blackstone, has acquired multiple land parcels in Northeastern Pennsylvania for the development of data center facilities In sum,...

Synopsys closes on $35B Ansys acquisition

The $35 billion Ansys acquisition is complete, readying Synopsys to offer more holistic and integrated silicon engineering solutions Synopsys has successfully closed on its $35...

Carr’s summer plans include fiber, deregulation and infrastructure overhaul

No vacation for the FCC — Carr promises spectrum auctions, rule rollbacks and infrastructure buildouts FCC Chairman Brendan Carr outlined an ambitious summer agenda in...

Boldyn: The private 5G myths holding your business back (Reader Forum)

Private 5G is not just for automation or remote areas – it boosts reliability, security, and control, and offers strong and quick ROI. So...

AT&T intros nationwide 5G RedCap for mid-tier IoT in the US

AT&T has launched nationwide 5G RedCap coverage across the US, targeting mid-tier IoT use cases with lower-cost, lower-power 5G connectivity, and replacing its decommissioned...

Oracle to invest $3 billion in AI, cloud in Europe

In the Netherlands, Oracle said it will invest $1 billion to expand capacity in the so-called Amsterdam region In sum – what to know: Oracle expands...

CoreWeave plans $6 billion AI data center in Pennsylvania

CoreWeave also stated that the data center facility will be equipped to run advanced AI computing infrastructure and is part of the company’s broader...

Telecom at a crossroads: Monetizing data, fighting fraud and scaling for the future (Reader Forum)

Rising fraud rates, encrypted traffic and infrastructure costs are compounding the pressure for telcos The telecom industry is being squeezed from all sides. Data traffic...

Rakuten gets involved in Japanese gen AI initiative

Rakuten said the project aims to support the development of generative AI systems in the Asian nation through the provision of computing resources and...

Test and Measurement: Speeds are up, but latency, uplink drag down non-LEO satellite performance

Ookla analysis shows better latency for HughesNet, but Starlink LEO still outshines other satellite offerings When it comes to space-based connectivity, there are no work-arounds...

Rogers launches satellite-to-mobile service

Rogers explained that the technology automatically connects users’ phones to a satellite signal in areas without cellular coverage In sum – what to know: Canada’s first...

Ericsson and Liberty activate Costa Rica’s first 5G SA Network

The six‑year contract equips Costa Rica with fully native 5G infrastructure, supported by Ericsson's dual-mode 5G Core and RAN technologies Ericsson and Liberty Latin America...

A Turkish first – Opticoms deploys private 5G at Istanbul Expo Center

German system integrator Opticoms has deployed a private 5G network at the Istanbul Expo Center using a temporary local-area spectrum license from the Turkish...

Ericsson’s enterprise segment steadies with 5G sales momentum and profit gains

Ericsson’s enterprise segment saw mixed Q2 results, with falling sales but improving profitability. Growth in wireless connectivity and key 5G wins partly offset weaker...

Arcep expands 5G trial window to the 4.0–4.2 GHz band

Arcep said that the move was implemented to satisfy demand from manufacturers and stakeholders wanting to assess their local mobile network projects for business...

BT: Mobile upgrades in the UK could add $309 billion

BT estimates that industrial use of technologies such as artificial intelligence (AI) and machine learning (ML), enabled by 5G SA, could generate more than...

Meta targets ASI with massive investment

The firm's CEO Marck Zuckerberg referenced a report by SemiAnalysis, which suggests Meta is on track to be the first organization to bring a...

Ericsson returns to profit in Q2 as Aduna expands to new markets

Despite a revenue drop, Ericsson returned to profitability in Q2 2025, posting a net income of SEK 4.6 billion ($472.8 million) Ericsson reported second-quarter revenue...

Untangling a ‘spaghetti mess’: DT details a sovereign, cloud-native migration

DT has a long-term strategic partnership with Google Cloud, and the two untangled a 'spaghetti mess' of legacy systems How do you take more than...

Nvidia confident on resuming sales of H20 chip to China

Nvidia confirmed it is currently in the process of filing the relevant applications with the U.S. government, with the main aim of resuming deliveries...

Agentic AI in the enterprise — Extreme launches new platform 

Extreme integrates agentic AI at the enterprise network, aiming to automate away IT drudgery and enable strategic agility Extreme Networks today announced the general availability...

Kagan: Is Huawei on the path to new wireless and telecom growth?

AI and 6G may be the strongest wireless industry growth path Huawei, the Chinese wireless company, continues to be a mixed bag when it comes...

BT, Nokia slice public 5G to go with Ericsson private 5G at UK SailGP race

BT and Nokia will deliver two dedicated 5G SA network slices for SailGP in Portsmouth, supporting race operations, media, and fan experiences – complementing...

Edge Ahead: Digital Realty CTO Chris Sharp’s Vision for the Next-Gen Data Universe

In this episode, Chris Sharp, Chief Technology Officer at Digital Realty, explores the evolving role of data centers in the age of AI and...

China aims to deploy 115,000 Nvidia AI GPUs: Report

Chinese companies hope to deploy about 115,000 Nvidia H100 and H200 GPUs—chips which have been restricted from sale to China by the U.S. government...

FCC approves SES-Intelsat merger

FCC cites competitive fiber and LEO offerings in approving the SES/Intelsat merger Among the major transactions that the Federal Communications Commission recently approved is the...

Vodafone Idea expands 5G footprint in India

Vodafone Idea noted that the expansion is part of the telco’s broader 5G rollout strategy targeting key cities in its 17 priority telecom circles In...

Khazna, Eni to build 500 MW AI data center campus in Italy

Eni noted that the new data center campus is part of a broader strategic partnership between Italy and the United Arab Emirates (UAE) announced...

‘A stronger T-Mobile’ — FCC approves two major T-MO deals

T-Mobile US now has a clear path to aquire UScellular’s wireless business and a 50% stake in fiber operator Metronet The U.S. Federal Communications...

SK Telecom launches Korean-specific AI model as open source

SK Telecom said AX 3.1 Lite offers Korean language capabilities on par with its larger sibling, AX 4.0 Lite, which has 72 billion parameters In...

Groq establishes first European data center in Helsinki

Groq said the Helsinki facility will support real-time inference use cases, including applications in natural language processing In sum – what to know: Groq lands in...

MLGW recruits Nokia for US utility sector’s first private 5G SA network

Private 5G is gaining momentum as industrial deployments scale. Nokia’s “landmark” new deal with US utility Memphis Light, Gas and Water shows 5G is...

The Sunday Brief: Influencing events

PLEASE NOTE – This is the last email edition of The Sunday Brief that we will distribute, going forward, you will receive an email...

CityFibre gets £2.3bn to expand and buy, consolidate UK altnet market

CityFibre has secured £2.3B in new funding to expand its full-fiber network, drive M&A activity, consolidate the UK altnet market, and strengthen its position...

Empowering the mobile AI era: ZTE’s AIR RAN and AgentGuard

The mobile communication industry stands at the threshold of profound transformation, driven by the rapid evolution of artificial intelligence (AI). The widespread adoption of...