The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than hyperscale displacement of Earth-based infrastructure overall. Vish Nandlall tells the…
Per Narvinger replaces Börje Ekholm as chief executive at Ericsson, signalling strategic continuity in the Swedish vendor’s focus on 5G execution and operator-led growth – thrown into relief as old rival Nokia continues to pursue a more aggressive AI infrastructure…
Taiwan’s Ministry of Digital Affairs has begun planning the country’s 6G spectrum roadmap, with a roadmap strategy expected by the end of the year In sum – what to know: Global collaboration – ITRI signed new agreements with European organizations…
As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the ability to turn power, infrastructure, regulation and demand into lasting…
Dynamic CX layers predictive intelligence onto T-Mobile’s existing network to pre-position capacity In sum – what we know: T-Mobile has unveiled a new AI-powered network technology called Dynamic CX, timing the launch to land just ahead of the summer event season and…
European telcos are rebuilding scale in their fixed networks through acquisitions, joint ventures, and wholesale models to reduce fiber overlap, improve economics, and prep the AI-edge. In sum – what to know: Telenor – is acquiring Norwegian fiber operator Enivest…
AT&T’s Pascal Desroches frames direct-to-device satellite as a complement to terrestrial networks In sum – what we know: AT&T’s CFO laid out the company’s satellite playbook days before Starlink’s parent heads to the public market, and the message was about…
The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments from AMD and Nebius worth nearly £4bn, and a growing…
Major telcos in France have agreed a deal to split SFR, the country’s second-biggest operator, between Bouygues Telecom, Orange, and Iliad. The transaction boosts their commercial scale, investment capacity, and sovereignty ambitions, but it has to get past regulatory approval…
Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what to know: Market expansion – Ciena said its addressable market…
Orange Business is advancing its enterprise strategy through sovereign and secure data management and services. A new French hospital deployment shows the model in use – but everything from the French firm, lately, is pinned to the same message, including…
Cisco Live 2026 signals the arrival of the agentic network, built around Cloud Control, AI-driven operations and security. But for managed connectivity providers, the real test remains simpler licensing, channel economics and monetizable value for SMB customers. In sum –…
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…
Deutsche Telekom announced that it has discontinued Dynamic Spectrum Sharing (DSS) in the 2.1 GHz frequency band, allowing the full spectrum allocation to be used exclusively for 5G services In sum – what to know: 5G expansion – Deutsche Telekom…
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…
Dell’Oro said 5G MCN revenue in North America and EMEA expanded 20% year over year during the quarter, continuing momentum that began in 2025 In sum – what to know: Regional divergence – 5G mobile core network revenue grew 20%…
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in Germany alongside its French PREMI3NS infrastructure. STL Partners has a…
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term strategic and economic value. GSMA last month published a report…
A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth – Omdia said global RAN revenue grew in Q1 2026, supported…
SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and make humans a multi-planetary species. The numbers are enormous, the…
If your video calls freeze, streaming services buffer during peak hours or online games lag at the worst possible moment, you are not alone. Many households struggle with inconsistent internet performance even though they pay for broadband service. The good…
As satellite constellations reshape global connectivity, attention is shifting beyond internet access toward compute in orbit. The challenge now is understanding how space-based infrastructure will integrate with terrestrial networks to support resilient, distributed digital services. Satellite constellations are already transforming…
KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and subsea cable landing facilities In sum – what to know:…
Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. Telcos are not special cases, it says. They must rebuild…
An interview with TM Forum, in two parts, about where telcos are up to with network autonomy, and the work to scale point solutions into vendor-agnostic deployments across entire network operations. In sum – what to know: Manual to partial…
Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue rose at a low single-digit rate in Q1 2026, marking…
Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the quiet part out loud at a Semafor fireside chat: network…
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 initiative promises “seamless” cross-border services, but remains in early-stage validation.…
As California’s universities push the boundaries of research and innovation, shared spectrum technologies like CBRS are the basis of essential infrastructure. Christopher Lupo of California Polytechnic State University argues that proposed changes to the CBRS framework risk undermining the connectivity,…
Telefónica opened 2026 with steady growth, stronger profitability, and lower debt, driven largely by a surge in Brazil and discipline in Germany and Spain. Execs moved to calm expectations about its capital exposure in Europe’s new AI gigafactory push. Quarterly…