AI, edge computing, and 5G are converging to create a new generation of infrastructure stress points
Artificial Intelligence is transforming industries across the globe, and it's more than a trend; it's reshaping the telecom landscape. AI-powered applications bring new and...
Ericsson has integrated agentic AI into its NetCloud management platform for private 5G and wireless WAN to help to automate workflows, boost reliability, simplify operations, and lay groundwork for fully autonomous 5G networks.
In sum – what to know:
Agentic support...
SK Hynix, already the leading supplier in the high-bandwidth memory (HBM) market, was first to provide HBM3E chips to Nvidia in 2024
In sum – what to know:
HBM4 development completed – SK Hynix finalized the industry’s first HBM4 chip and...
Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman are set to join President Trump in the U.K., with the deal forming part of a wider package of U.S. corporate investment
In sum – what to know:
Billions pledged for UK...
The new arrangement would allow OpenAI to raise capital under a conventional governance structure, with the long-term goal of going public to finance its AI ambitions
In sum – what to know:
OpenAI restructures with Microsoft deal – A non-binding agreement...
No one has yet defined what 6G actually is, let alone how it will succeed economically
Editor's note: This is the first installment of a three-part series from Analyst Vish Nandlall. Keep an eye out for parts two and three,...
Instead of simply carrying packets from one endpoint to another, a Neighborhood AI Factory is also running inference and training between humans and AI
You’ve probably driven past one without realizing it. A low, windowless brick building next to a...
Ofcom will award frequencies in both 26 GHz and 40 GHz bands
In sum – what to know:
Largest UK spectrum release – Ofcom will auction 5.4 GHz of mmWave spectrum, the biggest release in UK history, with licences for the...
CoreWeave said its venture arm will provide both financial resources and technical expertise, along with access to its compute infrastructure
In sum – what to know:
New venture arm launched – CoreWeave has created CoreWeave Ventures to back AI-focused startups with...
Tech companies including Microsoft, Alphabet, and Amazon are investing heavily in new and expanded facilities to meet growing demands in the data center market
In sum – what to know:
Data center spending hit $40B – U.S. construction surged 30% year-over-year...
The deal stipulates that OpenAI will buy computing power from Oracle starting in 2027
In sum – what to know:
$300B cloud deal signed – OpenAI will buy computing power from Oracle starting in 2027, one of the largest cloud agreements...
Unabiz’s Sigfox IoT units in France have secured six months of court protection to restructure €5m debt, safeguard jobs, and ensure business continuity; global Sigfox operations remain unaffected.
In sum – what to know:
Protection – French court grants Unabiz six...
By acquiring the right spectrum, Starlink positions itself not as a replacement for mobile network operators, but as a critical networking partner
Elon Musk’s $19 billion acquisition of DISH’s spectrum is more than a financial move. It signals a strategic...
What are HPE's technological differentiators, financial performance, and the challenges it faces?
Artificial intelligence (AI) has become a defining theme in the networking sector. Vendors are racing to deliver automation, proactive management, and self-healing capabilities through AI-driven platforms. Against this...
Spark said that the agreement increases the telco’s deployable C-band spectrum to 100 megahertz and its total available spectrum to 350 megahertz
In sum – what to know:
Exclusive 5G spectrum deal – Spark secured 20MHz of Tū Ātea’s C-band spectrum...
Ratings agency Ind-Ra noted that telcos in India had made strong investments in 5G deployment and testing, helping accelerate nationwide availability
In sum – what to know:
5G base hits 365M – India’s 5G subscribers rose to 365 million by June...
Small Cell Forum forecasts 61m small-cell shipments by 2030, driven by indoor enterprise demand, neutral-host growth, edge integration, 5G SA adoption, and mmWave use. The industry will generate $4.23bn revenues despite economic pressures, it reckons.
In sum – what to...
The U.S. Department of Commerce has allegedly proposed issuing annual permits for the two South Korean memory chip giants
In sum – what to know:
Conditional approvals under review – Washington is considering yearly permits for Samsung and SK Hynix to...
OpenAI officially inaugurated its office in Seoul this week
In sum – what to know:
OpenAI signals Korean data center plans – CSO Jason Kwon said the company is open to building local infrastructure and expanding partnerships with Samsung and SK.
Korean...
Hitachi Rail has deployed a private 5G network at its Hagerstown factory in Maryland, designed by GlobalLogic with Ericsson technology – showcasing Hitachi’s ‘One Hitachi’ digital strategy to design and deploy digital-change in-house.
In sum – what to know:
Hitachi model...
Why has T-Mobile withdrawn (official) support for neutral-host deployments in CBRS spectrum? Has the CBRS brigade failed, and is its move justified, or is it just a classic carrier move by the self-proclaimed “un-carrier” on the US telco scene?...
Enterprises overwhelmingly view 5G as the backbone for future competitiveness, according to a new Ericsson report
The U.S. enterprise sector is placing unprecedented importance on connectivity as businesses navigate economic uncertainty, talent shortages, and rising expectations for digital transformation. According...
Nebius will initially provide Microsoft access to dedicated GPU infrastructure capacity at its new data center in Vineland, New Jersey, from later this year
In sum – what to know:
Microsoft secures Nebius capacity – The contract covers AI infrastructure from...
EcoDataCenter said that the new capital will primarily support ongoing projects in Falun and Borlänge, including the development of large-scale AI infrastructure
In sum – what to know:
EUR 600m debt secured – EcoDataCenter raised financing from Deutsche Bank Private Credit...
Idaho National Laboratory is one of four federally managed sites identified by DoE for combined AI infrastructure and energy development projects
In sum – what to know:
DoE opens AI data center bids – The Energy Department is seeking private proposals...
