YOU ARE AT:AI Infrastructure

BROWSING: AI Infrastructure

Bell sees rapid growth in AI-powered businesses, says CEO

Bell's CEO Mirko Bibic said in a conference call with investors that the company’s AI-powered enterprise solutions businesses are collectively growing approximately 60% year-over-year In sum – what to know: AI enterprise revenue – Bell’s three AI-powered enterprise units are growing about 60% year-over-year, with overall...

Verizon’s vision for metro fibre and private 5G for enterprise AI inference

At a PTC panel in Hawaii last month, Verizon and industry peers discussed how AI is reshaping networks and data centres, prompting the US carrier to outline its strategy to leverage dense fibre and private 5G for enterprise AI workloads. In sum – what to...

SK Telecom turns to AI to restore profitability after FY2025 revenue decline

SK Telecom reported a consolidated revenue of KRW 17.099.2 trillion — down 4.7% year-on-year for fiscal year 2025 In sum – what to know: Cybersecurity fallout - The breach hit nearly SK Telecom’s entire subscriber base, driving subscriber losses, lower revenue, and sharp profit declines alongside...

Master and commander – Google and Meta chart AI’s subsea voyage

A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving hyperscaler-led builds, stressing legacy systems, and creating new regulatory and supply-chain challenges for the...

Nokia holds steady as ‘long-term’ AI infrastructure play starts to pay

Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue growth came mostly from strong fiber-optic and data center demand, it said. Nokia is...

Atlantic crossings – crunch time for subsea cable in the AI era

At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending end-of-life systems, and hyperscalers dominating new builds, the industry faces a wholesale supply crunch. In...

The big dig – how edge AI inference shifts the fibre bottleneck 

As AI workloads move from centralised training to distributed inference, the industry’s infrastructure challenge is changing shape. Power and land matter, but Nvidia, SUBCO, and Zayo – on a panel at PTC'26 – argue that connectivity, latency, and scale in terrestrial and subsea fibre...

Under-supply to over-supply – the generational AI build-cycle

Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns as development spills into secondary and tertiary markets. In sum – what to know: Mega buildout...

eBook: Building AI solutions for telecom

Artificial intelligence (AI) is transforming the world around us, redefining how entire industries operate through real-time insights, automation and more. The Telecom industry has answered the call of AI, and the message is clear: communications service providers (CSPs) who are ready to integrate this...

Power plays and digital divides – the hard realities of the AI build-out

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 AI build-out. But between the big numbers and flashy pyrotechnics, there was a bracing...

AI optics – Ciena catches sail on AI fibre wave

The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect bottlenecks push fibre ever closer to the data-centre edge, optical networking specialist Ciena has...

CommScope through a telescope – what’s left after $10.5bn Amphenol sale

Amphenol has completed its $10.5 billion cash acquisition of CommScope’s CCS business, leaving CommScope with Ruckus and ANS, rebranded together as Vistance Networks. ANS has been rebranded individually as Aurora Networks. The deal streamlines CommScope, and expands Amphenol’s fiber, AI, and telco infra play. In...

Marvell expands AI interconnect portfolio with $540m XConn deal

Marvell is acquiring XConn to strengthen its PCIe, CXL, and UALink switching capabilities, combining electrical and optical interconnect expertise to become a vendor-neutral platform provider for large-scale AI data centers. In sum – what to know: Strategic deal – Marvell buys XConn for $540m, adding high-speed...

From 50G access to 800G cores – why Singtel’s fiber pilot matters

Singtel has launched Singapore’s first 50 Gbps XGS‑PON fibre broadband trial, a move that goes beyond headline speeds to test how networks can support AI, cloud, and immersive digital services. The pilot highlights a broader industry shift, where access and core infrastructure are being redesigned...

Singtel pilots 50Gbps fiber broadband to support AI

Singtel said the trial also lays the groundwork for next-generation Wi-Fi, autonomous devices, and AI-generated entertainment formats In sum – what to know: 50Gbps fiber trial launches – Singtel becomes the first operator in Singapore to test 50Gbps XGS-PON, targeting AI-heavy, immersive and multi-device digital use...

Fiber connectivity: The backbone of AI-ready data centers (Reader Forum)

Density, latency, and real-time data movement are now the make-or-break variables in modern data center design Whether you say “Hey Siri” or ask Alexa to dim the lights, you get the response in a blink — even when millions of people are making the same...

My predictions for 2026 on 6G and AI infrastructure (Analyst Angle)

Organizations that align ambition with physics rather than narratives will gain durable advantages in 2026 2026 will not be a year of new network generations or completed AI buildouts. It will be a year where the gap between plans and physical reality becomes impossible to...

AI infrastructure predictions round-up — what 2026 will demand

Predictions from Zayo, Digital Infrastructure, and Mission Critical Group about what to expect from AI infrastructure in 2026 As AI workloads scale and infrastructure cycles compress, the pressure on networks, power systems, and physical deployment models is intensifying. By 2026, industry leaders expect competitive advantage...

Dell Technologies and AMD deliver telecom infrastructure for the AI-era

Combining Dell’s hardware, software, services and ecosystem with AMD’s advanced CPUs and GPUs, CSPs can build a future-ready foundation to capitalize on AI  Communications service providers (CSPs) operate networks that power the world’s digital data flow. Now that the initial 5G buildout is largely complete,...

AI boom will overwhelm today’s networks, says Nokia

Research commissioned by the newly reorganised vendor finds most US and European tech leaders believe existing infrastructure is unfit for the next phase of AI – just as Nokia pivots hard toward AI-native networking. In sum – what to know: AI pressure test – nearly nine...

Samsung, KT validate AI-RAN on commercial networks

Samsung noted it has been advancing AI-RAN technologies that tailor radio configurations based on individual conditions In sum – what to know: AI cuts real-world connection failures – Samsung and KT saw significantly fewer disconnections after applying user-level AI-RAN configurations across a commercial network trial involving...

Inside Indosat’s AI-RAN strategy

The telco's CTO, Desmond Cheung, told RCR Wireless News that the AI-RAN Research Center fundamentally shifts Indosat’s network strategy from being connectivity-led to AI-native In sum – what to know: Indosat shifts to an AI-native network strategy – The AI Grid links local AI hubs to...

Webinar: AI infrastructure as a growth catalyst for telco operators

As telecom operators face growing pressure to innovate and scale, AI is emerging as a powerful ally. In this webinar, we’ll explore how AI infrastructure is opening the door to new opportunities for CSPs to diversify and grow. Discover how telco operators can harness AI...

BT launches capabilities to enable UK digital sovereignty

The BT system will support upcoming sovereign-focused services in voice, cloud, and AI In sum – what to know: BT introduces a new sovereign platform for U.K. organizations – aimed at giving customers more control over where data, systems and operations are handled within the country. Sovereign...