According to Phil Wong, technology principal at KPMG US, developers are increasingly locating large AI campuses outside established hubs because of land and power constraints In sum – what to …
Orange is applying agentic AI across several operational domains, including 5G security operations, telco cloud operations, RAN energy optimization, lifecycle management, and incident management In sum – what to know: …
As enterprises deploy agentic AI across clouds, regions, and business ecosystems, connectivity is becoming a strategic differentiator. Vodafone Business says future networks must support AI-to-AI interactions with greater intelligence, security, …
Over the past several weeks, SK Telecom, KT, and LG Uplus have each unveiled major initiatives centered on AI infrastructure, underscoring how telecom operators increasingly see AI platforms and digital …
From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …
Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
From the newsletter: AI infrastructure investment is accelerating across the stack, with Lumen completing its Alkira acquisition for AI network connectivity, Nscale securing $900 million for data centre expansion, Dell’Oro …
Huawei tells MWC Shanghai 2026 that operators are entering an era in which AI applications, intelligent agents, and real-time interactions place new demands on mobile and transport networks In sum …
In sum – what to know: AI Grid – Indosat says its AI Grid combines centralized AI Factories with distributed AI computing closer to users, enabling AI applications across Indonesia. …
From the newsletter: AI agents in telecoms is sharpening focus on governance, controlled autonomy and human oversight, while momentum in private 5G and industrial AI continues to build through new …
Huawei and China Telecom have deployed a 5G-A network at Datang Everbright City, a busy tourist attraction in Xi’an in China, using three-component carrier aggregation (3CC) tech In sum – …
From the newsletter: As telcos rethink growth strategies, contrasting moves by Rocket Lab, Comcast, BT and Verizon highlight a common goal: using acquisitions, divestments, and selective consolidation to sharpen focus, …
China Tower has established about 6.2 million base station sites, including 3.26 million 5G sites across the Asian nation In sum – what to know: Tower transformation – China Tower …
China Mobile has introduced AI into applications spanning sports, culture, and finance, while also exploring AI mobile phones, AI glasses, and humanoid robots In sum – what to know: Mobile …
From the newsletter: SpaceX’s potential move into retail mobile via Starlink changes the telco game, as hybrid networks, new spectrum, and trillion-dollar valuations challenge the carrier status-quo. You can picture …
From the newsletter: AI tokenomics is unlikely to rescue telco revenues; history shows metering models tend to commoditise. Long-term value will come from edge services, distributed AI, and networks embedded …
Speaking during a keynote session at MWC Shanghai 2026, Globe president and chief executive officer Carl Cruz said AI is fundamentally changing how companies compete In sum – what to …
Huawei executives said the telecom industry must evolve from monetizing data traffic alone to monetizing both bytes and AI-generated tokens as AI services become increasingly embedded in consumer and enterprise …
Telco vendors are rushing agentic AI into OSS and BSS stacks – hard, at DTW Ignite this week. Nokia has just announced work with AWS and Databricks to build the …
