Hyperscalers continue to dominate AI infrastructure globally, but regulatory dynamics are opening space for telcos in specific segments, observes Omdia In sum – what to know: Demand-led models – Telcos …
AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …
Final word on this fascinating Nokia narrative, this time from the independent analyst community – about how the Finnish firm is losing a little to Ericsson in its 5G heartlands, …
Blue Origin’s push into orbital data centers is about “staking a claim than demonstrating parity with Starlink”, says analyst firm Blue Origin, the US aerospace manufacturer and space-flight services outfit …
HPE reinforced the telco shift at MWC: the urgent mid-gen upgrade of fiber interconnect and longhaul networks for the AI era, plus the edge inference agenda just coming on-stream – …
AI connectivity has a new currency. It’s coherent pluggable optics “We’re really now in a pluggable coherent world,” said Andrew Schmitt, founder and directing analyst at Cignal AI, as he …
Coherent optics, photonic line systems, and software agents are helping cloud providers and telco companies to manage the explosive AI workload demands on fiber networks – across cutting-edge interconnect systems, …
Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One …
The message from Nvidia chief Jensen Huang at GTC this week is that AI is no longer about models or chips alone, but about monetizing inference at scale – where …
For Red Hat, the takeaway from this year’s MWC is clear: the telco to techco transformation is well underway At MWC Barcelona, the “telco to techco” transformation felt less like …
Nvidia’s trillion-dollar AI infrastructure forecast set the tone at GTC yesterday, framing its AI-RAN partnerships with Nokia and T-Mobile (part of a $2tn industry) as a new frontier for low-latency …
As AI workloads splinter across the fragmented cloud-infrastructure landspace, enterprises are scrambling to keep performance, governance, and costs in check. Equinix reckons the answer is in neutral interconnection hubs that …
AI’s voracious appetite is straining energy grids, prompting new power strategies and longer planning horizons In sum — what to know: The gating factor: Power is now the biggest gating …
The head of China Telecom said in a keynote speech at MWC 2026 that the carrier is advancing its strategy of “cloudification, digital transformation and AI for good” In sum …
Global, porgrammable, and dense – from cloud to edge; Verizon Business talked at MWC about how its sees the new AI stack evolving for telcos, and why its investments in …
Ericsson’s networks chief Per Narvinger offered a measured view of AI’s impact on telecoms at MWC: fiber may lead the infrastructure boom today, but AI will also shift through the …
As AI workloads move from training to real-world inference, Arrcus CEO says, network fabrics must evolve to keep up with the demands At Mobile World Congress Barcelona, Arrcus outlined how …
As AI data centers strain land and power resources, hollow core fiber could enable a geographically distributed infrastructure. As the AI race continues to heat up, hollow core fiber (HCF) …
The CEO of Qualcomm told MWC that connectivity will remain the foundation of 6G networks, but its design priorities will evolve as AI becomes central to digital services and mobile …
While most of the big talk at MWC is about 5G and 6G, the most urgent AI infrastructure work is with fibre-heavy data centre interconnects. Cisco, and certain others, are …
