Infrastructure

Softbank’s latest HAPS trial suggests the stratosphere could become more than a way to fill coverage gaps – potentially combining wide-area cellular, private networks, drones, and edge computing in one …

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, …

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 …

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 …

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 – …

Cut-price FWA sale shows Nokia’s shift to AI infrastructure, sets the tone for further disposals, and gives Inseego an instant double-your-business boost – which poses questions for the San Diego …

Theme of the week: edge computing and private networks for physical AI and AI inference in industrial and military zones. HPE has released a new AI server platform, ruggedized and …

Most factory-floor ‘physical AI’ runs on lightweight (non-GPU) edge compute, reckons NTT Data – but 5G sensing, in the form of ISAC via SRS, could unlock a new wave of …

T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out …

Strong growth and raised guidance sit alongside major AI work at Verizon, about to be unveiled with a brand new AI tech stack to drive further network automation and customer …

Colin Bannon, chief tech officer at BT Business, reframed the sovereignty debate at FutureNet World in London last week: data sovereignty is largely secured, tech sovereignty is unrealistic, and operational …

Amazon has agreed a $11.5 billion deal to buy satellite company Globalstar to add scale, spectrum, and services to its fledgling Leo proposition; it has also extended a satellite airtime …

Lumen chief executive Kate Johnson has penned an open letter to enterprise CEOs (and the whole telecoms industry): that there is a golden opportunity to connect the AI revolution, but …

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, …

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 – …

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 …

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 …

AT&T is tightening its ties with hyperscale cloud partners as it readies its network for the AI era – embedding last-mile fiber and 5G directly into AWS environments, pushing AI …

As the industry gears up for its biggest annual show at MWC, it is (perhaps) worth looking back at another major 2026 telco gathering: PTC in Hawaii in January. Once …

Europe’s five biggest mobile operators – Deutsche Telekom, Orange, Telefónica, TIM, and Vodafone Group – are building a pan-European “federated edge continuum”, stitching together their national edge assets into a …

Europe’s largest enterprise fibre provider will scale infrastructure and partner-led operations across the Middle East, positioning itself as a regional gateway – whilst also divesting non-AI data centres in Europe …

Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning infrastructure, doubling down on cooling, and …

As AI drives demand for new data centres, operators are discovering that the hardest constraints aren’t (just) land and power – they’re communities, politics, and staffing. Local opposition, public sentiment, …

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 …