AI infrastructure

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …

SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …

While AI-related traffic is affecting multiple network segments, Brodie Gage, chief product and technology officer at Ciena, said the most immediate pressure is emerging in metro networks, particularly DCI environments …

From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …

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: 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 …

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. …

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 …

Subsea network resilience must be measured by corridor-level risk rather than cable count alone, argues Steve Roberts of EXA. He warns that shared dependencies, geopolitical instability, and repair constraints can …

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 …

Telcos spent years being told it was becoming irrelevant. Hyperscalers were eating its lunch, OTT players were hollowing out its revenues, and its destiny was to be a glorified utility. …

AI workloads are reshaping data centers and cloud networks, driving unprecedented demands on scale, performance, and resiliency. Scale-up, scale-out, and scale-across connectivity models are redefining how GPUs, racks, and data …

The push for orbital data centres promises abundant solar power, but faces severe constraints in heat rejection, launch costs, congestion, downlink bandwidth and depreciation – suggesting niche applications rather than …

Communications service providers are currently focused on the practical use of AI to reduce opex; the next step is leveraging AI to create new revenue streams Telecommunications infrastructure is being …

Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …

Christophe Fouquet’s criticism of the EU’s evolving Chips Act is less an attack on industrial policy than a challenge to where sovereignty can realistically be exercised in a global AI …

Corning says fiber demand “is not slowing down anytime soon”, noting that the company has prepared for continued growth and has additional agreements in its pipeline In sum – what …

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not …

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …

The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments …

AI’s growth is increasingly constrained not by chips but by infrastructure, from data storage and energy demand to connectivity bottlenecks. As data centers expand, the weakest link shifts, threatening to …

Hyperscalers are focused on monetizing their AI compute investments, which continues to direct a larger share of spending towards network infrastructure, observes Ciena chief Gary Smith. In sum – what …

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 – …