AI infrastructure

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 – …

Softbank’s €75bn plan to build 5GW of AI data center capacity in France is being hailed in Paris as a breakthrough for European digital sovereignty. But the scale of foreign …

Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …

SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and …

KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and …

Telefónica opened 2026 with steady growth, stronger profitability, and lower debt, driven largely by a surge in Brazil and discipline in Germany and Spain. Execs moved to calm expectations about …

The GSMA has issued a lobbying report to argue for sweeping regulatory reform in the EU as telcos face a €475 billion investment gap to catch up with rivals in …

Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – …

ZTE said it is positioning its business around a combined connectivity and computing model, expanding its role in AI infrastructure alongside its established telecom portfolio In sum – what to …

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 …

Debate at FutureNet World shifted from strategy to execution, as telcos BT and Orange outlined platform-led, partner-driven models, while Telus and Rakuten pressed for faster moves into AI-led solutions and …

At FutureNet World, Rakuten and Telus pushed for bold AI-led reinvention, while BT and Orange argued for a measured platform-driven evolution. But beneath the contrast, a shared strategy is taking …

As AI steadily gains ground across industries, test, measurement, and service assurance are under pressure to evolve. Vendors are now facing mounting complexities that traditional test and measurement methods were …

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 …

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, …

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 …

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 …

Once in defensive mode and fighting decline, Lumen Technologies has re-emerged with a radically simplified strategy, a repaired balance sheet, and a bold claim to be critical infrastructure for the …

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 …

AI has entered a new phase. The race is no longer about smarter models or more GPUs. It’s about infrastructure. Power, networking, data readiness, governance and cost are now the real …

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, …

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 …