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 …
AWS
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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 …
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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. …
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Quantum computing is moving from long-term promise to practical telecom experimentation, writes quantum software company Classiq. As operators tackle complex optimisation, forecasting and security challenges, early pilots are helping build …
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Vodafone’s sovereign-cloud deal with AWS in Germany and BT’s brand refresh and UEFA deal in the UK, plus lots else, shows how European telcos are repositioning as trusted intermediaries for …
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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 – …
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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 …
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Industrial humanoid robots and physical AI are moving from pilot to production – as Siemens, Nvidia, and lots of private 5G providers (including Nokia) roll up to Hannover Messe. In …
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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 …
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U Mobile said that some partners in this initiative include Amazon Web Services, Huawei Malaysia, Palo Alto Networks, and Qualcomm In sum – what to know: Neutral platform – U …
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The Verizon–AWS partnership expands long-haul fiber routes to meet AI’s surging bandwidth needs and strengthen Verizon’s AI Connect platform In sum – what to know: AI infrastructure convergence – Fiber …
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David Selby, director of Global Network Infrastructure Development at AWS, told RCR Wireless News, that Fastnet strengthens AWS’s ability to maintain continuous operations for customer workloads In sum – what …
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Under this new strategy, SK Telecom will expand its Ulsan AI data center to a 1 GW-scale capacity In sum – what to know: Ulsan AIDC expands to 1 GW …
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Beyond high-profile global consumer and consumer-enterprise disruptions, the AWS and Vodafone outages this month show how Industry 4.0 can fail without proper cloud and network redundancy. Fallible cloud – even …
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Enterprise software sales through hyperscaler cloud marketplaces will soar from $30 billion in 2024 to $163 billion by 2030 – driven by agentic AI demand, strategic cloud commitments, and an …
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The deal between Keppel and Dell will initially target projects in Singapore, Malaysia and Vietnam In sum – what to know: Strategic collaboration expands in Asia – Keppel and Dell …
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Amazon said its AWS Asia Pacific (New Zealand) Region begins operations with three Availability Zones, each consisting of one or more data centers In sum – what to know: NZ …
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The collaboration between Amazon, X-energy and two Korean companies covers reactor design, supply chain development, construction, investment strategies, and long-term operations In sum – what to know: 5 GW of …
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AWS has expanded its AI offerings with Anthropic’s Claude Opus 4.1 and Claude Sonnet 4 on Bedrock and OpenAI’s open weight models on Bedrock and SageMaker; they join a stable …
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Earlier this year, AWS has pledged to invest $8.3 billion to expand its cloud infrastructure in the AWS Asia-Pacific (Mumbai) Region, located in Maharashtra, India In sum – what to …
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Air France-KLM has partnered with Accenture and Google Cloud to build a ‘generative AI factory’ to scale AI across operations using cloud infrastructure. It follows a parallel arrangement in the …
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NatWest has signed a five-year deal with AWS and Accenture to unify and modernise its data systems using AI, aiming to simplify operations, personalise services, and improve security and compliance. …
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Tata Communications noted that the purpose-built network aims to deliver performance and scalability necessary for modern AI workloads In sum – what to know: Massive network roll-out – Tata will …
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At the core of the new launch by AWS is Amazon Bedrock AgentCore, a service that enables customers to deploy and manage advanced AI agents securely and at scale In …
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Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments …