Cloud

Lumen sees the biggest AI networking opportunity between data centers and AI factories, but admits inference will also spread to the edge, leaving the future balance between east-west and north-south …

KDDI said revenue from AI integration and cybersecurity increased 19.2% year-over-year in the first quarter of fiscal 2027 In sum – what to know: AI growth – AI integration and …

SoftBank’s chief financial officer Osamu Akiyama told a conference call with investors that the company’s AI-related businesses became an increasingly important contributor to its enterprise business segment In sum – …

As enterprises shift workloads into colocation facilities, visibility gaps across shared infrastructure can undermine performance and resilience. End-to-end network observability, including packet-level inspection, helps IT teams identify faults faster, reduce …

From the newsletter (sign-up if you want it sooner): Nokia’s new AI-RAN platform presents a vision of a future where telcos become part of the AI infrastructure stack. Whether operators …

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 …

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 …

An Omdia analyst told RCR Wireless News that Telefónica and Google Cloud’s new sovereign cloud partnership highlights a growing trend in Europe toward combining hyperscale cloud platforms with local operational …

Europe is reshaping its digital economy around sovereignty, from satellite spectrum (new post-2027 auction rules for the 2GHz MSS band) and sovereign cloud (Google Cloud picks Telefónica to serve-up hybrid …

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 …

Telenor said the platform will operate from nationally controlled data centers in Norway and will remain separated from commercial global cloud environments In sum – what to know: Sovereign cloud …

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 …

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 …

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, …

China Unicom is also expanding its AI infrastructure, with more than 1.1 million data center cabinets and computing capacity reaching 45 EFLOPS In sum – what to know: AI spending …

The CEO of TIM outlined how the telecom sector’s priorities are shifting as new digital applications place different demands on networks In sum – what to know: AI is interconnected …

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 …

By 2035, global active data center IT capacity is forecast to surge nearly six-fold, from roughly 24 GW today to around 147 GW, as a new ABI Research forecast shows. …

Lumine Group will acquire Synchronoss for $116.4m, taking the cloud-software firm private, expanding Lumine’s global scale and long-term “buy-and-hold” strategy. Acquisition – Lumine buys Synchronoss for $116.4m equity value (enterprise …

The timing of Nokia’s announcements last week about continuing European reductions and increasing US investments is awkward – and raises questions, perhaps, when considered with parallel EU calls in Germany …

TalayLink has extended the Interlink cable, which Google revealed under the Australia Connect initiative in 2023 In sum – what to know: New Australia–Thailand subsea cable – Google introduced the …

Europe’s digital sovereignty ambitions extend beyond cloud and data policy into the nuts and bolts of Industry 4.0 network orchestration. Through initiatives like IPCEI-CIS and 8RA, organisations including Adeptic Reply …

Omdia projects a 12% increase in CSP cloud spending in 2025, double the growth rate seen in 2024, as operators expand AI integration, automation frameworks, and containerized architectures In sum …

Through the agreement with Nokia, Telia Company will upgrade its 5G networks in Finland, Sweden, Norway, Estonia, and Lithuania In sum – what to know: Telia adopts 5G SA core …