Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line …
data centers
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Ericsson is sticking to what it knows: 5G, public and private, and APIs, to expose 5G capabilities to developers and enterprises; it offers more coherent longer-term diversification, it implies, than …
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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 – …
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Kannan Raj, architect, Oracle pulled back the curtain on the three dimensions of connectivity that define AI-era networking, and how optical innovation is enabling the globe-spanning AI network fabric One …
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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 …
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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 …
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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 …
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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 …
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Morgan Lewis’ Andrew Lipman surfaces the top trends to watch in 2026 at Metro Connect With the show floor packed with fiber connectivity players, data center providers, and software folks …
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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 …
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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 …
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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. …
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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 …
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Nokia saw net sales rise by three percent last quarter and two percent in the whole of last year, even as margins slipped, partly because of investments and restructuring. Revenue …
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At PTC’26 in Hawaii, a panel of hyperscale and wholesale operators comprising Google, Meta, EXA, and SCCN dissected the mounting pressures on Atlantic subsea infrastructure. With spiralling AI traffic, impending …
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Hyperscaler capex is surging, vacancy has all but vanished, and AI is pushing data centre demand far beyond traditional hubs – but questions remain over power, people, and long-term returns …
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PTC, once a small and sunny telecoms event, is now a fully-fledged AI infrastructure show. The 2026 version, in Honolulu, opened with familiar fanfare about the scale of the global …
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The AI build-out is rewriting the fibre comms order-book – between data centres and within data centres, right down to the rack itself. As power constraints, scale-out architectures, and interconnect …
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Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems In sum – what to know: CAD1.5B AI revenue by 2028 – …
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AI InfrastructureCarriersNetwork Infrastructure Ericsson says telco-grade AI RAN must deliver measurable gains at scale September 8, 2026 0 comments Deutsche Telekom and T-Mobile poach from AWS, GE Vernova – as …
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The new AI factory from Telus is supported by Nvidia GPUs and infrastructure designed by HPE In sum – what to know: Canada’s first sovereign AI factory – TELUS has …
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Following two rounds of bidding, VNPT secured the so-called B1-B1’ block, which covers the 703–713 MHz/758–768 MHz band In sum – what to know: VNPT wins 700 MHz license – …
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Michael Ma, Huawei VP and president of ICT product portfolio management and solutions, said that data centers are “at a turning point to become AI DCs” In sum – what …
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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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Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local client level (via a global sales …