EDGE

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 …

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 …

From the newsletter (sign-up if you want it sooner): Verizon’s latest store sales and job cuts highlight a telecom industry still chasing growth beyond connectivity. As operators invest in AI, …

New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …

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 move from AI assistants to autonomous agents, Nick Earle, executive chairman of Eseye, argues that success will depend less on compute power and more on access to trusted, …

Communication Service Providers (CSP) need infrastructure that delivers more value with fewer resources. They require higher performance, reliable networking, straightforward deployment, and room to grow — all without replacing existing …

As satellite constellations reshape global connectivity, attention is shifting beyond internet access toward compute in orbit. The challenge now is understanding how space-based infrastructure will integrate with terrestrial networks to …

Connect (X) industry panel covers the transition to AI inferencing and infrastructure scaling The edge has been a conference talking point for the better part of a decade, but a …

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 …

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 …

T-Mobile US signed off another good quarter with some fighting talk about acquisition strategies and accounting habits at rivals AT&T and Verizon, and said its 5G network and compute build-out …

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 …

AT&T is positioning private 5G as a necessary enterprise capability rather than a breakout revenue engine, tying its future instead to edge AI, spectrum pragmatism, and a broader “AI grid” …

AT&T has clarified its emerging AI “grid” and IoT strategy, combining regional inference, cloud platforms, and private 5G to target enterprise use cases while testing where edge AI delivers most …

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, …

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, …

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 – …

Edge AI adoption in industry is accelerating, but without governance frameworks, organisations risk inefficiency, security gaps and IT/OT conflict. Success depends on unified monitoring, clear accountability and aligning people, processes …

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 …

Ericsson has new tie-ups with system integrators Future Technologies and NTT Data to combine private 5G and physical AI in Industry 4.0. Ericsson appears to be picking up where Nokia …

Global, porgrammable, and dense – from cloud to edge; Verizon Business talked at MWC about how its sees the new AI stack evolving for telcos, and why its investments in …

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 …