Rob Shore, head of optical networks solution marketing at Nokia Network Infrastructure, said AI is generating significantly more bandwidth demand between locations, including data centers, regions, and cloud environments In …
Fiber
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AI is triggering a multiyear re-architecture of network infrastructure, says Ciena, driving higher bandwidth demand and making optical connectivity increasingly critical from long-haul networks to data center fabrics, with its …
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Noah Taylor, of AFL, told RCR that the combination of fiber availability and power constraints presents a further challenge for AI infrastructure deployment. In sum – what to know: Traffic …
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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 …
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From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …
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Lumen is rebuilding around AI, pairing a vast US fiber footprint with programmable networking through Alkira. The bet is that enterprise connectivity is moving from connecting sites to connecting clouds, …
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AI data centers and rural broadband are fighting over the same workers. AT&T and Meta are hiring thousands of fiber technicians to meet AI data center demand. But that is …
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From the newsletter (sign-up if you want it sooner): Lumen is betting that AI-driven connectivity will reward a different telco model: less legacy network, more fiber, software and control, with …
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Chief executive Timotheus Höttges describes T-Systems as a strategic asset for Deutsche Telekom, particularly as demand for digital sovereignty increases in Europe In sum – what to know: Sovereign AI …
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The telco’s chief executive officer Mirko Bibic told investors that the Bell AI Fabric continues moving from planning to execution, with construction advancing at the company’s flagship AI campus in …
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From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …
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Hollow-core fiber won’t hit cost parity for a decade – regarding HKT’s 3.2Tbps DCI ‘superhighway’
by Matt Kendallby Matt KendallHKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
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From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
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Justin Hotard’s AI-first reset of Nokia is beginning to deliver, as seen in its Q2 scores: AI and cloud demand is accelerating, infrastructure growth is returning, and the company is …
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From the newsletter (sign-up if you want it sooner): AT&T’s strong quarter reinforces the case for fiber as the foundation of the AI economy. But as networks are built out, …
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New ITU recommendations and FCC regulations show how submarine cables are being recast as critical infrastructure. While the ITU targets deployment and repair bottlenecks, the FCC is tightening oversight of …
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According to Phil Wong, technology principal at KPMG US, developers are increasingly locating large AI campuses outside established hubs because of land and power constraints In sum – what to …
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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 …
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Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …
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According to Helen Xenos, senior director of portfolio marketing at Ciena, selecting the appropriate optical technology depends on the customer’s primary constraint In sum – what to know: AI reshapes …
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Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …
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Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …
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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 – …
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If your video calls freeze, streaming services buffer during peak hours or online games lag at the worst possible moment, you are not alone. Many households struggle with inconsistent internet …
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Critical communications networks are increasingly being pushed beyond the limits of single-bearer design, as operators in defence, utilities and public services face growing demand for resilient, always-on connectivity across unpredictable …