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  • CoreWeave inks deal with OpenAI to provide AI infrastructure

    by Juan Pedro Tomás March 12, 2025
    by Juan Pedro Tomás March 12, 2025

    CoreWeave noted that the contract value for this strategic AI infrastructure deal is up to $11.9 billion CoreWeave has announced a strategic agreement to deliver AI infrastructure to OpenAI, expanding …

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  • Qatar partners with Scale AI to boost government AI

    by Juan Pedro Tomás February 25, 2025
    by Juan Pedro Tomás February 25, 2025

    The agreement with Scale AI enable the government to implement AI-driven solutions such as predictive analytics, automation and advanced data analysis to optimize its operations Qatar’s government has entered into …

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  • OpenAI to move AI compute from Microsoft to SoftBank by 2030

    by Catherine Sbeglia Nin February 24, 2025
    by Catherine Sbeglia Nin February 24, 2025

    Today, OpenAI gets most of its data center capacity from Microsoft; however, OpenAI’s CEO wants to lessen the company’s dependence on Microsoft ChatGPT creator OpenAI is reportedly planning to shift …

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  • Microsoft unveils Majorana 1 quantum chip — and a new state of matter 

    by Catherine Sbeglia Nin February 21, 2025
    by Catherine Sbeglia Nin February 21, 2025

    Microsoft said its new quantum chip leverages the world’s first topoconductor — a completely new class of materials Microsoft this week introduced its first quantum chip. The chip, called Majorana 1, is powered …

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  • Vodafone expands IoT connectivity in Middle East with Mobily

    by James Blackman February 11, 2025
    by James Blackman February 11, 2025

    Vodafone has a new deal with Saudi tech and telecoms outfit Mobily to expand its IoT coverage in Saudi Arabia. The deal is between the UK-headquartered operator’s enterprise IoT arm …

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  • The AI infrastructure boom—fueling the next economic revolution?

    by Sean Kinney, Principal Analyst February 10, 2025
    by Sean Kinney, Principal Analyst February 10, 2025

    Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn’t a bubble In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the …

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  • Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of …

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  • AI infrastructure investment updates from Microsoft, Meta

    by Sean Kinney, Principal Analyst January 30, 2025
    by Sean Kinney, Principal Analyst January 30, 2025

    Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy …

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  • Agentic AI—will 2025 be a breakout year?

    by Sean Kinney, Principal Analyst January 22, 2025
    by Sean Kinney, Principal Analyst January 22, 2025

    So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because …

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  • The three AI scaling laws and what they mean for AI infrastructure

    by Sean Kinney, Principal Analyst January 20, 2025
    by Sean Kinney, Principal Analyst January 20, 2025

    Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on …

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  • Microsoft to capture ‘golden’ AI data center opportunity with $80 billion investment

    by Catherine Sbeglia Nin January 7, 2025
    by Catherine Sbeglia Nin January 7, 2025

    While Microsoft is thinking on a global scale, the company’s Vice Chair and President noted that more than half of this total investment will be in the U.S. In a …

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  • Microsoft to sell former private 5G unit Metaswitch to telco provider Alianza

    by James Blackman December 12, 2024
    by James Blackman December 12, 2024

    Microsoft has signed a deal to sell its networking business Metaswitch to Utah-based cloud communications provider Alianza. The transaction is expected to close in the first quarter of 2025; the …

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  • A ‘bright spot in gloomy telecoms’ – private 5G sales to reach $6bn by 2027

    by James Blackman November 8, 2024
    by James Blackman November 8, 2024

    As referenced amid a bunch of stats in the preamble to RCR’s new editorial report on private 5G in Industry 4.0 (see image below), market research firm SNS Telecom & …

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  • Vodafone Idea to launch 5G in 17 regions by March 2025: Report

    by Juan Pedro Tomás October 21, 2024
    by Juan Pedro Tomás October 21, 2024

    Vodafone Idea said it will initially offer 5G services in Delhi and Mumbai Indian carrier Vodafone Idea expects to begin rolling out commercial 5G services by March 2025 across 17 …

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  • The internet of Big Ass Fans – environmental monitoring for healthier factories 

    by James Blackman October 16, 2024
    by James Blackman October 16, 2024

    We’re playing this one straight. Kentucky-based industrial fan manufacturer Big Ass Fans is working with US printer company Lexmark, which has a sideline in IoT management software, and IT and …

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  • Microsoft to invest $4.7B in Italy’s cloud, AI future

    by Catherine Sbeglia Nin October 3, 2024
    by Catherine Sbeglia Nin October 3, 2024

    The investment will also provide digital and AI skills training to more than 1 million Italians by the end of 2025, said Microsoft Microsoft announced this week a $4.7 billion …

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  • Vodafone to roll out Microsoft AI software to 68,000 employees

    by Juan Pedro Tomás September 17, 2024
    by Juan Pedro Tomás September 17, 2024

    Microsoft said that the generative AI tool will be implemented across Vodafone with the aim of improving productivity, innovation and digital efficiency U.K.-based telco Vodafone has extended its strategic deal …

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  • The top five telco-born ‘tech-cos’ in the world

    by James Blackman September 9, 2024
    by James Blackman September 9, 2024

    Prompted by some late opportunism by Spain-based Telefónica, which has just issued a press note (widely covered) to declare itself the best telco-born ‘techco’ in Europe, six months after the …

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  • Telstra, Microsoft push AI through Australian fiber network

    by Catherine Sbeglia Nin August 12, 2024
    by Catherine Sbeglia Nin August 12, 2024

    Telstra is extending AI infrastructure from Microsoft throughout the footprint of its Intercity Fibre Network project Australian operator Telstra is extending Microsoft’s AI infrastructure throughout the footprint of its Intercity …

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  • Asterisk, asterisk, asterisk – things to think about when thinking about private 5G

    by James Blackman July 24, 2024
    by James Blackman July 24, 2024

    In all the to-and-fro last week about how to size the private 4G/5G market, mostly following the quarterly results from Ericsson and Nokia, an email exchange with the Global mobile …

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  • Botched software, crappy computers, hybrid clouds – about the global IT outage

    by James Blackman July 19, 2024
    by James Blackman July 19, 2024

    Some quick thoughts on the big IT outage today, which grounded planes, trains, banks, hospitals, shops, telcos, and broadcasters around the world. Reports on the radio this morning – when …

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  • The ‘nightmare scenario’ – Big Tech, AI and the ‘end of the human race’

    by James Blackman June 17, 2024
    by James Blackman June 17, 2024

    As with every tech show at the moment, there was a deal of evangelical fervour at Digital Enterprise Show in Málaga last week about the potential of AI to super-charge …

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  • Kagan: Will Microsoft, Google and Apple be AI responsible?

    by Jeff Kagan June 12, 2024
    by Jeff Kagan June 12, 2024

    AI will bring both good and bad — the trick is managing both sides well Artificial Intelligence (AI) is coming on strong but is a double-edged sword. OpenAI started a …

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  • KT, Microsoft partner to boost AI, cloud initiatives in Korea

    by Juan Pedro Tomás June 7, 2024
    by Juan Pedro Tomás June 7, 2024

    KT and Microsoft plan to jointly develop AI, cloud and IT services specifically tailored for the Korean market South Korean carrier KT has formed a strategic alliance with U.S. tech …

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  • Hitachi signs with Microsoft to apply gen AI to group operations, enterprise customers

    by James Blackman June 5, 2024
    by James Blackman June 5, 2024

    Following hard on the heels of a similar-sounding deal with Google Cloud, Hitachi has announced a three-year partnership with Microsoft with a major focus on generative AI (gen AI) for …

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Edtior's Picks

Microsoft and AWS launch a managed multicloud interconnect
Private 5G docks in Hamburg – as Deutsche Telekom and Ericsson scratch a...
India weighs rip-and-replace of legacy Chinese telecoms equipment

Latest Articles

Microsoft and AWS launch a managed multicloud interconnect
Private 5G docks in Hamburg – as Deutsche Telekom and Ericsson scratch a seven-year itch
India weighs rip-and-replace of legacy Chinese telecoms equipment
SK Telecom’s Topdda turns work vans into an AI inspection fleet

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