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Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
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Ciena said it has secured supply to support at least 30% revenue growth going into 2027 and believes it has secured enough supply to extend that 30% growth trend through …
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From the newsletter (September 18; sign-up or follow if you want it sooner): AI may be making telecoms look increasingly central to the next digital economy, but updates on the …
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AI InfrastructureData CenterWired Networks, Fiber
Zayo locks in fiber supply as AI infrastructure demand intensifies
Troy Lupe, chief network officer at Zayo told RCR that the recently announced expanded strategic supply agreement with Corning secures a significant portion of the fiber optic cable it expects …
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Europe’s €15.6bn IRIS² initiative is moving from sovereign-connectivity ambition to hardware, with hundreds of LEO and MEO satellites, billions in industrial contracts and a separate Low-LEO pipeline taking shape. In …
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From the newsletter (September 17; sign-up or follow if you want it sooner): AI is strengthening the case for more mid-band spectrum, particularly as physical AI pushes more traffic upstream. …