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AI InfrastructureNetwork InfrastructureOpinionTelco AI
Monday (telco diary) | ‘A new telco growth profile’?
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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AI InfrastructureCarriersNetwork Infrastructure
Verizon strikes $1bn DCI deal with Google; AI cloud and edge sales to ramp in 2027
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 …
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SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
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AI InfrastructureCarriersWired Networks, Fiber
Hollow-core fiber won’t hit cost parity for a decade – regarding HKT’s 3.2Tbps DCI ‘superhighway’
HKT’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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AI InfrastructureCarriersNetwork InfrastructureOpinionTelco AI
Friday (telco diary) | The AI penny-drop for telcos
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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AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …
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