AI Infrastructure

Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in Germany alongside its French PREMI3NS infrastructure. STL Partners has a …

SpaceX’s IPO filing reads like a techno-futurist manifesto – but then that’s its business: a vertically integrated empire of rockets, satellites, and AI infrastructure to scale intelligence globally – and make humans a multi-planetary species. The numbers are enormous, the …

KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and subsea cable landing facilities In sum – what to know: …

Telcos will never achieve full network autonomy or business change by layering AI agents onto monolithic legacy systems, says TM Forum in the second half of its discussion with RCR. Telcos are not special cases, it says. They must rebuild …

Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The initiative promises “seamless” cross-border services, but remains in early-stage validation. …

Vikram Sinha, chief executive officer of Indosat Ooredoo Hutchison told RCR Wireless News that neocloud services contributed around $35 million in revenue during 2025 In sum – what to know: AI revenue targets – Indosat said neocloud services generated $16 …

KT has outlined plans to deepen the company’s AX – or AI transformation – strategy through new AI platforms, enterprise services, and hyper-personalized customer offerings In sum – what to know: AX platform focus – KT said it is reorganizing …

Telus chief Darren Entwistle says the telco’s AI enabling capabilities delivered strong double-digit revenue growth of 22% in Q1 2026 In sum – what to know: B.C. expansion – Telus plans three sovereign AI data center facilities in British Columbia, …

The GSMA has issued a lobbying report to argue for sweeping regulatory reform in the EU as telcos face a €475 billion investment gap to catch up with rivals in other regions – and to deliver the sovereign infrastructure for …

Telenor said the platform will operate from nationally controlled data centers in Norway and will remain separated from commercial global cloud environments In sum – what to know: Sovereign cloud – Telenor is creating a standalone Norwegian cloud company focused …

Vodafone’s sovereign-cloud deal with AWS in Germany and BT’s brand refresh and UEFA deal in the UK, plus lots else, shows how European telcos are repositioning as trusted intermediaries for AI, cloud, cybersecurity, and critical infrastructure. In sum – what …

SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum – what to know: 5G recovery – SK Telecom added …

Nvidia has agreed a multi-year supply deal with Corning that could grow into a $3.2bn equity position, alongside a major expansion of US optical fibre manufacturing capacity aimed at meeting surging AI infrastructure demand. In sum – what to know: …

Indosat is working to integrate AI more deeply into its core telecom business, while expanding into adjacent areas such as cloud, cybersecurity and AI-driven services In sum – what to know: AI integration – Indosat is embedding AI across operations …

Lumen Technologies is acquiring cloud networking platform Alkira for $475 million to strengthen its ‘east-west’ DCI strategy, and bolster its programmable NaaS roadmap to cover all the compass points – from the enterprise to cloud, and the US to everywhere. …

Cut-price FWA sale shows Nokia’s shift to AI infrastructure, sets the tone for further disposals, and gives Inseego an instant double-your-business boost – which poses questions for the San Diego firm, as well. In sum – what to know: Knockdown …

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 optimized for difficult edge deployments; the release follows this week’s …

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 demand for private 5G, tying edge IoT and AI into …

Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure – Profit fell 4.2% year-on-year as weaker demand, competition and …

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 will be the best in the business to support enterprise …

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 (micro-) segmentation to cut costs, improve service, and drive “industrial-scale” …

Colin Bannon, chief tech officer at BT Business, reframed the sovereignty debate at FutureNet World in London last week: data sovereignty is largely secured, tech sovereignty is unrealistic, and operational sovereignty is about resilience, he said – about who controls …

Modest top-line growth in the first quarter masks a more dramatic shift at Nokia, where a surge in optical networking for AI infrastructure is reshaping its revenue mix. In line with demand, the firm has raised projections for fiber and …

Debate at FutureNet World shifted from strategy to execution, as telcos BT and Orange outlined platform-led, partner-driven models, while Telus and Rakuten pressed for faster moves into AI-led solutions and infrastructure plays like GPU as-a-service. In sum – what to …

At FutureNet World, Rakuten and Telus pushed for bold AI-led reinvention, while BT and Orange argued for a measured platform-driven evolution. But beneath the contrast, a shared strategy is taking shape – programmable networks, available in flexible platforms, plus proper …