Network 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 …

The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term strategic and economic value. GSMA last month published a report …

A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth – Omdia said global RAN revenue grew in Q1 2026, supported …

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 …

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 performance even though they pay for broadband service.  The good …

As satellite constellations reshape global connectivity, attention is shifting beyond internet access toward compute in orbit. The challenge now is understanding how space-based infrastructure will integrate with terrestrial networks to support resilient, distributed digital services. Satellite constellations are already transforming …

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 …

An interview with TM Forum, in two parts, about where telcos are up to with network autonomy, and the work to scale point solutions into vendor-agnostic deployments across entire network operations.  In sum – what to know: Manual to partial …

Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue rose at a low single-digit rate in Q1 2026, marking …

Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the quiet part out loud at a Semafor fireside chat: network …

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. …

As California’s universities push the boundaries of research and innovation, shared spectrum technologies like CBRS are the basis of essential infrastructure. Christopher Lupo of California Polytechnic State University argues that proposed changes to the CBRS framework risk undermining the connectivity, …

Inwit is currently seeking to protect the integrity of the MSA and the firm’s rights through the legal path In sum – what to know: Inwit defends MSA validity – The tower company said it is pursuing legal action to …

Telefónica opened 2026 with steady growth, stronger profitability, and lower debt, driven largely by a surge in Brazil and discipline in Germany and Spain. Execs moved to calm expectations about its capital exposure in Europe’s new AI gigafactory push.  Quarterly …

T-Mobile’s latest moves in AI-native RAN and private 5G for elite sports suggest a carrier evolving beyond its disruptive roots into something more formidable: the operator with the clearest story about where telecoms, AI, and customer experience converge. In sum …

The US should consider spectrum-sharing in the 4GHz band instead of clearing federal users entirely. Shared, flexible licensing could support 5G/6G innovation, protect government operations, reduce costs, and enable localized, AI-driven wireless networks through intelligent coexistence models. The US can …

As telecom capex contracts, the industry is being forced into a more efficient model. Some networks are already operating that way. For the past decade, the telecom industry has been in a buildout cycle. Carriers have spent heavily to expand …

Vodafone used its FY26 earnings call to outline how AI will reshape telecom networks and operations, while reporting stronger revenues, improved profits, robust African growth, and broadband momentum in the UK with a new FWA offer.  In sum – what …

Pietro Labriola told investors that TIM is seeing interest from tower companies in developing around 6,000 additional sites, with a rollout pace of roughly 500 sites per year shared across operators. In sum – what to know: Tower strategy – …

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 …

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 …

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: …

Quantum progress and shifting geopolitical dynamics are elevating telecom security from an operational concern to a strategic priority. Post-quantum cryptography, sovereign key management and end-to-end cryptographic upgrades are becoming essential components of long-term network resilience. In this webinar, on May …

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. …