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Chinese Operators: See deeper Q3 losses as core businesses shrink
Light Reading | Oct 23 | Earnings Update

Chinese Operators: See deeper Q3 losses as core businesses shrink

Multiple Chinese telecom operators reported increasing red ink in Q3 as core connectivity businesses continued to contract.
SpaceX: Pursues leases for at least 80,000 US tower sites to build a nationwide mobile network; in talks with Crown Castle and others
Mobile World Live | Oct 23 | Industry Analysis

SpaceX: Pursues leases for at least 80,000 US tower sites to build a nationwide mobile network; in talks with Crown Castle and others

SpaceX is negotiating leases with US tower operators, including Crown Castle, to secure access to a minimum of 80,000 sites for a nationwide mobile network. Bloomberg reports potential multi-billion-dollar agreements, and Crown Castle’s CEO confirmed active discussions on the company’s earnings call.
GSA: Discusses 5G market trends on SA adoption, RedCap, NTN, and 5G-Advanced
Light Reading | Oct 23 | Industry Analysis

GSA: Discusses 5G market trends on SA adoption, RedCap, NTN, and 5G-Advanced

GSA reported that the transition to 5G standalone remains gradual and highlighted ecosystem developments in Reduced Capability (RedCap), non-terrestrial networks (NTN), and 5G-Advanced.
NTT DATA: Integrates Cisco ISE with Private 5G to enforce unified device security for Brownsville, Texas
Nttdata | Oct 22 | Security Update

NTT DATA: Integrates Cisco ISE with Private 5G to enforce unified device security for Brownsville, Texas

NTT DATA integrated Cisco Identity Services Engine (ISE) with the City of Brownsville’s private 5G network to extend unified identity and access control across diverse endpoints (cameras, sensors, tablets). This links enterprise NAC policies into the 5G domain, improving governance, visibility, and policy enforcement for smart city operations.
Comsol Highlights Private 5G as Key to Industrial AI and Automation
Co | Oct 22 | Industry Analysis

Comsol Highlights Private 5G as Key to Industrial AI and Automation

South African connectivity provider Comsol is emphasizing the growing strategic role of private 5G networks in industrial operations, where AI, autonomous vehicles, robotics and real-time analytics demand reliable, low-latency connectivity. Gary Woolley, Chief Commercial Officer for Enterprise at Comsol, highlights the importance of aligning private network investments with operational objectives across engineering, safety, finance and IT teams. Citing Ericsson's private wireless deployment at Newmont in Australia, which achieved a 25% productivity increase per shift for remotely operated dozers, Comsol advocates integrated connectivity architectures combining private 5G, Wi-Fi, fiber and edge computing. The approach enables secure data processing, predictive maintenance, resilient industrial automation and measurable business outcomes across mining, manufacturing, logistics and other mission-critical environments.
Infosys Highlights Private 5G and Edge AI as Foundations for Physical AI
Cxotoday | Oct 22 | Industry Analysis

Infosys Highlights Private 5G and Edge AI as Foundations for Physical AI

Infosys is advancing the vision of private production networks as the foundation for Physical AI and industrial digital transformation. Dinesh Rao, EVP and Chief Delivery Officer at Infosys, highlights how private 5G, edge cloud, software-defined networking and agentic AI can enable autonomous robots, intelligent manufacturing, smart ports, mining operations and connected utilities. The approach integrates 5G/6G, fiber and IT/OT infrastructure into technology-agnostic networks that support low-latency communications, real-time analytics and mission-critical automation. Infosys also emphasizes AI-driven self-healing networks, human-supervised autonomous operations and multi-vendor interoperability, supported by its global Living Labs ecosystem. These capabilities are helping enterprises move toward scalable Physical AI applications, intelligent infrastructure and increasingly autonomous industrial operations.
Orange Business: Pilots distributed conversational AI agents with Nvidia across central cloud and regional PoPs
Telecompaper | Oct 22 | Agentic Ai Update

Orange Business: Pilots distributed conversational AI agents with Nvidia across central cloud and regional PoPs

Orange Business and Nvidia are testing enterprise voice AI agents using a distributed inference approach that splits processing between central-cloud and regional PoP infrastructure to reduce latency, optimize GPU utilization, and support data locality.
SoftBank & Nokia: Plan 2027 AI-RAN commercial traffic trial
Light Reading | Oct 22 | Deployment Update

SoftBank & Nokia: Plan 2027 AI-RAN commercial traffic trial

SoftBank and Nokia scheduled a 2027 trial to validate AI-RAN performance outside the lab under live commercial traffic conditions.
Carrier Invests $600 Million in Texas AI Data Center Cooling Plant
Wsj | Oct 23 | Industry Analysis

Carrier Invests $600 Million in Texas AI Data Center Cooling Plant

Carrier Global is investing more than $600 million in a new advanced manufacturing and engineering facility in Fort Worth, Texas, to meet surging demand for cooling infrastructure from AI data centers. The more than 1-million-square-foot plant will manufacture energy-efficient commercial chillers, with production expected to begin in 2027. The investment will more than triple Carrier's existing commercial chiller production capacity, targeting approximately 3,000 units annually and creating 1,500 jobs. With data center equipment sales projected to reach $2 billion in 2026, Carrier is strengthening its position in AI infrastructure cooling, advanced thermal management and sustainable data center operations as high-density computing workloads drive increasing cooling requirements.
Nscale: Faces data center delays, equipment failures, and power constraints
Bloomberg | Oct 23 | Industry Analysis

Nscale: Faces data center delays, equipment failures, and power constraints

Nscale is experiencing operational issues at certain data center sites, including project delays, equipment failures, and limited power availability, alongside investor-related pressures.
AI spending lifts Q1 2026 business fixed investment; data center construction accelerates
Policyarena | Oct 23 | Industry Analysis

AI spending lifts Q1 2026 business fixed investment; data center construction accelerates

Business fixed investment rose at an 11% annualized rate in Q1 2026, largely attributed to AI-related spending, with a notable uptick in data center construction.
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