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Amazon Web Services plans a sweeping expansion of classified and government cloud capacity to accelerate AI and highโ€‘performance computing for U.S. agencies. AWS will invest up to $50 billion starting in 2026 to deliver purposeโ€‘built AI and HPC infrastructure for federal customers. The buildout spans AWS Top Secret, AWS Secret, and AWS GovCloud (US) Regions. The expansion is designed to compress analysis timelines and enable AIโ€‘assisted workflows across national security and civil missions. AWS is making a generational bet that AI and HPC, delivered inside accredited government regions at massive scale, will redefine how federal missions operate.
A high-stakes policy fight has emerged in India over the 6 GHz band, pitting global device and cloud ecosystems against mobile operators over whether the band should power unlicensed Wiโ€‘Fi or licensed mobile (IMT) networks. Apple, Amazon, Cisco, Meta, HP, and Intel have jointly urged Indiaโ€™s regulator, TRAI, to reserve the full 6 GHz range for Wiโ€‘Fi, arguing the band is not technically or commercially ready for IMT and that unlicensed use will deliver immediate, widespread capacity benefits. Reliance Jio, Bharti Airtel, and Vodafone Idea have countered that delicensing upper 6 GHz would permanently foreclose Indiaโ€™s option to deploy wideโ€‘area licensed broadband in prime midโ€‘band spectrum.
Nokia is making a multiโ€‘year, $4 billion push to expand US R&D and manufacturing as it pivots to AIโ€‘native networks under CEO Justin Hotard. The company will invest roughly $3.5 billion in USโ€‘based R&D spanning networking technologies, defense applications, automation, quantumโ€‘safe networking, and semiconductor development. A further $500 million targets manufacturing and R&D expansion in Texas, New Jersey, and Pennsylvania, strengthening domestic supply chains for critical telecom gear. The plan follows Nokiaโ€™s strategy revamp and creation of a Mobile Infrastructure unit to advance an AIโ€‘native network portfolio across RAN, transport, IP, and cloud.
Policy choices over the next two years will set the capacity ceiling for 6G-era services through the 2030s. Mobile traffic is overwhelmingly urban, concentrated in a small fraction of national land areas and rising fastest in very dense zones. The GSMAโ€™s new Vision 2040 analysis concludes these levers will not keep pace with demand growth on their own. The modeling indicates countries will need, on average, 2โ€“3 GHz of total mid-band assigned for mobile by 2035โ€“2040 to meet peak urban demand; higher-demand markets trend toward 2.5โ€“4 GHz. Crucially, about 2 GHz needs to be operational by 2030 to avoid early congestion as 6G arrives.
Nvidiaโ€™s CEO has warned that U.S. export controls have effectively halted the companyโ€™s China business, sharpening the stakes for AI leadership, supply chains, and enterprise buyers. He indicated the company is modeling China sales at effectively zero for the next two quarters under current rules, acknowledging that the revenue loss constrains reinvestment in R&D and manufacturing capacity. The message was blunt: a prolonged lockout weakens the U.S. AI stack abroad and cedes room to rivals at home and overseas. Huang pegged Chinaโ€™s accelerator market at roughly $50 billion today with potential to reach up to $200 billion by decadeโ€™s end.
A LinkedIn poll revealed hesitation in hiring external AI experts. Reasons include skepticism (“AI hype”), internal disagreements, and the belief they can do it themselves. Experts highlight that many internal AI projects fail due to complexity, overpromising, and lack of specialized skills. External experts, especially from smaller firms, boost success by providing crucial expertise, aligning stakeholders, and guiding effective implementation, ultimately offering a better return on AI investments.
Ericssonโ€™s latest Mobility Report points to a clear shift: operators are turning 5G capabilities into differentiated, SLA-backed services rather than just selling more data at higher speeds. After years of building coverage and capacity, 5G networks are mature enough to commercialize features like guaranteed latency, uplink boosts, and application-aware prioritization. The catalysts are in place: more 5G Standalone (SA) cores, rising traffic from video creation and immersive apps, and enterprise demand for predictable performance across sites and clouds. The net result is momentum behind premium, differentiated connectivity that can be priced, assured, and exposed to partners.
Deutsche Telekomโ€™s T-Systems has secured a multi-million-euro contract from Leibniz University Hannover to power SOOFI, a flagship initiative to build a 100-billion-parameter, European-operated large language model. The SOOFI (Sovereign Open Source Foundation Models) project will train a next-generation, open-source LLM focused on European languages and industrial requirements, replacing the current 7-billion-parameter Teuken7B with a model two orders of magnitude larger. T-Systems will host and operate the training environment in its new Industrial AI Cloudโ€”an NVIDIA-powered facility that DT and NVIDIA unveiled as part of a โ‚ฌ1 billion partnership.
Indiaโ€™s 5G market has entered a scale phase, with momentum pointing to more than a billion subscribers and deeper network modernization over the next six years. Ericssonโ€™s latest Mobility Report projects over 1 billion 5G subscriptions in India by end-2031, representing about 79% of the countryโ€™s mobile base. Average mobile data usage per active smartphone in India stands near 36 GB per month and is forecast to approach 65 GB per month by 2031. Two demand-side levers stand out: affordable 5G devices and expanding Fixed Wireless Access (FWA), accelerating mainstream adoption and opening a credible substitute to wired broadband in underserved areas.

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