Telco and Tech News and Insights

Boingo scales private 5G with Globalstar XCOM RAN

Boingo scales private 5G with Globalstar XCOM RAN

Hema Kadia February 3, 2026

Boingo Wireless is integrating Globalstar’s XCOM RAN to accelerate private 5G across airports, stadiums, hospitals, convention centers, transit hubs, and military bases. Globalstar said Boingo will add XCOM RAN, a software-defined private 5G platform built around the Supercell architecture, to its private network portfolio. A highlighted approach is overlaying XCOM RAN on existing distributed antenna system (DAS) infrastructure to preserve DAS coverage advantages while boosting capacity and performance. Enterprises are moving beyond pilot projects to operational private 5G in high-traffic, RF-challenged environments. This aligns with rising demand for low-latency, secure connectivity for IoT, video, automation, and mission-critical operations.

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SpaceX xAI merger: beyond space data centers

SpaceX xAI merger: beyond space data centers

Hema Kadia February 3, 2026

The merger creates a $1.25 trillion private giant that fuses launch, satellites, and AI, but the strategic logic goes beyond orbiting data centers. SpaceX brings rockets, Starship scale, and the world’s largest NGSO broadband network via Starlink. xAI brings models, AI R&D, and a brand in the hottest capital market category. Together, they present a single story to investors: own the stack from compute to constellation to connectivity, on and off Earth. Consolidation gives Musk freedom to reallocate cash flows and simplifies the roadshow pitch.

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NVIDIA and Dassault Systèmes Launch Industrial AI Platform

NVIDIA and Dassault Systèmes Launch Industrial AI Platform

Hema Kadia February 3, 2026

A long-term partnership between NVIDIA and Dassault Systèmes aims to make physics-grounded “world models” and virtual twins a mission-critical system of record for engineering, manufacturing, and the sciences. This collaboration moves beyond today’s project-level twin pilots toward industry-scale models that capture both geometry and behavior, validated against real physics and trusted industrial knowledge. The goal: use virtual environments not just to visualize, but to design, verify, and operate products and factories before steel is cut or code is deployed. The companies outlined a shared architecture spanning design, simulation, and operations.

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AT&T Closes Lumen Fiber Acquisition

AT&T Closes Lumen Fiber Acquisition

Hema Kadia February 3, 2026

AT&T has closed its $5.75 billion cash deal to acquire Lumen’s consumer fiber business across 11 states, reshaping competitive dynamics in U.S. fiber-to-the-home and sharpening Lumen’s enterprise focus. The transaction moves more than 1 million fiber subscribers and over 4 million enabled fiber locations, including the Quantum Fiber brand and related consumer access networks, into AT&T’s portfolio. AT&T’s fiber home internet footprint now spans 32 states, adding major metros such as Denver, Seattle, and Salt Lake City where it can bring multi-gig services to market at scale.

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Ex-Verizon/Ericsson chief Hans Vestberg joins Digipower X to scale AI with energy-first, Tier III modular data centers and a 1.5 GW development pipeline.

AI infrastructure power shift: Vestberg joins Digipower X

Hema Kadia February 3, 2026

Digipower X positions itself as a vertically integrated AI infrastructure operator combining Tier III-certified modular data centers with owned and controlled energy assets to compress deployment cycles. The company cites more than 200 MW currently online across a combined-cycle plant and three additional operational sites, development pathways for up to 1.5 GW over the next three years, and a letter of intent tied to a 1.3 GW power plant in West Virginia that is being evaluated as a long-term AI campus anchor, with additional scale targeted in North Carolina. Its AI-Ready Modular Solution (ARMS) aims to deliver Tier III modular

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ABB Automation Extended: DCS Modernization Without Downtime

ABB Automation Extended: DCS Modernization Without Downtime

Hema Kadia February 3, 2026

ABB has unveiled Automation Extended, an evolution of its distributed control systems designed to let plants add digital capabilities without disrupting mission-critical operations. The program extends ABB’s established DCS portfolio—Ability System 800xA, Symphony Plus, and Freelance—by introducing a framework to layer analytics, AI, and IoT capabilities on top of existing control assets. The core promise is modernization without downtime: operators can keep trusted control systems running while progressively adopting new functionality. Security and interoperability are central themes, with ABB positioning an open, modular ecosystem that scales across industrial domains and preserves prior investments.

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5G HAPS for Maritime Surveillance: Airspan & Space Compass

5G HAPS for Maritime Surveillance: Airspan & Space Compass

Hema Kadia February 2, 2026

Airspan plans to supply a 5G Air-to-Ground (ATG) system for Space Compass’s High-Altitude Platform Station (HAPS) program, using an aircraft operating around 16–18 km to act as a stratospheric node for maritime monitoring. The end-to-end solution—airborne radios and antennas, onboard 5G processing, and a complete ground-based 5G RAN, core, and management stack—targets secure command-and-control plus real-time sensor data exchange between the HAPS and ground stations up to roughly 300 km away. After lab and pre-flight work, the team intends to validate the system on a light aircraft in 2026, followed by stratospheric trials in 2027.

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AT&T fiber‑5G convergence strategy realigns telecom

AT&T fiber‑5G convergence strategy realigns telecom

Hema Kadia February 2, 2026

The operators that control both dense fiber and performant 5G, and that package them coherently, will set the pace for the next telecom cycle. AT&T’s targets—more fiber passings, higher bundle attach, and measured wireless growth—put it squarely in the camp that sees integrated networks as the winning model. If the company executes on build cadence and cross-sell while keeping experience clean, expect continued share gains in fiber markets and a tougher environment for single-asset competitors. For buyers, the practical takeaway is to lean into converged sourcing now to lock in economics and resiliency as these footprints expand.

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Nvidia OpenAI investment: Huang rejects $100B stall

Nvidia OpenAI investment: Huang rejects $100B stall

Hema Kadia February 2, 2026

Nvidia’s CEO is publicly reaffirming confidence in OpenAI even as reports suggest the companies may narrow the scope of an ambitious, nonbinding plan announced last fall. During a visit to Taipei, Nvidia CEO Jensen Huang dismissed talk of friction with OpenAI and said Nvidia will participate in OpenAI’s next funding round. Recent reporting suggested Nvidia has emphasized the nonbinding nature of its plan to invest up to $100 billion and build roughly 10 GW of compute for OpenAI, and that both parties are re-examining scope and terms.

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Union Budget: COAI seeks telecom spectrum and levy reform

Union Budget: COAI seeks telecom spectrum and levy reform

Hema Kadia February 2, 2026

With the Union Budget around the corner, the Cellular Operators Association of India (COAI) is asking for a structural fix to spectrum pricing, statutory levies, and GST that is designed to restore sector health and accelerate digital infrastructure build-out. COAI’s agenda centers on spectrum affordability, regulatory levy rationalization, and GST reform to unlock liquidity frozen as input tax credit. COAI argues for spending the sizable unused corpus first, holding the DBN levy in abeyance, and trimming license fees to roughly 0.5–1% to cover administrative costs. Cutting GST on regulatory payments from 18% to 5% would reduce the pace of new

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Private Network Leadership Awrads 2026

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