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Ericsson Mobility Report: differentiated 5G connectivity

Ericsson Mobility Report: differentiated 5G connectivity

Hema Kadia November 21, 2025

Ericsson’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.

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Deutsche Telekom Industrial AI Cloud wins SOOFI contract

Deutsche Telekom Industrial AI Cloud wins SOOFI contract

Hema Kadia November 21, 2025

Deutsche Telekom’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 Cloud—an NVIDIA-powered facility that DT and NVIDIA unveiled as part of a €1 billion partnership.

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Indian Telecom Operators Raise Tariffs After Three Years

India 5G to hit 1B subscribers by 2031: Ericsson’s Mobility Report

Hema Kadia November 21, 2025

India’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. Ericsson’s latest Mobility Report projects over 1 billion 5G subscriptions in India by end-2031, representing about 79% of the country’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

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Verizon layoffs: 13,000+ job cuts and AI-first pivot

Verizon layoffs: 13,000+ job cuts and AI-first pivot

Hema Kadia November 21, 2025

Verizon will cut more than 13,000 roles as part of a broader restructuring aimed at simplifying operations and resetting its cost base for the next phase of growth. The reduction represents roughly 13% of Verizon’s reported ~100,000 full-time workforce and about one-fifth of its non-union management ranks, according to figures shared alongside the announcement. In parallel, Verizon plans to curb outsourcing and other external labor spending, convert 179 company-owned retail stores to franchise operations, and shutter one store. The restructuring reflects subscriber headwinds and a need to rebalance costs as 5G investment priorities shift from buildout to monetization and automation.

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FCC kicks off latest 5G spectrum auction of 2.5 GHz Licenses to fill gaps in Rural Wireless Coverage

FCC advances upper C‑band auction for 5G

Hema Kadia November 21, 2025

The FCC has advanced a rulemaking that would free up a significant slice of upper C-band spectrum for 5G and future 6G services, setting the stage for a high-stakes auction and complex satellite transition by mid-2027. The Commission unanimously approved a Notice of Proposed Rulemaking (NPRM) to clear and auction between 100 and 180 megahertz in the 3.98–4.2 GHz band (upper C-band) via competitive bidding. Because 3GPP band n77 already extends up to 4.2 GHz globally, much of the 5G device and radio ecosystem can support this expansion with minimal modification, accelerating time-to-market for carriers once licenses are granted.

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Nvidia $57B revenue fuels AI infrastructure boom

Nvidia $57B revenue fuels AI infrastructure boom

Hema Kadia November 20, 2025

Nvidia’s latest quarter signals that AI infrastructure spending is not cooling and is, in fact, broadening across clouds, sovereigns, and enterprises. Nvidia delivered $57 billion in revenue for the quarter, up more than 60% year over year, with GAAP net income reaching $32 billion; the data center segment accounted for roughly $51.2 billion, dwarfing gaming, pro visualization, and automotive combined. Management guided next-quarter sales to about $65 billion, exceeding consensus by several billion and underscoring that supply remains tight for cloud GPUs even as deployments ramp across hyperscalers, GPU clouds, national AI initiatives, and large enterprises.

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Palo Alto Networks to Acquire Chronosphere for AI Observability

Palo Alto Networks to Acquire Chronosphere for AI Observability

Hema Kadia November 20, 2025

Palo Alto Networks is buying Chronosphere to fuse cost-efficient, large-scale observability with AI-driven automation for modern cloud and AI data centers. Palo Alto Networks agreed to acquire Chronosphere for approximately $3.35 billion in a mix of cash and replacement equity, with closing expected in the second half of PANW’s fiscal 2026 (ending July 31). Chronosphere brings a next-generation observability architecture and telemetry pipeline built for scale and cost control. Together, they aim to turn observability from passive dashboards into autonomous, governed remediation that blends performance and security insights.

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Airbus Agnet Direct: Multi‑Mode Mission‑Critical Communications

Airbus Agnet Direct: Multi‑Mode Mission‑Critical Communications

Hema Kadia November 20, 2025

Airbus Defence and Space has introduced Agnet Direct, a multi-mode extension to its 3GPP-based Agnet portfolio that keeps teams connected when commercial or private 4G/5G coverage is compromised. Agnet Direct has been validated within France’s Réseau Radio du Futur (RRF), the nationwide secure broadband network for domestic security and emergency services. The solution combines a smartphone running the Agnet application with a smart remote speaker microphone (RSM) to deliver resilient communications across four operational modes. Agnet integrates with existing TETRA and Tetrapol estates, enabling hybrid operations where radio users and smartphone users communicate across shared talkgroups.

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Jio 5G opens free 18‑month Google Gemini Pro

Jio 5G opens free 18‑month Google Gemini Pro

Hema Kadia November 20, 2025

Reliance Jio has widened its Google AI bundle from a youth-focused offer to a network-wide benefit, signaling that AI services are becoming core to 5G monetization in India. Jio is extending a complimentary 18‑month subscription to Google’s premium AI plan—marketed around access to Gemini 3—to every Jio customer on an Unlimited 5G plan. The bundle centers on expanded access to Google’s latest Gemini experience, AI‑assisted features in Gmail and Docs, 2 TB of cloud storage across Photos, Drive, and Gmail, video generation powered by Google’s Veo technology, NotebookLM at elevated limits, and developer tooling such as Gemini Code Assist and

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Nokia AI Strategy for 6G and AI-Native Networks

Nokia AI Strategy for 6G and AI-Native Networks

Hema Kadia November 19, 2025

Nokia is restructuring to monetize the AI supercycle across fixed and mobile networks while tightening focus on profitable growth. The company’s new strategy concentrates on: accelerating in AI and cloud; leading the next era of mobile with AI-native networks and 6G; co-innovating with customers and partners; concentrating capital where it can differentiate; and unlocking sustainable, consistent returns. Nokia will move from four primary segments to two, with changes effective 1 January 2026. The company is targeting comparable operating profit of €2.7 billion to €3.2 billion by 2028.

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