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AT&T’s third quarter shows steady operational execution in wireless and fiber, supported by portfolio moves that aim to strengthen capacity, reach, and cash generation through 2027. AT&T reported Q3 2025 revenue of $30.7 billion, up 1.6% year over year, with diluted EPS of $1.29 boosted by a gain related to the sale of its DIRECTV investment; adjusted EPS was $0.54, roughly flat year over year. Free cash flow improved to $4.9 billion from $4.6 billion a year ago, a key metric for debt reduction and capital returns. AT&T’s cross-sell between fiber and mobility is showing tangible traction in both net additions and churn control.
Germany’s largest operator is turning e-waste into engagement currency with a take-back drive that mixes material recovery with headline incentives. Deutsche Telekom estimates 195 million unused phones are sitting idle in Germany, locking up valuable materials and ESG progress. The company is reframing those devices as an urban mine—rich in gold, copper, and critical minerals—and as a lever to scale circularity ahead of its 2030 ambition to make all IT and network technology, and most end-user devices, recyclable or reusable. By the end of 2024, the operator had already taken back more than 11 million phones across the group.
The G4 family is built on NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs and targets high-throughput inference, visual computing, and simulation. Each VM can be configured with 1, 2, 4, or 8 GPUs, delivering up to 768 GB of GDDR7 memory in total. Fifth-generation Tensor Cores introduce FP4 precision to drive efficient multimodal and LLM inference, while fourth-generation RT Cores double real-time ray-tracing performance over the prior generation for photorealistic rendering. Google cites up to 9x throughput over G2 instances, positioning G4 as a universal GPU platform spanning AI inference, content creation, CAD/CAE acceleration, and robotics simulation.
Amazon is piloting AI-enabled smart glasses for delivery associates to streamline last‑mile workflows, adding a hands‑free heads‑up display that blends navigation, scanning, and proof‑of‑delivery into the driver’s field of view. The company is testing delivery‑specific smart glasses that use on‑device computer vision and AI to identify packages, surface hazards, and guide walking routes from the vehicle to the doorstep without requiring a phone in hand. When a van is parked, the device activates and shows the next task: find the right parcel in the vehicle, traverse complex environments like multi‑unit buildings, and confirm delivery with visual capture.
Ubiik has secured Anterix certifications for its router and base station, signaling readiness for private LTE deployments on Anterix’s 900 MHz Band 106 spectrum. Anterix awarded Anterix Active badges to Ubiik’s Pyxis 5G LPWA RA810 router and its goRAN+ base station, confirming they meet Anterix operating criteria for 900 MHz private LTE. In addition, the high-power Pyxis RA320X variant received an Anterix Capable badge, validating a 28 dBm transmit option that extends reach compared to standard 23 dBm LTE modules. Together, the router and RAN designations give utilities and critical infrastructure providers a tested, end-to-end path to deploy pLTE on B106. Band 106 is licensed 900 MHz spectrum aligned with 3GPP LTE that Anterix has aggregated across the U.S., Puerto Rico, Alaska, and Hawaii.
Iridium and T-Mobile are scaling satellite-delivered positioning, navigation, and timing services under a U.S. Department of Transportation initiative to bolster the resilience of 5G networks against GPS disruptions. The collaboration equips T-Mobile sites with Iridium PNT receivers to deliver precise, authenticated timing that complements existing GNSS sources. Iridium transmits timing over its low-earth-orbit constellation in the L-band, offering weather-resilient coverage and stronger signals than typical GNSS. The service is engineered for sub-100-nanosecond accuracy, uses cryptographic protections for integrity, and can operate indoors without an external antenna, addressing urban canyons, indoor small cells, and hard-to-reach sites where GNSS is unreliable.
Snap has opened its first open-prompt AI image Lens, Imagine, to all U.S. users, signaling a new phase in mainstream generative experiences inside the camera. Imagine Lens lets users write a short prompt and instantly transform a selfie or create an image from scratch, then share it in chats, Stories, or off-platform. The capability was previously limited to Lens+ and Snapchat Platinum subscribers. Camera-native generative features at social scale change traffic patterns, compute placement, and safety obligations for platforms and networks. Provenance standards such as C2PA content credentials are becoming table stakes for enterprise integrations and advertiser trust.
Industry capex remained exceptionally strong in 2024, underscoring broadband’s status as critical infrastructure for the digital and AI economy. Broadband providers invested an estimated $89.6 billion in U.S. communications infrastructure last year, pushing cumulative investment since 1996 to more than $2.2 trillion and keeping the 2020–2024 average above $90 billion annually. Spend concentrated on fiber deepening, rural reach, wireless capacity, and overall network scale for AI, cloud, and streaming workloads. While 2024 trailed 2023’s higher tally, it still signals a sustained, competitive race to modernize fixed and mobile networks.
OpenAI has launched ChatGPT Atlas, a MacOS AI browser built around its chatbot, positioning agentic browsing and LLM-native search as the next front in the browser wars. Atlas reframes the browser as a conversational interface. It removes the traditional address bar and orients the experience around ChatGPT, with natural language as the primary way to navigate, retrieve, and summarize information. The initial release targets Apple’s MacOS, with OpenAI emphasizing a paid “agent mode” that can autonomously search, read, and act on the user’s behalf using the live browsing context. Agent mode will be available to paying ChatGPT subscribers, extending OpenAI’s monetization beyond API usage and premium chatbot tiers.
Google Cloud’s 2025 ROI of AI study signals a step-change: AI agents are now in production at scale and delivering measurable business outcomes. The study, fielded with National Research Group across 24 countries, finds 52% of executives report their organizations already use AI agents—specialized models that can plan, reason, and take actions. Momentum is material: 39% say their company has launched more than ten agents. Executives also report faster delivery cycles, with over half moving use cases from idea to production within three to six months, up from last year. Generative AI investment continues to climb as technology costs fall.
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