Telco and Tech News and Insights

FCC to scrap telecom cybersecurity mandate

FCC to scrap telecom cybersecurity mandate

Hema Kadia November 2, 2025

The Federal Communications Commission plans a November vote to rescind a January ruling that tied carrier cybersecurity obligations to CALEA, resetting the regulatory posture after high-profile intrusions tied to Chinese state-linked actors. In January, the FCC interpreted the Communications Assistance for Law Enforcement Act (CALEA) to require telecommunications carriers to protect their networks against unlawful access or interception, and paired that interpretation with a proposal to require written cybersecurity plans and baseline controls. The commission signals it will pivot to a more targeted, collaborative posture with carriers instead of a one-size-fits-all mandate.

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Vodafone and Dell to Scale Open RAN and 5G in Europe

Vodafone and Dell to Scale Open RAN and 5G in Europe

Hema Kadia November 2, 2025

Vodafone named Dell Technologies a strategic infrastructure provider for a five-year Open RAN buildout across Europe, signaling a move from trials to scaled, automated 5G networks. Vodafone will expand one of Europe’s largest Open RAN footprints using Dell infrastructure as part of a multi-year radio access modernization program. Dell will supply its PowerEdge XR8000 series servers, including the XR8620t and the latest XR8720t with Intel Xeon 6 SoC. Vodafone also plans to adopt the Dell Telecom Infrastructure Automation Suite (DTIAS) to provide the Infrastructure Management Service within its Open RAN architecture, designed to automate Day 0/1/2 lifecycle operations for O-Cloud

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O2 and Starlink Direct-to-Cell Boost UK Mobile Coverage

O2 and Starlink Direct-to-Cell Boost UK Mobile Coverage

Hema Kadia November 2, 2025

Virgin Media O2 has struck a multi‑year agreement with Starlink Direct to Cell to deliver satellite‑to‑mobile service across rural UK not‑spots, positioning O2 as the first British operator to integrate Starlink’s constellation with licensed mobile spectrum. Branded as O2 Satellite, the service will initially support messaging and basic data on existing smartphones when users move beyond terrestrial signal. O2 is targeting landmass coverage beyond 95% within a year of launch, using Starlink’s 650+ low‑Earth orbit satellites to act as “cell sites in space.” Customer rollout is planned for early 2026, with pricing to follow and an extra monthly fee anticipated.

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FCC upper C-Band auctions for 5G and 6G

FCC upper C-Band auctions for 5G and 6G

Hema Kadia November 2, 2025

The FCC is circulating a proposal to reconfigure and auction a significant slice of upper C-Band spectrum, with a vote slated for November and a public comment period to shape the details. The draft notice of proposed rulemaking (NPRM) seeks input on auctioning up to 180 MHz of upper C-Band in the contiguous United States for licensed mobile broadband, with a floor of at least 100 MHz mandated by Congress for auction by July 2027. Commissioner Brendan Carr frames the objective as maximizing mid-band capacity for 5G and setting the stage for 6G, while maintaining aviation safety.

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Hyundai-NVIDIA Blackwell AI Factory for Mobility and Manufacturing

Hyundai-NVIDIA Blackwell AI Factory for Mobility and Manufacturing

Hema Kadia November 2, 2025

Hyundai Motor Group and NVIDIA are expanding their partnership to build a large-scale “physical AI” stack that fuses autonomous driving, smart factories, and robotics with national-scale infrastructure in Korea. The companies plan to stand up an AI factory built on 50,000 NVIDIA Blackwell GPUs to unify model training, validation, and deployment across vehicles and plants. Backed by an approximately $3 billion public–private investment, the effort includes a Physical AI Application Center, an NVIDIA AI Technology Center, and regional data centers developed in concert with Korea’s Ministry of Science and ICT.

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Samsung AI Factory Powered by NVIDIA GPUs

Samsung AI Factory Powered by NVIDIA GPUs

Hema Kadia November 2, 2025

Samsung and NVIDIA are scaling a 25-year alliance into an AI-driven manufacturing platform that fuses memory, foundry, robotics and networks on a backbone of accelerated computing. Samsung plans to deploy more than 50,000 NVIDIA GPUs to infuse AI across the company’s manufacturing lifecycle—from chip design and lithography to equipment operations, logistics and quality control. The “AI factory” is designed as a unified, data-rich fabric where models continuously analyze and optimize processes in real time, shrinking development cycles and improving yield and uptime. The scope goes beyond semiconductors to include mobile devices and robotics, signaling a company-wide digital transformation anchored in

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Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks

Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks

Hema Kadia November 2, 2025

Enterprises adopting private 5G, LTE, or CBRS networks need more than encryption to stay secure. This article explains the 4 pillars of private network security: core controls, device visibility, real-time threat detection, and orchestration. Learn how to protect SIM and device identities, isolate traffic, secure OT and IoT, and choose the right vendors for a robust private network security strategy.

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NEC buys CSG for $2.9B to scale SaaS BSS monetization

NEC buys CSG for $2.9B to scale SaaS BSS monetization

Hema Kadia October 29, 2025

NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable, media, and digital service providers, complementing Netcracker’s OSS/BSS, orchestration, and service automation strengths. The all-cash deal values CSG at approximately $2.9 billion on an enterprise value basis and has unanimous board approval, with closing targeted for 2026 pending CSG shareholder approval and customary antitrust and other regulatory reviews.

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NVIDIA and Nokia Launch AI-RAN Platform for 6G

NVIDIA and Nokia Launch AI-RAN Platform for 6G

Hema Kadia October 29, 2025

NVIDIA and Nokia unveiled a strategic partnership to deliver commercial AI-RAN products built on NVIDIA’s Aerial RAN Computer Pro (ARC-Pro) platform and Nokia’s RAN software portfolio, with NVIDIA committing a $1 billion equity investment in Nokia at approximately $6.01 per share, subject to customary closing conditions. The companies are targeting an AI-native RAN that runs both radio workloads and AI inference on a software-defined, accelerated platform, with a cumulative AI-RAN market opportunity that Omdia estimates will exceed $200 billion by 2030. ARC-Pro is positioned as a 6G-ready accelerated computing platform that couples connectivity, compute, and sensing, enabling upgrades from 5G-Advanced

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AI Capex Supercycle: Meta, Google, Microsoft

Meta, Google, and Microsoft Ramp Up AI Spending

Hema Kadia October 29, 2025

Meta, Alphabet, and Microsoft signaled that AI infrastructure is now a multi-year capital priority measured in tens of billions per year. In their latest results, Meta guided capital expenditures into the $70–72 billion range with an even larger step-up expected the following year. Alphabet raised its 2025 capex outlook to $91–93 billion, up sharply from prior estimates. Microsoft reported $34.9 billion of capex in the most recent quarter, materially above expectations and up strongly year over year. These figures point to the largest synchronized build-out of compute, storage, and networking capacity in the history of cloud.

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Private Network Leadership Awrads 2026

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