Telco and Tech News and Insights

Perplexity’s $34.5B Chrome Bid

Perplexity’s $34.5B Chrome Bid

Hema K August 13, 2025

An unsolicited offer from Perplexity to acquire Googles Chrome raises immediate questions about antitrust remedies, AI distribution, and who controls the internets primary access point. Perplexity has proposed a $34.5 billion cash acquisition of Chrome and says backers are lined up to fund the deal despite the startups significantly smaller balance sheet and an estimated $18 billion valuation in recent fundraising. The bid includes commitments to keep Chromium open source, invest an additional $3 billion in the codebase, and preserve current user defaults including leaving Google as the default search engine. The timing aligns with a U.S. Department of Justice

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AI Traffic Growth: Ciena Report on Optical Network Readiness

AI Traffic Growth: Ciena Report on Optical Network Readiness

Hema K August 13, 2025

A new Ciena and Heavy Reading study signals that AI will become a primary source of metro and long-haul traffic within three years while most optical networks remain only partially prepared. AI training and inference are shifting from contained data center domains to distributed, edge-to-core workflows that stress transport capacity, latency, and automation end-to-end. Expectations are even higher for long-haul: 52% see AI surpassing 30% of traffic and 29% expect AI to account for more than half. Yet only 16% of respondents rate their optical networks as very ready for AI workloads, underscoring an execution gap that will shape capex

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Korean Telecoms Launch 300B-Won AI & Semiconductor Fund

Korean Telecoms Launch 300B-Won AI & Semiconductor Fund

Hema K August 13, 2025

South Korea’s government and its three national carriers are aligning fresh capital to speed AI and semiconductor competitiveness and to anchor a private-led innovation flywheel. SK Telecom, KT, and LG Uplus will seed a new pool exceeding 300 billion won (about $219 million) via the Korea IT Fund (KIF) to back core and foundational AI, AI transformation (AX), and commercialization in ICT. KIF, formed in 2002 by the carriers, will receive 150 billion won in new commitments, matched by at least an equal amount from external fund managers. The platforms lifespan has been extended to 2040 to sustain long-cycle bets.

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Rohde & Schwarz and Taiwan Space Agency deliver a dual-function satellite test chamber

Rohde & Schwarz and Taiwan Space Agency deliver a dual-function satellite test chamber

Hema K August 13, 2025

A new joint solution from Rohde & Schwarz (R&S) and the Taiwan Space Agency (TASA) consolidates electromagnetic compatibility (EMC) and antenna measurements into a single, production-grade test chamber, signaling a shift in how satellite payloads will be validated for Non-Terrestrial Network (NTN) and mission-critical services. By integrating both disciplines in one chamber, TASA can validate RF performance, emissions, and immunity under consistent test conditions and configurations, improving time-to-launch and de-risking interoperability with terrestrial networks. The TASA deployment combines R&S hardware, software, and engineering with a locally built Compact Antenna Test Range (CATR) reflector to achieve dual-mode EMC and antenna measurements

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NTT DATA and Google Cloud: Agentic AI & Sovereign Cloud

NTT DATA and Google Cloud: Agentic AI & Sovereign Cloud

Hema K August 13, 2025

NTT DATA and Google Cloud expanded their global partnership to speed the adoption of agentic AI and cloud-native modernization across regulated and dataintensive industries. The push emphasizes sovereign cloud options using Google Distributed Cloud, with both airgapped and connected deployments to meet data residency and regulatory needs without stalling innovation. The partners plan to build industry-specific agentic AI solutions on Google Agent space and Gemini models, underpinned by secure data clean rooms and modernized data platforms. NTT DATA is standing up a dedicated Google Cloud Business Group with thousands of engineers and aims to certify 5,000 practitioners to accelerate delivery,

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Xfinity World Soccer Ticket: Soccer Streaming Aggregation & Monetization

Xfinity World Soccer Ticket: Soccer Streaming Aggregation & Monetization

Hema K August 13, 2025

Comcast has launched World Soccer Ticket for Xfinity customers, a soccer-centric bundle priced at $85 per month that consolidates more than 1,500 matches a year across nearly 60 English- and Spanish-language networks and Peacock Premium. The package folds in an X1 set-top, enhanced 4K for select matches, Multiview to watch multiple games at once, real-time stats and odds via Sports Zone, a bilingual voice remote, and 300 hours of cloud DVR. Coverage spans the Premier League, UEFA Champions League, LALIGA, Liga MX, NWSL, CONCACAF Champions Cup, MLS shoulder programming, and all matches of the 2026 FIFA World Cup in English

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Lumen NaaS Surpasses 1,000 Customers

Lumen NaaS Surpasses 1,000 Customers

Hema K August 13, 2025

Lumen surpassing 1,000 customers on its Network-as-a-Service platform is a clear marker for where enterprise networking is headed. AI adoption, multi-cloud architectures, and distributed applications are pushing organizations toward on-demand, software-driven connectivity. Lumens platform bundles three core service types under a single digital experience. The platform integrates with major hyperscalers, enabling direct paths to AWS, Microsoft Azure, and Google Cloud. All can be provisioned self-service, scaled up or down based on demand, and stitched to cloud regions and third-party data centers via cloud on-ramps.

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LG CNS & VNPT to build hyperscale AI data center in Vietnam

LG CNS & VNPT to build hyperscale AI data center in Vietnam

Hema K August 13, 2025

Vietnam is entering the hyperscale AI data center map, with VNPT and LG CNS positioning to meet local and regional demand. For telecom operators and enterprises, now is the time to align AI roadmaps with data center strategy: plan for high-density racks and liquid cooling, secure GPU capacity, engineer diverse connectivity, and build energy resilience. As the regions AI infrastructure forms, those who co-design workload placement, interconnect, and power from the outset will gain durable cost and performance advantages.

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India’s DoT Reopens Doors for Direct Spectrum Allocation for Private 5G Networks

COAI Opposes Direct Spectrum Allocation for Private 5G in India

Hema Kadia August 12, 2025

The Cellular Operators Association of India (COAI), representing Reliance Jio, Bharti Airtel, and Vodafone Idea, is pushing back against direct 5G spectrum allocation for enterprises. COAI argues that India’s urban coverage, revenue priorities, and national security risks make an operator-led model via spectrum leasing or network slicing, more viable. The Department of Telecommunications is reviewing TRAI’s recommendation, with the decision set to shape India’s private 5G market for years.

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Rogers “Plus It Up” Ad Showcases 5G+ Savings & Canadian Music

Rogers “Plus It Up” Ad Showcases 5G+ Savings & Canadian Music

Hema Kadia August 12, 2025

Rogers’ “Plus It Up” campaign combines upbeat family moments, the hit song Too Easy by Canadian indie artist Connor Price, and the promise of 5G+ connectivity. The TV ad emphasizes household savings with multi-line plans, nationwide coverage, and perks like exclusive entertainment access, all while spotlighting homegrown music talent.

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