Automation

The partnership targets two fronts: mission-critical rail communications for operations and high-speed broadband for passengers. The scope includes deploying advanced 5G infrastructure, testing FRMCS-based use cases, and running a real-world trial on an existing SAR line to validate performance, integration, and safety requirements. An innovation and test lab will be established to accelerate solution validation, and SAR teams will be trained on FRMCS/5G rail technologies to build in-house capability. The partners will explore 5G Standalone capabilities for operational communications, including quality-of-service guarantees, redundancy, and resilience needed for rail. FRMCS-aligned services such as mission-critical push-to-talk/data/video (MCX), Railway Emergency Call, and secure staff communications will be validated for integration with signaling and control systems.
Verizon signed a commercial agreement with Eaton Fiber, an affiliate of Tillman Global Holdings, to extend fiber-to-the-premises service well beyond its current Fios footprint and the locations it expects to add through its planned Frontier deal. The structure is straightforward. Eaton Fiber will fund, build, and operate the local access network. Verizon will handle sales, marketing, and customer care and gain full residential retail exclusivity on the new builds during deployment and for a subsequent period. Fiber is the control point for converged services.
Vodafone is partnering with Irish firm Zinkworks on Rapid RIC, a central platform that blends secure data analytics, a visual low-code interface, and code-generating AI to create and operate RAN applications, or rApps. The goal is ambitious but specific: cut time-to-market from months to weeks, scale deployments across markets, and improve service quality, capacity, and energy use. The platform is slated for early 2026 availability and will run primarily on Vodafoneโ€™s private Google Cloud Platform environment. Rapid RIC uses GenAI to generate production-grade code from visual designs, enabling radio engineers to turn domain knowledge directly into software without deep AI or ML skills.
Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching โ‚ฌ435 million against consensus of about โ‚ฌ342 million. Group net sales rose 12% to โ‚ฌ4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions in market value, reflecting newfound confidence after a challenging first half. The recovery now is concentrated in network infrastructure rather than mobile RAN, underscoring where customers are actually spending to handle AI-era traffic patterns. Nokia nudged its full-year operating profit outlook to โ‚ฌ1.7โ€“2.2 billion, with a reporting change related to scaling down passive venture investments partly in play.
A new partnership between Palantir and Lumen Technologies signals a shift from internal AI pilots to packaged enterprise services delivered over a telecom-grade edge and network footprint. Palantir will provide its Foundry and Artificial Intelligence Platform (AIP) as the data and decisioning layer for Lumenโ€™s enterprise AI offerings, which Lumen plans to deliver on top of its edge computing nodes, broadband infrastructure, and managed digital services. The companies position this as a multi-year, strategic collaboration focused on operational AI use cases, not just experimentation. While exact terms were not disclosed, multiple reports indicate Lumenโ€™s total spend could exceed $200 million over several years.
Amazon is piloting AI-enabled smart glasses for delivery associates to streamline lastโ€‘mile workflows, adding a handsโ€‘free headsโ€‘up display that blends navigation, scanning, and proofโ€‘ofโ€‘delivery into the driverโ€™s field of view. The company is testing deliveryโ€‘specific smart glasses that use onโ€‘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 multiโ€‘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 Anterixโ€™s 900 MHz Band 106 spectrum. Anterix awarded Anterix Active badges to Ubiikโ€™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.
Industry capex remained exceptionally strong in 2024, underscoring broadbandโ€™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 2020โ€“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 2023โ€™s higher tally, it still signals a sustained, competitive race to modernize fixed and mobile networks.
Google Cloudโ€™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 agentsโ€”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.
Arm and Meta have inked a multi-year partnership to scale AI efficiency from hyperscale data centers to on-device inference, aligning Armโ€™s performance-per-watt strengths with Metaโ€™s AI software and infrastructure stack. Meta plans to run its ranking and recommendation workloads on Arm Neoverse-based data center platforms as part of an ongoing infrastructure expansion. The companies are co-optimizing AI software componentsโ€”spanning compilers, libraries, and frameworks like PyTorch, FBGEMM, vLLM, and the ExecuTorch runtimeโ€”so models can execute more efficiently on Arm CPUs in the cloud and on Arm-based devices at the edge. The work includes leveraging Armโ€™s KleidiAI optimizations to improve inference throughput and energy efficiency, with code contributions flowing back to open source.
AWS experienced a major outage centered on its US-EAST-1 region in Northern Virginia, triggering cascading failures across dozens of cloud services and dependent applications worldwide. The incident began in the early hours of Monday and was initially mitigated within a few hours, though residual errors and recovery backlogs persisted through the morning in US-EAST-1. Engineering updates point to a DNS resolution problem affecting a key database endpoint (DynamoDB) alongside internal network and gateway errors in EC2, which then propagated across dependent services such as SQS and Amazon Connect. When a foundational component like DNS or an internal networking fabric falters, service discovery and API calls fail in bulk.
Enterprise demand is shifting from project-based consulting to managed, outcome-driven operations infused with AI and data. By combining WNS’s scaled operations with Capgemini’s consulting, engineering, and cloud capabilities, the company aims to capture this demand with end-to-end, AI-enabled “run and transform” offerings. The deal expands Capgemini’s delivery footprint in India, strengthens its business services unit, and adds vertical platforms and playbooks that can be cross-sold to Capgemini’s installed base in North America and Europe. For WNS clients, it opens access to broader transformation capabilitiesโ€”cloud, data, and engineeringโ€”while preserving managed services continuity.

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