Security

CAFโ€™s signalling division and Cellnex demonstrated that OPTIO, a modular and multi-bearer CBTC platform, operates reliably on a private 5G network in both lab and field conditions, including challenging scenarios such as tunnels. The system already supports Wiโ€‘Fi and LTE; adding 5G confirms a multi-access design that lets operators choose the right bearer per line, phase, or location. Private 5G brings ultra-low latency, higher capacity, stronger QoS control, and end-to-end security under the operatorโ€™s domain. The project received European co-financing via the Recovery and Resilience Facility under Spainโ€™s UNICO Sectorial 2023 program, underscoring public support for digital rail modernization.
A new pilot in Spain shows that the upper 6 GHz band can deliver 5G-class coverage with far higher capacity, positioning it as a prime spectrum option for 5G-Advanced and 6G. The 6.425โ€“7.125 GHz range (3GPP Band n104) is the last sizable mid-band window that is not tied to legacy mobile use in Europe. The trial found that with higher-order massive MIMO and active antennas, the upper 6 GHz layer can match the practical coverage of 3.5 GHz from existing macro sites. European regulatory clarity, device support and refined coexistence rules are the next critical catalysts for scale.
A new neutral host 5G deployment at 10 World Trade in Bostonโ€™s Seaport sets a practical blueprint for scalable, multi-operator indoor connectivity in Class A commercial real estate. Most mobile traffic is generated indoors, yet macro networks struggle to penetrate dense, energy-efficient buildings. The 10 World Trade deploymentโ€”delivered by Boston Global Investors (BGI) with Aspen Venue Partners and Ericsson – addresses all three pressures with a small-cell-based, neutral host design that multiple operators can share while also supporting private 5G and future network slicing. The model aligns with broader industry trends: 3GPP-based indoor systems, shared infrastructure economics, and spectrum agility that includes CBRS in the U.S.
SoftBank has exited Nvidia and is redirecting billions into AI platforms and infrastructure, signaling where it believes the next phase of value will concentrate. SoftBank sold its remaining 32.1 million Nvidia shares in October for approximately $5.83 billion, and also disclosed a separate $9.17 billion sale of T-Mobile US shares as part of a broader reallocation into artificial intelligence. The proceeds are earmarked for a significant expansion of SoftBankโ€™s AI portfolio, including a major investment in OpenAI and potential participation in โ€œStargate,โ€ a next-generation AI data center initiative co-developed by OpenAI and Oracle. Despite exiting Nvidiaโ€™s equity, SoftBank retains about 90% ownership of Arm.
Anthropic will spend $50 billion on U.S.-based AI data centers, signaling a rapid new phase for domestic compute capacity with direct consequences for power, fiber, and cloud interconnects. Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, beginning with Texas and New York and with additional sites to follow. The initial wave targets 2026 go-lives, with an estimated 800 permanent jobs and roughly 2,400 construction roles tied to the program.
Hewlett Packard Enterprise and seven partners have formed a global consortium to accelerate fault-tolerant, hybrid quantum computing that can be deployed alongside todayโ€™s high performance computing and semiconductor ecosystems. Dr. Masoud Mohseni of HPE Labs serves as quantum system architect, coordinating a full-stack effort to design a practically useful, cost-effective โ€œquantum supercomputer,โ€ with the near-term emphasis on hybrid integration, error-correction maturity, and manufacturability. The Alliance is structuring work around the most stubborn barriers to scale: error correction, orchestration with classical systems, and semiconductor-grade design and manufacturing. Aligning supercomputing and semiconductor leaders around a single roadmap increases the odds of reaching fault tolerance on economically viable timelines.
Nokia and Latviaโ€™s LMT are aligning 5G radio and defense capabilities to deliver a field-ready, private tactical communications system for Baltic and coalition forces. Nokia will integrate its 5G radio portfolio with LMTโ€™s defense solutions to build a secure, high-capacity, and resilient tactical network tailored to Baltic military needs. The joint system is designed for dedicated use cases, enabling real-time data exchange across uncrewed platforms, sensors, and dismounted teams. The goal is improved situational awareness, faster decision cycles, and assured interoperability for collective defense.
Ooklaโ€™s new handheld analyzer targets the in-building Wiโ€‘Fi blind spot that drives churn, repeat truck rolls, and enterprise downtime. Across fiber, DOCSIS 4.0, fixed wireless access, and emerging LEO satellite, access speeds to the premises keep rising, but customer satisfaction is slipping because the experience is now judged over Wiโ€‘Fi inside the site. Households run dozens of wireless devices, ethernet ports are disappearing, and enterprises are shifting to wirelessโ€‘first architectures on Wiโ€‘Fi 6/6E today and Wiโ€‘Fi 7 (802.11be) next. Surveys show most households faced Wiโ€‘Fi issues in the past year, a large share required a truck roll, and a meaningful portion of those visits did not resolve the issue on the first attemptโ€”fueling churn and avoidable Opex.
Reports indicate SK Group will reduce executive ranks by up to 30%, a move that would reshape decision-making across affiliates including SK Telecom (SKT). For SKT, which sits at the nexus of the groupโ€™s AI, cloud, and connectivity ambitions, executive trims would concentrate authority and compress approval chains at a sensitive time for 5G monetization and AI platform bets. Executive consolidation at a Tier-1 operator tends to reset priorities, procurement rhythms, and partner engagement models.
A new joint plan from Vodafone and AST SpaceMobile aims to deliver satellite broadband directly to standard smartphones across Europe under a sovereign operational model. AST SpaceMobile has submitted plans through Germany for a space-based network designed to provide broadband directly to devices across Europe. Operations would run through SatCo, a Luxembourg-based joint venture with Vodafone announced earlier this year. The timing aligns with looming European spectrum decisions and intensifying competition in direct-to-device (D2D). S-band at 2 GHz is up for renewal across the region in 2027, and 700 MHz public protection and disaster relief (PPDR) frequencies are central to resilient communications strategy.
Telus is in active talks to bring partners into its data-centre and AI business, signaling a capital-light approach to scale sovereign AI compute in Canada. Partner capital can accelerate GPU procurement, facility buildouts, and interconnect investments while aligning with customers that require sovereign environments distinct from hyperscale public clouds. Management addressed investor concerns about potential AI compute oversupply by emphasizing a modular build strategy, adding capacity in phases as demand materializes. The timing aligns with tightening data-residency requirements, heightened AI adoption, and demand for local alternatives to U.S.-centric infrastructure. This reduces stranded capital risk in a market with volatile GPU supply, rapid chip roadmaps, and evolving workload profiles.
Singtel has sold another slice of its Bharti Airtel holding, freeing up capital to fund growth while continuing to rebalance a long-standing strategic investment. Singapore-based Singtel monetised roughly 0.8% of Airtel for about S$1.5 billion (approximately US$1.2 billion), recording an estimated net gain of S$1.1 billion. The sale is part of a multi-year capital management programme launched in 2021. Management has framed the initiative as a way to strengthen the balance sheet and redeploy capital into higher-growth digital infrastructure and digital services, while progressively equalising its Airtel ownership with Bharti Enterprises over time.

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