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Anthropic invests $50B in U.S. AI data center infrastructure

Anthropic invests $50B in U.S. AI data center infrastructure

Anthropic to invest $50B in U.S. AI data centers and networks 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’s $50B data center plan Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, …
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Anthropic invests $50B in U.S. AI data center infrastructure

Top Trends Reshaping Fiber, Data Centers, and Telecom
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.

5G FWA for MDUs: New Broadband Forum Spec

5G FWA for MDUs: New Broadband Forum Spec
A fresh technical report from Broadband Forum details how a single outdoor 5G Fixed Wireless Access connection can deliver gigabit broadband to multiple apartments by reusing a building’s existing wiring. The document defines an architecture where one high-capacity 5G FWA modem—preferably operating on mmWave (3GPP FR2, roughly 24–40 GHz)—is installed on the roof or exterior of a multi‑dwelling unit (MDU) and then shared across many tenants. Instead of running new fiber to every unit, the approach leverages in‑place infrastructure such as coaxial cabling, twisted pair, or legacy telephone wiring to distribute service from a centralized point (attic, basement, or telecom closet) to apartments.

SK Telecom expands AIDC for AI infrastructure in Asia

SK Telecom expands AIDC for AI infrastructure in Asia
At SK AI Summit 2025, CEO Jung Jaihun outlined plans to expand the Ulsan artificial intelligence data center (AIDC) to 1GW-class capacity, stand up a nationwide trio of hubs (Gasan in the Seoul metro, Ulsan in the south, and a new southwest site), and take the model into Southeast Asia starting with Vietnam. The operator is also deepening technology collaborations with Amazon Web Services (AWS) on Edge AI and with NVIDIA on AI-RAN and a Manufacturing AI Cloud; it intends to buy more than 2,000 NVIDIA RTX PRO 6000 Blackwell GPUs and scale Korea’s largest GPU cluster, Haein, as core compute for industrial AI workloads.

MTN StarEdge Horizon: Private Layer 2 over Starlink

MTN StarEdge Horizon: Private Layer 2 over Starlink
MTN has launched StarEdge Horizon, a Layer 2 service over SpaceX’s Starlink designed to move enterprise traffic on a private path to MTN points of presence (PoPs), bypassing the public internet and reducing latency, jitter, and operational complexity. The service extends a private Layer 2 domain from remote sites over Starlink into MTN regional PoPs, where enterprises can centralize internet egress, security, and policy. QoS and segmentation protect prioritized traffic, while multi-link redundancy reduces site-level downtime risks. By bringing a private Layer 2 architecture to Starlink, MTN’s StarEdge Horizon turns LEO from best-effort internet into a controllable enterprise transport.

Verizon partners with Eaton Fiber for FTTP expansion

Verizon partners with Eaton Fiber for FTTP expansion
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.

2024 U.S. Broadband Capex: $89.6B Investment

2024 U.S. Broadband Capex: .6B Investment
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.

Nokia FTTH digital twin and AI tools boost reliability

Nokia FTTH digital twin and AI tools boost reliability
Nokia has introduced a fiber-to-the-home (FTTH) digital twin and AI-powered applications inside its Altiplano platform to give operators a unified view of active and passive assets and to improve reliability with faster, first-time fixes. The core launch centers on creating a digital twin of the FTTH network that stitches together live data from active elements (OLT/ONT, IP edge, customer premises equipment) with outside-plant passive infrastructure (ducts, cables, splitters) maintained in inventory and geospatial systems. Together, these tools target the highest-impact operational pain points: early anomaly detection, automated topology audits, faster root cause analysis, and improved first-time fix rates.

Cable Industry Economic Impact 2024: $568.7B and 1.3M Jobs

Cable Industry Economic Impact 2024: 8.7B and 1.3M Jobs
In 2024, the U.S. cable sector generated $568.7 billion in total economic output and supported 1.3 million jobs across the country. This footprint spans broadband networks, video programming, construction, manufacturing, and a broad vendor ecosystem. It underscores why cable remains a central pillar of America’s connectivity and media economy even as consumption shifts to IP and streaming. Cable broadband providers—led by Comcast, Charter Communications (Spectrum), Cox, Altice USA (Optimum), Mediacom, Cable One (Sparklight), and WOW!—accounted for $366 billion in total economic impact and nearly 888,000 jobs.

OpenAI–NVIDIA 10GW AI $10 billion Infrastructure Partnership

OpenAI–NVIDIA 10GW AI billion Infrastructure Partnership
OpenAI and NVIDIA unveiled a multi‑year plan to deploy 10 gigawatts of NVIDIA systems, marking one of the largest single commitments to AI compute to date. The partners outlined an ambition to stand up AI “factories” totaling roughly 10GW of power, equating to several million GPUs across multiple sites and phases as capacity and supply chains mature. NVIDIA plans to invest up to $100 billion in OpenAI, with tranches released as milestones are met; the first $10 billion aligns to completion of the initial 1GW. The first waves will use NVIDIA’s next‑generation Vera Rubin systems beginning in the second half of 2026.

VodafoneThree taps Ericsson and Nokia for UK 5G SA rollout

VodafoneThree taps Ericsson and Nokia for UK 5G SA rollout
Fresh off its merger, VodafoneThree has locked in eight-year vendor deals with Ericsson and Nokia to underpin a £11 billion UK network build that is front-loaded for rapid 5G Standalone coverage gains. VodafoneThree selected Ericsson and Nokia as primary technology partners for one of the largest privately funded mobile infrastructure programs in Europe, with contracts collectively valued at over £2 billion. In year one, close to three quarters of the population are targeted for access to its fastest 5G services, rising to about 90% population coverage on 5G Standalone by year three and reaching roughly 99.95% by 2034 under a regulated, fully funded build plan.
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