Telecom

AT&T Data Breach Settlement: What Happened and Why It Matters AT&T has a proposed $177 million class-action settlement covering two major data incidents, and it spotlights growing third-party cloud risk in telecom data supply chains. Two Data Incidents and Settlement Classes Explained The settlement consolidates claims from two separate events tied to different data types and timelines.…

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AT&T 1 offers up to $5,000 for documented, incident-related losses, or a tiered cash payment if you donโ€™t submit documentation; whether a Social Security number was involved may affect the tier. AT&T 2 offers up to $2,500 for documented, incident-related losses, or a proportional cash payment without documentation. If you qualify for both incidents and have separate documentation for each, the combined cap could reach $7,500. Actual amounts depend on the total number of valid claims and settlement costs, and funds will not be distributed until after final court approval.
Indiaโ€™s mobile industry lobby is pushing for tariff corrections as network spending rises faster than service revenues. The Cellular Operators Association of India (COAI) says operators face a growing mismatch between capital outlays and tariff-led returns. By its estimate, the cumulative gap up to 2024 was already around Rs 10,000 crore and is widening in 2025 as data consumption accelerates. COAI argues that a handful of large traffic generators (LTGs) are responsible for most network load without directly contributing to network build costs. Expect a mix of tariff rationalization, plan redesign, and targeted capex as operators chase sustainable returns.
Verizon and AST SpaceMobile have advanced their partnership into a definitive commercial agreement to deliver space-based cellular coverage in the United States starting in 2026. The agreement enables Verizon subscribers to connect โ€œwhen neededโ€ to AST SpaceMobileโ€™s low Earth orbit (LEO) satellites using standard, unmodified phones. AST says service will focus on coverage gaps across the continental U.S., and will extend Verizonโ€™s premium 850 MHz low-band spectrum into remote areas. AST highlights successful space tests as proof points and positions the network for both commercial and government use.
India and the United Kingdom have launched the Indiaโ€“UK Connectivity and Innovation Centre to accelerate secure, AI-driven, and resilient telecom technologies over the next four years. The two governments committed an initial ยฃ24 millionโ€”roughly โ‚น250โ€“โ‚น282 crore depending on exchange ratesโ€”to fund applied research, joint testbeds, field trials, and standards contributions in emerging telecom domains. The investment concentrates on three pillars: AI in telecommunications, non-terrestrial networks (NTNs) for satellite and airborne connectivity, and telecoms cybersecurity with open, interoperable systems. The multi-year window aligns to the critical runway for 5Gโ€‘Advanced and early 6G experimentation.
Telecom Secretary Neeraj Mittal underscored that AI will be central to the next generation of networks, not an add-on. The direction aligns with industry momentum: 5G-Advanced is already introducing AI-enabled RAN and core features via 3GPP, while 6G initiatives under the ITU-R IMT-2030 framework envision AI-native control loops, sensing-assisted connectivity, and tight integration of compute and communications. India expects 6G trials to begin around 2028, with commercial deployments to follow. Operators that harden their AI and automation capabilities during 5G-Advanced will enter 6G with a competitive execution advantage.
After two years of decline, telecom equipment spending is edging back into positive territory with early signs of a broad-based rebound. Dellโ€™Oro Groupโ€™s preliminary data indicates worldwide telecom equipment revenues across six tracked sectors rose 4% year over year in the first half of 2025, with markets outside China up a stronger 8%. The rebound was not limited to a single pocket of spend, but three areas led the gains: mobile core networks, optical transport, and service provider routers and switches. By contrast, RAN remains comparatively muted in many markets as 5G macro buildouts mature.
India Mobile Congress 2025 in New Delhi framed a clear ambition: scale domestic innovation, shape 6G, and turn telecom into a larger engine of GDP growth. Leaders underscored a whole-of-government approach, with multiple ministries backing IMC and the Department of Telecommunications and the Cellular Operators Association of India co-hosting. Indiaโ€™s telecom and digital sector is estimated to contribute roughly 12โ€“14% to GDP today. Leaders at IMC projected this could reach about 20% by the mid-2030s if India scales advanced connectivity, software-led services, and domestic manufacturing. Indiaโ€™s 6G push was tied to a potential GDP uplift exceeding a trillion dollars by 2035.
Intel detailed its first client and server products on the new 18A process, positioning the company for AI PCs and powerโ€‘efficient cloud at a time when onshore manufacturing and TCO matter more than ever. Intel previewed Core Ultra series 3 โ€œPanther Lake,โ€ its first client SoC line on 18A, with a multiโ€‘chiplet design that blends new performance and efficient cores with an upgraded Arc GPU and dedicated AI acceleration across the CPU, GPU, and NPU. On the server side, Intel previewed โ€œClearwater Forest,โ€ branded Xeon 6+, its nextโ€‘gen Eโ€‘core product built on 18A and targeted for launch in the first half of 2026.
India is poised to greenlight commercial satellite communication services once TRAI issues final pricing for satellite spectrum use and associated charges. The communications minister indicated the policy and licensing groundwork for satellite broadband is largely complete, with two GMPCS licenses issued and one additional letter of intent granted. The final trigger is the Telecom Regulatory Authority of Indiaโ€™s decision on spectrum pricing and usage fees for satcom bands. After that, operators can commence rolloutsโ€”initially for enterprise and backhaul, then for consumer broadband in selected markets. Bharti-backed Eutelsat OneWeb and Reliance Jioโ€™s satellite unit are positioned to move early, with constellation capacity and gateways progressing.
At India Mobile Congress 2025, Jio framed a broad agenda that ties devices, networks, AI skills, and safety into a national-scale digital strategy. The message from Jioโ€™s chairman was clear: Indiaโ€™s telecom flywheel now spans the full value chain, from semiconductors and device platforms to fraud management and the next wave of 6G research. Telcos are shifting from pure connectivity to platform businesses that bundle devices, cloud access, security, and AI services. JioPC is positioned as an โ€œAI-readyโ€ computer that turns any screen into a managed endpoint, delivered through a subscription model.

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