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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AI is everywhere in telecom, yet most pilots never make it into production because the industryโ€™s data, tooling, and operating models are not ready for scaled automation. Recent industry research suggests that about 95% of AI pilots in telecom fail to scale beyond proofs of concept. Leaders are moving from pilots to platforms by embedding AI in the systems that run the business and anchoring every initiative to measurable outcomes. Telecom AI will not scale through pilots alone; it scales when embedded in the systems that run revenue, experience, and networks.
Hitachi has launched a global AI Factory built on NVIDIAโ€™s reference architecture to speed the development and deployment of โ€œphysical AIโ€ spanning mobility, energy, industrial, and technology domains. Hitachi is standardizing a centralized yet globally distributed AI infrastructure on NVIDIAโ€™s full-stack platform, pairing Hitachi iQ systems with NVIDIA HGX B200 platforms powered by Blackwell GPUs, Hitachi iQ M Series with NVIDIA RTX 6000 Server Edition GPUs, and the NVIDIA Spectrum-X Ethernet AI networking platform. The environment is designed to run production AI with NVIDIA AI Enterprise and support simulation and physically accurate digital twins using NVIDIA Omniverse libraries.
Telefรณnica reports โ‚ฌ77 billion invested over ten years to expand sustainable, resilient connectivity, with SDG 9 (industry, innovation and infrastructure) as the strategic anchor. The operator now serves nearly 350 million accesses, has passed 81.4 million premises with FTTH, and runs one of the largest ultra-broadband footprints globally, second in scale only to China. Spain is Telefรณnicaโ€™s showcase for fiber-led modernization. Dense FTTH has enabled a managed copper switch-off, which simplifies operations, cuts energy use, and improves service quality. The operator targets net zero by 2040 – ten years ahead of many international timelinesโ€”and reports a 52% reduction in CO2 emissions across the value chain from 2015 to 2024.
Databricks is adding OpenAIโ€™s newest foundation models to its catalog for use via SQL or API, alongside previously introduced open-weight options gpt-oss 20B and 120B. Customers can now select, benchmark, and fine-tune OpenAI models directly where governed enterprise data already lives. The move raises the stakes in the race to make generative AI a first-class, governed workload inside data platforms rather than an external service tethered by integration and compliance gaps. For telecom and enterprise IT, it reduces friction for AI agents that must safely traverse customer, network, and operational data domains.
Google Labs has launched Mixboard, an AI-powered concepting board that turns text prompts and images into editable visual mood boards now available in U.S. public beta. Mixboard gives users an open canvas to generate, arrange, and iterate on visual ideas, from home decor and event themes to product inspiration and DIY projects. You can start from a text prompt or prebuilt boards, pull in your own images, create new visuals with generative AI, and refine them using natural-language edits. Mixboard signals how fast multimodal AI is moving from chat to visual ideation, with implications for search, commerce, and collaborative workflows.
Alibaba Cloud is integrating Nvidiaโ€™s Physical AI toolchain into its Cloud Platform for AI, bringing robotics-grade simulation, training, and deployment capabilities to customers. Alibaba and Nvidia unveiled a partnership that embeds Nvidiaโ€™s embodied AI development tools directly into Alibabaโ€™s machine learning platform. The integration targets robotics, autonomous driving, and โ€œconnected spacesโ€ such as warehouses and factories. Physical AI refers to software that models the real world in 3D, generates synthetic data, and trains control policies with reinforcement learning before deploying to physical systems. Developers on Alibaba Cloud gain access to toolchains for data processing, simulation-based training, and real-world reinforcement learning.
Wayveโ€™s end-to-end driving AI is now running in Nissan Ariya electric vehicles in Tokyo, marking a pragmatic step toward consumer deployment in 2027. The test vehicles combine a camera-first approach with radar and a lidar unit for redundancy, aligning with Japanโ€™s dense urban environment and complex traffic patterns. The initial commercial target is โ€œeyes on, hands offโ€ Level 2 driver assistance, with drivers remaining responsible and ready to take over. Nvidia has signed a letter of intent for a potential $500 million investment in Wayveโ€™s next funding round, reinforcing the compute-intensive nature of the program.
OpenAI and NVIDIA unveiled a multiโ€‘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 โ€œfactoriesโ€ 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 NVIDIAโ€™s nextโ€‘generation Vera Rubin systems beginning in the second half of 2026.
New analysis from Bain & Company puts a stark number on AIโ€™s economics: by 2030 the industry may face an $800 billion annual revenue shortfall against what it needs to fund compute growth. Bain estimates AI providers will require roughly $2 trillion in yearly revenue by 2030 to sustain data center capex, energy, and supply chain costs, yet current monetization trajectories leave a large gap. The report projects global incremental AI compute demand could reach 200 GW by 2030, colliding with grid interconnect queues, multiyear lead times for transformers, and rising energy prices.
T-Mobile has set a clear handover plan that pairs continuity with a sharpened focus on digital, AI, and new growth vectors. Srini Gopalan, currently Chief Operating Officer, will become CEO of T-Mobile US, succeeding Mike Sievert. Sievert moves to a newly created Vice Chairman role, remaining on the management team and Board to advise on strategy, innovation, talent, and external relations. The structure signals operational continuity and a deliberate next phase for the Un-carrier playbook across wireless, broadband, and adjacent services. Expect Gopalan to intensify investments in AI across care, sales, and network operations.

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