Artificial Intelligence Monthly Insights

Telconet will activate three new data centers in Ecuador, Panama, and Barranquilla (Colombia) by Q4 2026, extend its edge DC platform tied to submarine cable landing stations, and develop an AI-only data center in Quito starting at 10MW and scaling to 100MW by 2028. The firm advances CSN-1 (Florida west coast–Panama–Colombia–Ecuador) for H2 2026 commissioning and progresses CSN-2 (Veracruz–Apalachee Beach with a Galveston branch), under a US$550m capex plan through 2027.

Orange Business secured a long-term contract to deploy and operate its Live Intelligence generative AI platform for GHT Rouen Coeur de Seine, providing secure, sovereign AI tools to approximately 15,000 health professionals. The engagement covers infrastructure, strategy, and operational support, offering a controlled alternative to public AI tools.

Pairpoint, a Vodafone unit, is planning tower-sited edge computing deployments to host AI workloads closer to users. Timing, scale, locations, and technical partners were not specified.

TPG Telecom is applying AI to enhance customer experience and Net Promoter Score. The snippet provides no details on models, vendors, or deployment architecture.

NVIDIA highlighted in-silicon security capabilities within its DOCA platform to support agentic/generative AI infrastructure, focusing on hardware-anchored protections and software frameworks for secure AI operations.

NVIDIA introduced Cosmos 3, an open multimodal foundation model for physical AI that combines vision reasoning, world simulation, and action prediction using a mixture-of-transformers architecture. The model natively handles text, image, video, ambient sound, and action trajectories, and is trained on a large multimodal dataset. NVIDIA also announced the Cosmos Coalition with partners (Agile Robots, Black Forest Labs, Generalist, LTX, Runway, Skild AI) to advance open world models. NVIDIA reports leading results across several open physical AI benchmarks.

Fierce Network coverage describes Samsung’s virtual RAN strategy incorporating AI in the mobile network, with references to operator activity at Verizon, KDDI, and Vodafone, and ecosystem ties that include Nokia, Ericsson, and Nvidia’s AI-RAN initiatives.

A multi-operator report compiles detailed responses from several major carriers. The content suggests aggregated perspectives but does not specify initiatives, deployments, partnerships, or technical details.

Brief item references accelerated growth in digital services, AI initiatives, and fintech, but provides no detail on the company, geography, deployments, or platforms.

Singtel Singapore secured an initial S$28 million from Digital Industry Singapore to accelerate a multi-year AI program across AI-enabled operations, digital infrastructure, customer platforms, and workforce development, aligned with Singapore’s National AI Strategy 2.0.

TIM and Google launched promotional bundles for Google One/Gemini-branded plans, including the renamed Google AI Plus (2TB) at EUR 9.99/month billed via TIM. The offer includes the Gemini app, increased monthly AI credits, NotebookLM, and Workspace integration, with higher-tier Pro options reportedly up to 5TB.

Schneider Electric is partnering with an AI data center program to provide compute capacity and industrial infrastructure, alongside support for skills development.

Marvell will update its OCTEON base station platform to work directly with NVIDIA GPUs, enabling AI workloads to run within wireless RAN infrastructure.

Oracle outlines an autonomous telco operating model extending TM Forum autonomous networks principles beyond the network into business and customer domains, emphasizing AI-driven, intent-based, closed-loop decisioning across OSS/BSS/IT to reduce manual coordination and improve agility and customer experience.

Orange highlights capabilities in AI alongside trusted cloud and cybersecurity services, and underscores its role in the global telecom wholesale market with extensive infrastructure.

Australian hyperscale data center operator AirTrunk plans to develop up to 5GW of capacity in India to support cloud and artificial intelligence demand.