CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
Fast-track connectivity, capacity, and success

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Ericsson’s latest Mobility Report points to a clear shift: operators are turning 5G capabilities into differentiated, SLA-backed services rather than just selling more data at higher speeds. After years of building coverage and capacity, 5G networks are mature enough to commercialize features like guaranteed latency, uplink boosts, and application-aware prioritization.
New performance data shows U.S. WISPs are getting faster, but low‑Earth orbit players like Starlink are advancing just as quickly—and the competitive gap in rural markets is narrowing. Based on Speedtest Intelligence data from Q1 2021 to Q2 2025, eight of the larger WISPs—Starry, Resound Networks, Nextlink, Wisper Internet, Unwired
Amazon has moved its low Earth orbit broadband effort out of code-name mode and into a market-facing brand with strategic implications for telecom and enterprise buyers. Project Kuiper is now Amazon Leo, a direct reference to the low Earth orbit constellation underpinning the service. The rebrand signals a transition from
NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable,
According to the latest Speedtest Intelligence findings from Ookla, the share of states where at least 60% of tested fixed-broadband users achieve the FCC’s 100 Mbps down/20 Mbps up benchmark rose sharply between late 2024 and the first half of 2025. That count climbed from 22 states (plus Washington, D.C.)
Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching €435 million against consensus of about €342 million. Group net sales rose 12% to €4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions
Germany’s largest operator is turning e-waste into engagement currency with a take-back drive that mixes material recovery with headline incentives. Deutsche Telekom estimates 195 million unused phones are sitting idle in Germany, locking up valuable materials and ESG progress. The company is reframing those devices as an urban mine—rich in
Amazon is piloting AI-enabled smart glasses for delivery associates to streamline last‑mile workflows, adding a hands‑free heads‑up display that blends navigation, scanning, and proof‑of‑delivery into the driver’s field of view. The company is testing delivery‑specific smart glasses that use on‑device computer vision and AI to identify packages, surface hazards, and
A planned merger between Lynk Global and Omnispace aims to fuse spectrum assets, satellite technology, and SES’s multi-orbit infrastructure to scale 3GPP-compliant direct-to-device services worldwide. The combined company will pair Omnispace’s globally coordinated S-band holdings, about 60 MHz anchored by ITU filings and aligned to non-terrestrial network standards—with Lynk’s patented
Enterprise demand is shifting from project-based consulting to managed, outcome-driven operations infused with AI and data. By combining WNS's scaled operations with Capgemini's consulting, engineering, and cloud capabilities, the company aims to capture this demand with end-to-end, AI-enabled "run and transform" offerings. The deal expands Capgemini's delivery footprint in India,
Ericsson’s Microwave Outlook 2025 points to a backhaul market that will be almost evenly split between microwave and fiber by 2030, reshaping transport decisions for dense 5G and future 6G builds. Microwave already carries traffic for most live 5G networks worldwide, and a rising mix of E-band and emerging higher
AI is everywhere in telecom, yet most pilots never make it into production because the industry’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
Fast-track connectivity, capacity, and success

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