Private Network
Intelligence
Intelligence Journeys
Utilities Private Broadband Planning
AI Use Case Planning for Utilities

AWS

Cognizant is expanding its partnership with Google Cloud around Gemini Enterprise and Google Workspace, and it is putting real skin in the game by rolling out this stack internally to boost productivity and delivery velocity. The company is forming a dedicated Gemini Enterprise Center of Excellence and codifying repeatable delivery with an Agent Development Lifecycle that embeds AI across design, build, validation, and production. It is also packaging accelerators—Cognizant Ignition for discovery and data readiness and Cognizant Agent Foundry for no-code, pre-configured agents targeting use cases like AI-powered contact centers and intelligent order management.
A new cross-industry consortium is forming to codify how trusted technology should be built, operated, and governed across borders. On February 13, 2026, fifteen companies spanning cloud, networks, semiconductors, software, and AI launched the Trusted Tech Alliance during the Munich Security Conference. The goal: define verifiable, provider-agnostic practices for a trustworthy technology stack—from connectivity and cloud infrastructure to chips, software, and AI—so customers and governments can rely on secure, resilient services regardless of where solutions are developed or deployed. Trust, sovereignty, and resilience are now gating factors for growth as AI scales and geopolitical risk reshapes supply chains.
Blackstone will take a majority stake in Neysa through up to $600 million in primary equity, alongside Teachers’ Venture Growth, TVS Capital, 360 ONE Asset, and Nexus Venture Partners; the company also plans up to $600 million in debt to accelerate buildout. The raise is a step change from Neysa’s earlier $50 million and positions the Mumbai-headquartered startup to scale domestic GPU clusters for enterprises, public sector agencies, and AI developers.
Anthropic’s latest financing round resets the competitive map for enterprise AI and raises the stakes for telecom, cloud, and large-scale IT buyers planning agentic automation. Anthropic closed a $30 billion Series G at a $380 billion post-money valuation, led by GIC and Coatue with participation from D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX, alongside a broad cohort that includes Accel, General Catalyst, Jane Street, and the Qatar Investment Authority. The raise follows sustained commercial momentum and arrives as competitive intensity with OpenAI deepens, signaling that AI platform consolidation and scale economics will define the next phase of the market.
Amazon and Google currently lead the AI capex race, with Microsoft and Meta not far behind, and the prize is control over scarce compute, power, and network resources that define the next decade of cloud and AI services. For telecom and infrastructure players, the opportunity is immediate: deliver power-adjacent, fiber-rich, AI-ready capacity with speed and predictable SLAs. For enterprises, the mandate is pragmatic: secure capacity, design for portability across heterogeneous silicon, and enforce cost governance as inference scales. The winners will be those who pair aggressive buildouts with disciplined execution—turning record capex into durable platforms and customer outcomes.
Amdocs is launching aOS, an agentic operating system for telecom, to move CSPs from AI pilots to production-scale, cross-domain automation. Amdocs’ aOS targets that gap with a multi-agent architecture that automates complex workflows while keeping humans in the loop for policy and final decisions. At the foundation is a “Cognitive Core” that manages telco-specific knowledge, agent libraries, and guardrails. aOS pricing will lean on outcome-based SLAs, tying spend to measurable business impact such as resolution rates, handle-time reductions, activation velocity, or assurance KPIs. aOS is Amdocs’ bid to make agentic AI the connective tissue of telco operations.
AT&T is deepening ties with Amazon by pairing its national fiber assets with AWS cloud and AI tooling while adding low Earth orbit connectivity from Amazon’s satellite network to fill coverage gaps for business customers. The collaboration has two pillars: cloud modernization on AWS and satellite-enabled reach via Amazon’s LEO network, with AT&T also supplying fiber capacity into AWS data centers to bolster high-performance infrastructure. Amazon’s LEO constellation will deliver fixed broadband connectivity for AT&T Business customers in areas where terrestrial options are limited, enabling primary service in hard-to-reach sites and resilient backup for SD‑WAN architectures.
The merger creates a $1.25 trillion private giant that fuses launch, satellites, and AI, but the strategic logic goes beyond orbiting data centers. SpaceX brings rockets, Starship scale, and the world’s largest NGSO broadband network via Starlink. xAI brings models, AI R&D, and a brand in the hottest capital market category. Together, they present a single story to investors: own the stack from compute to constellation to connectivity, on and off Earth. Consolidation gives Musk freedom to reallocate cash flows and simplifies the roadshow pitch.
Digipower X positions itself as a vertically integrated AI infrastructure operator combining Tier III-certified modular data centers with owned and controlled energy assets to compress deployment cycles. The company cites more than 200 MW currently online across a combined-cycle plant and three additional operational sites, development pathways for up to 1.5 GW over the next three years, and a letter of intent tied to a 1.3 GW power plant in West Virginia that is being evaluated as a long-term AI campus anchor, with additional scale targeted in North Carolina. Its AI-Ready Modular Solution (ARMS) aims to deliver Tier III modular capacity in roughly 180 days, emphasizing redundancy, energy optimization, and liquid-cooling readiness for high-density AI clusters.
NTT DATA and AWS have signed a multi-year strategic collaboration aimed at accelerating cloud modernization and responsible agentic AI adoption, with clear implications for APAC enterprises and telecoms. The agreement expands joint go-to-market and delivery across four pillars: AI-driven cloud transformation, industry cloud solutions, AI-enabled managed services and customer experience, and sovereign cloud for regulated workloads. NTT DATA has created a dedicated AWS Business Group with close to 11,000 AWS-certified experts and plans to certify nearly 10,000 more in three years. APAC boards want measurable AI outcomes, but legacy estates, data fragmentation, and compliance obligations slow progress.
Enterprises are moving fast to private 5G to digitize operations, but the payoff only materializes if security scales with the new connectivity footprint. Private 5G brings deterministic wireless to factories, hospitals, ports, and energy sites, connecting robots, AGVs, cameras, and critical control systems. Security must follow identities and workloads, not subnets. Adopt a Zero‑Trust approach aligned to NIST SP 800‑207 with a single source of truth for identity and policy. Shift from perimeter controls to context-driven segmentation. Build on open standards and APIs to avoid lock‑in and simplify operations. Security must be foundational, measurable, and auditable from day one.
As enterprises move from single-model chatbots to collaborative multi-agent systems, the economic and operational burden of reasoning at scale is becoming the dominant constraint. NVIDIA’s Nemotron 3 family introduces open models and tools designed to keep multi-agent systems fast, affordable and inspectable. The models use a hybrid latent mixture‑of‑experts design to activate only a fraction of parameters per token, combining it with a Mamba‑Transformer approach optimized for long sequences. Nemotron 3 Nano is a small, roughly 30B‑parameter model that activates up to 3B parameters per token, making it efficient for retrieval, summarization, assistants and software debugging.

Partner Hubs

Telco AI Agent Leadership

Telco AI Agent Leadership Landscape - Network Equipment Vendors
Network Equipment Vendor Report
How are Amdocs, Salesforce, Comarch, Totogi, Qvantel, Oracle and other OSS/BSS vendors deploying telecom AI agents?
OSS/BSS Vendor Report
How are Amdocs, Salesforce, Comarch, Totogi, Qvantel, Oracle and other OSS/BSS vendors deploying telecom AI agents?
System Integrator Report
Scroll to Top