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Verizon 5G: 55K Postpaid Adds Signal Stability

Verizon One: What a $70 Converged Bundle Tells Us About Where Consumer Connectivity Is Heading
Verizon posted 55,000 postpaid phone net additions, a modest beat that underscores stabilizing consumer trends and stronger execution in premium plans and broadband cross-sell. The net add beat is small in absolute terms, but strategically important: it points to improving churn and a healthier mix of high-value subscribers after several quarters of intense promotional pressure. Management coupled the result with a constructive outlook characterized by service revenue resilience and disciplined capital intensity, hinting at a tighter or modestly raised full‑year guide. For a market still digesting 5G investment cycles, this steady footing matters more than splashy net‑add gains.

The ‘Agentic Telco’ Crystallizes at MWC 2026 as Operators Build Their Own AI Models: AI & Automation Insights, March 2026

The 'Agentic Telco' Crystallizes at MWC 2026 as Operators Build Their Own AI Models: AI & Automation Insights, March 2026
March 2026's roundup: GSMA, Google Cloud, Huawei, and AWS all converge on an "agentic telco" framing at MWC Barcelona, SoftBank and SK Telecom build proprietary telecom-specific AI models and infrastructure, and physical AI reaches airports, drones, and network edge sites — with AI-RAN and connectivity infrastructure covered separately in our companion Advanced Connectivity Insights, March 2026.

Blackstone backs Neysa with $1.2B for India AI infrastructure

Blackstone backs Neysa with $1.2B for India AI infrastructure
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 $30B Series G: Enterprise AI at $380B

Anthropic $30B Series G: Enterprise AI at $380B
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.

Microsoft, IMDA AI QuickStart for Singapore enterprises

Microsoft, IMDA AI QuickStart for Singapore enterprises
Microsoft’s AI QuickStart, backed by IMDA and UOB, aims to turn generative AI intent into production outcomes in weeks, not years. AI QuickStart targets “Digital Leaders” in Singapore—SMEs and larger non-ICT enterprises that have already built basic digital capabilities and can fund transformation—by offering a fast, structured path to deploy enterprise AI. Each engagement is designed to finish within three months with a cost cap of up to S$20,000 per project, covering cloud, compute, and professional services, which directly addresses executive concerns over unpredictable pilot spend and elongated proofs-of-concept.

AT&T–AWS Connectivity Deal: LEO Satellite, Fiber, and Cloud Adjacency

AT&T–AWS Connectivity Deal: LEO Satellite, Fiber, and Cloud Adjacency
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.

AI infrastructure power shift: Vestberg joins Digipower X

Ex-Verizon/Ericsson chief Hans Vestberg joins Digipower X to scale AI with energy-first, Tier III modular data centers and a 1.5 GW development pipeline.
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.
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