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Nvidia OpenAI investment: Huang rejects $100B stall

Nvidia OpenAI investment: Huang rejects $100B stall
Nvidia’s CEO is publicly reaffirming confidence in OpenAI even as reports suggest the companies may narrow the scope of an ambitious, nonbinding plan announced last fall. During a visit to Taipei, Nvidia CEO Jensen Huang dismissed talk of friction with OpenAI and said Nvidia will participate in OpenAI’s next funding round. Recent reporting suggested Nvidia has emphasized the nonbinding nature of its plan to invest up to $100 billion and build roughly 10 GW of compute for OpenAI, and that both parties are re-examining scope and terms.

Union Budget: COAI seeks telecom spectrum and levy reform

Union Budget: COAI seeks telecom spectrum and levy reform
With the Union Budget around the corner, the Cellular Operators Association of India (COAI) is asking for a structural fix to spectrum pricing, statutory levies, and GST that is designed to restore sector health and accelerate digital infrastructure build-out. COAI’s agenda centers on spectrum affordability, regulatory levy rationalization, and GST reform to unlock liquidity frozen as input tax credit. COAI argues for spending the sizable unused corpus first, holding the DBN levy in abeyance, and trimming license fees to roughly 0.5–1% to cover administrative costs. Cutting GST on regulatory payments from 18% to 5% would reduce the pace of new ITC build-up and meaningfully ease liquidity pressure.

India’s Zero-Tax AI and Cloud Exports Through 2047

India’s Zero-Tax AI and Cloud Exports Through 2047
New Delhi has unveiled a sweeping tax holiday to capture the next wave of AI and cloud build-outs, positioning India as a long-term base for exporting compute. Foreign providers that deliver cloud and data center services to customers outside India will pay zero corporate tax on those revenues through 2047, provided workloads run from facilities in India. The budget also introduces a 15% cost-plus safe harbor for Indian data center units serving related foreign parties, simplifying transfer pricing for global delivery hubs. For cloud providers, it strengthens the business case to place GPU clusters, storage, and interconnect in India to serve overseas demand, not just local workloads.

Verizon 5G capex cuts as Q4 subscribers surge

Verizon One: What a $70 Converged Bundle Tells Us About Where Consumer Connectivity Is Heading
Verizon exits 2025 with standout subscriber growth and a leaner 2026 investment plan that shifts dollars from network build to integration, efficiency and customer retention. Verizon posted more than 1 million net additions in the fourth quarter, including 616,000 postpaid phone net adds—the best showing since 2019—and 372,000 broadband net adds driven by 319,000 fixed wireless access (FWA) additions and the strongest Fios Internet quarter since 2020. After years of 5G coverage build, Verizon is pivoting to densification, fiber integration and operating efficiency, allowing capex to step down without undermining network competitiveness. Capital will concentrate on fiber-led convergence, FWA capacity, and experience-centric technologies that reduce churn and support revenue quality.

Telenor Sells True Stake for $3.9B in Thailand

Telenor Sells True Stake for $3.9B in Thailand
Telenor is monetizing its 25-year run in Thailand by selling its entire stake in True Corporation, signaling a strategic refocus and a maturing Asian portfolio. Telenor agreed to sell 24.95% of True Corporation to Arise Digital Technology Company Limited at THB 11.70 per share, with a mutual put/call option to transfer the remaining 5.35% two years after closing. The agreed valuation implies proceeds of roughly NOK 39 billion (about US$3.9 billion) and represents a notable premium—around 36% over True’s first post-merger trading day close and about 4% over the recent three-month VWAP. The sale aligns with a broader pivot toward capital discipline, structural simplification, and a tighter Nordic focus.

Blue Origin TeraWave LEO/MEO Network for Enterprises

Blue Origin TeraWave LEO/MEO Network for Enterprises
TeraWave combines 5,280 low Earth orbit satellites with 128 medium Earth orbit satellites—5,408 spacecraft in total—tied together via optical inter-satellite links. The design targets global coverage with two distinct performance tiers: up to 144 Gbps symmetrical RF links per enterprise customer using Q/V-band in LEO, and optical links in MEO delivering up to 6 Tbps for high-throughput trunking between hubs. Blue Origin positions the service for point-to-point private links and enterprise-grade internet access, with an initial target of up to 100,000 customers. The company intends to launch on its own New Glenn vehicles and leverage reusable engines to scale deployment.

Deutsche Telekom takes FTTH sales in‑home

Deutsche Telekom takes FTTH sales in‑home
Germany’s largest operator is pairing a go-to-market reset with a new in‑home sales model to lift fibre take-up, accelerate copper migration, and defend share in a tightening fixed broadband battle. Deutsche Telekom is moving beyond sidewalks and basements to deliver fibre all the way to the customer premise, including in-building cabling for multi-dwelling units on network level 4. After regional pilots in 2025, Deutsche Telekom is rolling out permanent local fibre consultancy teams to meet customers and property owners at the doorstep. Fibre is a considered purchase; informed on-site guidance shortens decision cycles and reduces fallout between order and activation.

EU Digital Networks Act: Single Market, Spectrum, Security

EU Digital Networks Act: Single Market, Spectrum, Security
The European Commission’s Digital Networks Act (DNA) is a sweeping proposal to harmonize telecom rules, catalyze next‑generation investment, and turn 27 national markets into a functional single market for connectivity. The DNA is timed to underpin an AI‑driven economy that depends on fiber, 5G/6G, and low‑latency cloud‑edge fabrics spanning borders. Longer licence durations and more flexible sharing are intended to reduce renewal risk and unlock investment in 5G densification and 6G prep. Mandatory national plans to phase out copper between 2030 and 2035 will free OPEX and energy, but require careful migration of regulated wholesale products, vulnerable users, and critical services.

US fiber build costs rise in 2026

US fiber build costs rise in 2026
More than 60% of U.S. households are now serviceable by fiber, with double‑digit millions of new homes added in 2025 as operators, co‑ops, and municipalities pushed into suburban and rural areas. Median build benchmarks show underground construction around $18 per foot and aerial around $8 per foot, based on a broad sample of operator and contractor data across dozens of states. Most builders expect costs to rise again in 2026, and many anticipate longer schedules. Labor and materials remain the top pressure points, while permitting and make‑ready feature more prominently as networks stretch into harder‑to‑build pockets.

TV2 Danmark Launches Daily Live Broadcasting with Private 5G and Cumucore

TV2 Danmark Launches Daily Live Broadcasting with Private 5G and Cumucore
TV2 Danmark has officially transitioned from trial to full-scale deployment of private 5G for daily live broadcasting. Built with Cumucore's mobile core and supported by partners like Haivision, SuperMicro, and Node-H, the system replaces legacy wireless setups with a high-performance 5G architecture. It delivers low-latency, high-uplink capacity ideal for cable-free, broadcast-grade video workflows—proving that private 5G is now ready for everyday use in professional media production.

FWA adoption surges as speeds dip, Ookla finds

FWA adoption surges as speeds dip, Ookla finds
A new analysis of U.S. fixed wireless access shows subscriber momentum outpacing performance, a signal that capacity and management strategies are under pressure. Fixed wireless access from T-Mobile, Verizon, and AT&T added about 1.04 million net customers in Q3 2025, taking the U.S. FWA base to roughly 14.7 million. T-Mobile remains the U.S. FWA speed leader, posting a median download around 209 Mbps in Q3 2025. Median uploads dipped below 20 Mbps across providers, creating a hurdle for the FCC’s 100/20 benchmark. Urban FWA customers are more likely to meet the FCC’s 100/20 threshold than rural users due to radio geometry and site density.

AI networking bottlenecks: Europe vs US | Nokia Report

AI networking bottlenecks: Europe vs US | Nokia Report
Across roughly 2,000 decision-makers in telecom, data center, and large enterprises, a strong majority doubts that existing infrastructure will keep up with AI’s next wave. In the US, most respondents expect network buildouts to lag AI investment and call out near-term priorities such as optimizing bidirectional data flows, expanding fiber capacity, enabling real-time training feedback, and placing low-latency compute closer to users. In Europe, most enterprise leaders say current networks are not ready for broad AI adoption; many already report latency, throughput, and resiliency pain as data demands rise. The common thread is clear: without accelerated modernization, networks risk becoming the bottleneck that constrains AI outcomes.
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