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Agents Go National: AI & Automation Insights, September 2026

AI & Automation Insights September 2026: Verizon reports 70M+ autonomous changes, Ericsson cites ~20% AI-RAN gains, and agent safety controls arrive.
September 2026's roundup: Verizon, T-Mobile US and Telstra run AI across national networks, AI-RAN moves into national contracts and field results, the economics and portability of AI agents come into focus, and agent safety moves from principles to working controls.

The Capital Behind the Compute: Digital Infrastructure Insights, August 2026

The Capital Behind the Compute: Digital Infrastructure Insights, August 2026
August 2026's roundup: Nvidia forms $500B+ AI compute financing platforms with the world's largest asset managers, SK Telecom's SK Hyper data centre unit and Microsoft's new Hyderabad hyperscale region both go live, the custom silicon race widens to include OpenAI's own inference chip and a reported $12.9B Nvidia bid for Hugging Face, and SpaceX's infrastructure ambitions extend from a $16.8B Texas fab to orbital data centers.

Chip Manufacturing Capital Hits Record Scale as SK hynix Debuts on Nasdaq: Digital Infrastructure Insights, July 2026

Chip Manufacturing Capital Hits Record Scale as SK hynix Debuts on Nasdaq: Digital Infrastructure Insights, July 2026
July 2026's roundup: TSMC raises its Arizona commitment to $265 billion, Micron commits more than $250 billion to US DRAM manufacturing through 2035, SK hynix's $26.5 billion Nasdaq listing prices and begins trading, and hyperscaler data center and interconnect infrastructure keeps expanding from Alberta to Google's dark fiber network.

Agentic AI Builds Out Across the Network: AI & Automation Insights, June 2026

Agentic AI Builds Out Across the Network: AI & Automation Insights, June 2026
June 2026 showed agentic AI scaling from pilot to platform: industry-wide standards momentum, AI-RAN field trials from Nokia, Amdocs and KDDI, and fresh capital across data centers on three continents. This full roundup covers every deployment, partnership, funding round and governance move from the month, with tools to prioritise AI use cases and plan the network around them.

SpaceX IPO, Starlink & Defense Contracts: What It Means for Telecom Strategy

SpaceX IPO, Starlink & Defense Contracts: What It Means for Telecom Strategy
SpaceX is evolving from a rocket company into a vertically integrated infrastructure conglomerate with direct implications for satellite connectivity, defense communications, AI, and enterprise network strategy. With a planned $2 trillion Nasdaq IPO targeting $75 billion in capital, over $6 billion in cumulative U.S. government contracts, and Starlink expanding as a tier-one connectivity layer, SpaceX is positioning itself as a direct competitor in telecom markets. Telecom operators and enterprise IT leaders must stress-test their non-terrestrial network strategies now, before IPO capital accelerates SpaceX's competitive timelines across every market it touches.
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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?
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