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

Policy

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.
India’s 5G market has entered a scale phase, with momentum pointing to more than a billion subscribers and deeper network modernization over the next six years. Ericsson’s latest Mobility Report projects over 1 billion 5G subscriptions in India by end-2031, representing about 79% of the country’s mobile base. Average mobile
Nvidia’s latest quarter signals that AI infrastructure spending is not cooling and is, in fact, broadening across clouds, sovereigns, and enterprises. Nvidia delivered $57 billion in revenue for the quarter, up more than 60% year over year, with GAAP net income reaching $32 billion; the data center segment accounted for
Palo Alto Networks is buying Chronosphere to fuse cost-efficient, large-scale observability with AI-driven automation for modern cloud and AI data centers. Palo Alto Networks agreed to acquire Chronosphere for approximately $3.35 billion in a mix of cash and replacement equity, with closing expected in the second half of PANW’s fiscal
Airbus Defence and Space has introduced Agnet Direct, a multi-mode extension to its 3GPP-based Agnet portfolio that keeps teams connected when commercial or private 4G/5G coverage is compromised. Agnet Direct has been validated within France’s Réseau Radio du Futur (RRF), the nationwide secure broadband network for domestic security and emergency
Nokia is restructuring to monetize the AI supercycle across fixed and mobile networks while tightening focus on profitable growth. The company’s new strategy concentrates on: accelerating in AI and cloud; leading the next era of mobile with AI-native networks and 6G; co-innovating with customers and partners; concentrating capital where it
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
A new impact study shows CTIA Wireless Foundation’s Catalyst program has touched 30 million Americans since 2019, underscoring how mobile-first tools can scale social outcomes faster than traditional interventions. The Foundation has invested just over $1 million in unrestricted grants yet reports benefits to nearly one in 12 Americans—evidence of
Cisco’s intent to acquire Seattle-based NeuralFabric signals a decisive shift toward practical, domain-specific AI that meets real-world constraints around data, compliance, and infrastructure. Cisco plans to acquire NeuralFabric, an enterprise AI platform focused on building small language models (SLMs) from proprietary data with deployment across SaaS and on-premises environments. By
S&P Global Ratings has upgraded Bharti Airtel on the back of stronger earnings quality, healthier free cash flow, and a clearer deleveraging path, signaling a maturing Indian mobile market. The action reflects rising confidence that India’s tariff repair is sticking after mid-2024 hikes, with average revenue per user moving up
The Las Vegas Grand Prix is more than a spectacle this year—it’s a real-world benchmark for what 5G Standalone can deliver under extreme density, with T-Mobile integrating slicing, private 5G and edge video into broadcast, venue ops and public safety workflows. Broadcast teams are ingesting 360-degree and drone feeds over
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