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NVIDIA and Dassault Systèmes Launch Industrial AI Platform

NVIDIA and Dassault Systèmes Launch Industrial AI Platform
A long-term partnership between NVIDIA and Dassault Systèmes aims to make physics-grounded “world models” and virtual twins a mission-critical system of record for engineering, manufacturing, and the sciences. This collaboration moves beyond today’s project-level twin pilots toward industry-scale models that capture both geometry and behavior, validated against real physics and trusted industrial knowledge. The goal: use virtual environments not just to visualize, but to design, verify, and operate products and factories before steel is cut or code is deployed. The companies outlined a shared architecture spanning design, simulation, and operations.

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.

ServiceNow Picks Anthropic Claude for Enterprise AI

ServiceNow Picks Anthropic Claude for Enterprise AI
ServiceNow has named Anthropic’s Claude as the default model for its Build Agent and a preferred model across the ServiceNow AI Platform, signaling a shift from AI pilots to deeply embedded, production-grade automation. Embedding Claude into that fabric gives customers an on-ramp to agentic automation—systems that can reason over context, decide, and execute tasks—without stitching together point tools. Claude becomes the default model for ServiceNow Build Agent, an AI-assisted builder for apps and automations. Embedding Claude within the ServiceNow AI Platform enables access control, usage monitoring, and compliance aligned to enterprise policies. ServiceNow aims to cut implementation timelines for customers by roughly half by using Claude to accelerate configuration, adoption, and rollout.

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.

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.

Orange to Fully Own MasOrange in Spain

Orange to Fully Own MasOrange in Spain
Orange has signed a binding agreement to buy Lorca’s remaining 50% stake in MasOrange for 4.25 billion euros in cash, targeting completion in the first half of 2026 subject to customary approvals. The agreement transitions MasOrange from a 50:50 joint venture to a wholly owned subsidiary of Orange, consolidating governance and simplifying decision-making across mobile, fixed, and converged operations in Spain. At closing, MasOrange is expected to be fully consolidated into Orange’s accounts, including MasOrange debt that Orange plans to refinance at or after completion, providing flexibility to optimize the capital structure and cost of capital.

Orange Money & Visa expand Africa digital payments

Orange Money & Visa expand Africa digital payments
Orange Money Group and Visa are expanding a strategic partnership that brings a virtual Visa card into the Orange “Max it” app, letting users fund purchases directly from their mobile money balance for local and international e-commerce. The service is live in Botswana, Madagascar, Jordan, and now Côte d’Ivoire, with rollouts planned for Guinea, Burkina Faso, and the Democratic Republic of Congo. For Orange Middle East and Africa, which serves over 170 million customers in 17 countries and counts tens of millions of active mobile money wallets, this extends acceptance to the global Visa network while preserving the simplicity of a wallet-led user experience.

Rogers Satellite-to-Mobile: NTN Connectivity for Consumers and IoT

Rogers Satellite-to-Mobile: NTN Connectivity for Consumers and IoT
Rogers Communications has moved from beta to a commercial footprint for satellite-to-mobile in Canada, extending basic connectivity and select apps to consumer smartphones while adding an industrial IoT tier for remote operations. The new Rogers Satellite service enables a curated set of popular apps to work beyond terrestrial coverage, including WhatsApp calling, Google Maps, AccuWeather, X, and CalTopo on most modern smartphones. In parallel, Rogers introduced satellite-to-mobile for IoT businesses, targeting asset tracking along highways and rail, as well as sensor telemetry in forestry, mining, and other resource sectors where terrestrial cellular is sparse.

Disney’s $1B OpenAI Deal

Disney’s $1B OpenAI Deal
Disney will invest $1 billion in OpenAI and become Sora’s first major content licensing partner, enabling fans to generate and share short videos that feature more than 200 characters and environments from Disney, Pixar, Marvel, and Star Wars. The agreement spans three years, excludes actor likenesses and voices, and extends to ChatGPT Images for IP‑compliant image generation. Disney will adopt OpenAI APIs across products and operations, including features for Disney+ and employee productivity, and may showcase select user creations on its streaming service. This agreement formalizes licensed synthetic media at scale and accelerates the convergence of UGC, premium IP, and AI tooling.

IBM to Acquire Confluent for Real-Time Enterprise AI

IBM to Acquire Confluent for Real-Time Enterprise AI
IBM has agreed to acquire Confluent for $31 per share in cash, signaling a decisive move to make real-time, governed data the backbone of generative and agentic AI across hybrid cloud environments. The transaction values Confluent at an enterprise value of roughly $11 billion, with closing targeted by mid-2026 pending shareholder and regulatory approvals. Together they aim to unify application, data, and AI pipelines across public clouds, private data centers, and edge locations—reducing integration friction and accelerating time to value for enterprise AI.

Satellite connectivity drives telco churn and ARPU: Viasat Report

Satellite connectivity drives telco churn and ARPU
New consumer research commissioned by Viasat and executed by GSMA Intelligence signals that non-terrestrial networks (NTN) are becoming a mainstream buying factor for mobile subscribers. The survey of more than 12,000 smartphone users across 12 countries finds persistent coverage gaps: over a third of respondents lose basic cellular service multiple times per month. That pain point is translating into intent. Roughly six in ten consumers say they would pay extra for satellite-enabled connectivity on their phones, and nearly half indicate they would switch operators if out‑of‑coverage service were included in their plan. On average, those willing to pay would accept a 5–7% uplift on their current monthly bill, with outliers such as India approaching a 9% premium.
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