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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.

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.

CTIA Catalyst Program Reaches 30M with Mobile-First Impact

CTIA Catalyst Program Reaches 30M with Mobile-First Impact
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 the leverage that wireless distribution, app stores, messaging, and APIs can create when paired with practical problem-solving. More than 30 social entrepreneurs have received support through Catalyst, selected from over 800 applications across 46 states. For telecom leaders, the takeaway is clear: modest, well-targeted funding combined with mobile channels and carrier-grade networks can produce nonlinear impact, particularly in domains (public safety, health, mental health, road safety) where ubiquity and low friction matter more than heavy infrastructure.

5G net neutrality: Jio urges TRAI flexibility

Jio 5G Nears 50% of Mobile Base
5G standalone networks change the service model. Operators can carve the network into slices with distinct latency, reliability, and throughput characteristics validated by 3GPP standards. That enables ultra-reliable low-latency communications for factory automation, connected vehicles, remote operations, and mission-critical services. It also enables differentiated quality for cloud gaming, broadcast-like video, and IoT control loops when combined with edge computing and time-sensitive networking. Jio’s position is that treating all traffic identically under a single “internet access” umbrella can inhibit these new uses. A ruleset that preserves open internet principles for consumers yet explicitly allows specialized services with assured QoS for enterprises is what the company seeks.

Arm opens Armv9 edge AI via Flexible Access

Arm opens Armv9 edge AI via Flexible Access
Arm has expanded its Flexible Access licensing model to include its Armv9 edge AI platform, lowering the cost and friction for OEMs and startups to develop on-device AI at scale. The platform combines the ultra‑efficient Arm Cortex‑A320 CPU with the Arm Ethos‑U85 NPU, enabling on‑device inference for models with roughly billion‑parameter complexity while maintaining tight power budgets. Security is a first‑class feature set, with architectural protections such as Pointer Authentication, Branch Target Identification, and Memory Tagging to harden critical software at the edge. Availability is staged: Cortex‑A320 will enter Flexible Access in November 2025, followed by Ethos‑U85 in early 2026.

Ericsson–EDC $3B deal accelerates 5G, Cloud RAN and AI

Ericsson Revamps Enterprise Wireless Solutions Partner Program
Ericsson has secured a three-year, $3 billion partnership with Export Development Canada (EDC) to expand R&D, fortify supply chains, and accelerate next‑gen network technologies with Canadian roots and global reach. The agreement arms Ericsson with EDC’s financing and insurance support to scale Canada-based projects in 5G, Cloud RAN, AI-driven network operations, and early quantum communications research while integrating Canadian suppliers into its international ecosystem. Over the term, Ericsson aims to deepen R&D executed across Ottawa, Montréal, and Toronto—where more than 3,100 employees work on 5G Advanced, 6G, quantum networking, and automation—expanding the country’s contribution to the vendor’s global product and standards roadmap.
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Q3 2026 Telecom AI Agents Leadership Landscape - Network Equipment Vendors 01 · 10 VENDORS Network Equipment Vendors Market positioning, deployment momentum and operator validation Q3 2026 Telecom AI Agents Leadership Landscape - OSS/BSS Vendors 02 · 9 VENDORS OSS/BSS Vendors Telecom AI, customer experience and workflow automation Q3 2026 Telecom AI Agents Leadership Landscape - System Integrators 03 · 14 COMPANIES System Integrators AI delivery, deployment maturity and operator proof
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