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

Orchestration

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

Cobham Satcom–Gatehouse Satcom Merger Powers 5G NTN

Cobham Satcom–Gatehouse Satcom Merger Powers 5G NTN
A strategic merger to accelerate standardized 5G NTN Cobham Satcom is merging its Network Division with Gatehouse Satcom to push 3GPP-based non-terrestrial networks from trials to scalable deployments. The combined entity will sit as a subsidiary within Cobham Satcom Group, led by Kenney Schmidt Christiansen, Gatehouse Satcom’s current CEO. Cobham

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

Netflix–Warner Bros. Discovery $72B Deal

Netflix–Warner Bros. Discovery B Deal
Netflix plans to acquire Warner Bros. Discovery’s studio and streaming assets in a $72 billion transaction that could reshape streaming, theatrical distribution, and the broader media supply chain. The cash-and-stock offer values Warner at $27.75 per share and implies an enterprise value of $82.7 billion including debt. The combination would

ZTE & China Unicom deploys Private 5G ISAC for Airport Security

ZTE & China Unicom deploys Private 5G ISAC for Airport Security
ZTE, China Unicom Liaoning and Dalian Changhai Airport have put a 5G-Advanced private network with integrated sensing and communications into live service to address low-altitude security at an island test flight field. The partners deployed a private 5G-Advanced architecture that fuses high-throughput connectivity with precision sensing on the same infrastructure,

Vodafone boosts power resilience at 10,000+ emergency mobile sites

Vodafone boosts power resilience at 10,000+ emergency mobile sites
Vodafone is accelerating a multi-year resilience programme to keep emergency and critical services online during grid failures, an issue that is moving from rare-event planning to board-level risk management. In response, Vodafone fast-tracked its Enhanced Power initiative to harden more than 10,000 critical mobile access sites across Europe over the

Deutsche Telekom & Schwarz plan EU-backed AI data centre in Germany

Deutsche Telekom & Schwarz plan EU-backed AI data centre in Germany
Two German heavyweights are in advanced discussions to co-build large-scale AI data centre capacity in Germany, a move that would tap European Union funding and accelerate sovereign AI infrastructure. Deutsche Telekom and the Schwarz Group are exploring a joint bid to develop EU-supported “AI Gigafactory” facilities, data centres purpose-built for

Ericsson Mobility Report: differentiated 5G connectivity

Ericsson Mobility Report: differentiated 5G connectivity
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.

Verizon layoffs: 13,000+ job cuts and AI-first pivot

Verizon layoffs: 13,000+ job cuts and AI-first pivot
Verizon will cut more than 13,000 roles as part of a broader restructuring aimed at simplifying operations and resetting its cost base for the next phase of growth. The reduction represents roughly 13% of Verizon’s reported ~100,000 full-time workforce and about one-fifth of its non-union management ranks, according to figures

Google Invests $40B in Texas AI Data Centers

Google Invests B in Texas AI Data Centers
Alphabet’s Google will spend $40 billion to build three AI-focused data centers in Texas, signaling that power access and grid proximity now define hyperscale strategy more than any single technology feature. The build spans one campus in Armstrong County in the Texas Panhandle and two in Haskell County near Abilene,

Jeff Bezos Returns as Co-CEO of Project Prometheus AI

Jeff Bezos Returns as Co-CEO of Project Prometheus AI
Jeff Bezos is stepping back into day-to-day operations as co-CEO of Project Prometheus, a new AI company reportedly funded with $6.2 billion to build “AI for the physical economy.” Project Prometheus will be co-led by Bezos and Vik Bajaj, an operator-scientist with leadership experience at Google X, Verily, and Foresite

T-Mobile 5G Network Slicing at Las Vegas Grand Prix

T-Mobile 5G Network Slicing at Las Vegas Grand Prix
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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