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

From Connectivity to Intelligence: How Telcos Are Re-Engineering Themselves for the AI Era

From Connectivity to Intelligence: How Telcos Are Re-Engineering Themselves for the AI Era
The telecom industry is evolving fast, driven by the rise of AI and real-time data demands. Telcos are moving from legacy connectivity models toward becoming AI-powered intelligence infrastructure providers. This transformation spans infrastructure modernization, distributed AI, operational automation, and monetization shifts, from selling bandwidth to delivering tailored digital experiences.

AI networking bottlenecks: Europe vs US | Nokia Report

AI networking bottlenecks: Europe vs US | Nokia Report
Across roughly 2,000 decision-makers in telecom, data center, and large enterprises, a strong majority doubts that existing infrastructure will keep up with AI’s next wave. In the US, most respondents expect network buildouts to lag AI investment and call out near-term priorities such as optimizing bidirectional data flows, expanding fiber

Ofcom probes BT and Three UK outages

Ofcom probes BT and Three UK outages
UK regulator Ofcom has opened formal investigations into BT (including EE) and Three after nationwide voice service outages this summer impaired access to other networks and to emergency services. BT notified Ofcom of a software-related failure that disrupted interconnect voice services to and from the EE mobile network on 24–25

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

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

Airbus shows how 3GPP steers mission-critical communications

3GPP for Mission-Critical Communications: Airbus Agnet
3GPP has become the organizing framework for how public safety, utilities, transportation and enterprise security adopt LTE/5G for mission-critical communications (MCX). For mission-critical users, 3GPP’s scope includes capabilities such as push-to-talk, data and video designed for high availability, priority, pre-emption and end-to-end security. For agencies and enterprises, the value of

Disney’s $1B OpenAI Deal

Disney’s B 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

Telecom and Tech M&A Tracker 2025

Telecom and Tech M&A Tracker
2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.

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

Jio IPO: Tariff Hike Timing, Airtel RMS, 5G Outlook

Jio 2026 IPO: Impact on 5G, Capex, ARPU, and India’s Digital Market
Reliance Jio’s path to a mid-2026 IPO is increasingly intertwined with the timing and magnitude of India’s next mobile tariff hike. Domestic brokers argue Jio has a tactical reason to push back on near-term tariff increases: hikes tend to accelerate Bharti Airtel’s revenue market share (RMS) gains more than Jio’s,

SoftBank–DigitalBridge: AI Data Center Power Advantage

SoftBank–DigitalBridge: AI Data Center Power Advantage
A potential take‑private of DigitalBridge by SoftBank would concentrate capital, power, and build capability at the precise chokepoints of the AI and telecom stack. The center of gravity in AI infrastructure has moved from buildings and GPUs to grid access, entitlements, and construction lead time. DigitalBridge controls rights to roughly

Omdia forecasts 5G to accelerate cellular IoT growth

Omdia forecasts 5G to accelerate cellular IoT growth
New data points to a step-change in cellular IoT adoption as 5G broadens into mid-tier and massive-scale use cases while 4G-era LPWA keeps expanding. Omdia forecasts cellular IoT connections to reach roughly 5.9 billion by 2035, driven by expanding addressable use cases across industrial automation, utilities, transportation, retail, and consumer-adjacent
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