Security

A fresh technical report from Broadband Forum details how a single outdoor 5G Fixed Wireless Access connection can deliver gigabit broadband to multiple apartments by reusing a buildingโ€™s existing wiring. The document defines an architecture where one high-capacity 5G FWA modemโ€”preferably operating on mmWave (3GPP FR2, roughly 24โ€“40 GHz)โ€”is installed on the roof or exterior of a multiโ€‘dwelling unit (MDU) and then shared across many tenants. Instead of running new fiber to every unit, the approach leverages inโ€‘place infrastructure such as coaxial cabling, twisted pair, or legacy telephone wiring to distribute service from a centralized point (attic, basement, or telecom closet) to apartments.
Nokiaโ€™s tie-up with OneLayer brings carrier-grade security and OT-aware visibility into one stack, addressing the core adoption barrier for private 5G/LTE in utilities: protecting highly distributed, mission-critical operations at scale. Together, the companies deliver a zero-trust model that spans radio to application: authenticated device identity, continuous posture assessment, role-based segmentation at the cellular (DNN/QoS flow) and IP layers, and orchestrated mitigation. Bottom line: With utilities accelerating private LTE/5G rollouts, Nokia and OneLayer are packaging the controls that regulators, insurers, and boards now expectโ€”bringing OT-aware zero trust into the cellular domain without adding operational complexity.
Telefรณnica has launched a 2026โ€“2030 plan to accelerate growth, simplify operations, and unlock up to โ‚ฌ3 billion in savings while doubling down on its core markets and technology investments. Revenue is guided to a 1.5%โ€“2.5% CAGR from 2025โ€“2028, accelerating to 2.5%โ€“3.5% in 2028โ€“2030; adjusted EBITDA is guided to the same ranges across the two periods. Telefรณnica targets a gross impact of up to โ‚ฌ2.3 billion in 2028 and โ‚ฌ3 billion by 2030, driven by technology and operational excellence, process simplification, digital transformation, and monetization of legacy network assets as shutdowns progress.
LG Uplus is working with AWS on agentic AI that automates installation of cloudโ€‘native network software, with early claims of up to 80% faster turnโ€‘ups versus manual methods. LG Uplus and AWS partnered to develop an AI-driven approach that installs complex network software stacks without human intervention. The system uses Amazon Bedrock alongside AWSโ€™s Strands-Agents SDK to orchestrate multiple cooperating AI agents. These agents are pre-trained on network design and implementation documents so they can execute the full workflow – provisioning cloud infrastructure, collecting device and network parameters, generating configurations, performing installation, and troubleshooting.
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 Lumenโ€™s fiber assets and Googleโ€™s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.
Orange has reached a non-binding agreement to acquire Lorcaโ€™s 50% stake in MasOrange for โ‚ฌ4.25 billion in cash, aiming for sole control of Spainโ€™s leading operator by customer base. The transaction would shift MasOrange from joint control (Orange and Lorca JVCO, owner of MรกsMรณvil) to full ownership by Orange. Full control simplifies governance, accelerates synergy capture, and gives Orange greater flexibility in network investment, pricing, and product roadmap execution in Spain. Orange expects to sign a binding agreement before end-2025, subject to agreement on final terms. Completion is targeted for the first half of 2026, assuming standard merger-control review.
A coordinated launch in the Netherlands brings standardized, network-powered security APIs to market at national scale. KPN, Odido, and Vodafone Netherlands have jointly introduced a set of security services based on CAMARA, the open-source API framework hosted by the Linux Foundation and aligned with the GSMA Open Gateway program. Working with the Dutch COIN association, the operators are exposing harmonized, privacy-aware network signals that enterprises can use to strengthen authentication and reduce online fraud. The Dutch launch prioritizes identity-centric use cases. Number Verification allows apps to confirm that a userโ€™s device and mobile number match the current sessionโ€”often silently in the backgroundโ€”reducing one-time password SMS dependency.
OpenAI has signed a multiโ€‘year, $38 billion capacity agreement with Amazon Web Services (AWS) to run and scale its core AI workloads on NVIDIAโ€‘based infrastructure, signaling a decisive shift toward a multiโ€‘cloud strategy and intensifying the hyperscaler battle for frontier AI. The agreement makes OpenAI a direct AWS customer for largeโ€‘scale compute, starting immediately on existing AWS data centers and expanding as new infrastructure comes online. AWS and OpenAI target the bulk of new capacity to be deployed by the end of 2026, with headroom to extend into 2027 and beyond.
At SK AI Summit 2025, CEO Jung Jaihun outlined plans to expand the Ulsan artificial intelligence data center (AIDC) to 1GW-class capacity, stand up a nationwide trio of hubs (Gasan in the Seoul metro, Ulsan in the south, and a new southwest site), and take the model into Southeast Asia starting with Vietnam. The operator is also deepening technology collaborations with Amazon Web Services (AWS) on Edge AI and with NVIDIA on AI-RAN and a Manufacturing AI Cloud; it intends to buy more than 2,000 NVIDIA RTX PRO 6000 Blackwell GPUs and scale Koreaโ€™s largest GPU cluster, Haein, as core compute for industrial AI workloads.
CrowdStrike and NVIDIA are aligning open models, edge inference, and agentic tooling to push real-time, autonomous cyber defense into data centers, clouds, and MEC sites where telecom and enterprise workloads actually live. By pairing CrowdStrikeโ€™s Charlotte AI AgentWorks with NVIDIAโ€™s Nemotron open models, NeMo Data Designer, NeMo Agent Toolkit, and NIM microservices, the partners aim to shrink detection-to-response windows from minutes to milliseconds, and to do so where latency is lowestโ€”at the edge. The companies expanded their collaboration to deliver always-on, continuously learning AI agents that defend cloud, data center, and edge environments using open and enterprise-grade NVIDIA AI components integrated with CrowdStrikeโ€™s Agentic Security Platform.
The Federal Communications Commission plans a November vote to rescind a January ruling that tied carrier cybersecurity obligations to CALEA, resetting the regulatory posture after high-profile intrusions tied to Chinese state-linked actors. In January, the FCC interpreted the Communications Assistance for Law Enforcement Act (CALEA) to require telecommunications carriers to protect their networks against unlawful access or interception, and paired that interpretation with a proposal to require written cybersecurity plans and baseline controls. The commission signals it will pivot to a more targeted, collaborative posture with carriers instead of a one-size-fits-all mandate.
Virgin Media O2 has struck a multiโ€‘year agreement with Starlink Direct to Cell to deliver satelliteโ€‘toโ€‘mobile service across rural UK notโ€‘spots, positioning O2 as the first British operator to integrate Starlinkโ€™s constellation with licensed mobile spectrum. Branded as O2 Satellite, the service will initially support messaging and basic data on existing smartphones when users move beyond terrestrial signal. O2 is targeting landmass coverage beyond 95% within a year of launch, using Starlinkโ€™s 650+ lowโ€‘Earth orbit satellites to act as โ€œcell sites in space.โ€ Customer rollout is planned for early 2026, with pricing to follow and an extra monthly fee anticipated.

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