CLOUD AND AI NETWORKING Fast-track connectivity, capacity, and success
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 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
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 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
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,
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
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
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
The administration plans an executive order to set a single national AI rulebook and override state-level frameworks, a move with immediate implications for telecom, cloud, and enterprise AI strategies. President Trump signaled he will sign an executive order establishing a uniform federal approach to AI governance that preempts state regulations.
SCF (Small Cell Forum) has published a new report exploring how proven small cell design principles and open interfaces can help the ecosystem overcome some of the challenges facing emerging 5G Non-Terrestrial Networks (NTNs), particularly regenerative LEO satellite systems. The paper, Small Cells and Non-Terrestrial Networks: Common Challenges and Common
The FAA has tapped Peraton as prime integrator for a multi‑year modernization of the National Airspace System (NAS), setting in motion a telecom-heavy refresh of networks, radios, and control systems at national scale. The FAA selected Peraton, owned by Veritas Capital, as the single program integrator to manage an initial
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
The Indian government has floated draft rules that refine how mobile operators can share spectrum, aiming to boost spectral efficiency and accelerate 5G expansion under the new telecommunications regulatory framework. The draft rules seek to formalize spectrum sharing under the new regime, giving operators a clearer pathway to pool or
Work at local distribution points often triggers unintended service cuts, driving spikes in complaints, repeat truck rolls, and SLA penalties. By empowering on-site technicians to detect and remediate cuts instantly—rather than wait for back-office workflows—operators can compress mean time to repair, avoid secondary visits, and reduce inbound support volume. The
Switzerland’s SBB has deployed an Ericsson IMS/VoLTE platform that interworks with legacy GSM-R, delivering Europe’s first live bridge between public 4G voice and mission-critical railway communications. Ericsson and SBB completed a nationwide IMS/VoLTE integration that extends reliable voice communications across Switzerland’s 3,100 km rail network and removes dependency on public
This dispute underscores the weakness of today’s data-sharing “plumbing.” Scraping is brittle, hard to audit, and raises legal risk. The industry will likely move toward standardized, consent-driven APIs that let customers securely share specific data fields for comparison and switching. Telecom can borrow from open banking: OAuth 2.0 and OpenID
The FCC has approved AT&T’s agreement to acquire a portfolio of UScellular wireless spectrum licenses for $1.02 billion, advancing AT&T’s mid-band capacity strategy and reshaping competitive dynamics in U.S. 5G markets. The licenses span select UScellular markets, bolstering AT&T’s holdings in areas where UScellular has long operated, including rural and
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
Versant’s lineup spans USA Network, CNBC, MS NOW (formerly MSNBC), Oxygen, E!, SYFY and Golf Channel, plus Fandango, Rotten Tomatoes, GolfNow, GolfPass and SportsEngine. Management argues the reach of up to ~65 million households and a 62% live programming mix gives it durable leverage in news and sports while it
A landmark private 5G pilot at EMSTEEL with e& UAE signals how industrial networks in the region are evolving from connectivity add-ons to strategic infrastructure. The pilot delivers dedicated, high-speed wireless coverage across complex industrial spaces that are often hostile to traditional Wi‑Fi and public cellular. For manufacturers in the
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,
Hrvatski Telekom will deploy dedicated private 5G networks at Zagreb, Zadar, and Pula airports under a €5.6 million “NextGen 5G Airports” program co-financed by the European Commission’s CEF Digital initiative. The project was selected in a competitive CEF Digital call focused on 5G and edge for smart communities, with €3.09
India’s Department of Telecommunications has ordered major messaging apps to implement continuous SIM binding and frequent web re-authentication to curb fraud, with compliance expected in early 2026. The directive applies to app-based communication platforms that use mobile numbers as identifiers, including WhatsApp, Telegram, Signal, Snapchat, ShareChat, JioChat, Josh, and regional
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

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