Beyond the GPU Rush: Why Telecom Operators Must Build AI Businesses, Not Just AI Infrastructure
Telecom operators are spending billions on AI infrastructure — GPUs, data centers, and foundation models — but hardware alone won't generate sustainable revenue. The real competitive battleground is translating raw…
ZTE’s Dual AI-RAN Strategy: How ‘AI for RAN’ and ‘RAN for AI’ Are Reshaping Mobile Networks
ZTE is pushing operators to think about artificial intelligence and radio access networks through two distinct but complementary lenses — using AI to optimize the network itself, and leveraging the…
Optical Networks Are the Backbone AI Infrastructure Can’t Live Without, Says NTT Global Data Centers Executive
As AI workloads continue to explode in scale and complexity, NTT Global Data Centers is positioning optical networking as the critical foundation for next-generation AI infrastructure. However, industry leaders warn…
Ciena Bets Big on AI-Driven Optical Surge, Locks In Supply for 30%+ Revenue Growth Through 2027 and Beyond
Optical networking giant Ciena is positioning itself at the epicenter of the AI infrastructure boom, having secured supply commitments to sustain at least 30% revenue growth through 2027. The company's…
Zayo Secures Major Fiber Supply Deal with Corning as AI-Driven Infrastructure Demand Reaches Inflection Point
Zayo Group has expanded its strategic fiber supply agreement with Corning to lock in a significant portion of its fiber optic cable needs amid surging demand from hyperscalers and AI…
From Ocean Floors to Low Earth Orbit: Why Telcos Are Racing to Build the AI-Era Network
A new wave of AI-driven traffic demands is pushing telecommunications companies into an unprecedented physical network buildout — from deep-sea fiber cables to low Earth orbit satellite constellations. Telcos are…
Nokia: AI Is Rewriting the Rules of Optical Networking in the ‘Scale-Across’ Era
Nokia's optical networks team says artificial intelligence is fundamentally reshaping bandwidth demands across data centers, cloud regions, and enterprise environments, ushering in what the company calls a new "scale-across" era.…
Ericsson’s AI-RAN Vision: Why Telco-Grade AI Must Prove Its Worth at Scale Before It Transforms Networks
Ericsson is drawing a clear line in the sand — AI integrated into radio access networks must deliver tangible, measurable performance gains at scale, not just laboratory promises. As the…
Deutsche Telekom Doubles Down on AI and Fiber as T-Systems Emerges as Europe’s Sovereign Digital Champion
Deutsche Telekom is accelerating investments in artificial intelligence and fiber infrastructure as CEO Timotheus Höttges positions T-Systems as a cornerstone of Europe's push for digital sovereignty. With demand for trusted,…
APAC Telcos Race to Build AI Infrastructure Empires: Sovereign Compute Takes Center Stage
Asia-Pacific telecommunications operators are aggressively pivoting toward AI infrastructure development, forging partnerships with global technology giants to build sovereign compute platforms that could redefine the region's digital economy. From hyperscale…
The Agentic Network: How NVIDIA Is Charting Telecom’s Full-Stack Path to AI Autonomy
NVIDIA is pushing a bold vision for telecom's AI future — one where agentic systems manage, optimize, and monetize networks with minimal human intervention. From telco-trained foundation models to distributed…
Chunghwa Telecom Powers Up AI Future with 36MW Data Center in Taoyuan, Taiwan
Chunghwa Telecom has officially launched its new AI-focused data center in Lunping, Taoyuan, marking a pivotal step in Taiwan's growing artificial intelligence infrastructure landscape. The facility is expected to contribute…
Telecom Giants Are Building the AI Backbone — But the Revenue Payoff Could Take Years to Arrive
Verizon, AT&T, and SK Telecom are making bold bets on AI infrastructure, positioning their networks as the critical backbone of the coming AI economy. However, analysts at Omdia warn that…
Verizon’s $1 Billion Google DCI Pact Signals Bold Pivot Toward AI Infrastructure and Edge Computing
Verizon has inked a landmark $1 billion data center interconnect deal with Google, marking a significant strategic shift toward AI infrastructure as the carrier looks to connect data centers, metro…
SK Telecom Spins Off SK Hyper to Lead Charge in AI Data Center Infrastructure Race
SK Telecom has launched SK Hyper, a dedicated subsidiary tasked with overseeing the full lifecycle of its AI data center business — from land acquisition and substation construction to customer…
AI Revolution Is Supercharging Demand for Optical Fibre and Data Centre Connectivity, Says STL
The artificial intelligence boom is fundamentally reshaping digital infrastructure requirements, driving unprecedented demand for high-capacity optical fibre networks and hyperscale data centre connectivity. Industry leaders like STL warn that traditional…
South Korea’s Big Three Telcos Go All-In on AI Infrastructure as Nation Eyes Global Top-Three Status
SK Telecom, KT, and LG Uplus are each rolling out ambitious AI infrastructure strategies that signal a fundamental transformation of the Korean telecom sector. South Korea's government-backed push to achieve…
The Plumbing Is the Product: How AI Is Turning Telecom Infrastructure Into the New Battleground
Artificial intelligence is no longer just an application running on top of telecom networks — it's fundamentally reshaping the infrastructure investment thesis from data centers and fiber to edge computing…
How AI Is Forcing a Complete Rethink of Optical Network Architecture
Artificial intelligence workloads are reshaping the fundamental requirements of optical networks, demanding unprecedented capacity, ultra-low latency, and tightly synchronized data flows that legacy infrastructure simply wasn't built to handle. As…
Taara’s Fingernail-Sized Photonic Chip Promises to Deliver Fiber-Class Speeds Through the Air — Without the Wait
Alphabet's Taara is ditching mechanical mirrors in favor of a revolutionary photonic chip the size of a fingernail, capable of beaming fiber-equivalent data rates through free space at a fraction…
