Perplexity secures $750m cloud and compute deal with Microsoft
Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.
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Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.
Potential $50bn Amazon stake in OpenAI underscores strategic bets on AI compute and cloud infrastructure growth.
Nokia’s mixed Q4 highlights the pressure on legacy telecoms vendors as it bets on AI-driven networking and data centre growth.
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Perplexity signs a $750m deal with Microsoft for long-term cloud and compute resources, marking a shift in AI competition.

Trends
Potential $50bn Amazon stake in OpenAI underscores strategic bets on AI compute and cloud infrastructure growth.

Trends
Nokia’s mixed Q4 highlights the pressure on legacy telecoms vendors as it bets on AI-driven networking and data centre growth.

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NTT DATA and AWS formalise a strategic partnership to scale enterprise cloud migration and embed agentic AI into modernised systems.

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Rogers adds satellite connectivity to all 5G+ plans in Atlantic Canada, redefining mobile coverage boundaries with direct-to-device service.

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SoftBank and Ericsson embed AI into massive MIMO radios, boosting 5G performance by dynamically optimising coverage in real time.

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Enterprises weigh IPv4 leasing against purchasing as scarcity turns IP addresses into strategic digital assets in 2026.

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Public safety agencies are accelerating investment in LTE and 5G broadband networks to modernise emergency communications.

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Northwood Space has secured $100m in Series B funding as the satellite ground station startup scales its network under CEO Bridgit Mendler.

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Vertiv launches an AI-powered predictive maintenance service for data centers, aiming to improve uptime and operations as AI workloads grow.

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Telefónica Tech UK&I launches a managed Security Service Edge offering powered by Netskope One across the UK and Ireland.

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Fixed broadband continues to grow, while FWA and satellite broadband reshape competition in the last mile.

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Telecom operators shift capex towards cloud, AI, and core networks, with RAN spending growth remaining subdued.

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Musk’s Tesla reports resilient revenue supported by AI investments, signalling broader infrastructure-level evolution beyond automotive.

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A new US MVNO ‘Cape’ is betting on network-level privacy features, but its approach may test how far consumers value mobile anonymity.

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Netomnia celebrates rapid growth, highlighting the growing divide between successful and struggling UK altnets.

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SoftBank is in talks to invest up to $30bn more in OpenAI, spotlighting rising capital concentration around leading generative AI platforms.

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WhatsApp has introduced a high security mode to strengthen account protection amid rising fraud and messaging platform abuse.

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Verizon tops a major US mobile network ranking, highlighting the long-term value of infrastructure investment in a saturated market.

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EE’s rural coverage push in Penmachno reflects both social responsibility and competitive differentiation in a mature market.