AI and data-centre boom exposes five key debt hotspots
AI-driven data-centre growth has sparked heavy borrowing across five global regions, prompting analysts to warn of rising credit risks.
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AI-driven data-centre growth has sparked heavy borrowing across five global regions, prompting analysts to warn of rising credit risks.
Samsung and KT show AI RAN can enhance user connectivity, though broader commercial adoption still faces technical and strategic hurdles.
O2 extends its 5G SA network in the UK yet offers no specific paid services, reflecting wider challenges with monetising 5G deployments.
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AI-driven data-centre growth has sparked heavy borrowing across five global regions, prompting analysts to warn of rising credit risks.

Trends
Samsung and KT show AI RAN can enhance user connectivity, though broader commercial adoption still faces technical and strategic hurdles.

Trends
O2 extends its 5G SA network in the UK yet offers no specific paid services, reflecting wider challenges with monetising 5G deployments.

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Broadcom forecasts strong quarterly revenue as demand for AI chips and networking hardware continues to surge.

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MasOrange and Ericsson launch AI-powered RAN automation in Spain. Could this model transform network management — or limit operator flexibility?

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T-Mobile’s fixed wireless strategy accelerates broadband rollout, but concerns remain over congestion, speed consistency and long-term viability.

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Intel’s AI strategy under Lip-Bu Tan has included talks on firms tied to his venture interests, fuelling governance concerns.

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A major Telekom–OpenAI partnership will deliver an AI assistant and new enterprise tools as the operator expands its AI-focused strategy.

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A new AI-enabled offering is expected in the Google Cloud Marketplace by mid-2026, promising predictive maintenance and enhanced grid resiliency.

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UK operators draw attention to digital inclusion as EE tops network tests and Vodafone campaigns access for all.

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Africa’s internet governance crisis after AFRINIC’s collapse demands a transparent, sovereignty-focused reset — not reliance on external organisations.

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Cobham acquires Gatehouse to boost satellite-software capabilities as consolidation accelerates across Europe’s space-connectivity sector.

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Huawei Xinghe SASE secures tolly certification with top-tier threat detection At the MWC Barcelona 2025 event, Huawei announced that its “Xinghe Intelligent …

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What happened: Nokia and ALE unveil hybrid network blueprints for key industry sectors Global telecom vendor Nokia and ALE have announced a strategic partner…

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With new capital backing, Intel keeps networking division in-house to deliver tightly integrated AI and data-centre infrastructure.

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What happened: Telkomsel secures three prestigious awards at 2025 glotels in London At the 2025 Global Telecoms Awards — known as the Glotels — held in centr…

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What happened:Digital Poverty Alliance renews call for tech firms to tackle digital exclusion In a recent interview with Capacity Media, the Digital Poverty …

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What happened: Vertiv completes $1.0b acquisition of Purgerite to boost liquid-cooling thermal management On 4 December 2025, Vertiv announced it had complet…

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Fire Eater warns of rising environmental risks in data-centre fire protection Speaking during an interview at ITW Asia, Gavin Young, Global Business Developm…

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What happened: Viasat-GSMA intelligence survey reveals strong consumer demand for direct-to-device satellite mobile services A new report from Viasat, Inc. a…