After two years of shrinkage, the telecoms equipment market appears to be shifting. According to Dell’Oro’s preliminary data, global revenues are up, particularly outside China, as stabilising inventories, favourable currency swings, and easier comparisons drive growth. But does this signal sustained recovery, or just a temporary blip?
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The U.S. Department of War (DoW) has appointed InterDigital to lead a coalition researching advanced mid-band spectrum coexistence technologies, aiming to enable radar systems and commercial 5G networks to share frequencies more effectively. The project raises questions about technical risk, commercial incentives and oversight.
The U.S. Federal Communications Commission is preparing to vote this month on new rules that would ban the authorisation of devices with components from Chinese firms already flagged on its “Covered List” and potentially revoke permissions for existing gear. Critics question the policy’s effectiveness and its wider implications for supply chains.
British-headquartered AI infrastructure firm Nscale has secured $1.1 billion in a new funding round led by Aker ASA, with support from Nvidia, Dell, Nokia and others, marking one of Europe’s biggest ever Series B rounds. The capital will fuel Nscale’s expansion of GPU-driven data centres across Europe, the US and Middle East — but questions linger around its nationality and strategy.
South Korean telco SKT has unveiled an ambitious plan to boost in-house adoption of artificial intelligence, including launching AI CIC, a dedicated company-within-a-company. With new tools like Adot Biz and targets reaching tens of thousands of employees, SKT is pushing to embed AI into daily operations — but what challenges might lie ahead?
Highly secure data centre aims to offer full Canadian control over AI compute, from model-training to deployment, as local organisations seek to reduce dependency on foreign platforms.
Meta is expanding its AI model Llama to democratic allies like France, Germany, Italy, Japan, and South Korea, as well as organizations like NATO and the EU, after it was approved for federal use in the United States. This move indicates a larger strategy to align AI development with geopolitical interests, but it also raises concerns about oversight, regulatory compatibility, and true openness.
In an all-cash transaction worth US$270 million, Ciena is purchasing optical connector specialist Nubis Communications. The action is intended to increase its data center networking capabilities, particularly in light of the growing need for AI workloads. How well the integration results in additional cost savings and performance improvements is still up in the air.
Huawei revealed a significant update to its Xinghe AI Network Security solution at HUAWEI CONNECT 2025, incorporating a zero-trust architecture throughout its data centers, campuses, and branches. Higher detection rates and increased automation are promised by the improvements, but concerns about practical application and possible trade-offs still exist.
Google has unveiled plans to build four new subsea connectivity hubs across Africa under its “Africa Connect” programme, aiming to bolster internet infrastructure and AI development. The initiative expands on existing cables such as Equiano and the upcoming Umoja route, along with funding for research and universities—but how much will these investments translate into real benefit for local communities?
Oracle expands its UK Sovereign Cloud with AI services, aiming to support government and defence operations while reinforcing international partnerships.
Alphabet-owned Google has unveiled plans to invest £5 billion in the UK over the next two years in artificial intelligence infrastructure, research and development, in a move timed to coincide with US President Donald Trump’s state visit. The announcement includes a new data centre in Hertfordshire and is expected to generate over 8,000 jobs annually.