China’s open source AI models to capture a larger share of 2026 global AI market

Overview of AI Models – China vs U.S. :

Chinese AI language models (LMs) have advanced rapidly and are now contesting with the U.S. for global market leadership.  Alibaba’s Qwen-Image-2512 is emerging as a top-performing, free, open-source model capable of high-fidelity human, landscape, and text rendering. Other key, competitive models include Zhipu AI’s GLM-Image (trained on domestic chips), ByteDance’s Seedream 4.0, and UNIMO-G.

Today, Alibaba-backed Moonshot AI released an upgrade of its flagship AI model, heating up a domestic arms race ahead of an expected rollout by Chinese AI hotshot DeepSeek. The latest iteration of Moonshot’s Kimi can process text, images, and videos simultaneously from a single prompt, the company said in a statement, aligning with a trend toward so-called omni models pioneered by industry leaders like OpenAI and Alphabet Inc.’s Google.

Moonshot AI Kimi website. Photographer: Raul Ariano/Bloomberg

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Chinese AI models are rapidly narrowing the gap with Western counterparts in quality and accessibility.  That shift is forcing U.S. AI leaders like Alphabet’s Google, Microsoft’s Copilot, OpenAI, and Anthropic to fight harder to  maintain their technological lead in AI.  That’s despite their humongous spending on AI data centers, related AI models and infrastructure.

In early 2025, investors seized on DeepSeek’s purportedly lean $5.6 million LM training bill as a sign that Nvidia’s high-end GPUs were already a relic and that U.S. hyperscalers had overspent on AI infrastructure. Instead, the opposite dynamic played out: as models became more capable and more efficient, usage exploded, proving out a classic Jevons’ Paradox and validating the massive data-center build-outs by Microsoft, Amazon, and Google.

The real competitive threat from DeepSeek and its peers is now coming from a different direction. Many Chinese foundation models are released as “open source” or “open weight” AI models which makes them effectively free to download, easy to modify, and cheap to run at scale. By contrast, most leading U.S. players keep tight control over their systems, restricting access to paid APIs and higher-priced subscriptions that protect margins but limit diffusion.

That strategic divergence is visible in how these systems are actually used. U.S. models such as Google’s Gemini, Anthropic’s Claude, and OpenAI’s GPT series still dominate frontier benchmarks [1′] and high‑stakes reasoning tasks. According to a recently published report by OpenRouter, a third-party AI model aggregator, and venture capital firm Andreessen Horowitz. Chinese open-source models have  captured roughly 30% of the “working” AI market. They are especially strong in coding support and roleplay-style assistants—where developers and enterprises optimize for cost efficiency, local customization, and deployment freedom rather than raw leaderboard scores.

Note 1. A frontier benchmark for AI models is a high-difficulty evaluation designed to test the absolute limits of artificial intelligence in complex,, often unsolved, reasoning tasks. FrontierMath, for example, is a prominent benchmark focusing on expert-level mathematics, requiring AI to solve hundreds of unpublished problems that challenge, rather than merely measure, current capabilities.

China’s open playbook:

China’s more permissive stance on model weights is not just a pricing strategy — it’s an acceleration strategy. Opening weights turns the broader developer community into an extension of the R&D pipeline, allowing users to inspect internals, pressure‑test safety, and push incremental improvements upstream.

As Kyle Miller at Georgetown’s Center for Security and Emerging Technology argues, China is effectively trading away some proprietary control to gain speed and breadth: by letting capability diffuse across the ecosystem, it can partially offset the difficulty of going head‑to‑head with tightly controlled U.S. champions like OpenAI and Anthropic. That diffusion logic is particularly potent in a system where state planners, big tech platforms, and startups are all incentivized to show visible progress in AI.

Even so, the performance gap has not vanished. Estimates compiled by Epoch AI suggest that Chinese models, on average, trail leading U.S. releases by about seven months. The window briefly narrowed during DeepSeek’s R1 launch in early 2025, when it looked like Chinese labs might have structurally compressed the lag; since then, the gap has widened again as U.S. firms have pushed ahead at the frontier.

Capital, chips, and the power problem:

The reason the U.S. lead has held is massive AI infrastructure spending. Consensus forecasts put capital expenditure by largely American hyperscalers at roughly $400 billion in 2025 and more than $520 billion in 2026, according to Goldman Sachs Research. By comparison, UBS analysts estimate that China’s major internet platforms collectively spent only about $57 billion last year—a fraction of U.S. outlays, even if headline Chinese policy rhetoric around AI is more aggressive.

But sustaining that level of investment runs into a physical constraint that can’t be hand‑waved away: electricity. The newest data-center designs draw more than a gigawatt of power each—about the output of a nuclear reactor—turning grid capacity into a strategic bottleneck. China now generates more than twice as much power as the U.S., and its centralized planning system can more readily steer incremental capacity toward AI clusters than America’s fragmented, heavily regulated electricity market.

That asymmetry is already shaping how some on Wall Street frame the race. Christopher Woods, global head of equity strategy at Jefferies, recently reiterated that China’s combination of open‑source models and abundant cheap power makes it a structurally formidable AI competitor. In his view, the “DeepSeek moment” of early last year remains a warning that markets have largely chosen to ignore as they rotate back into U.S. AI mega‑caps.

A fragile U.S. AI advantage:

For now, U.S. companies still control the most important chokepoint in the stack: advanced AI accelerators. Access to Nvidia’s cutting‑edge GPUs remains a decisive advantage.  Yesterday, Microsoft announced the Maia 200 chip – their first silicon and system platform optimized specifically for AI inference.  The chip was  was designed for efficiency, both in terms of its ability to deliver tokens per dollar and performance per watt of power used.

“Maia 200 can deliver 30% better performance per dollar than the latest generation hardware in our fleet today,” Microsoft EVP for Cloud and AI Scott Guthrie wrote in a blog post.

Image Credit: Microsoft

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Leading Chinese AI research labs have struggled to match training results using only domestic designed silicon. DeepSeek, which is developing the successor to its flagship model and is widely expected to release it around Lunar New Year, reportedly experimented with chips from Huawei and other local vendors before concluding that performance was inadequate and turning to Nvidia GPUs for at least part of the training run.

That reliance underscores the limits of China’s current self‑reliance push—but it also shouldn’t be comforting to U.S. strategists. Chinese firms are actively working around the hardware gap, not waiting for it to close. DeepSeek’s latest research focuses on training larger models with fewer chips through more efficient memory design, an incremental but important reminder that architectural innovation can partially offset disadvantages in raw compute.

From a technology‑editorial perspective, the underlying story is not simply “China versus the U.S.” at the model frontier. It is a clash between two AI industrial strategies: an American approach that concentrates capital, compute, and control in a handful of tightly integrated platforms, and a Chinese approach that leans on open weights, diffusion, and state‑backed infrastructure to pull the broader ecosystem forward.

The question for 2026 is whether U.S. AI firms’ lead in capability and chips can keep outrunning China’s advantages in openness and power—or whether the market will again wait for a shock like DeepSeek to re‑price that risk.

Deepseek and Other Chinese AI Models:

DeepSeek published research this month outlining a method of training larger models using fewer chips through a more efficient memory design. “We view DeepSeek’s architecture as a new, promising engineering solution that could enable continued model scaling without a proportional increase in GPU capacity,” wrote UBS analyst Timothy Arcuri.

Export controls haven’t prevented Chinese companies from training advanced models, but challenges emerge when the models are deployed at scale. Zhipu AI, which released its open-weight GLM 4.7 model in December, said this month it was rationing sales of its coding product to 20% of previous capacity after demand from users overwhelmed its servers.

Moonshot, Zhipu AI and MiniMax Group Inc are among a handful of AI LM front-runners in a hotly contested battle among Chinese large language model makers, which at one point was dubbed the “War of One Hundred Models.”

“I don’t see compute constraints limiting [Chinese companies’] ability to make models that are better and compete near the U.S. frontier,” Georgetown’s Miller says. “I would say compute constraints hit on the wider ecosystem level when it comes to deployment.”

Gaining access to Nvidia AI chips:

U.S. President Donald Trump’s plan to allow Nvidia to sell its H200 chips to China could be pivotal. Alibaba Group and ByteDance, TikTok’s parent company, have privately indicated interest in ordering more than 200,000 units each, Bloomberg reported.  The H200 outperforms any Chinese-produced AI chip, with a roughly 32% processing-power advantage over Huawei’s Ascend 910C.

With access to Nvidia AI chips, Chinese labs could build AI-training supercomputers as capable as American ones at 50% extra cost compared with U.S.-made ones, according to the Institute for Progress. Subsidies by the Chinese government could cover that differential, leveling the playing field, the institute says.

Conclusions:

A combination of open-source innovation and loosened chip controls could create a cheaper, more capable Chinese AI ecosystem. The possibility is emerging just as OpenAI and Anthropic consider public stock listings (IPOs) and U.S. hyperscalers such as Microsoft and Meta Platforms face pressure to justify heavy spending.

The risk for U.S. AI leaders is no longer theoretical; China’s open‑weight, low‑cost model ecosystem is already eroding the moat that Google, OpenAI, and Anthropic thought they were building. By prioritizing diffusion over tight control, Chinese firms are seeding a broad developer base, compressing iteration cycles, and normalizing expectations that powerful models should be cheap—or effectively free—to adapt and deploy.

U.S. AI leaders could face pressure on pricing and profit margins from China AI competitors while having to deal with AI infrastructure costs and power constraints. Their AI advantage remains real, but fragile—highly exposed to regulatory shifts, export controls, and any breakthrough in China’s workarounds on hardware and training efficiency. The uncomfortable prospect for U.S. AI incumbents is that they could win the race for the best models and still lose ground in the market if China’s diffusion‑driven strategy defines how AI is actually consumed at scale.

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References:

https://www.barrons.com/articles/deepseek-ai-gemini-chatgpt-stocks-ccde892c

https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/

https://www.bloomberg.com/news/articles/2026-01-27/china-s-moonshot-unveils-new-ai-model-ahead-of-deepseek-release

https://www.scmp.com/tech/tech-trends/article/3335602/chinas-open-source-models-make-30-global-ai-usage-led-qwen-and-deepseek

China gaining on U.S. in AI technology arms race- silicon, models and research

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Fierce Network Research report examines telcos role in the AI economy and profiles early AI adopters

The telecommunications industry is at a critical crossroads. As AI reshapes global value chains, communications service providers (CSPs) must determine their strategic position: will they remain infrastructure enablers or evolve into full-scale participants in the AI economy?

A new Fierce Network Research report — “Risk, Reward and Revenue: Defining Telcos’ Role in the AI Economy” — examines this identity challenge — and how network operators are recalibrating for the next generation of network-driven intelligence.  Based on a global survey of 500 technology decision-makers across 40 countries, the findings reveal a pronounced industry divide. A majority (57%) of operators see their core opportunity in infrastructure — networks, data centers, and secure connectivity — while 43% advocate for a more integrated position, aspiring to orchestrate AI ecosystems (19%) or participate fully in the AI value chain (24%).

Some of the industry’s early adopters are already showing what that future might look like.

  • AT&T reports a twofold increase in cash flow for every dollar it invests in AI, emphasizing measurable outcomes over vague productivity gains.  An AT&T executive said that success in the AI era depends on “Goldilocks governance” — a balance not too rigid to stifle innovation, and not too loose to compromise compliance and trust.
  • Bell Canada is moving in a similar direction, targeting a doubling of enterprise AI revenue by 2028 and positioning its Ateko subsidiary and AI Fabric platform as the backbone of a “sovereign digital spine” for Canada.
  • “We’re using AI to enhance our products and services and make them better,” Ed Fox, MetTel CTO.  The company provides a private network to deliver integrated communications and IT services to U.S. businesses and government agencies, including voice, data, network, cloud, mobility, IoT and security solutions. MetTel also provides managed network services such as SD-WAN and secure access service edge (SASE).
  • Rick Lievano, Microsoft CTO for the worldwide telecommunications industry, sees operators expanding their use of AI beyond efficiency. “Initially, the first place where telcos began to experiment with AI is around efficiency gains — how can I save money, and how can I do more with fewer people? That’s been the target of the first couple of waves of AI,” Lievano said. “However, their eyes light up when we talk with them about new revenue opportunities,” Lievano said.

The research highlights that telcos possess critical assets few other industries can match: globally distributed data center capacity, secure and resilient networks, and deep, long-standing relationships with enterprise and government customers. But the barriers are equally significant — from proving the business case for AI infrastructure to navigating a shortage of data science and AI talent. Legacy technology debt continues to drag, with one executive lamenting that 145 years of accumulated systems make modern data integration “extraordinarily complex.”

A new Fierce Network Research report reveals how communication service providers are navigating the AI economy amid uncertainty about their role and strategy. (Google Gemini)

The bottom line is clear: to remain relevant in the AI-driven economy, telcos must modernize both infrastructure and business models — transforming from connectivity providers into intelligent digital enablers.  However, we’ve heard that cry for telco transformation from dumb pipes to intelligent and autonomous network and IT providers, but it has yet to be realized. Will this time be any different?

References:

https://www.fierce-network.com/cloud/dumb-pipes-or-ai-powerhouses-telcos-face-identity-crisis

Full REPORT: “Risk, Reward and Revenue: Defining telcos’ role in the AI economy.”

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Markets and Markets: Global AI in Networks market worth $10.9 billion in 2024; projected to reach $46.8 billion by 2029

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Vodafone Spain (Zegona), MasOrange and Telefonica in possible RANco joint venture

In an interview with Expansion  published on January 26, 2026, Zegona [1.] CEO Eamonn O’Hare revealed that Vodafone Spain, MasOrange and Telefonica have been holding talks on the possibility of joining their mobile networks together since late last year. “We are talking with Orange and Telefónica to create a RANco,” he said.  

Note 1.  Zegona owns 100% of Vodafone Spain.

However, Zegona was unable to give the potential joint venture its full attention due to demands of its ongoing fiber projects. Telefonica and Vodafone created their Fiberpass joint venture (JV) in 2025 and agreed to sell a 40% stake to AXA in November. Meanwhile, Vodafone and MasOrange brought in GIC as an investor in their PremiumFiber JV last summer.

Eamonn O’Hare, president and CEO of Zegona

“The whole team was so involved in the fibercos that we didn’t have the time or energy to thoroughly develop the project,” O’Hare told the Expansion. Instead, his staff focused on tying up the fiber optic projects and then took a break over the Christmas period, he explained. “And now we’re back with more energy.”

Why a JV rather than a merger of telcos: “Mergers and acquisitions are not a priority in Spain and the regulatory risk is very high,” he said.  Zegona has a greater motivation to make the RANco a reality. “Today there are three companies…that manage three national mobile networks with exactly the same fixed costs, but Orange and Telefónica have twice as many customers as us,” O’Hare explained. “Therefore, our national mobile network is inefficient. Just as our fixed infrastructure was inefficient and unprofitable, [and] that’s why we powered the fibercos.”

“It would be easier to broker a deal with MasOrange to share the network in certain areas, so the synergies would be in urban areas. But we don’t have anything with Telefónica, so there it would all be synergies.”  Telefonica  already has a mobile network sharing deal in place with Vodafone in sparsely populated areas, and was rumoured to be in talks with the telco on a broader RANco arrangement this time last year.

As a result, a partnership with Telefonica would bring greater synergies as there are no existing arrangements in place in the mobile space, but any deal would be a more difficult deal to hammer out and it would be trickier to bring in an investor, O’Hare added.  Zegona has three priorities in Spain: to align its valuation with those of its competitors; to boost its cash flow to €1 billion; and to develop a RANco. “As long as we are in the middle of that transformation, we have no interest in mergers and acquisitions,” he said. And in addition, “the regulatory obstacle is…too big.”

“Historically, these small businesses have grown and then tried to sell themselves to MásMóvil. But MásMóvil no longer buys. Neither do we or Telefónica,” O’Hare said. “No one is buying. So they… will just be devoured by us and by Digi, as in the Pac-Man game.”

Would Huawei network equipment be used in the proposed Spanish RanCo? Vodafone is the mobile operator with the largest network provided by Huawei. Orange is reducing its share, and Telefónica only uses Huawei in part of its core network in Spain and not at all in its radio network. If the Brussels Cybersecurity Act mandates the replacement of this Chinese equipment, what will Vodafone Spain (Zegona) do?

If Europe is more aggressive on the Huawei issue , I suppose we should accelerate efforts to reduce the amount of Huawei equipment in the network… should we accelerate RANco for this reason? Officially, the answer is no.”

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References:

https://www.expansion.com/empresas/tecnologia/2026/01/26/6973ab17468aebd1418b4590.html

https://www.telecoms.com/communications-service-provider/spanish-telcos-working-on-mobile-network-jv-zegona-says

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STL completes successful Multi-Core Fiber (MCF) trial with Colt in London, UK

India based STL, a global provider of optical and digital connectivity solutions for AI-era networks, has completed multi-core fiber (MCF) field trials with Colt Technology Services on Colt’s London metro optical network. The trial is a meaningful proof point for space-division multiplexing (SDM) in carrier environments, demonstrating that MCF can lift per-fiber strand capacity while staying within existing civil and duct constraints and improving overall network energy and cost metrics.

The deployment used STL’s Multiverse™ four-core MCF, designed with the same 125 µm cladding diameter as conventional single-mode fibre (SMF) and a 250/200 µm coating, enabling seamless handling with existing cable designs and installation practices. The trial route connected two Colt Points of Presence (PoPs) on the London metro network over spans of approximately 9 km and 63 km, representing both short-haul metro and longer metro-regional use cases.

From a transmission standpoint, the network achieved an 800 Gbps line rate with service validation for 100GE and 400GE, aligning with current high-capacity router and data-centre interconnect interfaces. STL and Colt validated performance across a broad set of optical and system parameters, including chromatic dispersion (CD), polarization mode dispersion (PMD), inter-core crosstalk, throughput, fault behavior, OTDR signatures, insertion loss, and optical return loss (ORL), with results within expected design envelopes. This indicates that Multiverse™ MCF can be engineered and operated to comparable performance baselines as legacy SMF while delivering higher spatial capacity.

Architecturally, STL’s MCF platform integrates four independent cores within a standard SMF cladding profile, effectively multiplying per-fibre capacity without increasing cable diameter. For operators, this directly addresses constraints in congested metro ducts, legacy civil infrastructure, and brownfield routes where augmenting capacity by pulling additional cables is either cost-prohibitive or operationally disruptive. In these scenarios, MCF creates a higher bit-per-mm² and bit-per-duct investment profile, improving both capex efficiency (less civil work, fewer ducts) and opex metrics such as energy per transported bit.

STL positions itself as one of the early movers in taking MCF from controlled lab demonstrations into operational networks, including buried and ducted plant, backed by a full ecosystem spanning fibre, cable, and connectivity hardware through its Optotec portfolio. Coupled with STL’s broader focus on AI-ready optical infrastructure and 5G-ready digital network solutions, the Colt trial underlines a practical migration path for carriers looking to future-proof metro and data-centre interconnect footprints against emerging AI, cloud, and 5G traffic patterns without wholesale rebuilds of underlying passive infrastructure.

“As network demand accelerates, customers are looking for more bandwidth without sacrificing security, performance, or sustainability,” said Buddy Bayer, Chief Operating Officer, Colt Technology Services. “At Colt, we continue to push optical networking forward, and this pilot represents an important step in Europe and the USA. It reflects our focus on building scalable networks that deliver growth in capacity without increasing environmental impact.”

Dr Badri Gomatam, CTO, STL, said the trial highlights the value of joint innovation in advancing optical infrastructure. “Collaborations like this speed up adoption of next-generation connectivity technologies. STL’s Multiverse MCF portfolio is designed for the high-density, ultra-low latency, and resilient connectivity requirements of AI, hyperscale cloud, and future digital platforms globally,” he said. STL stated that the trial results strengthen confidence in MCF as a viable technology for the growing bandwidth requirements driven by AI workloads, cloud scale-out, and new digital services.

“As network demand accelerates, customers are looking for more bandwidth without sacrificing security, performance, or sustainability,” said Buddy Bayer, Chief Operating Officer, Colt Technology Services. “At Colt, we continue to push optical networking forward, and this pilot represents an important step in Europe and the USA. It reflects our focus on building scalable networks that deliver growth in capacity without increasing environmental impact.”

Dr Badri Gomatam, CTO, STL, said the trial highlights the value of joint innovation in advancing optical infrastructure. “Collaborations like this speed up adoption of next-generation connectivity technologies. STL’s Multiverse MCF portfolio is designed for the high-density, ultra-low latency, and resilient connectivity requirements of AI, hyperscale cloud, and future digital platforms globally,” he said. STL stated that the trial results strengthen confidence in MCF as a viable technology for the growing bandwidth requirements driven by AI workloads, cloud scale-out, and new digital services.

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About STL-– Sterlite Technologies Ltd:

STL is a global provider of advanced connectivity solutions, offering end-to-end products and services for building AI-ready networks across FTTx, rural broadband, enterprise, and data centres. With manufacturing operations in North America, Europe, and Asia, STL supplies connectivity solutions in more than 100 countries and works with telecom operators, cloud and data center companies, internet service providers, and large enterprises to build future-ready AI digital infrastructure.

On January 23, 2026, STL reported continued sequential improvement in Operational EBITDA margin for the fifth consecutive quarter, driven by a higher-margin product mix and increased contribution from the US market. With the US–India Bilateral Trade Agreement under advanced discussion, STL remains well-positioned to leverage emerging opportunities by offering reliable, high-quality solutions for building AI-ready digital infrastructure.

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References:

STL completes successful trial of Multi-Core Fibre (MCF) with Colt in the UK, powering next-gen optical connectivity

https://www.intechopen.com/chapters/78908

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Huawei Cloud Review and Global Sales Partner Policies for 2026

Huawei Cloud is the cloud computing platform of Huawei Technologies Co. Ltd., offering a comprehensive suite of cloud services and solutions for enterprises and individual consumers.  It’s ranked as the second-largest cloud service provider in China by market share, consistently placing behind the market leader, Alibaba Cloud.

Huawei Cloud provides a full range of services including Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS), supporting public, private, and hybrid cloud architectures.  Cloud services include: 

  • Compute Services such as Elastic Cloud Servers (ECS), Bare Metal Servers (BMS), and container management via the Cloud Container Engine (CCE).
  • Storage and Data Management Offerings include Object Storage Service (OBS), Elastic Volume Service (EVS), backup and disaster recovery solutions, and a range of database options like GaussDB and RDS for MySQL.
  • Networking Services cover Virtual Private Cloud (VPC), Elastic IP (EIP), load balancing, and content delivery networks (CDN) to ensure fast and reliable connectivity.
  • AI and Analytics This is a key focus area, featuring AI development platforms like ModelArts, pre-trained Pangu models, big data analytics services (MapReduce Service, Data Warehouse Service), and various AI-powered solutions for specific industries.
  • Security and Compliance The platform offers robust security measures including firewalls, anti-DDoS services, data encryption, identity and access management (IAM), and comprehensive security operations centers.
  • Developer and Management Tools A variety of tools for application development, operations management (O&M), migration, and governance. 
Li Shi, President of Huawei Cloud Computing Global Sales, provided a review of the company’s progress over the past year, highlighting the collaborative growth of Huawei Cloud and its partners. In 2025, Huawei Cloud’s partner business achieved a growth rate exceeding 50%. The company has reported continued expansion in its partner network and increased depth in collaborations.  Huawei Cloud’s international partner ecosystem includes over 40 global distributors and 50 core/premier cloud solution providers outside of China. The broader ecosystem comprises more than 4,000 global partners and serves hundreds of thousands of paying customers.
Committed to enhancing partner companies experience through improved trust, profitability, simplicity, and growth opportunities, Huawei Cloud has refined its customer account classification system and clarified the roles of both Huawei and its partners. The company aims to maintain ecosystem stability and support partner success via a structured approach involving incentives, benefits, and established regulations.

Charles Yang, Huawei Senior Vice President, highlighted that the intelligent era presents immense opportunities and challenges for Huawei Cloud and its partners.

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Huawei Cloud is reinforcing its commitment to rewarding partners by implementing a comprehensive upgrade to its partner incentive framework this year. This enhanced framework provides support across four key areas designed to foster holistic partner growth: 
  • Global Visibility: Amplifying partner visibility through Huawei Cloud’s international media channels.
  • Brand Enhancement: Assisting partners in improving their brand image using established global communication benchmarks.
  • Enhanced Benefits: Upgrading partner benefits, including an increased Market Development Fund and comprehensive promotional support.
  • Collaborative Marketing: Inviting partners to participate in Huawei Cloud’s own global marketing initiatives. 
Furthermore, Huawei Cloud will strengthen partner enablement through a tailored education system addressing various professional roles, from high-level strategic insights to practical sales techniques: 
  • Executive Level (CXO): Facilitating strategic exchanges on industry trends, digital transformation, and AI strategy to ensure vision alignment.
  • Core Teams: Offering courses focused on business operations, industry analysis, and growth strategies.
  • Sales and Technical Roles (BDs, SAs, CSMs): Providing hands-on training, including sales simulations and technical workshops, to enhance practical expertise.

References:

https://thetimes.com.au/news/press-releases?rkey=20260123AE69710&filter=24774

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Blue Origin announces TeraWave – satellite internet rival for Starlink and Amazon Leo

The BBC reports that Jeff Bezos owned Blue Origin plans to create a new communications network called TeraWave, launching more than 5,400 satellites to offer global internet coverage.  TeraWave will be focused on data centers, businesses and governments.

In a satellite internet market dominated by Elon Musk’s Starlink, Blue Origin would still have fewer satellites in orbit than Starlink.  Yet TeraWave’s network at maximum speed would allow upload and download speeds of up to 6 terabits per second, much faster than rival commercial satellite offerings. The satellites are set to start launching by the end of 2027.

In April, Blue Origin launched an 11-minute space flight with an all-female crew, including Bezos’ now-wife Lauren Sánchez, singer Katie Perry and CBS presenter Gayle King.  However, some commentators said it was “tone deaf” for celebrities to be taking part in such a fleeting and expensive trip at a time of economic struggle.

Blue Origin says TeraWave will be focused on data centers, businesses and governments. Blue Origin said its network, at its fastest, would allow upload and download speeds of as much as 6 terabits per second, much faster than rival commercial satellite services currently offer.

TeraWave is Optimized for Enterprise, Data Center, & Government Customers

Comparison table of TeraWave and Current LEO Constellations showing differences in download and upload speeds, bandwidth type, coverage, and max customers served.
Top Competitors:
  1. Starlink – part of Musk’s rocket firm SpaceX (which is 40% owned by Elon Musk) is by far the #1 satellite internet and phone service provider, primarily to individual customers.
  2. Blue Origin’s TeraWave satellite network will also compete with Amazon Leo, but they are targeting different market segments despite both being backed by Jeff Bezos.  While it currently has around 180 satellites in orbit, having launched dozens more just last week, it plans to have more than 3,000 in orbit.  Like Starlink, Amazon is also more focused on the general public than businesses and governments, positioning Leo as a way to offer high-speed internet access globally. It has not said when all of the Leo satellites will be in orbit.
Key Differences:
Feature  Blue Origin TeraWave Amazon Leo (formerly Project Kuiper)
Target Market Enterprises, data centers, governments, and other high-capacity users. Consumers and communities in remote and underserved areas.
Service Goal Provide extremely high-speed, symmetrical, and redundant backbone connectivity. Deliver general high-speed broadband internet access (consumer speeds).
Projected Speeds Up to 6 terabits per second (Tbps) via optical links in MEO. Up to 1 gigabit per second (Gbps) for its highest-end user terminal.
Constellation Size Plan for 5,408 satellites (LEO and MEO). Plan for over 3,200 satellites (LEO only).

In November, Blue Origin successfully landed a rocket booster on a floating platform for the first time. Only SpaceX had previously accomplished that feat.

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References:

https://www.blueorigin.com/news/blue-origin-introduces-terawave-space-based-network-for-global-connectivity

https://www.bbc.com/news/articles/cn0yydwe89jo

AST SpaceMobile to deliver U.S. nationwide LEO satellite services in 2026

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Elon Musk: Starlink could become a global mobile carrier; 2 year timeframe for new smartphones

GEO satellite internet from HughesNet and Viasat can’t compete with LEO Starlink in speed or latency

Ericsson announces capability for 5G Advanced location based services in Q1-2026

Ericsson’s 5G Advanced location based services (LBS) offering is a comprehensive suite of innovations designed to redefine location-based services across commercial 5G Standalone (SA) networks. Set for release in Q1 2026, it makes Ericsson the leader in 5G positioning technology, offering a scalable and fully integrated solution on top of Ericsson’s dual-mode 5G Core network.

By embedding positioning as a core 5G SA network capability, Ericsson 5G Advanced location services enables Communications Service Providers (CSPs) to monetize precise location services and expand beyond traditional mobile offerings into verticals such as manufacturing, healthcare, public safety, automotive, drones, and more.

Key benefits:

  • High Accuracy: Down to sub-meter for indoor and sub-10 cm for outdoor positioning, enabling precise tracking
  • Scalability: Scalable, precise positioning for outdoor applications (automotive, agriculture, drones)
  • Seamless Indoor/Outdoor Coverage: Unified 5G positioning technology for both environments.
  • Developer & Device Friendliness: No need for device-side apps; improved battery life compared to satellite-based solutions
  • Support for Large-Scale Use Cases: Enables massive geofencing, population density analysis, and tracking use cases.

Monica Zethzon, Head of Core Networks, Ericsson, says: “With the launch of 5G Advanced Location Services we are evolving the value of 5G Standalone networks. This innovation gives CSPs the precision and scalability to create differentiated services based on location capabilities.”

Caroline Gabriel, Partner at Analysys Mason, says: “Ericsson’s integrated approach to indoor and outdoor positioning sets a new benchmark in the industry. It addresses critical pain points for operators and enterprises, particularly in sectors where location accuracy is mission-critical.”

The global market for 5G positioning is in its early stages but poised for rapid growth, driven by demand for enhanced precision in diverse sectors. Ericsson’s solution responds to this demand with scalable, developer-friendly capabilities that improve device battery life compared to legacy systems.

This launch further strengthens Ericsson’s location solutions based on Real-Time Kinematics technology, with related devices from Ericsson planned for Q1 2026.

Photo Credit: Ericsson

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3GPP’s 5G Advanced (starting with Release 18, finalized mid-2024) significantly enhances Location-Based Services (LBS) by integrating advanced positioning directly into the 5G SA core, aiming for centimeter-level accuracy indoors/outdoors, reducing power, and supporting new uses like RedCap, AR/VR, and drones, using techniques like bandwidth aggregation, carrier-phase, and AI/ML for better precision and energy efficiency, with further evolution in Release 19 and beyond. 
Key Enhancements in 5G Advanced (Rel-18 & Beyond):
  • Integrated Positioning: Positioning is built into the 5G Standalone (SA) architecture, moving beyond traditional GPS reliance.
  • High Accuracy & Efficiency: New techniques improve accuracy (e.g., bandwidth aggregation, carrier-phase measurements) and reduce power consumption for devices.
  • AI/ML Integration: Artificial Intelligence/Machine Learning is applied to enhance positioning accuracy, especially for challenging scenarios like beyond-visual-line-of-sight (BVLOS).
  • Support for New Devices/Apps: Enables precise tracking for wearables, industrial sensors (RedCap), augmented reality (AR), drone control, and smart grids.
  • Beyond-Line-of-Sight (BVLOS): Focus on reliable positioning for industrial and public safety applications where line-of-sight isn’t guaranteed.
  • Reduced Power: Solutions target lower power usage, crucial for IoT devices. 
Release Timeline & Focus:
  • Release 18 (5G Advanced Start): Finalized mid-2024, introduced major LBS enhancements, including RedCap positioning, bandwidth aggregation, and carrier-phase support.
  • Release 19 (Ongoing): Continues the evolution, extending LTM (L1/L2-triggered Mobility) and further exploring AI/ML for mobility and positioning.
  • Release 20 & Beyond: Will build on these foundations, further evolving towards 6G capabilities. 
In essence, 5G Advanced transforms LBS from a supplementary feature to a core network capability, offering precise, low-power, and versatile location awareness for a vast range of new applications. 
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References:

https://www.ericsson.com/en/press-releases/2026/1/5g-advanced-location-services

5G Advanced offers opportunities for new revenue streams; 3GPP specs for 5G FWA?

What is 5G Advanced and is it ready for deployment any time soon?

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India 5G subscribers top 400 Million with rapid adoption continuing without 5Gi

With over 400 million 5G subscribers, India now ranks #2 globally (China is #1 [1.]). What’s even more remarkable is the speed of adoption after 5G spectrum auctions were repeatedly delayed.  Jyotiraditya Scindia, India’s union minister for communications and development of the North Eastern Region, said the country is “setting new global benchmarks in scale, speed and digital transformation.”

According to figures cited by the minister, the country’s 5G subscriber base now exceeds that of other major markets, including the United States with around 350 million users, the European Union with 200 million, and Japan with 190 million. China remains the global leader, with more than 1.2 billion 5G connections.

Note 1. China has over 1.2 billion 5G subscribers as of late 2025, representing over 60% of all mobile connections in the country, driven by massive infrastructure rollout and strong adoption across major operators like China Mobile, China Telecom, and China Unicom, making it the global leader in 5G penetration. 

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India initiated its commercial 5G deployments in October 2022 by network operators like Reliance Jio and Bharti Airtel, rapidly expanded from key metro areas to nationwide coverage, with over 518,000 5G Base Transceiver Stations (BTS) deployed by late 2025, supporting substantial user adoption, while BSNL plans its domestic stack-based 5G launch, and Vodafone Idea followed with a 2025 rollout. 
Market Penetration and Operator Status:
Bharti Airtel and Reliance Jio Infocomm spearheaded the launch, becoming the first carriers to operationalize 5G networks and achieving significant subscriber acquisition, with each surpassing the 50 million user milestone within their initial year of service [1]. Vodafone Idea subsequently entered the 5G market with launches in specific cities during 2025.
Public Sector Development:
State-owned telecom provider BSNL is projected to launch 5G services within the current year [1]. This deployment is slated to exclusively utilize India’s indigenously developed telecom technology stack, a collaborative effort involving the Centre for Development of Telematics (C-DOT), Tejas Networks, and Tata Consultancy Services (TCS).
Infrastructure Metrics:
As of the close of 2025, the national 5G infrastructure comprised 518,854 operational base stations, marking a substantial increase from approximately 464,990 recorded at the start of the year [1]. The Department of Telecommunications (DoT) reported the deployment of 4,112 new 5G base transceiver stations (BTS) in December 2025 alone, contributing to the year-end cumulative total

Key Developments:
Network Operator Momentum: Jio and Airtel led the initial wave, achieving rapid user acquisition and infrastructure build-out, leveraging both Standalone (SA) for Jio and Non-Standalone (NSA) architectures for Airtel.
  • Infrastructure Growth: Rapid BTS deployment, exceeding 4,100 new installations in December 2025 alone, demonstrates intense network densification, with coverage now reaching most districts.
  • Vodafone Idea’s Entry: Vi, after initial delays, commenced its phased 5G service introduction in select cities during 2025.
  • BSNL’s Indigenous Strategy: The state-owned operator is slated to launch 5G using India’s homegrown stack (C-DOT, Tejas, TCS), showcasing self-reliance in telecom technology.
  • Market Dynamics: The rapid expansion aims to unlock enterprise and consumer use cases, positioning India as a significant global 5G player, despite ongoing discussions about monetization and infrastructure investment.

Technical & Deployment Highlights:

  • Architecture: A mix of 5G SA (Jio) and 5G NSA (Airtel) is prevalent, with SA offering lower latency and true 5G capabilities.
  • Spectrum: Operators utilize various bands, including sub-6 GHz (3.3 GHz, 26 GHz) for broad coverage and capacity.
  • Deployment Pace: Driven by ministerial targets, operators installed BTS at an accelerated pace, focusing initially on high-revenue urban centers.
Impact: The extensive 5G network underpins digital transformation, smart city initiatives, and new IoT/AI applications, establishing India as a major force in global telecom.
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Author Expresses Regrets:

This author deeply regrets that the  Telecommunications Standards Development Society India (TSDSI)’s 5Gi RIT specification, included as part of the ITU-R M.2150 IMT 2020 RIT/SRIT standard, was not implemented in India.  On January 25, 2022, TSDSI told the Telecommunication Engineering Center (TEC) under the DoT not to proceed with the adoption of 5Gi as a national 5G standard. TSDSI added that it “does not intend to further update 5Gi specifications.”

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References:

https://www.linkedin.com/posts/sanjeev-keshri-898b34231_digitalindia-5g-indiaontherise-activity-7417474428550234112-RnOM/

India reaches 400 million 5G subscribers in three years

https://telecom.economictimes.indiatimes.com/news/dot-discards-plan-on-adoption-of-5gi-following-strong-opposition-from-telecom-companies/89172694

OpenSignal: real world 5G deployment in India, market status & what happened to 5Gi?

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Communications Minister: India to be major telecom technology exporter in 3 years with its 4G/5G technology stack

India to set up 100 labs for developing 5G apps, business models and use-cases

Adani Group to launch private 5G network services in India this year

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Bharti Airtel to launch 5G services in India this August; Reliance Jio to follow

5G Made in India: Bharti Airtel and Tata Group partner to implement 5G in India

India government wants “home-grown” 5G; BSNL and MTNL will emerge as healthy

5G in India dependent on fiber backhaul investments

Hindu businessline: Indian telcos deployed 33,000 5G base stations in 2022

 

Huawei’s Electric Vehicle Charging Technology & Top 10 Charging Trends

Huawei EV Charging Backgrounder –from Google Gemini:

Huawei is a major player in the electric vehicle (EV) charging infrastructure market, focusing primarily on developing and supplying ultra-fast, liquid-cooled charging solutions and related smart energy management systems. Their involvement includes manufacturing core charging hardware and developing software/AI for intelligent network management.
Key aspects of Huawei’s involvement in charging technology:
  • Ultra-Fast Charging Technology: Huawei’s flagship product is the FusionCharge system, which uses a fully liquid-cooled design to enable ultra-fast DC charging at high power levels, including up to 600 kW and even experimental 1.5 MW chargers. This technology is designed to add significant range (e.g., over 200 km in 5 minutes) and is compatible with most EV models.
  • Integrated Energy Solutions: A core part of their strategy is the integration of EV charging with renewable energy (photovoltaics or PV) and energy storage systems (ESS). This “PV+ESS+Charger” solution helps maximize green power consumption, reduces the impact of high-power charging on the main power grid, and allows for intelligent peak shaving to optimize operational costs.
  • Hardware and Components: Huawei designs and supplies key charging components, including power units, charging dispensers, and silicon carbide (SiC) chips that enhance efficiency and power density. Their modular designs allow for scalable power output and a service life of over 10 years.
  • Smart Network Management: Huawei provides platforms for smart charging network management that enable remote monitoring, data analysis, and intelligent power distribution among multiple vehicles at a single station. This intelligent power pooling improves efficiency and ensures optimal use of available power.
  • Innovation in Convenience: Huawei has showcased an experimental prototype of a robotic charging arm that can automatically locate and plug into a vehicle’s charging port, facilitating a seamless “self-charging” experience that would work well with autonomous vehicles.
  • Strategic Partnerships and Market Deployment: Huawei works with partners, including logistics companies and car manufacturers, to deploy its charging solutions across China and other markets. They are also involved in joint ventures for manufacturing EVs, such as with Chery under the Harmony Intelligent Mobility Alliance (HIMA).
  • Battery Technology Research: The company holds patents for advanced battery technology, including a solid-state battery with a high energy density, which could further revolutionize EV range and charging times if commercialized. 

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Here are Huawei’s top 10 trends in charging systems for electric vehicles:

  1. From passenger vehicles to commercial vehicles, “high quality” has become a must for ultra-fast charging infrastructure, driving large-scale upgrade of legacy charging devices to meet the energy needs of different vehicle models. High-quality development will extend from “cities of ultra-fast charging” to “cities of megawatt charging” through unified planning, standards, supervision, and O&M, enabling industry partners to turn high quality into high returns.
  2. Ultra-fast-charging vehicle models, once premium necessities, will be embraced by everyone. The extensive application of third-generation power semiconductor materials and high-C-rate traction batteries will further increase the market share of ultra-fast-charging vehicles. Megawatt-charging commercial vehicles will dominate the market.
  3. Megawatt-Scale Logistics Electrification: “Fuel-to-electricity” conversion for viable business will rapidly expand Heavy Goods Vehicle (HGV) from limited, closed applications to widespread, all-scenario adoption. The cost reduction of traction batteries and the innovation of megawatt charging technologies will make megawatt-scale logistics electrification an unstoppable trend, bringing significant economic and social values.
  4. 100 Megawatt Scale Charging Stations: For electrified logistics, 100 MW-scale charging stations will become the essential infrastructure for high-throughput operations. Factors such as technical strengths, competitive electricity pricing, and scalable deployment will unlock powerful cluster effects and secure long-term, sustainable profitability for charging station investments.
  5. Security and Trustworthiness:  Compared with passenger vehicles, commercial vehicles require higher charging power and a greater proportion of energy storage system (ESS) capacity in charging stations. Therefore, security and trustworthiness will become fundamental requirements for charging networks. The comprehensive electrical safety protection architecture will seamlessly safeguard people, vehicles, and chargers, reinforced by a robust cybersecurity foundation.
  6. Liquid-cooled ultra-fast charging delivers superior heat dissipation and protection, enabling reliable performance across increasingly distributed charging scenarios. In contrast, conventional air-cooled systems struggle in demanding environments such as high heat, humidity, salt fog, and heavy dust. In the future, the liquid cooling technology will be applied in vehicles and chargers, enabling efficient megawatt charging and contributing to overall vehicle cost reduction.
  7. A DC-based ESS+charger system can effectively increase power capacity, helping customers quickly and cost-effectively deploy ultra-fast charging stations, even in locations with limited grid power. This system is ideal for upgrading legacy low-capacity stations, enabling ultra-fast charging stations to be rapidly repurposed or newly deployed with minimal grid power, and maximizing the capability to meet vehicle charging demands.
  8. Modular Station Construction: The station-level modular solution is built for engineering construction and device commissioning, adapting to a wide range of charging scenarios. Its low cost, rapid deployment, and easy relocation make it a flexible choice, while its durable design ensures long-term value and protection for investors.
  9. Campus Microgrid: The grid-forming PV+ESS system integrates the liquid-cooled ultra-fast charging technology, and can operate in on-grid or off-grid mode. This forms a one-stop “PV+ESS+charger+vehicle+network” solution that boosts power capacity, maximizes the use of green energy, and enhances revenue through time-of-use arbitrage.
  10. AI Empowerment: The intelligent evolution of charging networks will enable seamless collaboration across networks, stations, chargers, and vehicles. By breaking down digital silos, it will elevate the end-to-end charging experience for vehicle owners and enhance overall logistics and transportation efficiency.

Huawei says they will continue to work with partners to accelerate the rollout of seamless, high-quality ultra-fast charging networks, and capture opportunities of mobility electrification.

SOURCE Huawei Digital Power

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References:

https://www.prnewswire.com/apac/news-releases/jointly-charging-the-road-ahead–huawei-releases-top-10-trends-of-charging-network-industry-2026-302663360.html

https://interestingengineering.com/energy/china-huawei-worlds-first-100mw-charging

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Fiber Optic Networks & Subsea Cable Systems as the foundation for AI and Cloud services

Introduction:

A foundational enabler of global AI infrastructure and cloud service expansion are the fiber-optic networks interconnecting data centers worldwide. These high-capacity optical systems form the invisible backbone of modern digital society, facilitating everything from real-time financial transactions and mission-critical enterprise traffic to defense systems, entertainment, and personal communications.  Access to cloud-based AI platforms—and the data-driven intelligence they deliver—depends on efficient, low-latency connectivity to data centers. As AI workloads proliferate across industries and continents, the unifying role of optical fiber becomes paramount, ensuring equitable global access to advanced digital capabilities.

A core prerequisite for scaling AI and cloud services is the mesh of high-capacity fiber-optic networks that interconnect data centers globally. These networks silently underpin digital society, carrying the data that powers financial markets, mission-critical enterprise applications, national security, entertainment platforms, and everyday human communication.

Cloud-based AI services only become meaningful when users, enterprises, and machines can reach them with low latency, high reliability, and predictable performance. In this context, the unifying role of fiber is increasingly strategic, as it determines who can participate in the AI economy and at what scale.

Subsea (fiber) cable systems as digital unifier:

The massive capacity and spectral efficiency of optical fiber have driven its deployment from access networks to backbone routes and across the world’s oceans. Today, more than 570 subsea cables carry over 99% of international traffic, effectively stitching together a single global fabric for AI and cloud connectivity.

New subsea systems highlight how infrastructure investments are closing regional gaps rather than just adding raw terabits: the Medusa submarine cable system will help narrow the digital divide between Europe and North Africa, the Bangladesh Private Cable System (BPCS) will establish the country’s first private subsea on-ramps to global cloud and AI ecosystems, and a new Jakarta–Singapore route by PT Solusi Sinergi Digital Tbk (Surge) is set to increase data center interconnectivity while expanding affordable broadband to tens of millions of Indonesians.

As multiple new subsea cable system build outs enter planning and deployment, global bandwidth growth is expected to remain strong, extending the reach of AI and cloud platforms to more geographies, users, and industries.

From PoPs to data centers:

The traffic matrix of the AI era looks very different from that of legacy telecom networks. Instead of primarily connecting PoPs, carrier hotels, and central offices, modern optical networks are being engineered around dense, high-capacity flows between data centers.

More than 11,000 data centers, including over one thousand hyperscale facilities, now form the core nodes of the global digital infrastructure, generating on the order of thousands of petabytes of WAN traffic daily. Subsea bandwidth demand is expected to grow at roughly 30% per year as AI and cloud services scale, placing new design pressure on how subsea and terrestrial backhaul networks are engineered end-to-end.

Unifying subsea and terrestrial backhaul:

This shift is driving a deliberate architectural pivot: instead of treating subsea and terrestrial backhaul as separate domains, leading operators and cloud providers are moving toward unified, end-to-end design philosophies. Traffic no longer “terminates” at a cable landing station or central office; it flows optically and logically from data center to data center across continents.

By optimizing subsea and terrestrial segments as a single system, operators can simplify their networks, reduce CapEx and OpEx, and unlock higher effective capacity. Approaches such as optical pass-through at cable landing sites reduce cost, footprint, and power, while spectrum expansion into C+L bands can deliver a twofold or greater increase in per-fiber capacity, significantly lowering the cost of backhauling subsea traffic to inland data centers.

An ever-increasing number of data centers powering AI services is driving significant bandwidth growth over subsea fiber optic cables. ​ Image Credit: Nokia

Unified optical platforms for the AI supercycle:

Realizing this vision at scale requires platforms that unify roles traditionally split across multiple, specialized systems. For Nokia’s customers, this means leveraging the 1830 Global Express (GX) compact modular portfolio as a single, DCI-optimized solution for transponders, open optical line systems (OLS), and submarine line terminal equipment (SLTE) across both subsea and terrestrial applications.

High-performance coherent transponders on the 1830 GX support 800 Gigabit Ethernet across trans-oceanic distances, using techniques such as Probabilistic Constellation Shaping, Nyquist filtering, and continuous baud rate tuning to push performance toward the Shannon limit. The integrated OLS delivers the full suite of SLTE capabilities, including ROADM-based wavelength switching and spectrum management, ASE or CW idler insertion, and optical channel monitoring, while C+L operation on terrestrial backhaul provides step-function increases in capacity per fiber and reduces the cost of leased backhaul infrastructure.

Photo Credit: Nokia​

Operational simplicity and resilience:

Beyond raw capacity, unified platforms enable operators to rationalize operations. Using a common hardware and software stack across subsea and terrestrial domains simplifies planning, training, sparing, deployment, and lifecycle management.

Capabilities such as constant-power ILAs for stable end-to-end DC-to-DC transport, integrated OTDR for proactive fiber monitoring and fault localization, and a rich set of optical protection schemes for service protection and restoration help operators build networks that are not only faster and denser, but also more resilient and easier to run.

What’s next: pluggables and sensing:

The industry is now entering a phase where innovation in optics is tightly coupled to AI and automation. At PTC 2026 in Honolulu, discussions will highlight how pluggable coherent optics and fiber sensing are being introduced into subsea environments to further collapse layers and enhance awareness.

ICE-X 800G coherent pluggables are already enabling 400G, 600G, and 800G per wavelength over regional subsea spans exceeding 4,000 km, and future advances in chromatic dispersion tolerance are expected to extend the thin transponder layer paradigm to trans-Atlantic routes. In parallel, operators are exploring fiber sensing, powered by machine learning and advanced coherent techniques, to transform existing fiber assets into distributed sensors capable of supporting security, integrity monitoring, and new data-driven services.

Connectivity for all:

“Advancing connectivity for the AI supercycle” is more than a tagline; it captures two simultaneous imperatives: scaling networks for performance, efficiency, and sustainability while extending those networks to every region and community.  As described herein, fiber optics connectivity is becoming the strategic control point for value creation in the age of large-scale AI.

Nokia’s Role in Subsea Fiber Optic Networks:

Nokia has invested for more than 15 years in helping subsea operators and their customers design, deploy, and operate end-to-end SLTE and terrestrial optical networks, backed by global services and multi-country program support. Following its unification with Infinera, Nokia has emerged as the number-two global vendor of subsea optical transport equipment, earning the confidence of a large majority of operators involved in the latest wave of Asia-Pacific subsea builds. These partnerships position Nokia to help the industry scale and unify networks for the AI supercycle—and to ensure that the benefits of AI-era connectivity reach as many people, countries, and enterprises as possible.

Nokia’s 1830 Global Express (GX) supports high-performance coherent transponders for transmission of high-speed data connections such as 800 Gigabit Ethernet (800GE) across trans-oceanic distances, leveraging features such as Probabilistic Constellation Shaping (PCS), Nyquist filtering and continuous baud rate adjustment to maximize optical reach and fiber capacity up to the Shannon Limit. The 1830 GX OLS supports all needed SLTE functions including ROADM-based wavelength switching and spectrum management, insertion of ASE spectrum or continuous-wave (CW) idler channels, and optical channel monitor.

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References:

https://www.nokia.com/blog/the-unifying-role-of-subsea-fiber-networks/

https://www.nokia.com/optical-networks/1830-global-express/

Subsea cable systems: the new high-capacity, high-resilience backbone of the AI-driven global network

FCC updates subsea cable regulations; repeals 98 “outdated” broadcast rules and regulations

Automating Fiber Testing in the Last Mile: An Experiment from the Field

 

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