Search Results for: Open RAN
Apple leads 128+% YoY increase in foreign mobile phones shipped within China; Global market share leaders
In November 2025, the volume of foreign-branded mobile phones shipped within China experienced a substantial year-over-year increase of 128.4%. This surge was primarily due to increased sales of Apple iPhones, especially iPhone 17. According to data released by the government-affiliated China Academy of Information and Communications Technology (CAICT), 6.93 million units of international brands were shipped last… Read more
How will fiber and equipment vendors meet the increased demand for fiber optics in 2026 due to AI data center buildouts?
Fiber optic vendors are employing a mix of manufacturing expansion, technological innovation in high-density and next-generation fibers, and strategic supply chain alignment to meet the anticipated surge in demand from AI and data centers in 2026. The demand is so high that at least one major fiber manufacturer, whose name was not explicitly disclosed in… Read more
Hyperscaler capex > $600 bn in 2026 a 36% increase over 2025 while global spending on cloud infrastructure services skyrockets
Hyperscaler capex for the “big five” (Amazon, Alphabet/Google, Microsoft, Meta/Facebook, Oracle) is now widely forecast to exceed $600 bn in 2026, a 36% increase over 2025. Roughly 75%, or $450 bn, of that spend is directly tied to AI infrastructure (i.e., servers, GPUs, datacenters, equipment), rather than traditional cloud. Hyperscalers are increasingly leaning on debt… Read more
Palo Alto Networks and Google Cloud expand partnership with advanced AI infrastructure and cloud security
As enterprises accelerate the adoption of agentic AI and cloud computing solutions, Palo Alto Networks and Google Cloud have significantly expanded their strategic alliance. This collaboration aims to provide a secure, trusted foundation for organizations to develop, deploy, and operationalize AI technologies with confidence. The partnership integrates Google Cloud’s advanced AI and infrastructure capabilities with… Read more
Sovereign AI infrastructure for telecom companies: implementation and challenges
Sovereign AI infrastructure refers to the domestic capability of a nation or an organization to own and control the entire technology stack for artificial intelligence (AI) systems within its own borders, subject to local laws and governance. This includes the physical data centers, specialized hardware (like GPUs), software, data, and skilled workforce. Sovereign AI infrastructure… Read more
Hellas Sat and Space Compass sign MoU for optical inter-satellite connectivity for cross-operator interoperability
Hellas Sat (Greece) and Space Compass (Japan) have executed a Memorandum of Understanding (MoU) to establish a strategic technical and commercial framework for optical inter-satellite connectivity. The collaboration focuses on integrating the forthcoming Hellas Sat 5 geostationary (GEO) satellite with Space Compass’s planned GEO optical data-relay system to enable seamless, cross-operator interoperability. Strategic Objectives and… Read more
AI wireless and fiber optic network technologies; IMT 2030 “native AI” concept
To date, the main benefit of AI for telecom has been to reduce headcount/layoff employees. Light Reading’s Iain Morris wrote, “Telecom operators and vendors, nevertheless, are already using AI as the excuse for thousands of job cuts made and promised. So far, those cuts have not brought any improvement in the sector’s fortunes. Meanwhile, ceding… Read more
Subsea cable systems: the new high-capacity, high-resilience backbone of the AI-driven global network
Introduction: The subsea cable industry is entering a high-growth, high-complexity phase driven primarily by AI, hyperscale cloud expansion, and geopolitical risk. Subsea fiber-optic systems that carry more than 95% of international data traffic are being reassessed, re-engineered, and re-regulated. As of 2024, there were reportedly more than 600 submarine cable systems (532 operational + 77… Read more
Telecom network outages: causes, effects, and remedies for telecom providers & IT enterprise
Network outages, historically caused by misconfigurations, software defects, or hardware failures, are increasingly disruptive for several reasons, such as hyper-connectivity, single points of failure and over-reliance on concentrated hyperscaler cloud infrastructures. This leads to an expanded “blast radius” from single points of failure. The latest Cloudflare outage reveals that enterprises heavily reliant on a dangerously few major… Read more
Custom AI Chips: Powering the next wave of Intelligent Computing
by the Indxx team of market researchers with Alan J Weissberger The Market for AI Related Semiconductors: Several market research firms and banks forecast that revenue from AI-related semiconductors will grow at about 18% annually over the next few years—five times faster than non-AI semiconductor market segments. IDC forecasts that global AI hardware spending, including chip… Read more