Verizon, AT&T, and SK Telecom are betting big on AI infrastructure. But technology advisory group Omdia says the headline numbers are ceilings, and warns revenue will trail capacity growth for years.

As enterprises shift workloads into colocation facilities, visibility gaps across shared infrastructure can undermine performance and resilience. End-to-end network observability helps IT teams ...

SK Telecom has released A.X K2, a 688-billion-parameter open-weight model positioned as South Korea's sovereign AI foundation ...

Japan’s private 5G market is moving to operational deployments, with spending on track for a 55% CAGR through 2030 as ports, factories, and utilities put the tech to practical use.

Orange looks like Europe’s strongest-performing incumbent telco this quarter, pairing robust financial growth with bold ...

Telcos say AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beyond the forecasts and ...

Cisco sees agentic AI as a platform architecture. The discipline is to avoid building disconnected pilots while moving fast ...

Or: why a market leaver became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the hype gap, ...

AI agents are moving from research to implementation, with growing industry consensus that future mobile networks must be ...

Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing again – and increasingly pitching themselves not as AI ...

Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a big ...

SK Telecom said that the new firm will pursue the development of 15GW of AI data center capacity over the medium to long term ...