Telefónica is in talks to sell its Mexican mobile unit to Beyond ONE, aligning with its strategy to exit Latin America. This sale could strengthen Beyond ONE’s presence, but regulatory challenges in Mexico might delay the process.
Tesla and Samsung signed a sixteen and a half billion dollar deal to produce custom AI chips in Texas through 2033. The agreement centers on Tesla’s AI6 chip for autonomous vehicles and robotics, boosting Samsung’s foundry business and advancing US semiconductor goals while strengthening ties between American and Korean industries.
Germany’s telecom industry is on the brink of a transformative era, fueled by an unprecedented €631 billion investment plan. Driven by public-private collaboration, this massive pledge aims to enhance communication infrastructure and bolster fiber networks.
Oracle partners with Bloom Energy to power U.S. data centers with clean fuel cells, boosting AI workload efficiency and sustainability. The swift 90 day rollout supports Oracle’s expanding AI infrastructure and global cloud investments, including billions in Europe.
SoftBank is expanding its AI infrastructure with the world’s largest Nvidia DGX SuperPOD using more than 4,000 Blackwell GPUs. The upgrade boosts total capacity to over 10,000 GPUs, enabling 13.7 exaflops of computing power.
Virgin Media O2 is expanding its small cell network to Bristol in partnership with Ontix. The initiative, part of a £700 million plan, boosts 4G and 5G capacity in crowded urban areas. Recent spectrum acquisitions from Vodafone will strengthen coverage and support key partnerships.
Orange Cyberdefense has acquired Swiss firm ensec to expand its presence in Switzerland, especially in German speaking regions. The deal strengthens its market position, adds 40 experts and over 130 clients, and combines local expertise with global reach to deliver stronger cybersecurity services for businesses and public sector organizations across Europe.
T Mobile has launched nationwide L4S on its 5G Advanced network, cutting latency and packet loss for cloud gaming, XR, video calls, and remote driving. Built on its standalone core with network slicing, it adapts to real time conditions.
Nokia is rapidly transforming its focus, capitalizing on the AI supercycle to elevate its Network Infrastructure unit above the Mobile Networks division. As demand rises for AI-driven IP and optical solutions, Nokia’s enterprise sales soar, with an impressive 30 private 5G deals secured in one quarter.
Google Cloud drove major growth for Alphabet, reporting a 32 percent revenue jump to 13.6 billion dollars and rising enterprise adoption of its AI services. With billion dollar deals doubling and new offerings like Agentspace on the horizon, Alphabet is deepening its investment in infrastructure.
