AI
Anthropic Partners with SpaceX to Expand AI Capacity
Anthropic will gain access to 300 megawatts of AI compute, doubling code rates.
Infrastructure
Corning to Build Three New Manufacturing Plants After $500 Million NVIDIA Investment
The company said the deal would boost its fiber manufacturing capacity by more than 50 percent.
AI
Federal AI Turns to Factories as Cloud Limits Emerge
AI workloads and security demands require infrastructure beyond the cloud, tech leaders say.
mergers
Japan’s SoftBank Getting Closer to Owning U.S. ISP WideOpenWest
DigitalBridge shareholders approve broadband company’s sale to SoftBank.
Sora
AI Compute Shortage Challenges ‘Bubble’ Narrative
OpenAI, Anthropic constraints and rising GPU prices signal demand is outpacing available compute
Briefs
Nokia and VarData Selected for Nevada BEAD Rollout
SkyFiber was awarded $180.6 million in BEAD funds last year after a stalled permitting process.
AI
AI's Arrival Complicates Big Tech Climate Goals, and Some Worry it's Locking in More Fossil Fuels
A backlog of projects waiting to connect to power grids, plus the Trump administration's war on renewable energy also are complicating efforts.
Jensen Huang
3 Men Charged with Conspiring to Smuggle U.S. AI to China
Authorities say the scheme became more brazen as time went on.
Expert Opinion
Suman Kanuganti: Why Telcos, Not Tech Giants, Will Power the AI Grid
Telcos may soon evolve from connectivity providers into the infrastructure layer for personalized, identity-bound AI memory.
AI
Nvidia CEO Heralds ‘Inference Inflection’ as Next Phase of AI Boom
The new trend will keep Nvidia at the forefront of the AI boom that CEO Jensen Huang predicted will produce $1 trillion backlog in orders within the next year..
5G Wireless
8 Years After Its Founding at Mobile World Congress, Can Open RAN Scale?
Although it didn’t originate that way, O-RAN has become seen as an ‘anti-Huawei’ alliance. It stands to gain as U.S. and Europe are mandating removal of Chinese telecom equipment
MWC2026
AT&T Said It Generated 5x Return on AI Investment
Amdocs said it is launching a new agentic operating system for managing AI agents across carrier networks
MWC2026
Nokia Called 'Token Certainty' the New Network Performance Standard
The company's CEO said open interfaces and interoperability are essential to connecting intelligence across network domains.
Chips
Nvidia Targets AI Infrastructure Bottleneck With $2 Billion Photonics Investment
Investment backs new U.S. manufacturing and fabrication capacity with photonics company Lumentum.
MWC2026
In Barcelona, Telecom CEOs Talk Sluggish Growth, EU Regulation and Geopolitics
European 'rip-and-replace' criticized, Eutelstat CEO promotes itself as only LEO system that is neither American nor Chinese
AI
Hegseth Warns Anthropic to Let Military Use the Company’s AI as It Sees Fit
The Pentagon didn't immediately comment.
