All AI/GenAI/ML (artificial intelligence, agentic, machine learning) articles
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Weekly Briefings
EMEA Infrawatch Briefing: fixed infra rejigs; DC money keeps flowing
Latest on EMEA digital infra: major investments in data centre expansion seen across the region; Spanish telcos continue work on creating new fibrecos after major M&A last year; Vodafone diversifies build partners at German fibre JV after Geodesia ”issues“…
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Technology
Carla Penedo interview: Celfocus’s network AI evangelist charts path forward
Exclusive insights from network AI leader on navigating complexities of converging networks, integrating legacy systems, and leveraging network digital twins, Agentic AI, and AIOps for measurable impact. In-depth interview reveals strategies and partnerships redefining telco transformation in cloud-native, AI-enabled era. Humans included…
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Weekly Briefings
Deutsche Telekomwatch Briefing: standing firm amid macro aggro
A busy edition as we review DT’s Q1 FY25 results, major personnel changes in the group’s Technology & Innovation hierarchy, and numerous digital infra dealmaking possibilities around the group’s fibre, towers, and data centre assets. Read more…
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Weekly Briefings
Orangewatch Briefing: execs bang M&A drum; high hopes on IPCEI and AI
In this issue, we report on presentations by Orange’s leadership at the AGM, with Group CEO Christel Heydemann and new Orange France CEO Jérôme Hénique taking the floor.
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Network & Infrastructure
Brookfield plots multi-billion euro data centre expansion project in Sweden
Private equity giant ploughs funding into Swedish data centre to bring capacity up to 750MW over the next 10–15 years.
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Enterprise (B2B)
Bullish Orange takes GenAI by its B2B horns
Orange Business exec Usman Javaid is hoping for double-digit revenue growth from GenAI after the operator reported €200m in value creation from the technology in FY24.
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M&A
DTCP’s GreenScale enters the Nordics with Norwegian data centre buy
DC operator investing €2.5bn and furthering long-term ambitions to build up 1GW of capacity in Europe…
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Network & Infrastructure
Europe’s edge ambitions: IPCEI CIS pump-priming AI, cloud sovereignty at regional scale
In depth: As the EU intensifies efforts to foster sovereign, multi-provider edge cloud, IPCEI CIS emerges as a cornerstone for regional AI and digital infra via 8ra initiative with around €8bn of public-private investment. Including insights from Orange, DT, other industry leaders…
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Financial & Performance
DT Q1 FY25 Spend: more AIs in pipeline as DT ramps digital diet
Q1 FY25: Leadership stresses need to up delivery of cost-focused tech initiatives as commercial growth becomes harder to come by, and DT’s investment requirements remain.
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People
Deutsche Telekom centres on RAN challenges with new R&D boss
Key RAN development exec Petr Ledl is to take over as Head of DT’s T-Labs unit, with a brief to grapple with “complex technology concepts in the area of mobile networks” and push forward transformation of the group’s radio systems.
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Network & Infrastructure
Orange’s Javaid instils hyperscaler ethos to scale B2B service sales
FutureNet World: Orange Business has so far onboarded 13 vendors to its NaaS-based Evolution Platform to create a mix‑and‑match approach to services for enterprise customers…
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People
Magenta Telekom picks Kicker to boot up tech shifts
Former exec Thomas Kicker returns to Magenta Telekom to fill CEO vacancy after a stint at security partner cyan.
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Technology
Cellnex recruits AI in fightback against dodgy landlords
CEO of Europe’s largest tower group highlights use of data analytics to identify strategic risks affecting its 120,000+ sites across region, amid ‘indecent’ moves by land aggregators.
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Network & Infrastructure
China’s back in Spain: MásOrange turns to Huawei for 5G Advanced and netautonomy tech
MásOrange’s bold pivot back to Huawei for 5G Advanced and Level 4 autonomous networks could mark a seismic shift in European telecom strategy. Uncover the implications of this renewed partnership amid EU scrutiny and evolving China relations.
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Weekly Briefings
UK Infrawatch Briefing: altnets prove worth, AI plans develop, nexfibre stalls
Latest from the digital infra scene in the UK, including: UK MVNO market reinvigorated by challengers; Kao Data schmoozes with DSIT; a £70m network upgrade contract floated in Wales; people moves; and plenty more…
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Network & Infrastructure
BT casts a Dark NOC vision for future network ops
Mobile Networks MD Reza Rahnama has cast a “vision” for BT’s Dark NOC future, with foundational work with AWS underway.
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Weekly Briefings
Vodafonewatch Weekly: AI agents put to task
Latest from Vodafone as the Group’s AI strategy fills out; several Business deals in Europe, Africa, and further afield; and a view from the Group and its peers as geopolitics shake up the industry…
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Network & Infrastructure
BT exploring Edge DC play via towers arm
With the decommissioning of copper networks and a focus on AI-ready infrastructure, BT is investigating edge data centres amongst new commercial models for its tower and exchange assets. Explore the strategic implications (including reporting from TowerXchange Europe)…
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People
Former Orange exec takes on new role at Spanish data centre startup NxN
Sergio Riolobos has been appointed CEO of NxN Datacenters, which plans to build its first data centre in Valencia.
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Public Affairs
UK’s AI Growth Zone strategy — fit for purpose?
In-depth: As the UK government opens up its AI Growth Zone initiative for formal applications, industry leaders debate the value, variously describing it as everything from ‘ridiculous’ to ‘ambitious’, and running the risk of ‘fetishising’ location and creating a ‘real mess’, as well as presenting opportunity for the UK on a global stage. Includes reporting from Connected North…