All European Union (EU, EC, EP) articles
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M&A4iG seals PR-Telecom deal to expand fixed infra footprint
Hungarian group continues its acquisition-led expansion strategy by finalising its acquisition of fixed infra and services provider. The buy follows several purchases in telecoms and other verticals seen in recent years.
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Deep DiveTelefónica’s Huawei gambit calls out Spain v US (and EC)
Deep Dive: Reported extension of 5G contract with Huawei ignites firestorm. Latest China procurement by a Spanish telco skirts EU recommendations and escalates geopolitical tensions, placing government and its flagship operator in a precarious position between deeply-rooted American and emerging Chinese spheres of influence.
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M&ATelefónica ‘green-lit’ for Vodafone Spain feeding-frenzy
Following Zegona’s spectacular 350% financial gains from Vodafone Spain buyout in just 15 months, muscling-up Telefónica has apparently been cleared to bid for assets, signalling a market-shaking break-up that could set a new precedent for European consolidation. Vodafone again left pondering ‘what could have been…’
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: fixed infra highs and lows; backbones strengthened
Latest in EMEA digital infra: satellite trio begins picking IRIS2 construction partners; EU takes another look at KKR’s recent fixed asset purchase; South Africa’s Competition Commission finally gives verdict on Vodacom–CIVH fibre JV; African telcos and govs strengthen backbone…
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Public AffairsDouble take: EU probes KKR over TIM fixed NetCo buyout
EC investigation raises new questions about controversial €22bn takeover of Italian fixed infrastructure assets, with wholesale agreements central to concerns…
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Network & InfraSatellite sovereignty: Europe moves to get IRIS2 in gear
In depth: European authorities have begun selecting partners to deliver flagship satellite comms project IRIS2, and, in doing so, enable a wide-range of next-gen secure services for member states’ public bodies. But will scale of ambition bring overstretch on complexity and hubris?
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TechnologyEU brings quantum tech into AI Gigafactory fold
The EU expands its EuroHPC JU project to include “strategic provisions” for developing quantum technology, eyeing synergies with other high-performance computing infrastructure.
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Analyst BriefingsEMEA Infrawatch Analyst Briefing: lighting up subsea lines; wireless infra org tweaks
Latest on EMEA digital infra: Boldyn Networks and Deutsche Funkturm restructure; Telxius partners with Google on new transatlantic subsea system; Telenor eyes Norwegian expansion with GlobalConnect asset acquisition…
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Analyst BriefingsTelefónicawatch Analyst Briefing: Murtra’s M&A mantra
Reports indicate the Spanish group could cash in on a significant chunk of its Vivo stake to bolster the financial platform for its upcoming new strategy. Investment and M&A speculation also continues to swirl around UK asset Virgin Media O2 and a big-bang return to the European data centre scene. Read more…
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Strategy & ChangeTelefónica to take more ‘calculated risks’ in new strategy, says Murtra
Telefónica’s strategic review is now expected in the fourth quarter this year, as Executive Chairman Marc Murtra envisions more risk taking and calls for a “social contract” with the European Commission that enables national consolidation in exchange for investment.
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Network & InfraTelefónica leads Spain’s bid for EU-backed AI Gigafactory
Telefónica and MasOrange are part of a consortium hoping to win a concession for a large-scale AI data centre in Spain through a €20bn European Union programme aimed at building up the region’s AI infrastructure.
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Partnerships & AlliancesHungary’s 4iG is latest telco entrant into European arms race
Hungarian telecoms and tech player set to take a 75% stake in military-focused holding business, dubbed N7 Defence, becoming the latest telco to target growth from increased security spending.
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Analyst BriefingsOrangewatch Analyst 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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Partnerships & AlliancesOrange expands Eutelsat ties with LEO access deal
Group teams up with France-based satellite operator to provide OneWeb services to enterprise and government customers, building on existing collaboration on GEO…
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Partnerships & AlliancesDeutsche Telekom to handle the land infra for EU’s IRIS2 satellite system
As Europe’s flagship satellite project gets underway, Deutsche Telekom shares initial plans to support the design of ground-based infrastructure for the space connectivity programme.
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Network & InfraEurope’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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M&AEutelsat ‘in talks’ over €1.5bn fundraise to fuel LEO expansion
Satellite operator reportedly in discussions with existing investors, including the French and UK governments, to raise €1.5bn in funding, as it seeks to expand European-originated LEO space infrastructure …
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Partnerships & AlliancesDeutsche Telekom joins bid to build EU-backed mega AI data centre
Group is part a five-player consortium that hopes to win a piece of the EU’s €20bn budget to build an “AI Gigafactory” in Germany, as Europe unlocks funding for AI and digital infrastructure.
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Network & InfraOrange’s Leboucher joins peers in drilling down on industry’s need for 6GHz
Orange CTO joins peers at BT, Deutsche Telekom, Vodafone, and more to argue that the whole of the upper 6GHz band should be devoted to mobile to enable 6G.
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Analyst BriefingsTelefónicawatch Briefing: Europe’s need for a fix
Telefónica and European telco rivals position themselves for an anticipated wave of spend on network and IT strengthening in Europe, in response to political flux. Read more…