More Network & IT insight – Page 13
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Network & InfraDT ties with NVIDIA and SAP on €1bn AI data centre
Deutsche Telekom is transforming an existing Munich data centre through the installation of 10,000 NVIDIA GPUs.
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Analyst BriefingEMEA Infrawatch: satcos look towards future tech; telcos adjust to infra competition
Latest on EMEA digital infra: Vodafone ‘finding its niche’ in subsea cables; SES charts course to launching satellite-based quantum services; Indus Towers eyes possible acquisitions to fuel African expansion; more…
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Partnerships & AlliancesIridium highlights ‘strategic’ value of DT space link-up
Satellite operator emphasises its role as a “stable partner” for telcos navigating alliance options in the rapidly shifting New Sat landscape, following its recent tie-up with Deutsche Telekom on next-generation hybrid connectivity through the NTN Direct platform.
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M&ALiberty, Vodafone begin sale of Dutch towers
Liberty Global Q3: operator confirms sale of VodafoneZiggo’s masts is underway, with Mike Fries earlier confirming “alignment” on the issue with co-parent Vodafone Group. Divestiture one part of wider monetisation and deleveraging efforts across the Liberty portfolio…
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Partnerships & AlliancesTelefónica widens tie-up with part-owner stc into satcomms
Telecoms duo to collaborate on developing multi-orbit satellite solutions, further strengthening their existing relationship…
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M&AProsegur: Telefónica home security JV ‘not on table’
Operator’s partner happy to sit on fast-growing alarm joint venture, despite signals that its worth may have more than trebled since being formed six years ago. The success of rival Verisure’s recent IPO has been noted but will not prompt a similar move by Prosegur in the short term, CFO indicates.
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Venturing & InvestmentsEquinix ploughs £3.9bn into UK data centre build
International data centre operator acquires work-in-progress Hertfordshire site, with plans to develop more than 250MW of IT capacity in the future. Equinix’s move is the latest multibillion-pound investment in UK data centres, with several others seen in recent years…
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M&ANetomnia takeout rumours: first billion-dollar M&A for UK fibre?
Deep dive: Reports suggest Netomnia is in play, with cashed-up nexfibre/VM O2 and CityFibre tagged as frontrunners in the race to build a national fibre challenger to Openreach. TelcoTitans Infrawatch explores the backdrop, leading players (including Liberty Global and Telefónica), netco-servco dichotomy, and likeliest outcomes…
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Analyst BriefingUK Infrawatch Analyst Briefing: banks wobble, equity plays chicken, altnets play baddies
Latest from the digital infra scene in the UK, including: Voneus calls bankers’ bluff, INCA anticipates altnet dominance, nexfibre seeks consolidation jumpstart, and plenty more…
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Analyst BriefingOrangewatch: M&A back on agenda in France (and maybe Spain)
Latest developments in Orange ecosystem: Altice France dismantling bid; coverage of Q3 FY25 results; updates on MásOrange ownership speculation; Network X discourse on open RAN, softwarisation, AI, and sovereignty.
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M&ATelefónica makes another Hispam withdrawal: pockets $380m Ecuador deal
Spanish group secures another wadge of cash to pay down debt by completing a sale of Telefónica Ecuador to regional peer Millicom. While Telefónica cannot get out of Hispanoamérica fast enough, Millicom is bulking its regional business up and out, talking up Ecuador as a “high potential market” with “solid” macro fundamentals.
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Partnerships & AlliancesVirgin Media O2 ties with Starlink on direct-to-device services
Operator to launch its first direct-to-device satellite services in partnership with the US LEO constellation provider, deepening the pair’s existing relationship while seeking to keep pace with rivals already exploring the segment…
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Analyst BriefingVodafonewatch Analyst Briefing: pragmatic Vodafone finds subsea ‘niche’
Latest from Vodafone, including the Group’s latest subsea venture “off the beaten track” as the operator concedes transatlantic routes to hyperscalers; UK fibre challenger Netomnia chooses VodafoneThree for imminent MVNO; and more open RAN vendors shout about Vodafone deals following Spring 6 procurement…
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Network & InfraHrvatski Telekom eyes mmWave to boost fibre + FWA infra strategy
In-depth: Deutsche Telekom-affiliated Croatian incumbent is expanding its tiered 5G fixed wireless access offerings, including with tests of mmWave, with the technology positioned as a key tool alongside satellite to bridge broadband gaps and prepare for copper switch-off…
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Strategy & ChangeIndus Towers ‘open’ to acquisitions as African expansion plans evolve
Indus Towers CEO Prachur Sah said inorganic moves “may be considered” to fuel the business’ African growth, although initial focus remains on organic build-out. The exec noted strategic plans in the region to differentiate from well-established rivals…
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Network & InfraOrange’s Le Roux: IP MPLS layer at halfway point on ‘full softwarisation’ journey
Network X: Orange’s EVP of International Networks drills down into the work the operator is doing to move towards a stateless, disaggregated, new‑generation IP layer that is as‑a‑service by design.
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Financial & PerformanceEquity vs debt: who blinks first in UK fibre consolidation showdown?
In-depth: While sector consolidation presents complexity for altnets seeking to evolve, challenges faced by financial backers invested through equity and loan facilities should not be underestimated.
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Network & Infra‘Not invented here’: overcoming the obstacles to telco digital twin deployments
Is the ‘not invented here’ mindset holding back digital twin adoption in telco? Major satco and long-time practitioner SES joined SI partner Celfocus to argue that strategic collaboration is key to unlocking transformative potential and accelerate journey towards network autonomy.
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Products & ServicesDT ties with Comcast to bolster Wi-Fi capabilities
Operator seeks improved time-to-market in broadband market by integrating Comcast Technology Solutions’ connectivity platform into its European systems, providing Wi-Fi meshing alongside various other tools…
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B2BDT set to open new ‘digital gateway’ for European B2B clients
Execs from Deutsche Telekom regional division discuss the challenges of deploying their new, multi-country support and sales platform for B2B customers. Learn more about the use case, development journey and roadmap scoped within DT’s Common Operating Model for Europe…