Business Insights

New leading multi-orbit space company with a network of 120 GEO+MEO satellites and access to LEO constellations enables SES to better serve its customers

Telcos globally have a large opportunity to expand their business beyond connectivity and become the backbone of AI infrastructure for national or regional AI demand. According to global technology intelligence firm ABI Research, the telco industry is set to generate over US$21 billion in GPUaaS revenue by 2030.

Joanna Cavan has been appointed as the new Managing Director of UKTL, bringing two decades of experience to the role.

• Meets growing enterprise demand for embedded connectivity with a scalable, cloud-native platform
• Expands U.S.

• The US cloud giant is to invest $2bn in Germany and $1bn in the Netherlands
• The move comes hot on the heels of recently announced plans to invest $5bn in the UK
• Oracle has also been partnering with a growing number of telcos to support their own sovereign cloud ambitions

• Meta CEO Mark Zuckerberg said he plans to invest “hundreds of billions of dollars” into artificial intelligence compute infrastructure.
• The company plans to bring its first supercluster, Prometheus, online next year.
• Zuckerberg has been on a multibillion-dollar AI hiring spree in recent weeks, highlighted by a $14 billion in

South Korean telecommunications giant KT said it will invest more than 1 trillion won ($724 million) over the next five years to fortify cybersecurity, amid heightened consumer concerns following a massive data breach at bigger rival SK Telecom.

Boldyn Networks (Boldyn) launched its 2025 Sustainability Report: Transforming Connectivity for a Sustainable Future.

• Financing includes £500m in new equity secured from existing shareholders
• Committed debt facilities expanded by £960m, alongside a new £800m accordion facility to catalyse CityFibre’s growth through M&A
• Successful financing accelerates CityFibre’s next phase of growth and boosts

A new economic study published today by BT Group reveals that delivering a highly resilient, nationwide high-capacity mobile network could unlock up to £230bn in economic benefits by 2035, as well as a broad range of social and environmental benefits for the UK.  

Following on from the JOINER (Joint Open Infrastructure for Networks Research) Industry Launch event in Bristol, UKTIN hosted a follow-up workshop at Digital Catapult in London on the 11th of July which offered a deep dive into not just JOINER but also SONIC Labs, an Open Networks Programme led by Digital Catapult in partnership with O

London Stock Exchange: announces that The United Kingdom[1] is to partici

D-RAN, Single-Purpose, and 5G to Shape AI RAN Market

Ericsson has secured the highest ranking in the recently published Omdia Market Landscape RAN Vendors report for 2025. This recognition highlights Ericsson's leadership in both business performance and portfolio, underscoring its commitment to innovation and excellence in the industry.

• The European Commission is proposing to relax the regulation on incumbent national fixed network operators
• Deregulation of wholesale fixed access services would be a ‘backwards step’, state competitive operators 
• Vodafone, Iliad, Colt, Bouygues Telecom and 1&1 are among thos

The AI-RAN Alliance announced it has surpassed 100 members, signaling strong global momentum behind its mission to accelerate innovation in AI-RAN (Artificial Intelligence-Radio Access Networks).

Commission reviews progress on bringing benefits of broadband to all

​​​​​The UN Broadband Commission for Sustainable Development met today in Geneva, Switzerland, to commemorate 15 years of advancing universal broadband access and digital inclusion.

• Japan’s SoftBank Corp has been planning its 6G strategy for years already
• The use of high-frequency spectrum is set to play a key role in next-generation cellular service delivery
• SoftBank has teamed up with Nokia to trial services in the 7GHz band in Tokyo

With

• Quantum-safe networking is one of the telecom sector’s most important current developments
• Multiple network operators have now launched initial services and trials
• But which companies are regarded as the market leaders?

The development of quantum-safe networking

Indonesian operator Indosat Ooredoo Hutchison has deployed Nokia Energy Efficiency to reduce energy demand and carbon dioxide emissions across its RAN network via AI.

HPE has settled its antitrust case with the US Department of Justice (DoJ), paving the way for its acquisition of rival kit maker Juniper Networks.

Virgin Media O2 (VMO2)'s mobile network is on course for an upgrade thanks to a bunch of frequencies it has agreed to acquire from newly-merged VodafoneThree.

In return for a £343 million outlay, VMO2 will receive 78.8 MHz of spectrum spanning multiple bands:

• Telcos and Wi-Fi providers are lobbying European regulators over the upper 6 GHz band
• The EU’s Radio Spectrum Policy Group is consulting on the matter
• A draft opinion has been published, but a final opinion may still be months away

The discussion about whether to

5G global connections near one-third of world population with North America excelling in data consumption

Key Highlights: