There’s something in here about the promise and peril of this whole AI story, and of quite how critical infrastructure, including telco networks, has become.

Carol, let’s play Countdown – and take four from the top and three from the bottom, and do some dodgy maths. (If you’ve lost us – because you’re not British, …

It’s all gone hyper, of course. Nvidia’s $2 billion arrangement with Nebius to deliver a full-stack AI cloud is not just about flashy GPUs, but about owning the infrastructure that will …

… and networks are on the hook. What has caught the eye today, news-wise? Well, it is slower. But even if the plug has been pulled on the MWC party, …

Some thoughts on today’s news: that telcos are doubling down to support AI-era workloads, while cloud providers are discovering just how expensive the infrastructure build-out can be. Cisco is leaning …

Softbank’s pursuit of a $40 billion bridge loan (link here, covered everywhere) to help fund its expanding investment in OpenAI shows the mad capital demands of the AI arms race – …

AI and network infrastructure – Lumen is rolling out new ‘AI corridors’ across its US fiber network to accelerate performant connectivity for AI workloads.

The big news (the only news, some might say) today (last night) is that Nvidia, the world’s most valuable company, has delivered again – beating expectations on the top ($68.13 …

More private 5G for you, while I’m on a roll. RCR has covered the Cargill story for years, and news about its 50-site rollout has been doing the rounds; but …

Another interesting pre-MWC press dump; this time, from Spain-based operator group Telefónica, which has a couple of news items about network automation, including a full review of its Level 4 …