Wind River and Vodafone announced a collaboration to operationalize AI-RAN for Open RAN Networks showcased at MWC Barcelona 2026 earlier…
Infrastructure Markets
Coverage of the global markets shaping digital infrastructure, including data centers, AI compute capacity, connectivity networks, cloud platforms and the energy systems powering them. Reporting focuses on supply and demand dynamics, regional buildouts, hyperscaler expansion, investment trends and the structural forces driving the infrastructure economy.
Duos lands $176M GPUaaS deal as AI demand pushes compute beyond hyperscale
Duos Technologies Group signed a $176M GPU-as-a-Service (GPUaaS) contract with Hydra Host, expected to generate $50M+ annual revenue and…
NTT DATA and Ericsson move to industrialize private 5G and edge AI deployments
NTT DATA and Ericsson are accelerating enterprise private 5G and edge AI use cases with a strategic partnership. The collaboration…
Altarea and Vantage Data Centers target AI growth with 400MW French campus
Investment company Altarea and data center specialist Vantage Data Centers announced a long-term partnership for the development of one of…
Telefónica launches commercial edge network in Spain
As part of its pioneering European edge plan, Telefónica has broken new ground by launching commercial edge computing services for…
Nokia and Blaize sign edge AI inference MOU targeting APAC networks
Nokia and AI-enabled edge computing chip company Blaize signed a strategic Memorandum of Understanding (MOU) to introduce edge AI solutions…
SoftBank’s $4B DigitalBridge deal signals power play for distributed AI and edge infrastructure
SoftBank announced the acquisition of DigitalBridge Group for $4 billion to enhance AI infrastructure capabilities. DigitalBridge focuses on digital infrastructure,…
Nokia and Tampnet extend 5G to the Gulf, bringing real-time edge offshore
Nokia and Tampnet team up for 5G offshore connectivity in the Gulf of Mexico, extending the companies’ deployment of a…
Rural fiber providers eye edge compute as AI pushes workloads out of the cloud
The Fiber Broadband Association (FBA) published a paper exploring how rural broadband providers can capitalize on their assets to bring…
Megaport expands distributed compute footprint with Latitude.sh purchase
Megaport announced its acquisition of Latitude.sh, a global Compute-as-a-Service provider specializing in high-performance CPU and GPU infrastructure on demand. The…
