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Received — 25 July 2026 ⏭ Mobile World Live

FCC adopts upper C-Band auction rules

23 July 2026 at 09:28

The US Federal Communications Commission (FCC) adopted final rules for auctioning 160MHz of spectrum in the upper C-Band, setting the stage for an auction to close by July 2027 and creating what the regulator called a harmonised 5G super band spanning 440MHz when combined with existing holdings.

The rules apply to the 3.98GHz to 4.14GHz range, and build on the FCC’s lower C-Band auction conducted during President Donald Trump’s first term.

Combining the lower C-Band with the newly cleared upper C-Band will create a contiguous 3.70-4.14GHz block which the FCC described as a larger swath of licensed, 5G-grade mid-band spectrum than any other industrialised country holds.

“America’s wireless leadership is back,” FCC chair Brendan Carr stated. “Freeing up this spectrum drives down prices, raises speeds, and enhances competition. Thanks to President Trump’s leadership, America will once again lead the world in wireless.”

The commission announced it will auction 60% more spectrum than the 100MHz minimum required by law, a move it stated would raise tens of billions of dollars in additional proceeds for the US Treasury to support deficit reduction and other national priorities.

The auction will offer 3,248 new flexible-use licences across the contiguous US.

Winning bidders will be able to launch wireless services in the top 75 US markets starting December 2030, with remaining markets following from July 2031, a timeline the FCC said is faster than originally expected.

The FCC estimated the spectrum release could generate at least $422 billion in GDP, 2.4 million new jobs and $621 billion in consumer surplus.

Aviation concerns
In 2021, major airline industry players pressed the government and regulators to delay the launch of 5G in C-Band over interference fears.

To protect aviation safety systems operating in adjacent frequencies, the FCC worked closely with the Federal Aviation Administration on rules governing coexistence between wireless operations and radio altimeters in the nearby 4.2GHz to 4.4GHz band.

The FAA said the FCC had incorporated key safeguards to protect the frequencies aircraft altimeters rely on, and the rules include rebates to help the aviation sector retrofit and upgrade altimeter equipment. The FCC said incentive payments to satellite operators being cleared from the band will be lower in aggregate than those paid following the lower C-Band auction, reflecting the smaller amount of spectrum involved, though roughly proportionate to it.

The rules follow a process that began last year under the FCC’s renewed auction authority as part of President Trump’s so called  One Big Beautiful Bill Act, building on a Notice of Proposed Rulemaking adopted last November.

Commission staff are expected to seek comment on auction procedures in the coming days before finalising them ahead of the auction.

The order was adopted by a vote of FCC chairman Brendan Carr and commissioner Olivia Trusty in favour, with commissioner Anna Gomez approving in part and dissenting in part.

Space modernisation order
Separately, the FCC voted to overhaul its space and earth station licensing process, replacing the legacy Part 25 rules in their entirety with a new Part 100 framework rebuilt from first principles. The commission said it completed the systematic, industry-wide regulatory overhaul in roughly 18 months, a pace it described as historically unprecedented for a federal agency.

The new rules are intended to speed up space and earth station licensing through a faster, more predictable process the FCC likened to a “licensing assembly line”, while also enhancing space safety and removing outdated regulations to support the country’s commercial space sector.

The FCC framed the reform as part of a broader push under the Trump administration to strengthen US leadership in space.

The post FCC adopts upper C-Band auction rules appeared first on Mobile World Live.

Google upgrades iPhone switching tool

23 July 2026 at 09:24

Google upgraded iPhone migration options with a service built directly into Android 17 aimed at simplifying the switch, a release timed to coincide with the unveiling of Samsung’s Z Series at its Galaxy Unpacked event.

The search giant expanded the range of data which can be wirelessly transferred from an iPhone without downloading a separate migration app.

In addition to “photos, videos, contacts, messages and calendar”, the latest method covers a user’s “Google Account, passwords, Wi-Fi credentials” and eSIM profile.

By simplifying onboarding and broadening the compatible data types, Google aims to lower the barriers to switching smartphone ecosystems to attract more iPhone users to Android.

Google commenced deployment of the feature on select Pixel devices and it is also available on the Samsung Galaxy Z Flip8 and Z Fold8 ranges unveiled at Galaxy Unpacked.

The company plans to expand the migration method to more Android devices in future.

The post Google upgrades iPhone switching tool appeared first on Mobile World Live.

T-Mobile US dominates Opensignal network awards

22 July 2026 at 16:48

T-Mobile US won the most categories in Opensignal’s latest network experience report, which also examined the performance of AT&T and Verizon over a 90-day period during a window which included the FIFA World Cup.

Opensignal stated the Q2 research covered tested operators’ ability to manage network congestion both at stadiums and across host cities.

Verizon, as the World Cup’s official telecommunications sponsor, deployed private 5G and fixed wireless access to support broadcast and retail operations at venues, alongside investment in surrounding communities.

AT&T launched a premium Turbo Live service in January to ease congestion at live events and introduced a World Cup eSIM for visiting fans, while T-Mobile rolled out new Dynamic CX capabilities on its AI-powered self-organising network and promoted its T-Priority service for first responders.

Opensignal pointed to a Federal Communications Commission spectrum auction in June, a re-auction of mid-band licences previously held by Dish Network, as a key factor shaping future capacity.

On network performance, T-Mobile won best download speed outright at 192.5Mb/s, nearly 97Mb/s ahead of second-placed AT&T at 96Mb/s and Verizon third at 89.4Mb/s.

T-Mobile also led the 5G download speed category at 247.4Mb/s, ahead of AT&T’s 223.5Mb/s and Verizon’s 179.2Mb/s, and swept both upload speed (16 Mb/s) and 5G upload speed (19.2 Mb/s) awards.

In reliability and consistency, T-Mobile won reliability experience with 942 points, narrowly ahead of AT&T’s 939 and Verizon’s 932, and led consistent quality at 82.8%, ahead of Verizon’s 80.4% and AT&T’s 79.4%.

Coverage
Verizon won the coverage experience award outright with 9.7 points out of 10, narrowly ahead of AT&T, while T-Mobile was ranked third, but won 5G coverage with 8.5 points.

AT&T topped time on network at 99.6%, though T-Mobile led 5G Availability at 91.8%, with Verizon closing the gap significantly, up seven percentage points from the prior report.

For video and gaming, T-Mobile won video experience and live video experience, while Verizon took top honours across 5G video experience and 5G live video Experience. T-Mobile also swept both games experience and 5G games experience awards.

All told, T-Mobile won 12 out of the 16 categories.

The post T-Mobile US dominates Opensignal network awards appeared first on Mobile World Live.

AT&T posts record Q2 fibre, FWA additions

22 July 2026 at 16:13

AT&T reported a 2.3% year-over-year revenue increase to $31.6 billion in Q2, driven by net adds across fibre, fixed wireless access (FWA) and post-paid phone subscribers.

While slightly below analysts’ estimates, the small increase was driven largely by growth in Advanced Connectivity fibre and wireless revenues, including the impact of AT&T’s first-quarter acquisition of Lumen’s mass markets fibre business.

The operator added more than 1 million Advanced Connectivity customers during the quarter. Advanced Connectivity service revenue grew 5.1% year-over-year to $23.5 billion.

AT&T rolls its fibre broadband, FWA, post-paid phone and business fibre services into its Advanced Connectivity category.

It recorded 646,000 total consumer and business internet net adds, comprised of 367,000 fibre and 279,000 FWA connections, marking a record quarter for combined fibre and fixed wireless additions.

Post-paid phone net adds totalled 432,000 to top analysts’ projections of 338,500, according to FactSet.

AT&T chair and CEO John Stankey (pictured) noted on the earnings call those additions mark the strongest consumer post-paid wireless account growth in more than three years. Post-paid churn of 0.86% was down slightly from 0.87% a year ago.

Stankey has long been a proponent of a converged strategy of wireless and fibre services as a key differentiator for the company.

“At the end of the second quarter, 42.5% of our advanced home Internet customers also have a post-paid wireless account with AT&T,” he said on the earnings call. “This convergence rate reached 45% when excluding customers within our acquired footprint from Lumen.

“These are high lifetime value subscribers, and our strong customer growth is a key driver of our accelerated financial growth during the second quarter,” he added.

The operator added more than 1 million total consumer and business fibre locations, bringing its total to 38.6 million. Stankey said it remains on track to exceed 40 million fibre locations by the end of 2026 and more than 60 million by 2030.

Income from continuing operations rose 3.6% to $5.0 billion, while adjusted EBITDA climbed 5.2% to $12.3 billion.

Stankey stated the results demonstrate the company’s structural advantages heading into the next era of connectivity, and confirmed AT&T is accelerating planned share repurchases to approximately $10 billion this year.

SpaceX
The AT&T chief was asked about forging a wholesale agreement with Elon Musk-owned SpaceX but he stated AT&T does not see a need for satellite service as a core part of its distribution strategy because it already handles more than 98% of traffic across its converged customer network.

“I don’t feel a need right now that I need to have a satellite partner as a main distribution vehicle for me because I don’t think it addresses a part of the market that I can’t get to on my own,” he said.

Stankey pointed to the joint venture AT&T formed with Verizon and T-Mobile US, stating it allows the operators to work with multiple satellite operators, including SpaceX, Amazon, and AST SpaceMobile, for the small percentage of coverage which falls outside their terrestrial networks.

“By the time we get into next year, we will have solved for that other 2% and we will be in the market doing what customers want, which is providing them the assurance that they can buy from one provider and always be on the internet,” he said.

The post AT&T posts record Q2 fibre, FWA additions appeared first on Mobile World Live.

Received — 19 July 2026 ⏭ Mobile World Live

Intel, Google Cloud deepen AI partnership

17 July 2026 at 15:30

Intel and Google Cloud broadened their multi-year strategic collaboration with plans to deploy Gemini Enterprise and Google Cloud infrastructure across the chipmaker’s global operations as part of a wider AI-driven transformation.

Under the expanded partnership, Intel will roll out Gemini-powered generative AI tools across engineering, supply chain and corporate functions, aiming to scale workforce capabilities through agentic workflows.

The hyperscaler’s infrastructure will also support Intel’s semiconductor development environment, with custom agentic workflows intended to speed up the chip design lifecycle and improve cross-functional execution.

Intel CIO Cindy Stoddard stated the collaboration gives employees a central hub to build and deploy agents through Gemini Enterprise, alongside elastic cloud infrastructure to scale silicon development, as part of the company’s push to move faster and more efficiently.

Karthik Narain, chief product and business officer at Google Cloud, described the partnership as an effort to pair Intel’s engineering expertise with agentic AI tools to create what he called an autonomous foundation for how the chipmaker designs, operates and scales its business.

The companies stated the deployment moves Intel beyond isolated AI pilot programmes. Through the Gemini Enterprise Agent Platform, Intel’s business units will be able to build and run tailored line-of-business agents aimed at automating core processes and speeding up data-driven decision-making.

Gemini’s reasoning capabilities will also power dedicated coding assistance and engineering automation tools designed to streamline software development pipelines and automate multi-step workflows.

Intel is separately piloting Google Cloud-powered tools for marketing and communications, including agents that can identify relevant subject matter experts, draft executive-ready messaging, and generate supporting content across communications channels.

On the infrastructure side, Intel is extending its on-premises compute capacity into Google Cloud’s C4 and N4 instances to support silicon development simulations and core engineering workloads, letting engineering teams run high-performance computing simulations concurrently to shorten chip development cycles.

The tie-up builds on a partnership which has deepened steadily this year. In April, Google committed to using multiple generations of Intel’s Xeon processors, including the 18A-manufactured Xeon 6, to support AI training and inference in its data centres, alongside a plan to co-develop custom infrastructure processing units.

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Micron strikes top-tier vehicle supply chain deals

17 July 2026 at 09:27

Micron Technology secured strategic supply agreements with major automotive partners including Qualcomm and Harman to guarantee long-term chip access for software-defined vehicles.

The deals come during an aggressive industry-wide race to expand manufacturing capacity to meet a massive surge in memory chip demand driven by rapid AI adoption.

As the only US-based manufacturer of high-bandwidth memory chips used in Nvidia’s AI processors, Micron occupies a unique market position alongside South Korean rivals Samsung and SK Hynix, allowing it to command premium prices while solidifying long-term commitments during ongoing hardware shortages.

Micron also struck deals with Visteon, Joynext, Denso, Astemo, and Hyundai Mobis. It stated the agreements would improve visibility and help optimise production planning. It expects greater stability in pricing and supply chains for increasingly sophisticated AI-enabled vehicle platforms.

Demand for high-performance DRAM and NAND flash memory has grown as the automotive sector transitions toward highly connected, autonomous and intelligent designs.

Modern vehicle architectures require robust computing hardware to support advanced driver assistance systems, infotainment services and high-speed connectivity.

Sanjay Mehrotra, chair, president and CEO of Micron, emphasised the next phase of automotive innovation hinges on the strength of the ecosystem behind it. He noted “memory and storage serve are critical enablers” for the sophisticated digital experiences consumers expect.

Qualcomm CEO Cristiano Amon highlighted the collaborative effort required to deliver advanced digital cockpit and driver assistance technologies. He stated working with Micron provides a strong hardware foundation as vehicles become more intelligent and connected.

The automotive sector is a key area for increasing Qualcomm’s revenue beyond mobile chips. In its April Q2 earnings, it reported Automotive sales rose 38 per cent to $1.3 billion.

The post Micron strikes top-tier vehicle supply chain deals appeared first on Mobile World Live.

Verizon cuts corporate jobs, trims retail footprint

17 July 2026 at 09:22

Verizon revealed a plan to sell 274 company-owned retail locations and lay off an additional 500 corporate employees as part of an ongoing restructuring effort under CEO Dan Schulman.

A representative for Verizon confirmed to Mobile World Live (MWL) the layoffs will impact roughly 3,000 retail and corporate employees.

Following the retail divestment, which is scheduled to take effect on 16 August, Reuters reported Verizon’s corporate-owned store footprint will shrink to 1,000 locations.

Verizon stated in a note to employees it is actively collaborating with the franchise owners running its 5,000 independent outlets to ensure high customer service standards are maintained across all locations, according to the news outlet.

Reuters reported during previous retail transitions, approximately 70% of affected retail staff secured employment with the incoming franchise partners

Wave7 Research analyst Jeff Moore told MWL after the retail stores are sold, 20% of them will be corporate owned while the remaining 80% will be dealer outlets.

“This takes hundreds of employees off of Verizon’s books and puts them onto the books of various Verizon dealers,” he said.

The mobile operator cut about 15,000 jobs in November 2025 as part of Schulman’s restructuring efforts, and sold 179 corporate-owned stores to franchise operators.

Following the 2025 layoff, the operator proceeded to trim several hundred additional positions in May 2026 as part of its multi-year operational overhaul.

In January, Schulman announced a plan to cut $5 billion in operating expenses in 2026, with a large portion coming from layoffs.

In June, Verizon introduced simplified service plans, dropped activation and upgrade fees and launched a new loyalty programme aimed at reducing churn.

The post Verizon cuts corporate jobs, trims retail footprint appeared first on Mobile World Live.

AST SpaceMobile pushes deployment target into 2027

16 July 2026 at 16:36

AST SpaceMobile shifted the timeline for reaching its target satellite constellation, moving the milestone from the end of 2026 into early 2027.

The delay was revealed in a Securities and Exchange Commission (SEC) regulatory filing tied to a $1 billion notes offering and follows a serious setback to one of its two main launch partners

The company stated based on its current expectations around launch availability, its campaign is now targeting approximately 45 BlueBird satellites in orbit by early 2027.

In May, the satellite player targeted approximately the same number of BlueBird satellites in orbit by the end of 2026 after previously projecting 45 to 60 of its next generation birds would launch this year.

In late 2024, AST SpaceMobile signed a multi-launch agreement with Jeff Bezos’ Blue Origin. It previously relied on SpaceX’s Falcon 9 rockets to launch its birds into orbit before attempting to branch out to the larger New Glenn models.

AST SpaceMobile previously predicted an orbital launch cadence of roughly every one to two months in 2026 through deals with multiple launch providers, but New Glenn is no longer an option for this year.

Its multi-provider strategy has been strained since April, when AST lost its BlueBird 7 satellite after a Blue Origin New Glenn launch failed to reach a sustainable orbit.

Analysts previously told Mobile World Live the setback was significant, since New Glenn had been AST’s best launch option for its oversized satellites, and rebuilding that capacity could take a year or more.

The loss of New Glenn as a near-term option appears to have factored into the newly disclosed timeline shift. In the filing, AST SpaceMobile said the timing of future BlueBird launches remains contingent on a number of factors, including completion of satellite assembly and testing, launch vehicle readiness, logistics, and other elements largely outside its control.

The updated timeline accompanied pricing details for AST SpaceMobile’s $1 billion offering of convertible senior notes due 2034, aimed at qualified institutional buyers, with an option for initial purchasers to acquire an additional $150 million.

Offering
Net proceeds are expected to reach roughly $983.6 million, or $1.13 billion if the option is fully exercised, after fees and expenses. The company stated it intends to use the funds to pursue growth initiatives and secure additional access to orbit, “including potential partnerships or acquisitions aimed at further vertically integrating its launch capabilities”.

Tim Farrar, president of TMF Associates, said on X the filing “makes it pretty clear they now intend to buy/invest in a launch provider,” calling it a “fascinating pivot” from expectations AST would direct more capital toward spectrum. He questioned which rocket companies might be available at the right price.

 “What launch provider is for sale that’s ready and able to launch 4,500kg satellites in the near term?”

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Received — 16 July 2026 ⏭ Mobile World Live

Thinking Machines releases first AI model

16 July 2026 at 09:35

Thinking Machines Lab unveiled its first AI model more than a year after former OpenAI executive Mira Murati (pictured) founded the start-up, moving it from research previews to a full launch.

The Inkling model is designed to reason natively across text, images and audio, while balancing cost against performance through variable, adjustable effort.

Thinking Machines stated the model is trained to exhibit safe behaviour across all modalities.

The company noted Inkling is a mixture-of-experts transformer with 975 billion total parameters and 41 billion active parameters, supporting a context window of up to 1 million tokens.

Thinking Machines described it as the first in a family of models of varying sizes.

Rather than chasing state-of-the-art performance in a single domain, Thinking Machines said it trained Inkling for solid capabilities across agentic tasks, reasoning, coding, instruction-following, factuality, vision and audio, positioning it as a foundation model for future releases.

The company acknowledged Inkling is not the most performant model available today, closed or open.

Inkling is open-weight, meaning developers can download and customise the model without access to training data or source code.

It is available for fine-tuning on Tinker, Thinking Machines’ developer platform, alongside a so-called Inkling Playground for testing the model directly.

Bloomberg reported Thinking Machines is not aiming to monetise the model itself; the company currently generates revenue through Tinker, which it sells to customers including hedge fund Bridgewater Associates for financial-task fine-tuning.

The news outlet noted Murati’s company raised $2 billion at a $12 billion valuation last year and was reportedly in talks over a larger subsequent round, though it added several employees have since departed for firms including Meta Platforms and OpenAI.

Bloomberg also reported the launch could help fill a gap in the US open model market, as Meta shifts focus on proprietary offerings and rising AI spending pushes some users toward freely available Chinese models.

Thinking Machines was founded in early 2025 by Murati and a host of other former OpenAI employees, with the company initially focused on collaboration between the technology and people.

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Anthropic plans investor meetings as IPO looms

16 July 2026 at 09:33

Anthropic is reportedly seeking to meet with investors ahead of a potential mega-IPO, as the company prepares to join a wave of AI-driven stock market debuts.

Bloomberg reported the banks leading the offering are scheduling meetings between investors and the Claude chatbot maker in the coming weeks, citing people familiar with the matter. The news outlet previously stated Anthropic is considering an IPO as soon as October.

Deliberations remain ongoing and details including timing could still change, Bloomberg stated.

Moving ahead on the timeline would put Anthropic ahead of rival OpenAI, which is now eyeing a debut in 2027 after earlier targeting 2026.

The news site noted an IPO in October would also see Anthropic list before DeepSeek, the Chinese AI company which has been steadily gaining market share.

DeepSeek is reportedly preparing its own IPO and could file this year.

Bloomberg stated Anthropic is working with Morgan Stanley, Goldman Sachs and JPMorgan Chase on its IPO.

The AI player is also navigating uncertainty tied to its relationship with the Trump administration, which briefly imposed foreign access restrictions on two of Anthropic’s top models.

Anthropic separately sued the US Department of War after it declared the company posed a risk to the nation’s supply chain.

The company was valued at $965 billion following a funding round in May, making it one of the world’s largest private companies and pushing its valuation past OpenAI’s for the first time.

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Bell edges closer to D2D service launch

16 July 2026 at 09:33

Bell Canada completed construction of its first sovereign direct-to-device (D2D) satellite ground station, a milestone in a strategy to offer connectivity beyond the reach of its traditional wireless network.

The facility in the province of Quebec connects with AST SpaceMobile satellites, with testing underway as the operator works to build the infrastructure required to provide D2D services.

Bell stated the companies completed integration testing covering “text messaging, broadband data connectivity”, and voice and video calls.

Video streaming, IoT and public alert tests are scheduled for the coming weeks.

The milestone builds on demonstrations Bell and AST SpaceMobile ran in 2025.

In addition to connecting customers in rural or remote locations, Bell stated the service is expected to support use cases including emergency response, environmental monitoring, resource development, energy production and transportation.

The company is continuing to build ground station infrastructure elsewhere in Canada, with additional sites under construction in the provinces of Ontario, Alberta, and Newfoundland and Labrador.

Bell explained the facilities would provide nationwide D2D coverage while ensuring customer traffic runs through domestic infrastructure and data remains sovereign.

EVP and CTO Mark McDonald said the ground infrastructure “is designed to support a full suite of D2D capabilities including messaging, data connectivity, voice calling and video streaming”.

AST SpaceMobile CCO Chris Ivory pointed to Canada’s geography as a driver for the project, explaining the work with Bell would provide seamless connectivity “beyond the reach of traditional terrestrial networks”.

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China clears Apple Intelligence for launch

15 July 2026 at 15:57

Apple’s on-device generative AI system reportedly received the green light from Chinese regulators, clearing the way for its long-delayed debut in the world’s largest smartphone market.

Reuters reported China’s cyberspace regulator stated Apple’s on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China.

The news outlet stated Apple Intelligence will tap into capabilities from AI models developed by Baidu and Alibaba, citing a source familiar with the matter.

Alibaba confirmed to Reuters its Qwen model will be integrated into Apple Intelligence across iPhone, iPad, Mac and Vision Pro in China.

A Baidu representative confirmed the company is also working with Apple on AI features for Chinese iPhone users.

Bloomberg reported the Cyberspace Administration of China included Apple’s generative AI services on a list of newly approved providers, alongside offerings from local companies like Huawei and Xiaomi.

Neither the regulator nor Apple has given a launch date.

The approval gives Apple greater access into a Chinese population eager to experiment with new AI tools, potentially boosting the company’s recent recovery in the market as it attempts to narrow the gap with domestic AI leader Huawei.

Reuters also reported ZTE’s Nubia-Doubao phone, built using ByteDance’s Doubao AI, was registered by the regulator in the same batch.

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DeepMind CEO seeks US standards body for frontier AI

15 July 2026 at 09:38

Google DeepMind CEO Demis Hassabis called for the establishment of a new US-led regulatory framework to govern frontier AI, proposing a self-regulatory structure which could bypass political opposition.

In a post on X, Hassabis warned the breakneck pace of commercial and geopolitical competition is currently outstripping the industry’s understanding of the technology.

He noted the arrival of Artificial General Intelligence (AGI) is likely only a few short years away.

To address looming technical, biological, and cybersecurity risks without stifling innovation, Hassabis proposed creating a new US standards body.

He modelled it after a self-regulatory organisation like the Financial Industry Regulatory Authority (FINRA), rather than a traditional government agency.

The structural choice comes amid heavy resistance to AI regulation from the tech industry and shifting policies from the Trump administration.

The FINRA-style blueprint would be staffed by leading technical experts and open-source representatives but primarily funded by the industry to secure the massive compute resources needed for testing.

TechCrunch reported the proposed system would replace the current, highly criticised ad hoc government reviews previously used for models like Anthropic’s Mythos and OpenAI’s Sol.

Those reviews drew fire from industry onlookers for a distinct lack of technical expertise and opaque decision-making, according to the news outlet.

Under Hassabis’s framework, the independent body would define thresholds to classify models as Frontier-Class. Organisations behind them, dubbed Frontier Labs, would eventually be required to pass the independent assessments to deploy in the US market.

Hassabis stated assessments would check for advanced threats, deception, and guardrail bypass attempts. The standards body could also outsource specific evaluations to a growing ecosystem of independent, third-party AI safety groups.

He argued the approach is designed to keep up with AI’s acceleration, allowing the industry to safely steer toward an era of scientific abundance while addressing the Trump administration’s concern over state-mandated red tape.

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New York puts mega data centres on ice

14 July 2026 at 16:37

New York made history by becoming the first US state to halt the construction of massive new data centres, imposing a one-year moratorium as concerns escalate over the environmental and financial toll of the AI boom.

The moratorium, outlined in an executive order signed by Governor Kathy Hochul (pictured), targets hyperscale operations by halting discretionary environmental permits for new facilities requiring 50 megawatts or more of power.

The rapid expansion of facilities housing thousands of computer servers has triggered intense community and political backlash across the US.

“This pause will remain in place for up to one year while New York establishes the strongest possible framework to protect our community’s guardrails to reduce the risk to our energy grid, minimize land disruption, noise pollution, and protect our natural resources, especially our water supply,” Hochul stated during a press conference. “We’re going to explore having hyperscale data centres pay into a larger fund to support our grid statewide.

“We need to invest in this, help defray costs, reduce bills for our rate payers,” she added. “We expect this process, which we already launched, to be completed within the year.

Once the policy is in place, the freeze will be reviewed and lifted, Hochul stated.

She also said the data centres should only be built in areas which want them and “they will never be exempt from local zoning, local approvals”.

Local populations are increasingly concerned the energy-hungry centres by companies including Alphabet, Microsoft, Meta, Amazon, and Oracle are inflating residential utility bills, straining electricity grids and consuming millions of gallons of water for cooling.

Hochul framed the aggressive intervention as a necessary protective measure for state residents, stating as data centre development threatens to hike utility bills and deplete natural resources, it is her responsibility to act.

She noted labour organisations will have a seat at the AI data centre discussions “so projects can include wage standards and labour agreements and prioritise local hiring”.

To further rein in the sector, Hochul announced plans to pursue legislation to repeal lucrative sales tax exemptions currently enjoyed by hyperscale data centre operators.

“New Yorkers work hard and, on my watch, their tax dollars will not be used to benefit these large firms, these centres.”

Reuters reported Hochul directed state officials to develop a Generic Environmental Impact Statement. The comprehensive assessment will establish consistent operating and environmental standards for new facilities while examining the overall footprint of data centre construction and operation across the state.

The construction ban will be lifted once the rigorous regulatory guidelines are finalised.

The news outlet reported state lawmakers recently passed a bill targeting data centres consuming 20 megawatts or more of power, representing a wider scope than the governor’s executive order.

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Zayo names former Verizon exec Sampath as next CEO

14 July 2026 at 15:25

Infrastructure provider Zayo revealed a planned CEO transition with former Verizon executive Sowmyanarayan Sampath (pictured) appointed as chief following the eventual retirement of Steve Smith.

Smith remains CEO until 31 August when he will retire. Sampath will take the reins on 1 September while Smith will remain on Zayo’s board following the handover.

During the transition period, Smith and Sampath will work closely with Zayo’s board and leadership team to ensure continuity for customers and stakeholders.

The company positions the leadership transition as a key element for its next phase of AI-driven growth.

Sampath brings more than two decades of large-scale digital infrastructure experience to his new role, most recently as CEO of Verizon Consumer Group.

After joining the company in 2014, he was viewed as former Verizon CEO Hans Vestberg’s likely successor after holding several key executive positions. Last year the mobile operator’s board of directors picked former PayPal chief Schulman to replace Vestberg to boost the company’s finances and subscribers.

Prior to his last position, he served as the CEO of Verizon Business starting in 2022.

He was also Chief Product Officer for the Consumer and Enterprise businesses and CFO at Verizon Media Group.

Sampath was president of Global Enterprise, where he spearheaded the commercial launch of Verizon’s 5G networks and multi-access edge computing (MEC) solutions.

He stated Zayo’s physical network footprint arrives at a moment when the global economy demands significant bandwidth capacity.

“As AI workloads, distributed applications, dense GPU clusters, and hyperscale environments change where capacity is needed, and as large enterprises manage increasingly complex connectivity needs, the network is the ultimate constraint, and Zayo is built to solve this,” he said, noting the company already connects more data centres in the US than any other provider.

During Smith’s tenure, Zayo more than tripled its planned fibre expansion, with projects now spanning more than 15,000 route miles, while advancing automation, internal AI adoption and network service improvements.

He also oversaw the acquisition of Crown Castle’s fibre and small cell assets, adding approximately 90,000 route miles and 40,000 on-net enterprise locations to Zayo’s network.

“Leading Zayo has been a privilege, and I’m deeply proud of what our team has built as we prepare the Company for the next generation of digital infrastructure,” Smith stated, adding he is confident Sampath is the right leader for Zayo’s next chapter and looks forward to supporting him from the board.

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Intel pumps €5B into EU AI fab capacity

14 July 2026 at 09:47

Intel outlined a €5 billion capital investment in its Republic of Ireland campus to expand ‌European output to meet the increased demand for AI and high-performance computing.

The chipmaker stated the expansion at its facility in Leixlip, County Kildare, began earlier in the year and involves upgrading fabrication facilities and installing leading-edge manufacturing equipment to boost production of its Intel Xeon 6 and next-generation Xeon processors built on the advanced Intel 3 process node.

Intel stated the chips are increasingly critical to power AI factories.

As part of the infrastructure overhaul, Intel is expanding its “automated track system to integrate disparate campus modules” into a single, “high-velocity production environment”.

Intel explained the investment programme would create permanent high-tech jobs alongside engaging specialised building and equipment installation tradespeople.

Naga Chandrasekaran, EVP and GM of Intel Foundry, said the investment is a “definitive commitment to maximising capacity” for foundry customers.

Upgrading the site “with state-of-the-art technology and installing cutting-edge tools” would help keep the Republic of Ireland “at the forefront of the world’s most advance manufacturing ecosystems while strengthening” Europe’s position in “the global technology landscape”, he said.

The move aligns with broader European Union tech-sovereignty goals to establish a resilient, domestic supply chain for leading-edge processors.

Intel invested more than €30 billion in the Republic of Ireland since establishing operations in 1989. The Leixlip site currently employs 4,900 people.

The company is trying to revitalise its chip manufacturing business and become a serious player in the booming foundry industry.

In April, it signed up to Elon Musk’s Terafab AI chip project to create processors for orbital data centres and robots.

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Received — 24 June 2026 ⏭ Mobile World Live

Qualcomm inks $4B deal for software specialist Modular

24 June 2026 at 16:09

Qualcomm struck a deal to acquire AI software company Modular for about $3.9 billion, in all stock-deal aimed at strengthening its software foundation for generative and agentic AI across data centre and edge environments.

The deal will pair Qualcomm’s silicon expertise with Modular’s AI-native software platform, which is designed to run AI models efficiently across CPUs, GPUs, NPUs and custom ASICs without requiring separate rewrites for each type of accelerator.

The chipmaker stated developers and enterprises will only need to build once ahead of deploying across multiple environments at a lower total cost of ownership.

Qualcomm framed the acquisition as a response to a shift in what is constraining AI deployment at scale. As AI use grows, the company argued, efficiency rather than raw capability becomes the limiting factor, since performance-per-watt drives inference costs and those costs determine what can scale.

Closing this gap, according to Qualcomm, requires software that connects system-level optimisation with heterogeneous, disaggregated compute, turning silicon performance into AI services which work reliably across different accelerators and use cases.

The deal is intended to expand Qualcomm’s data centre ambitions, supporting more efficient inference, orchestration and deployment in distributed AI systems while deepening relationships with model creators, developers, hyperscalers, and enterprise customers.

It is also expected to help the company achieve strong day-zero performance on new Qualcomm AI hardware as it rolls out.

Qualcomm President and CEO Cristiano Amon called the acquisition a pivotal moment for the AI industry. He stated agentic AI’s growth across data centres and edge environments is pushing the sector toward disaggregated, multi-vendor architectures which need a more open, modern software foundation.

He said Qualcomm believes the future belongs to developer-friendly platforms which can run across diverse compute environments, giving customers real choice in how and where they deploy AI.

“With Modular, we’re accelerating that shift, combining our scale and energy-efficient data center technologies with an open ecosystem approach to help drive the next chapter of AI,” Amon stated.

Modular co-founder and CEO Chris Lattner stated the company was built on the belief AI needs a more open and efficient software foundation spanning diverse hardware and deployment environments.

The transaction is expected to close in the second half of 2026, subject to customary closing conditions and regulatory approvals. Qualcomm plans to issue 19.2 million shares to Modular equity holders.

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Feature: How Verizon is crafting its network for the agentic AI era

24 June 2026 at 14:35

Verizon’s road to Level 4 network autonomy was boosted by turning 33,000 employees into software developers earlier this year using Anthropic’s Claude model.

Verizon CTO Yago Tenorio (pictured) told Mobile World Live (MWL) the company gave about 500 application developers on his team access to Claude Code in December 2025.

“We started using it like there is no tomorrow,” he said. “In a few weeks we made everyone in technology proficient as software developers and then people started coding.

“There is a mantra now that says: ‘If you can imagine it, Claude can code it for you.’ It is amazing the massive amount of enablement, simplification and efficiency we achieved in a few months.”

He explained Verizon’s legacy as a long-established operator means its path to network autonomy is far more complex compared to a greenfield player. Years of M&A, overlapping legacy systems, merged networks and coexisting OSS platforms have created operational complexity which must be abstracted away before AI-driven automation can work at scale.

The AI autonomy revolution is well underway. In 2025, Verizon’s closed-loop automation platforms executed over 70 million network configuration changes autonomously.

“I feel like it’s making the network better. It is reacting in real time and it is freeing up hours of labour that can be then thrown on something that requires a human.”

But Tenorio draws a line between that kind of automation and what’s coming next. Those 70 million loops were largely programmatic, following decision trees and fixed logic which engineers wrote in advance, the network equivalent of a Python script running the same routine repeatedly.

The shift now underway replaces fixed logic with AI agents which can reason through a situation they were never explicitly programmed for because they are trained on the skills and judgment which make Verizon’s network teams effective, rather than coded with rules for every scenario.

Verizon is moving away from traditional hardware constraints to turn its infrastructure into a software-defined, self-organising reasoning engine which optimises itself in real time. The company describes this not as simply adopting tools, but as engineering an AI-native enterprise.

Level 4 network autonomy
In the TM Forum’s six-stage taxonomy for autonomous networks, Level 4 is a major shift from traditional automation to true intelligence. For this level, the network moves away from rigid, rule-based scripting and task-execution, transitioning instead to automating decisions.

CCS Insight research director Ian Fogg told MWL a part of an operator’s network may be at one level of autonomy, but other parts will likely be at a different level depending on how far along each operator’s suppliers and network teams are in modernisation.

“The barriers are that this is simply a very complicated area,” he said. “AI and especially generative AI and agentic AI are increasingly at the heart of autonomous network innovation as operators move to level 3 and beyond. 

“AI is an essential technology to enable the creation of autonomous networks,” he added.

Tenorio is careful not to overclaim on autonomy levels. He said Tesla represents something closer to Level 3, a Waymo represents Level 4, and Level 5 would be a car with no steering wheel at all.

He is not convinced the network needs to go Level 5. In his view, building a network with literally no human element anywhere in it is not necessarily the goal, even if individual domains or use cases can get there.

Across the board, in every domain and every use case, he considers Level 4 a reasonable target, while cautioning operators in the industry tend to generalise their autonomy successes across specific areas.

Rather than chase a number, Tenorio stated Verizon’s focus is on making autonomy matter operationally, whatever level it ends up being called.

He also pushes back on the idea that full autonomy means removing humans from the picture entirely. Even with what he calls a “totally dark” network operations center, people must still be dispatched to base stations and customer premises for hardware replacement or tuning which cannot be done remotely.

He argues agents are trained, not programmed, meaning the human expertise which has shaped a network for years does not disappear, it just gets transferred into the skills the agents learn from.

The loop which runs the network day-to-day can become fully closed, but the loop of deciding how those agents should behave still runs through human judgment.

AI models
To get there, Verizon has doubled down on generative and agentic AI. Tenorio describes Verizon’s approach as model-agnostic. For agents now running parts of its network, it is primarily using Anthropic’s Claude and Google’s Gemini.

Verizon is also optimising across model size and cost: simpler problems get routed to small language or cheaper models, while more complex tasks get the most capable ones available, including Claude Opus 4.7

Verizon had access to Anthropic’s Claude Fable 5 model prior to the US government shutting it down.

Tenorio used Fable 5 on a side project built with Claude Cowork and came away impressed, particularly by what felt like a broader contextual awareness and more lateral reasoning than he was used to. However, he is cautious about claiming a measurable gap versus Opus 4.8, since the same project has continued just as well on Opus 4.8 since Fable 5 access ended.

“I thought it was fantastic,” he said of Fable 5. “I was blown away by it.”

Starting in mid-January, the company expanded Claude access to its entire 33,000-person technology organisation over about six weeks, turning employees across modelling, capacity planning, capital deployment, and operations into capable software developers regardless of their formal coding background.

It now counts between 7,000 and 10,000 weekly active users of the tool. Tenorio frames this as a deliberate first step on the road to autonomy, not a side project.

Before trying to make the network autonomous, Verizon wanted to find out what happens when everyone in the organisation can write software.

Architectural blueprint
Verizon is currently conducting an autonomous network programme with intelligent agents running full-time, although Tenorio resists calling the effort a pilot.

He instead describes it as a deliberate, already-in-production evolution. The same 70 million automated loops from last year are progressively having reasoning and token-based decision-making layered on top of them, with the foundational pieces of true network autonomy now live rather than experimental.

He identifies two areas for genuine autonomous network operations.

The first is a common data layer. Since an autonomous network is only as good as the data feeding it, the telemetry needs to be shared across the organisation in near real time, and it needs to reflect actual customer experience rather than what the network itself reports.

Tenorio stated Verizon began rolling this out at the start of June and it is now in production.

The second is a common repository of skills, tools and agents, the framework by which years of collective engineering expertise and pattern recognition gets encoded into a form AI agents can draw on.

Once both pieces are in place, Tenorio stated deploying domain-specific agents becomes comparatively straightforward.

He said this approach has no off-the-shelf component and is not organised around a specific network domain or generation. It is not built around radio, transport, core, or optical separately, and it is not tied to 5G or 6G.

Instead, Verizon designed it to run across the network as a whole, starting with making every employee a developer rather than buying a vendor’s packaged autonomy product.

A master agent can immediately detect a localised anomaly, take control and instantly spin up a network of specialised sub-agents focused on the exact root cause, pinpointing it down to the precise network domain and specific element.

Work which used to take engineering teams hours to manually diagnose and correct is now identified and resolved in less than two minutes, long before the end user ever experiences a dropped call or a lag in their data connection.

An autonomous system, however, is only as good as the live data feeding it. Traditional network KPIs tend to skew toward favourable conditions and do not always fully capture the true, localised end-user experience.

Verizon’s new AI-driven models aim to close the telemetry gap. By using aggregated, anonymised network performance signals, including floor-by-floor indoor environments, the company builds an accurate, hyper-granular picture of service quality, feeding the common data layer described above.

The rich physical telemetry, fused with existing network data, feeds a continuous optimisation loop which detects and resolves coverage and capacity issues proactively, often before a customer is affected.

Tenorio said the end-result is near real-time visibility into in-building performance environments, enabling automated alerting and network tuning at a level of granularity the company did not previously possess.

“We started by making everyone a software developer,” he said. “I don’t know if other companies are doing it.”

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FCC wraps AWS-3 re-auction with $3.5B in bids

24 June 2026 at 09:54

The US Federal Communications Commission (FCC) closed an AWS-3 re-auction with gross winning bids topping $3.5 billion in what was the agency’s first spectrum sale after a four-year lapse in activity.

Bidding concluded for Auction 113 yesterday (23 June) after 72 rounds for the 200 licences across the 1695-1710MHz, 1755-1780MHz and 2155-2180MHz bands.

All the licences received bids in the process, which had 17 qualified participants and began on 2 June.

The frequencies were originally auctioned to Dish Network, which is now part of EchoStar, in 2014 but never made it into service after a series of defaults and bid withdrawals left them sitting unused in the FCC’s inventory for more than a decade.

In 2015, Dish Network affiliates Northstar Wireless and SNR Wireless surrendered a number of spectrum licences worth $3.5 billion after a dispute with the FCC over discounts.

In April, the FCC and EchoStar reached an agreement which included the latter dropping a lawsuit it filed in a US Court of Appeals over the defaults by Northstar and SNR.

The financial total carries significant regulatory implications. Up to $3.3 billion of the proceeds will be legally directed to cover funds borrowed for the FCC’s Secure and Trusted Communications Networks Reimbursement Program, commonly known as the “rip and replace” initiative to swap out Huawei and ZTE gear from US networks.

Surpassing the $3.5 billion mark clears the $2.9 billion threshold required for EchoStar to avoid paying a potential shortfall payment to the regulator under a prior settlement framework.

While specific winning bidders remain anonymous under strict anti-collusion quiet period rules, AT&T, Verizon, T-Mobile US and SpaceX are widely expected to have driven the demand.

The event marks a milestone for FCC chair Brendan Carr, representing the return of the agency’s auction power.

“After years on the sidelines, FCC auctions are finally back,” Carr stated. “Today’s successful auction generated billions of dollars in competitive bids to put spectrum to effective commercial use, and it bolsters competition in the wireless marketplace.”

The FCC plans to carry the momentum into its upcoming Upper C-Band auction, tracking on schedule to meet a congressional deadline to auction at least 100MHz of the spectrum by July 2027.

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SpaceX inks computing deal with Reflection AI

23 June 2026 at 10:10

SpaceX reportedly signed a significant computing power deal with Reflection AI, making the open-source start-up the latest outside company to tap Elon Musk’s Colossus infrastructure.

CNBC reported Reflection will get access to Nvidia’s GB300 chips, the company’s top-tier hardware for training and running advanced AI models, housed at SpaceX’s Colossus 2 facility in Memphis, Tennessee.

Reflection agreed to pay SpaceX $150 million per month starting 1 July through 2029, with total payments reaching roughly $6.3 billion if the agreement runs its full term.

Either party can terminate the contract with 90 days’ notice after the first three months. Bloomberg reported Reflection will pay SpaceX’s AI division, SpaceXAI, under the arrangement.

Colossus was originally built in part to power Grok, Musk’s AI chatbot as a rival to ChatGPT, but SpaceX has increasingly opened the infrastructure to outside AI companies seeking compute capacity.

The deal is smaller than two of SpaceX’s other compute agreements. According to TechCrunch, SpaceX’s existing contracts with Anthropic and Google cost those companies $1.25 billion and $920 million per month, respectively, with both agreements also running through July 2029.

CNBC reported SpaceX has also struck a computing power-related deal with Cursor prior to buying the company for $60 billion earlier this month.

In October 2025, Nvidia led a $2 billion funding round for the open-source start-up, directly contributing $800 million of the total to value Reflection AI at $8 billion.

Reflection AI was founded in 2024 by Misha Laskin and Ioannis Antonoglou, both alumni of Google’s DeepMind lab.

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