A report by Dell’Oro Group found worldwide data centre IT semiconductor and component revenue for servers and storage systems surged 182% in Q2 2026, driven by rising memory prices and continued AI infrastructure investment.

DRAM and storage drive revenue grew at a triple-digit pace, as average selling prices per bit more than doubled year-over-year while continued AI infrastructure investment fuelled broad-based demand across accelerators and complementary server and storage components.

“Data centre component growth accelerated sharply in the second quarter, driven by higher memory and storage prices and continued growth in server demand,” stated Baron Fung, VP of research at Dell’Oro.

He also said Nvidia’s Blackwell platform and custom accelerators from Google and Amazon continued to gain momentum.

Fung added agentic AI is emerging as a meaningful growth driver for general-purpose servers, broadening component demand beyond accelerated computing hardware.

Going forward, Fung stated Dell’Oro expects component revenue growth to maintain momentum through the remainder of 2026, supported by elevated component prices and strong AI infrastructure investment, though supply constraints could limit hyperscaler capital expenditure plans.

The report found accelerated server deployments drove strong demand for complementary components, including high-bandwidth memory (HBM), CPUs, memory and high-speed back-end network interface cards.

General-purpose server demand remained strong across cloud service providers, supported by continued infrastructure expansion alongside emerging agentic AI workloads.

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Accenture and Google Cloud expanded their long-standing partnership with the launch of a global joint initiative aimed at helping enterprise customers deploy and scale agentic AI tools and platforms.

The two companies formed the Accenture Gemini Enterprise Business Group, a new unit operating within the existing Accenture Google Business Group, designed to help customers deploy Google Cloud’s agentic AI platform.

It will integrate Accenture’s certified Gemini Enterprise talent with dedicated Google Cloud engineering resources to assist clients in moving AI projects from experimental phases into commercial production.

As part of the rollout, the partners plan to establish a 1,000-person workforce of forward deployed engineers (FDEs) to work with clients on-site to plan and build AI applications based on the Gemini Enterprise platform.

The new unit will use Accenture’s existing foundation of nearly 50,000 Google Cloud-skilled personnel to build repeatable industry solutions, speed up time-to-value, and create specialised capability centres for enterprise-wide integration.

The Accenture and Google Cloud initiative targets accelerating enterprise demand for agentic AI architectures, which rely on autonomous digital agents to automate complex, multi-step workflows.

Julie Sweet, chair and CEO of Accenture, stated the business group aims to unite advanced AI capabilities, data assets, and industry expertise to help corporate clients achieve productivity and growth targets faster.

Google Cloud CEO Thomas Kurian noted deploying agentic AI has quickly become a primary priority for enterprise technology buyers aiming for operational transformation.

FDE trend
The move mirrors a growing pattern across the tech landscape as vendors deploy specialised engineering talent directly to client sites. OpenAI recently established a $10 billion joint venture with institutional investors to finance dedicated enterprise deployment teams, while Anthropic investors backed a $1.5 billion standalone venture to build hands-on FDE capabilities for corporate deployments.

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AT&T Business and Amazon Leo reached a deal to bring satellite broadband to enterprise and public sector customers, with the company becoming the first major US operator to employ the low Earth orbit (LEO) network in a bundled set-up including fibre and 5G.

The operator plans to offer the connectivity as a fully managed service on top of its existing terrestrial networks. Customers would get one bill, one point of contact and round-the-clock customer service.

AT&T is to provide the equipment to connect to the satellites.

Shawn Hakl, AT&T Business SVP and head of product, said enterprise and public sector customers need a platform which delivers reliable connectivity across fibre, 5G and satellite in a single managed architecture.

Chris Weber, VP of Amazon Leo Business and Product, said the satellite network adds resilience to the network.

AT&T stated the companies are “moving through a structured, phased deployment designed to ensure business-grade reliability before broad availability”.

It plans to issue pricing and configuration details in the coming months.

The explosion of a Blue Origin New Glenn rocket in May could put the timeline for the launch of the AT&T Business closer to 2027: the rocket company is repairing damage to a launchpad and aims to restore operations by the end of the year.

Amazon Leo is simultaneously pushing into direct-to-device (D2D) connectivity, seeking regulatory approval to deploy up to 5,105 satellites, with deployment scheduled to begin in 2028.

All three major US operators are involved in various D2D moves through deals with Amazon Leo, SpaceX and AST SpaceMobile, along with collaborating to close coverage gaps.

AT&T Business is bidding to differentiate by bundling the connectivity option.

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The US Federal Communications Commission (FCC) will vote later this month on two items intended to free up spectrum for next-generation connectivity, according to chair Brendan Carr (pictured).

The first is a satellite spectrum abundance order, which would allow the FCC to unlock more than 1,000 MHz of spectrum across the 12GHz and 42GHz bands. The FCC stated the freed-up airwaves could support a range of connectivity services, including faster satellite broadband.

The second item is a proposal to seek comment on modernising the FCC’s rules governing ultra-wideband (UWB) technology, an unlicensed spectrum category used across IoT, automotive and consumer devices. Carr noted the rules have not been comprehensively updated since their adoption in 2002.

“The FCC’s work to free up more spectrum continues apace this month,” Carr said. “Today, I shared two items with my colleagues that will push more commercial spectrum into the marketplace than ever before. By unlocking these bands, the FCC will give a big boost to American innovation and promote economic growth across a wide range of industries.”

On the satellite order, Carr said the move is designed to ensure consumers continue benefiting from competitive, high-speed internet delivered from next-generation satellite systems.

On the UWB proposal, he said the rule changes would unlock further opportunities for unlicensed devices across a wide swath of spectrum, pointing to UWB’s role in applications from vehicle safety systems to package tracking.

He stated the technology is so deeply embedded in everyday life that most people are unaware of its role, and that the proposal represents the FCC’s first comprehensive modernisation of the rules in over two decades.

Both items are scheduled for a vote at the FCC’s 30 September open meeting. The satellite spectrum move comes as regulators globally weigh how to balance growing demand for satellite broadband capacity, driven by operators including Amazon Leo, SpaceX’s Starlink and others, against existing terrestrial and federal spectrum users. The 12GHz band in particular has been the subject of a long-running dispute between satellite operators and terrestrial 5G proponents over interference risks and competing use cases.

The meeting items build on Carr’s broader push to release more spectrum since taking the chair, which has included restarting the agency’s first spectrum auction in four years. Auction 113, covering AWS-3 licences in the 1695-1710MHz, 1755-1780MHz and 2155-2180MHz bands, forms part of the FCC’s Build America Agenda, targeting 800MHz of new spectrum by 2034.

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Qualcomm struck a deal with Amazon to develop customised silicon for large-scale AI data centre infrastructure, while issuing a warrant to the technology giant to acquire a stake worth up to $4 billion in the chipmaker.

The move marks Qualcomm’s latest strategic expansion into the data centre sector, building on its recent moves to establish an AI-native foundation, acquire AI software specialist Modular, and advance its agentic AI ambitions beyond edge devices.

Under regulatory filings tied to the deal, the agreement is linked to up to $60 billion in potential commercial transactions.

As part of the arrangement, Qualcomm issued Amazon a warrant to acquire up to 25 million shares at $161.26 apiece, representing a potential $4 billion stake which vests across tranches tied to purchase milestones.

The operational partnership centres on creating tailored processors optimised for AI inference workloads across Amazon Web Service (AWS) data centres.

By combining Qualcomm’s experience in power-efficient compute design with AWS’ global cloud footprint, the companies aim to tackle the skyrocketing energy and compute demands driven by generative AI applications.

Alongside customised processing chips, the agreement encompasses high-performance optical connectivity technologies.

Qualcomm plans to supply optical digital signal processor and serialiser/deserialiser products capable of supporting speeds up to 1.6 Tb/s.

The high-bandwidth interconnects are designed to clear data bottlenecks within data centre networks, allowing large clusters of AI chips to communicate with minimal latency.

Both ways
The collaboration works both ways, as Qualcomm also plans to deepen its internal adoption of AWS infrastructure.

The chipmaker will use cloud-based AI tools, including Amazon Bedrock, to run electronic design automation workloads aimed at accelerating its own chip development cycles.

Qualcomm CEO Cristiano Amon highlighted the rapidly accelerating demand for AI requires foundational advances across both processing and network interconnects to maximise operational efficiency.

AWS VP Prasad Kalyanaraman added the co-development effort will deliver more performant and cost-effective infrastructure for cloud customers globally.

The deal marks a significant expansion for Qualcomm, which has spent recent years diversifying its revenue beyond smartphones into personal computers, automotive systems and now cloud-scale hardware.

For AWS, working directly with Qualcomm on specialised silicon offers another avenue to manage the high-power consumption and soaring costs associated with operating global AI services.

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Verizon and Corning agreed a multi-billion dollar fibre supply deal covering more than 80 million miles of high-density optical fibre and connectivity products, running from 2027 to 2032.

The companies stated the agreement is designed to support surging demand for consumer broadband and converged services, alongside growing infrastructure needs from AI hyperscalers.

Verizon Business CEO Kyle Malady noted securing fibre at this scale allows the operator to build “the network of the future” at an unprecedented level, combining mobile connectivity and broadband into a single, converged architecture.

He said the deployment will also underpin the high-capacity, low-latency backbone required by AI hyperscalers.

The fibre supply is intended to accelerate Verizon’s progress toward a medium-term goal of 40 million to 50 million broadband passings, expanding fibre-to-the-home and business connectivity.

The operator stated the approach means cell towers, enterprise data centres and residential neighbourhoods will connect to the same high-capacity backbone.

Verizon framed the deal as central to its AI Connect strategy, which involves deploying dense fibre cabling across major long-haul corridors to directly connect data centres.

It said the approach positions it as an infrastructure partner for major AI hyperscalers, including Amazon Web Services, while also extending AI-related connectivity benefits to consumers, businesses, schools and communities.

The agreement builds on a three-decade partnership between Verizon and Corning. It is structured to let Corning continue expanding its US manufacturing capacity to supply the physical materials needed for Verizon’s buildout.

Corning Optical Communications SVP and GM Mike O’Day added the expanded partnership will help link AI data centres while also extending high-speed fibre access to homes.

US fibre
Corning also counts AT&T as a customer, having struck a $1 billion, multi-year fibre supply deal with the operator in October 2024 to support AT&T’s Gigapower fibre joint venture and broader broadband expansion plans.

The Corning agreement adds to a series of moves by Verizon to expand its fibre footprint. In July, Bain Capital and Tillman Global Holdings invested $1.5 billion in Eaton Fiber, Verizon’s exclusive wholesale fibre-building partner, to fund an acquisition of Ripple Fiber and accelerate network expansion to more than a million locations outside Verizon’s existing footprint.

Verizon CEO Dan Schulman has described that wholesale partnership model as a capital-efficient way to extend its fibre broadband reach.

Verizon, AT&T and T-Mobile US are actively beefing up their fibre holdings through joint ventures, wholesale agreements and outright purchases of fibre-rich companies to support the convergence of mobile and fibre-based broadband services.

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AST SpaceMobile booked a big year-on-year rise in revenue in Q2, driven by gateway deliveries and milestones tied to US government contracts as the direct-to-device (D2D) satellite operator continues to scale ahead of a planned beta service launch later this year.

The company stated it remains on track to meet its full-year 2026 revenue guidance of $150 million to $200 million on the back of additional contract awards from the US government.

Revenue backlog grew to approximately $1.3 billion in aggregate contracts with commercial partners and government.

Chair and CEO Abel Avellan said the company’s technology platform, spectrum strategy and manufacturing capabilities position it to deliver D2D connectivity for commercial and government customers globally, pointing to the growth of its constellation to 13 spacecraft in orbit

On its earnings call, president Scott Wisniewski highlighted growing momentum with US government customers who he said view the company’s technology as unique, strategic, innovative and flexible for communications and non-communications uses.

He said AST SpaceMobile previously flagged a trend of small development contracts evolving into larger awards, eventually maturing into full programmes of record.

“Today, you can see that trend as we are announcing three new contract awards with funded near-term value of over $100 million in total expected during 2026 and 2027.”

Further public details on the awards are expected soon, but Wisniewski described them as capabilities developed in partnership with the US Department of War over several years which employ the company’s technology to address a significant strategic need.

Trends
AST SpaceMobile booked revenue of $31.5 million compared with $1.2 million in Q2 2025.

Net loss attributable to common stockholders grew from $99.4 million to $230.9 million.

Trends in the opening half followed suit, with revenue of $46.3 million compared with $1.9 million, and attributable net loss up from $145.1 million to $421.9 million.

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Nvidia inked strategic partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish AI compute infrastructure financing platforms to mobilise more than $500 billion of third-party capital to build related infrastructure.

The chipmaker stated memorandums of understanding would help create the first compute financing platforms of their kind at global scale, intended to fund frontier AI laboratories, clouds and enterprises.

It noted the platforms are designed to create dedicated pools of capital at significant scale and attractive rates for its customers, positioning Nvidia compute and full-stack AI infrastructure as an investable asset class.

“We are bringing the world’s leading long-term capital providers together to independently underwrite AI infrastructure,” Nvidia CEO Jensen Huang said.

“These financing platforms will help customers access scarce compute at scale and build the DSX AI factories that will power every industry and country”.

Nvidia described its compute as an investable asset offering the lowest token cost, highest revenue and longest life, alongside a rich ecosystem of buyers.

The arrangement builds on Nvidia’s broader push to raise capital for it and its customers to continue producing the chips, power systems and data centres underpinning the AI boom.

Nvidia GPUs underpin most leading US AI models available today and it supplies relevant chips, infrastructure, and software to a wide range of partners.

Money matters
It faced scrutiny in recent months over circular financing arrangements in which the company provides backing to help AI partners raise debt, in turn boosting Nvidia’s own revenue.

Bringing outside private capital providers onboard may help address some of the criticism since it spreads the financing load beyond Nvidia itself.

In recent years, private capital groups including Apollo and Blackstone have structured AI deals to help companies including Anthropic finance heavy spending on chips and data centres.

Financial Times reported Morgan Stanley predicts large cloud computing players would spend $3.5 trillion on AI infrastructure over the next two years.

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Meta Platforms CEO Mark Zuckerberg (pictured) argued open, decentralised access to super-intelligence is essential for ensuring global economic prosperity and personal safety.

In a lengthy blog, the executive rejected doom-centric narratives surrounding advanced AI technologies.

Rather than centralising powerful models within a select group of corporations or government institutions, Zuckerberg advocated for a balance-of-power approach, which puts personal superintelligence directly into the hands of individuals.

On the same day the post was published, Meta Superintelligence Labs released the open weights for Muse Glimmer, a 30-billion-parameter dense multimodal model under an Apache 2.0 license on Hugging Face.

The model is distilled from Muse Spark 1.2 and engineered to run locally on a single consumer GPU or Mac to execute agentic workflows such as autonomous coding and file management without cloud dependency.

Meta also plans to publish open weights for its Muse Spark 1.2 model in the coming weeks, reversing a brief closed-weight stance, while teasing a next generation frontier model known internally as Watermelon.

The release and blog came amid heightened scrutiny over closed-source AI labs following recent incidents where models from OpenAI and Anthropic broke containment during evaluation testing.

Zuckerberg positioned open-source distribution as a key countermeasure to security risks. He stated broad developer access allows system defences to be patched faster than in centralised environments.

He also defended AI distillation practices by claiming learning from observed model outputs is essential for keeping US open-source technology competitive against foreign rivals like DeepSeek.

Central to Meta’s broader strategy is the deployment of personal AI agents designed to assist users across daily tasks, business operations and learning.

To support this vision Meta unveiled a $1 billion community fund for US cities hosting its data centres to address local power, water and infrastructure needs, while committing to train skilled trade workers through its Community Compact and America’s Workforce Academy initiatives.

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Intel proposed a massive $15 billion underwritten public offering of common stock to bolster its balance sheet and aggressively fund its expansion in the high-stakes AI and semiconductor markets.

Financial underwriters include J.P. Morgan Securities, Goldman Sachs, Morgan Stanley and Citigroup Global Markets. Intel stated the companies would have the option for 30-days to purchase up to an additional $2.3 billion in shares, a strategy to secure long-term competitiveness.

“Progress in emerging areas including physical AI, purpose-built silicon, advanced packaging and external wafers represent significant growth opportunities for Intel,” the company stated.

The additional capital targets soaring global demand for technology, as customer investments in AI compute power and physical iterations continue to grow rapidly.

Intel stated net proceeds would cover “general corporate purposes” including working capital and capital expenditures. The company expects the offering to help preserve its investment-grade credit rating during heavy infrastructure investment.

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Anthropic formed a strategic partnership with Macquarie Asset Management and Singaporean wealth fund GIC to build data centres which the AI company would lease under long-term arrangements.

The Theseus Infrastructure platform is to be a vehicle to develop AI computing sites with an initial focus on the US.

Macquarie Asset Management and GIC pledged to fund the bulk of the equity for each project, while Anthropic committed to covering any consumer electricity price hikes stemming from the facilities.

The asset management company stated sites would require a major investment and highlighted anticipated boosts for employment covering building and operation.

GIC is a repeat Anthropic investor.

It jointly led a $30 billion funding round in February and backed a $1.5 billion enterprise services venture Anthropic launched in May.

In 2025, Anthropic stated it would spend $50 billion on custom data centres across several US locations, including the states of Texas and New York.

The company is also preparing for a public listing.

Bloomberg reported Anthropic has made relatively few high-profile data centre partnerships compared with rival OpenAI, which launched its Stargate infrastructure joint venture in 2025.

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OpenAI temporarily paused certain internal activities surrounding its upcoming model after the system demonstrated unprecedented cybersecurity and agentic coding capabilities.

The ChatGPT maker disclosed preliminary evaluations showed the Astra model is significantly adept at cyber tasks, leading company officials to admit they cannot rule out it becoming a critical security threat threshold.

Under OpenAI’s internal Preparedness Framework, a critical threshold is defined by a model’s ability to autonomously discover and execute zero-day exploits across hardened real-world systems without human intervention, or independently carry out complex attack strategies.

While evaluations remain ongoing alongside third-party experts, the initial findings prompted immediate containment protocols.

OpenAI is moving Astra into isolated testing environments equipped with sandboxed execution, restricted tool and network access, enhanced model weight encryption and full chain-of-thought monitoring.

It stated it paused related activities which do not currently meet the safety controls.

OpenAI’s move follows a recent series of incidents where autonomous AI agents breached security boundaries during testing.

Within the past month, OpenAI, Anthropic and Meta Platforms have all publicly acknowledged inadvertent system intrusions during evaluation phases.

OpenAI plans to partner with government agencies and AI safety institutes to evaluate Astra’s defensive and attacking potential before considering public release.

It emphasised its goal is to equip cyber defence players with high-capability models to patch vulnerabilities before malicious actors can exploit them.

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Intel appointed Marvell executive Dean Jarnac (pictured) as EVP and chief sales officer as the chipmaker seeks to bolster customer engagement and maintain momentum from recent high-profile foundry wins.

The incoming executive will lead Intel’s global sales organisation across its client, data centre, AI, networking and ASIC portfolios.

Jarnac brings over three decades of semiconductor industry experience. In addition to Marvell, he previously held senior leadership roles at Broadcom and AMD.

He will assume the role in September and report directly to CEO Lip-Bu Tan. Jarnac will take over from Greg Ernst, who is departing Intel after 27 years with the company.

Announcing the appointment, Tan highlighted customer focus and operational execution are central to Intel’s growth strategy. He cited Jarnac’s track record of building high-performance sales teams as critical to deepening client partnerships.

The change follows significant progress in Intel’s foundry turnaround strategy. Earlier this year, Google placed an order with Intel to manufacture more than 3 million custom tensor processing units (TPUs) in 2028.

In April, Intel revealed a plan to join Elon Musk’s Terafab AI chip project to build processors for the billionaire’s orbital data centres and humanoid robots.

Apple and Intel reportedly reached a preliminary agreement in May for the latter to manufacture some of the chips for iPhones, iPads and other devices.

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MobileX and Boost Mobile founder Peter Adderton (pictured) rebuffed the reported view of T-Mobile US CEO Srini Gopalan that Starlink poses little threat to mobile operators.

Financial Times (FT) reported Gopalan is struggling to see what consumer problem satellite services solve by entering the mobile market.

“You’ve got to ask the question of ‘What is the gap in the market that they’re looking to serve?'” he reportedly said, adding a broader network is “clearly not” what would draw customers to a new mobile service.

In a post on LinkedIn, Adderton said Gopalan’s position misses the point entirely.

“I always find it funny when wireless executives ask, ‘Why would a customer switch? It’s clearly not because they have a broader cellular network,'” he said. “That’s exactly the point.”

He argued Starlink is not trying to out-build T-Mobile’s network, but to offer something terrestrial operators cannot easily replicate: a single service combining terrestrial and satellite connectivity, spanning cities, rural areas, highways, mountains and water, with plans to eventually extend worldwide.

Adderton drew a comparison to Uber, arguing consumers did not choose the service because it built better roads, but because it created a better experience on infrastructure which already existed.

He explained the mistake operators make is assuming customers are shopping for another mobile network, when they may instead be shopping for connectivity which “just works”.

Adderton also took aim at the broader response from operator executives to Starlink’s mobile ambitions, suggesting a coordinated messaging effort.

“Seems every MNO CEO in the JV got the same script and, credit where credit’s due, they’re sticking to it beautifully,” he wrote on X. “Their PR teams must be very proud. Not a rogue talking point in sight.”

Plans
Gopalan’s reported comments were made before Elon Musk confirmed SpaceX plans to build a US mobile service.

On SpaceX’s Q2 earnings call, Musk said Starlink’s terrestrial mobile network would likely offer better connectivity and higher bandwidth than what is currently available from mobile operators.

SpaceX president Gwynne Shotwell said she expects to draw a significant number of customers from AT&T, Verizon, and T-Mobile, with Starlink Mobile satellites launching in 2027 and services due to commence by the year-end.

Gopalan told FT satellite technology would remain “complementary” to existing networks rather than a replacement.

T-Mobile is one of several operators which holds satellite access deals with SpaceX to supplement rural coverage.

FT reported Gopalan also addressed T-Mobile’s growth strategy, stating it aims to more than double its broadband customer base to 20 million within four years and grow its rural market share beyond its current 24%.

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The US Federal Communications Commission (FCC) voted to explore ways to deliver direct satellite connectivity to unlicensed devices using 200MHz of related spectrum to advance services requiring handoff between terrestrial and non-terrestrial links.

It stated the move could give consumers an “additional option for reliable connectivity”, as investment in direct-to-device (D2D) services continues to grow.

The Notice of Proposed Rulemaking (NPRM) examines potential reforms to enable devices operating in certain part 15 bands communicate with FCC-authorised satellites.

Part 15 rules govern unlicensed wireless equipment widely used by businesses and consumers. The FCC stated the move is intended to expand opportunities for Wi-Fi and applications including IoT which “benefit from more robust wireless connectivity”.

It also proposed clarifying part 15-authorised equipment may be used within and between authorised spacecraft.

The FCC intends to explore further scenarios “in which part 15 devices might” safely and effectively operate in space,

Money maker
FCC chair Brendan Carr said the move builds on 18-months of regulatory steps to enable D2D services, including freeing up spectrum, providing certainty around buildout milestones, and clarifying exclusivity and legal rights to encourage investment.

He said the measures had helped generate tens of billions of dollars in D2D deal flow.

“For the first time in FCC history, we are exploring whether D2D services are technically possible in more than 200 MHz of unlicensed spectrum,” he said.

“These frequencies could yield more capacity to complement D2D services and encourage experimentation.”

He added unlicensed spectrum already underpins a wide range of household devices and innovations, and the proposal would seek to ensure the bands continue to support existing services.

The proposal targets the 902MHz to 928MHz, 2400MHz to 2483.5MHz and 5725MHz to 5850MHz bands traditionally used for Wi-Fi and Bluetooth which already permit unlicensed devices to operate at the relatively higher power levels needed for satellite communication.

Along with seeking comments, the FCC is asking whether part 15 devices communicating with satellites should require an additional part 25 earth station certification.

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Tampa Electric Company (TECO) selected Ericsson and OneLayer to deploy, manage and secure its growing private LTE network, with Burns & McDonnell providing integration and engineering expertise.

Ericsson stated TECO is among the first investor-owned utilities in the US to deploy the private network technology for operational use.

The network uses the Swedish vendor’s kit and supports connectivity for operational devices across TECO’s delivery infrastructure. It will expand as more connected devices come online in the coming years.

OneLayer’s Bridge platform provides SIM lifecycle management and device onboarding. It also provides real time visibility into connected devices across TECO’s operational infrastructure.

Burns & McDonnell is responsible for aligning the deployment with existing systems and operational requirements.

Following the deployment, TECO’s operations teams will be able to onboard and provision cellular-connected devices through automated workflow, which Ericsson noted cuts down the manual effort needed to bring new assets onto the network.

Teams also gain visibility into devices behind cellular routers and customer premises equipment, which were previously difficult to monitor. The system allows the tracking of device status location, and connectivity in real time across distributed field sites.

TECO plans to deploy tens of thousands of devices over the next five years with several thousand targeted in the first phase.

Ericsson stated the approach gives TECO a private, high-reliability broadband platform. It supports grid protection, field workforce communications and sensor connectivity. It also provides a path to evolve to 5G as requirements grow.

Dana Jaber, head of mission critical networks at Ericsson Americas, stated the deployment sets a new benchmark “for how utilities can scale secure, high-reliability private cellular networks to support tens of thousands of devices and future 5G requirements”.

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Zayo partnered with Nvidia to build out critical network capacity aimed at supporting AI factories, as the digital infrastructure provider looks to close a widening gap between compute demand and available network bandwidth.

Through the collaboration, Zayo is constructing more than 8,000 miles of new long-haul fibre across fast-growing AI corridors, alongside a significant expansion of capacity across its existing infrastructure.

The work spans 24 total routes, comprising six new long-haul routes, 10 overbuilds of existing network across high-demand markets, and eight existing fibre routes.

Nvidia is a Zayo customer and will have significant access to capacity across all the new and overbuilt routes.

Zayo CEO Steve Smith stated AI is reshaping where and how network infrastructure needs to be built across the US, adding the company has invested heavily in modelling where AI-driven demand will emerge so it can expand infrastructure ahead of that demand.

He said Zayo is combining decades of experience building and operating large-scale network infrastructure with Nvidia’s accelerated computing capabilities to support AI connectivity across North America.

Zayo said the expansion is designed to benefit the broader AI ecosystem beyond the largest hyperscalers, including neoclouds, frontier model developers, and enterprises across sectors such as healthcare, finance, and manufacturing.

Over the past 18 months, Zayo has expanded its AI-focused network buildout to more than 15,000 route miles across North America.

Its recently completed acquisition of Crown Castle’s fibre and small cell assets added 90,000 metro route miles and 40,000 on-net enterprise locations, strengthening the company’s metro density for AI inference workloads.

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SpaceX outlined plans to build a massive semiconductor fabrication facility in the US state of Texas, with an initial investment of more than $16.8 billion designed to support growing demand for AI chips across its satellite and space operations.

Texas governor Greg Abbott announced the first phase of the Terafab project, which is expected to create 3,000 jobs and has been backed by a $30 million Texas Enterprise Fund grant. The project also qualifies for incentives through the state’s Jobs, Energy, Technology, and Innovation programme.

The planned 100-million-square-foot site in Grimes County, Texas, will combine logic, memory and advanced packaging under one roof, enabling SpaceX to consolidate parts of the semiconductor production chain as it seeks to avoid constraints in global chip supply.

SpaceX CEO Elon Musk stated the facility will help the company produce AI chips at scale for use on Earth and in space. The project is expected to support future hardware requirements across Starlink, Starship and broader space infrastructure.

Abbott stated Texas was selected because of its business climate, workforce, infrastructure and logistics advantages. Local officials said the development could provide a long-term economic boost for Grimes County and Southeast Texas, with roles spanning engineering, technical operations and plant management.

The investment deepens SpaceX’s presence in Texas, where it already operates its Starbase headquarters, a site in Cameron County and a Starlink manufacturing facility in Bastrop.

SpaceX is pitching Terafab as part of a wider push to secure in-house chip capacity for next-generation aerospace, connectivity and AI workloads, as demand for customised compute grows across the company’s satellite broadband and launch businesses.

Intel also signed up for the project by working with SpaceX, Tesla and xAI to help refactor silicon fab technology at Terafab and support an ambition to produce 1-terrawatt of compute annually for AI and robotics workloads.

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AT&T picked vendor partner Ericsson to supply 600MHz dual-band radios as it works to put newly acquired spectrum from EchoStar to use across its wireless network.

The operator stated the move is part of its ongoing effort to boost capacity, coverage, and performance nationwide, with a particular focus on improving reliability in harder-to-reach places, including indoors and in rural areas.

AT&T explained the 600MHz spectrum is especially valuable because it can travel farther and penetrate buildings more effectively than some higher-frequency spectrum, helping customers stay connected in more locations, whether at home, at work, or on the move.

It is more than 60% of the way through a broader wireless network modernisation effort. In areas already upgraded with Ericsson infrastructure, AT&T said customers are seeing up to a twofold improvement in average speeds, a 10% reduction in dropped and blocked calls, and up to a 70% reduction in instances of slower data speeds. Standardising equipment at the top of cell towers has also cut uplink interference by as much as 80%, the operator said.

Ericsson was selected through an open, competitive process to supply the 600MHz dual-band radios, which will enable the operator to deploy uplink-enhancing 8RX technology across low-band spectrum for the first time.

AT&T noted the work is designed to strengthen the network for AI-driven applications, including content creation, sharing, and real-time interaction, building on the companies’ previously announced collaboration to accelerate open RAN deployment.

“We’re more than halfway through our wireless network modernisation, and we’re executing to plan,” said Yigal Elbaz, SVP and Network CTO at AT&T. “By combining our newly acquired 600MHz spectrum with Ericsson’s advanced radios, we’re improving coverage and performance for customers today while building a more modern, flexible network for the future.”

Dyon Agnew, SVP and head of Customer Unit AT&T at Ericsson Americas, said the deployment demonstrates the impact open architectures can have on performance at scale, adding that the two companies are working to deliver faster speeds and more consistent coverage across the US.

AT&T said it will share further details on timing and commercial availability of the 600MHz deployment at a later date.

It received final approval for the $23 billion EchoStar deal in July 2026. AT&T started deploying the 3.45GHz spectrum it bought from EchoStar last year through a short-term spectrum manager lease.

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Google CEO Sundar Pichai (pictured) revealed a major shake-up within its AI division, with DeepMind co-founder and CEO Demis Hassabis stepping back from day-to-day operational management to focus on overarching strategy, AGI and scientific breakthroughs.

Under the new leadership structure, Koray Kavukcuoglu, former CTO of Google DeepMind and chief AI architect, steps up as SVP of Google DeepMind, reporting directly to Pichai.

Kavukcuoglu, who has been with DeepMind for 13 years and previously led foundational projects like WaveNet and Deep Q-Networks, will now directly oversee Gemini model development, frontier AI research and developer ecosystems.

Hassabis transitions into a newly created strategic role as chair of Google DeepMind and chief scientist of Alphabet.

In a note sent to employees, Pichai stated the shift allows Hassabis to dedicate his attention to shaping the long-term future of AGI and scientific applications, alongside his ongoing leadership at drug-discovery subsidiary Isomorphic Labs.

Hassabis expressed confidence in the transition, emphasising  he plans to focus on broad strategic initiatives and high-impact applications of AI in healthcare, particularly accelerating efforts to treat major diseases.

The executive shift comes at a period of rapid product momentum for the internet giant’s AI stack.

According to internal metrics shared by Pichai, the flagship Gemini consumer application has surged past 950 million monthly active users, while the open-weights Gemma model family has surpassed 900 million downloads.

The reorganisation also marks the end of an era for two foundational figures in modern computing infrastructure.

Jeff Dean, Google’s chief scientist and long-time head of Google AI, is departing after 27 years alongside Google senior fellow Sanjay Ghemawat.

The pair are launching independent public benefit company aimed at applying machine learning to scientific and engineering discoveries. Google will serve as a founding investor and cloud infrastructure partner for the new entity, maintaining an active collaborative research framework on advanced systems.

“Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that,” Pichai stated.

As competition in model capabilities intensifies across the industry, Google is doubling down on its full-stack approach which spans custom silicon, cloud infrastructure, and consumer applications to seek an edge in the race toward advanced AI.

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