Cisco highlighted rising pressure on enterprise networks from AI deployments, warning campus and branch infrastructure is emerging as a potential bottleneck for companies scaling the technology.

In a study conducted with UK-based technology media company Foundry, Cisco found organisations are caught between accelerating AI ambitions and network constraints which could slow progress. It stated more than half of enterprises now have widespread generative AI (genAI) deployments. However, 73% of respondents said AI expansion will cause them to hit campus and branch capacity limits within 24 months.

Indeed, pressure is already building as respondents reported a 34% average increase in campus and branch network traffic tied to AI workloads over the past year, with a further 96% spike expected within the coming year.

Respondents reported AI was already reshaping traffic patterns, with 67% citing increases in internal data traffic tied to AI workloads, while 61% saw growth in continuous automated traffic generated by AI systems. “Suddenly, three AI agents are trying to talk to each other and solve a problem. That is going to be a big thing,” noted the head of AI strategy for global IT and network engineering operations at a US technology company, who was left anonymous.

Cisco highlighted majority of the AI readiness debate has focused on GPUs, cloud platforms and data centre buildouts, while pressure on workplace networks has been underplayed.

Security
Beyond capacity, security is also emerging as a brake on AI scale. Respondents pointed to expanded attack surfaces, shadow AI activity, weak AI-driven traffic visibility and inconsistent policy enforcement as key challenges.

The report found 91% of UK businesses are adding security controls specifically to support new AI workloads. More than half of UK respondents added their current campus and branch security posture may be insufficient for next-generation AI workloads.

“The issue from a security standpoint is that it’s hard to create the guardrails for every possible AI tool that your organisation must use,” a US-based retail executive explained.

According to Cisco, AI is ultimately creating “fundamentally different operational environments”, making network modernisation “a prerequisite for operating and competing effectively in an AI-powered economy”.

The report surveyed more than 3,472 CIOs and technology leaders across 15 countries.

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Salesforce struck a deal to acquire AI customer service specialist Fin for around $3.6 billion, a move positioned as bolstering its ability to help companies quickly deploy agents across communications channels.

Fin’s main product is a customer support AI agent which uses its proprietary Apex model. It is marketed as resolving queries across numerous channels including live chat, email, WhatsApp, SMS, Slack and over the phone.

Salesforce plans to use Fin’s offering to compliment its Agentforce platform.

It noted the combination of assets would provide fast “time-to-value options” for businesses, citing SMBs and those which “need to launch quickly, integrate with existing systems and deliver measurable outcomes” as likely customers.

The acquisition also brings Salesforce access to Fin’s experienced team and an “established global customer base of more than 30,000 companies”.

Salesforce chair and CEO Marc Benioff said Fin brings “proven agent technology, a deep commitment to customer success and an incredible AI team that will complement Agentforce with powerful service agent capabilities”.

Fin co-founder and CEO Eoghan McCabe enthused the deal as a “major win for consumers of the world”, adding the combination with Salesforce would enable it to deploy its products “far and wide at a rate far faster than we could have ever achieved on our own.”

The deal is subject to regulatory approval and other closing conditions including potential customary price adjustments. It is expected to close in Salesforce’s Q4 2027 (the three months to end-January 2027).

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US communications company Comtech Telecommunications entered into a definitive agreement to sell the bulk of its satellite and space operations to Israeli company Gilat Satellite Networks in a $157.5 million deal.

Under the agreement, Gilat will pay $10 million of the sum up front, taking control of Comtech’s ground infrastructure systems, large antennas, modems, communications equipment, and network control and management systems for different types of satellites including low Earth orbit (LEO) offerings.

The deal is a significant about-turn for Gilat, which agreed to be bought by Comtech for around $580 million in 2020 in a deal which ultimately collapsed.

Gilat specialises in creating equipment for satellite communications including stations, modems, amplifiers and antennas.

The acquisition is expected to beef up Gilat’s presence in the defence market since Comtech is a big supplier for the US military.

Gilat CEO Adi Sfadia said it was impressed with the successful progress of Comtech and the segment is an “excellent strategic fit”.

Comtech will retain some cybersecurity assets and rights to certain accounts in line with a shift towards public safety operations being driven by its Allerium business unit.

“The sale of most of the satellite and space segment, together with the agreements we have reached with our lenders and preferred stockholders, represent a significant milestone in Comtech’s transformation and reflect the successful execution of our strategy,” CEO Ken Traub said.

The deal requires regulatory approval and is expected to close by the end of the year.

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Sateliot pressed the benefits of satellite connectivity for agriculture in a test with Brazilian innovation centre CPQD which it stated showcased the advantages of non-terrestrial IoT.

Standard NB-IoT devices were connected in a remote area out-with the reach of land-based mobile networks as part of a Sateliot initiative to boost use of low Earth orbit (LEO) satellites in Brazil.

The company explained the “performance and commercial viability” of satellite-enabled IoT was verified, proving the “feasibility of seamless roaming” between land- and space-based networks.

Sateliot and CPQD put the technology to work tracking cattle.

The Spanish company’s Conecte o Brasil LEO NTN push involves device validation and interoperability testing. The initiative is intended to help Sateliot unlock a nation it stated is “one of the largest untapped IoT markets in the world”.

Sateliot highlighted large portions of Brazil are still not in range of mobile networks, potentially hampering the nation’s ability to capitalise on growth in cellular IoT services.

Elitelma Souza, CPQD solution manager for Automation, IoT and Hybrid Computing, said extending the “reach of IoT” services could “enable new operating models for various sectors of the economy”.

Sateliot CCO Gianluca Redolfi highlighted the test was the company’s first “commercial demonstration in Brazil”, making it “a crucial milestone” in its push there and beyond.

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Ericsson highlighted its private 5G service is now available through Verizon Business beyond US borders, giving multinational enterprises the ability to extend connectivity and boost digital transformation opportunities.

The Swedish vendor explained the expansion means global enterprises already running Ericsson technology in Verizon Business Private 5G Networks in the US can now replicate those capabilities across their operations worldwide.

As AI drives greater demand for secure, high-speed and low-latency connectivity, the collaboration is designed to offer enterprises more flexibility as they scale internationally.

Hannes Ekstrom, SVP and Head of Customer Unit Verizon at Ericsson Americas, said the vendor’s multinational customers in the US had already unlocked significant growth through 5G-enabled private networks and are now looking to extend those capabilities globally.

“By simplifying 5G adoption and enhancing reliability, low latency, and security, we are empowering industries to harness next-generation connectivity and drive innovation on a global scale,” he stated.

The Ericsson Private 5G platform operates as a dual mode 4G and 5G network with global spectrum support, built to connect in challenging indoor and outdoor environments.

It is designed to deliver ultra-low latency and high reliability for real-time applications including automated manufacturing, industrial IoT and AI-driven analytics, while keeping sensitive data within the enterprise’s private network to support compliance requirements.

Industries including manufacturing, logistics, healthcare, energy and higher education are among those expected to benefit from the international rollout, with use cases spanning smart factories, warehouse automation, remote diagnostics and AI-powered research infrastructure.

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NTT Docomo Business, the group’s global connectivity unit Transatel and cybersecurity player Zscaler moved to grasp an opportunity in IoT protection by providing a centralised SIM-based set-up the Japanese giant believes overcomes many weaknesses in device defence.

The Cellular SASE for IoT service uses the multi-SIM capabilities of Transatel’s network, the zero-trust security nous of Zscaler and NTT Docomo Businesses’ managed services products to secure the link between IoT devices, cloud and internal IT settings.

NTT Docomo Business stated the service tackles current inherent weaknesses in IoT device security including the “limited processing power and capacity” units have to run systems offering protection from “malicious communications” and unauthorised access.

It noted some devices are “vulnerable to cyberattacks”.

The operator unit explained centralising security using the SIM removes the diversity of device makers and specifications from the protection equation, asserting the approach is simpler and safer than deploying VPNs or embedding “software on each device”.

NTT Docomo Business highlighted “multi-carrier route redundancy” as another selling point, a nod to the multiple markets an IoT device might cross and the hassle of arranging connectivity in each one.

It emphasised secure cloud communications also reduce “the attack surface”.

Nathan Howe, VP of emerging technologies at Zscaler, said the system would enable “customers to deploy on a large scale, based on consistent policies”.

The operator stated the trio would continue to collaborate to improve the defences offered.

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Bharti Airtel edged closer to completing a deal which would take its ownership of Airtel Africa to 79%, winning the backing of almost all of its shareholders to acquire an additional 16% interest in the business.

In a stock exchange filing, Bharti Airtel described the near unanimous support for the deal as reinforcing its confidence in the strategic rationale for the move and potential for long-term benefits.

The deal would see the company issue shares to Indian Continent Investment in exchange for its 16% stake in Airtel Africa and was announced in May.

Bharti Enterprises founder and chairman Sunil Bharti Mittal noted “Airtel Africa is central to our growth strategy and is well positioned to deliver robust performance with an increasing contribution to our consolidated revenues”.

“As we look ahead, we see significant potential in Africa for long-term shareholder value creation,” he added.

The deal is subject to regulatory approval.

Airtel Africa is listed on the London Stock Exchange with a secondary listing in Nigeria. It operates in 14 countries across the continent.

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The UK government laid out plans to ban people under 16 years of age from social media and impose wider restrictions on gaming and live-streaming platforms in a landmark intervention to protect children online.

The measures would cover social media platforms including Snapchat, TikTok, Instagram, YouTube, Facebook and X, but exclude messaging services such as WhatsApp and Signal. UK Prime Minister Keir Starmer said the move would “give kids their childhood back”, adding it represents “a line in the sand” as “tech giants had their chance and failed”.

The government is also considering overnight curfews and breaks in infinite scrolling for under-18s. It explained restrictions on some functions would remain on by default even for 16 and 17-year-old users, to avoid a “cliff-edge at 16”.

In addition, the government is seeking restrictions on a wider range of online services viewed as higher risk for children, including live-streaming and communication with adult strangers through gaming websites. AI services designed to simulate intimate relationships with users would face a minimum age limit of 18, with similar functions also set to become age-restricted across wider AI chatbots.

The proposal will be brought to Parliament by the end of the year, with measures due to come into force in spring 2027.

The announcement follows a consultation earlier this year that drew more than 116,000 responses. Nine in 10 parents backed a social media ban for under-16s, while two-thirds of young people agreed children younger than 16 should be barred from using at least some platforms.

Technology secretary Liz Kendall said the government was “taking power away from the tech giants and putting it back in parents’ hands”.

Punitive measure
The government explained it plans to use “the same model for a social media ban as Australia”, which became the first country in the world to outright ban platforms for under-16s last year. However, it added it will also “learn the lessons from Australia’s experience” by introducing strict age verification measures that will prove tougher to bypass. UK watchdog Ofcom will be tasked with researching effective age assurance measures, with Kendall adding the government would ensure the regulator has the funding needed to take on additional responsibility.

Megan Jenkins, research analyst at Assembly Research, said the speed of the UK’s decision makes it “highly questionable”, adding the government appeared to have chosen “what feels like a punitive measure for children” rather than making social media platforms “safer by design”.

Meanwhile, safety technology company Privately SA’s CEO Deepak Tewari warned that while stronger online protections are necessary, age checks must avoid creating “a surveillance infrastructure for children”.

“If age assurance is to become part of online safety policy, the industry must put its money where its mouth is: prove that age checks can be effective, proportionate and genuinely privacy-preserving,” he argued.

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The European Union (EU) signed a digital partnership with Brazil, strengthening ties on shared technology priorities, including data governance, AI, digital infrastructure, connectivity and online platforms.

The EU’s Digital Partnerships initiative is described by the body as a “core instrument” of its external digital policy, enabling cooperation with like-minded countries on shared priorities.

The agreement was signed in Brazil by Henna Virkkunen, EVP at the European Commission and Brazil’s Secretary for Technology, Alex Giacomelli da Silva.

According to comments cited by Reuters, Virkkunen said the bloc’s push to secure more digital cooperation deals is centred on a desire to reduce reliance on US technology.

“Brazil is a country which shares very much the same value[s] as the EU. So Brazil is committed to open markets, to secure technologies, also to a rules-based order.”

She added the EU is looking to build partnerships because it cannot stay competitive alone, while working to reduce dependence on other nations for services including chip manufacturing and cloud.

Brazil becomes the fifth country to partner with the EU on digital initiatives, joining Canada, Japan, South Korea and Singapore.

Data exchange
Through the partnership. The EU and Brazil pledged to step-up joint efforts to promote resilient global supply chains, contributing to an inclusive, rules-based system of global digital governance.

It builds on an agreement struck in January to collaborate on data sharing after finding their protection levels were similar. This agreement allowed businesses, public authorities and researchers to freely exchange data between Brazil and the EU without additional requirements.

The Digital Partnership will now be implemented through dedicated technical workstreams and “high-level exchanges”. A meeting of the Digital Partnership Council will be held in the next 12 months, providing a strategic direction and joint roadmap for the partnership to move forward.

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Senior figures from UK operators Virgin Media O2 and VodafoneThree voiced confidence premium network offerings based on standalone (SA) 5G could become a solid revenue source, during sessions at a circus-themed Ericsson event.

The vendor’s tech showcase was held in central London in a building which also houses the UK’s National Centre for Circus Arts, with performers appearing in the breaks of the main programme.

It brought together operators, enterprises, partners and representatives from UK authorities to discuss the benefits of cutting-edge 5G technology and progress of network rollouts. It acted as a follow-up to a music-themed event in 2025.

Juggling networks
VodafoneThree CNO and network director Andrea Dona (pictured, below) highlighted early progress integrating assets previously held by the Vodafone and 3 UK brands following a merger just over a year ago.

Describing the deal as “a really important one for the country,” the network guru reiterated an argument frequently voiced while the deal was going through the approvals process: it would boost network investment by the combined entity and rivals.

Highlighting a “really fast start” in the process of merging the two networks and employing respective spectrum assets, he added recent benchmark statistics showed peers “have not stood still, they’ve also invested. Everyone feels the pressure to do more and give the UK a better network”.

“There’s still a lot of work to do but I think in some areas we are ahead [of target],” Dona added. “The scene is set for an amazing journey”.

VodafoneThree describes its ambition with SA 5G as to build the “UK’s first nationwide AI-ready network”.

Dona explained the connection to AI was due to SA 5G’s bandwidth and latency being able to support compatible applications, as well as the benefits the technology can bring to the network architecture itself including use in and on the RAN.

“The network we’re building is going to be an exceptional network,” he asserted, pointing to the benefits of slicing in stadia as an example.

“If you want a privileged lane to do your upload and you’re willing to pay,” then you can, he said, adding operators can monetise the network through “quality on demand” offers.

“We need to ensure in a situation with congestion, when a resource is not readily available, we can make it available if you pay for additional quality, additional performance and additional services”.

Selling premium versions of services “happens in every industry”, he said.

Singing in harmony
During a separate session, Virgin Media O2 director of strategy, transformation and planning Anita Tadayon (pictured, below) said she also believes there is an appetite for services based on network slicing on SA 5G, but called for an industry-wide effort to get the message across on what the technology can do.

“Articulating the benefits of slicing for a customer is really important and collectively, as an industry, we have to do that together. We’ve got to sing from the same hymn sheet,” she noted, adding if there’s value “then the customer will pay”.

Speaking broadly on SA 5G, she highlighted a strong push on rolling out the technology at VMO2.

Its network now covers 700 towns and cities, and Tadayon explained the technology benefits all customers whether they have a compatible handset or not.

“I know we talk about monetisation, but look at what it also does for our customers.”

“Absolutely, there’s new innovation and use cases, but it also delivers all of our customers a benefit on coverage, capacity, speed, everything”.

Away from the latest iteration of 5G, she highlighted the operator’s work in providing direct-to-device satellite connectivity to users in remote areas through a deal with Starlink and a push to introduce greater autonomy in its network.

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Nvidia reportedly told Chinese customers its new Vera CPU for AI data centres could be available in August, in a move to regain ground in a market where its advanced GPU business has been stalled by US export curbs.

Reuters reported the chipmaker is pitching Vera as an alternative route into China after shipments of its H200 AI chip stalled for months. CEO Jensen Huang (pictured) previously said Nvidia’s market share in China had effectively fallen to zero, reflecting tighter US restrictions and Beijing’s push to support domestic suppliers.

The news site noted Vera is Nvidia’s first standalone CPU for agentic AI workloads, with the company claiming it delivers up to 1.8 times the performance of rival processors.

Huang unveiled Vera in March as part of Nvidia’s Vera Rubin architecture and cast the CPU as a major new growth engine, as the company looks to expand beyond GPUs and into the server processor market.

Sources told Reuters one major Chinese cloud provider is planning to order more than 300 servers containing two Vera CPUs each for testing, with the chips set to be deployed first in overseas data centres before any wider commitment.

The move also sharpens Nvidia’s challenge to Intel and AMD, which dominate the server CPU market.

Because Vera is based on Arm architecture rather than x86, Nvidia is entering the segment as AI infrastructure demand shifts further toward inference and agentic computing, where CPUs are becoming increasingly important alongside accelerators.

Reuters added selling CPUs into China may prove easier for Nvidia than shipping high-end GPUs, which remain subject to stricter US controls.

Broader adoption, however, is likely to hinge on software compatibility and the willingness of Chinese operators to move workloads away from domestic AI silicon.

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SpaceX reportedly leased the full capacity of its Colossus 1 data centre to Anthropic after running into technical problems using the site for its own Grok AI workloads.

Bloomberg reported last week (12 June) the company planned to use Colossus 1, located in the US state of Tennessee, as part of a three-campus cluster to train its more advanced AI models, but latency issues emerged when the facility was linked with two other sites more than 10 miles away

Sources told the news site the problems were said to be worsened by older network infrastructure.

Bloomberg noted high-performance AI training depends on fast, low-latency links between compute sites, but bottlenecks can slow the wider cluster.

Rather than continue trying to resolve those constraints, SpaceX decided leasing the site to third parties would generate greater value and create an additional revenue stream.

The move comes as SpaceX pushes its data centre expansion as a key plank of its investor story following its acquisition of xAI earlier this year.

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Anthropic was directed by the Trump administration to immediately suspend all access to its two most advanced AI models, Fable 5 and Mythos 5, citing national security concerns.

The directive issued on 12 June ordered the AI lab to disable both models for all customers globally, including foreign national Anthropic employees, whether inside or outside the US.

The Trump administration’s letter to Anthropic targeted foreign nationals, but because ensuring compliance would require verifying the nationality of every user, it shut both models down entirely for all customers, Anthropic stated in a blog.

The letter did not specify the nature of its national security concern, but Anthropic said its understanding is goverment officials believe a method of bypassing the model’s safeguards through jailbreaking has been identified.

The AI player stated it reviewed a demonstration of the technique and found it exposed only a small number of previously known minor vulnerabilities, all of which can be replicated using other publicly available AI models without any bypass required.

Anthropic pushed back on the administration’s justification for the suspension. The company noted in the weeks building up to Fable 5’s launch, it worked extensively with the US government, the UK AI Safety Institute and multiple private organisations.

Those tests, Anthropic said, showed Fable 5’s protections were substantially stronger than any previously deployed model. No tester has yet found a universal jailbreak capable of broadly bypassing the model’s defences, according to Anthropic.

It did acknowledge perfect jailbreak resistance is not currently achievable for any AI model provider and stated it disclosed this limitation publicly at launch.

Anthropic adopted what it describes as a defence in depth strategy, combining narrow jailbreak resistance with thorough monitoring and a 30-day customer data retention policy specifically designed to detect and shut down successful attacks.

Amazon angle
The Wall Street Journal (WSJ) reported the directive followed conversations between Amazon CEO Andy Jassy and US officials including Treasury Secretary Scott Bessent, after the retail giant’s researchers used a series of prompts to extract information from Fable 5 which were restricted.

Anthropic said it is complying with the legal order but disagrees the narrow potential jailbreak warrants recalling a model deployed to hundreds of millions of users. The company warned that applying this standard across the industry would effectively halt all new frontier model deployments.

Forbes reported some customers are seeking refunds from Anthropic for the disabling of Fable 5, citing a post on Reddit from the company which offers a prorated refund.

Anthropic apologised for the disruption, describing the situation as a misunderstanding, and said it is working to restore access as soon as possible.

AI policy shifts
Kevin Frazier, adjunct research fellow at the Cato Institute, said the episode exposes a deeper structural problem. The decision, he said, based on questionable justifications and made by actors subject to few effective constraints, strengthens the case for Congress to pass a transparent and technically grounded AI governance framework.

“Transparency, fairness, clarity, and evidence-driven enforcement should be core components of AI governance,” he said. “So long as AI policy decisions are driven by a few actors taking action behind closed doors in response to non-public reports, we will be far short of that standard.”

The Trump administration previously took a hands-off approach to AI regulations to spur development and stay ahead of China.

Earlier this month, Trump signed an executive order directing pre-deployment testing of frontier AI models, but the order was voluntary and did not create a licensing requirement.

In March 2026, the administration released its national AI legislative framework, a move aimed to create uniform security and safety guardrails while also attempting to pre-empt states from enacting their own rules.

Anthropic is currently on a Department of War blacklist designating the company as supply chain risk and barring it from government use. A federal judge blocked the order for the federal government to cut all contracts with Anthropic. The legal battle is ongoing.

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Mistral AI mantendría conversaciones preliminares para captar alrededor de 3.000 millones de euros, en una operación que podría situar el valor de la start-up francesa en torno a los 20.000 millones de euros.

Según fuentes consultadas por Bloomberg, los términos de la operación propuesta todavía podrían cambiar, y la valoración también podría aumentar en función de la demanda de los inversores.

La ronda, de confirmarse, reforzaría la posición de Mistral AI como principal alternativa europea en inteligencia artificial, al dotar a la empresa de más capital en un contexto de aumento de los costes de computación, infraestructura y talento a escala global.

Suponría además un salto notable respecto a la valoración de 11.700 millones de euros que Mistral AI alcanzó en septiembre de 2025, cuando la firma neerlandesa de semiconductores ASML pasó a ser su principal accionista, con una participación del 11%, tras encabezar una ronda de financiación serie C de 1.700 millones de euros.

La start-up se ha posicionado como alternativa soberana frente a los actores estadounidenses y chinos de inteligencia artificial, y dirige sus servicios a gobiernos y empresas europeas con planes de desarrollar infraestructuras de computación en la nube en Francia y Suecia.

Mistral AI también ha dirigido recientemente sus servicios a clientes industriales como Airbus y BMW en los ámbitos de ingeniería y fabricación.

La firma francesa adquirió el mes pasado la start-up austriaca Emmi AI como parte de su estrategia para ampliar sus servicios a clientes industriales en Europa.

No obstante, la empresa sigue por detrás de sus principales competidores, ya que sus modelos y su chatbot todavía no han alcanzado el nivel de adopción de las propuestas de las estadounidenses OpenAI y Anthropic, así como de los competidores chinos.

El mes pasado, Anthropic captó 65.000 millones de dólares (unos 59.800 millones de euros) en una ronda de financiación que la valoró en 965.000 millones de dólares (unos 888.600 millones de euros), por encima de la valoración de 852.000 millones de dólares (unos 784.000 millones de euros) que OpenAI obtuvo tras su última ronda de financiación en marzo.

Con información de Amiya Johar.

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Google estaría en conversaciones con Samsung Electronics para fabricar parte de su próximo procesador de inteligencia artificial, lo que podría incluir el empleo de la tecnología de producción de 2 nanómetros (nm) de la firma surcoreana.

Según The Information, Google prevé que TSMC produzca el componente principal de computación de su unidad de procesamiento tensorial (TPU), con nombre en clave Icefish, mientras que Samsung podría encargarse de un componente que la conecta con la memoria.

Reuters informa de que la empresa tecnológica también está trabajando con el diseñador de chips MediaTek en el diseño general. Icefish todavía se encuentra en fase de desarrollo, y su producción en serie podría comenzar en 2028.

Conseguir este acuerdo supondría un impulso relevante para las aspiraciones de Samsung en el negocio de fundición, y reforzaría su esfuerzo por hacerse con más contratos de fabricación de chips avanzados.

Su proceso de 2 nm permitiría integrar más transistores en chips más pequeños, lo que mejoraría el rendimiento, la eficiencia energética y las capacidades de inteligencia artificial, según Reuters. El medio ha añadido que la firma surcoreana también estaría considerando una segunda planta en Texas para ampliar su producción.

Estas informaciones son el último indicio de que Google busca reducir su dependencia de TSMC, que está teniendo dificultades para seguir el ritmo de la creciente demanda de inteligencia artificial y podría convertirse en un cuello de botella para el conjunto del sector.

Hace pocos días, The Information también informó de que Google está en conversaciones con Intel para fabricar más de tres millones de TPU en 2028.

Con información de Michael Robuck.

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SpaceX ha recaudado un total de 75.000 millones de dólares (unos 69.000 millones de euros) en una oferta pública de venta (OPV) histórica, con un precio de 135 dólares por acción para un total de 555,6 millones de acciones. La firma ha comenzado a cotizar el viernes 12 en la bolsa Nasdaq.

La operación es la mayor de la historia y supera en más del doble el valor de la salida a bolsa de la empresa saudí Aramco en 2019, que recaudó alrededor de 29.000 millones de dólares (unos 26.700 millones de euros).

En un documento presentado ante el regulador, SpaceX ha indicado que ha concedido a los colocadores una opción de 30 días para adquirir 83 millones de acciones adicionales, lo que podría elevar la recaudación total a 86.000 millones de dólares (unos 79.200 millones de euros) y la valoración a 1,78 billones de dólares (unos 1,64 billones de euros).

El diario Financial Times asegura que la empresa de cohetes, satélites e inteligencia artificial de Elon Musk ha recibido peticiones por un volumen superior a tres veces la oferta, con demanda procedente de grandes gestoras de activos, fondos soberanos del Golfo, fondos de cobertura e inversores particulares.

Según el citado medio, los inversores particulares han solicitado más de 100.000 millones de dólares (unos 92.000 millones de euros) y se les asignará entre el 20% y el 25% del total de acciones vendidas.

Musk pretende que los pequeños accionistas tengan un peso central en la propiedad de SpaceX, lo que deja menos acciones disponibles para grandes empresas y cuentas que suelen tener prioridad en las OPV.

Con los fondos obtenidos, SpaceX invertirá en un plan para instalar centros de datos de inteligencia artificial en el espacio, una idea de Musk centrada en superar las limitaciones energéticas de la Tierra.

La empresa también está preparando nuevas constelaciones de satélites para Starlink y destinará parte de los fondos a amortizar deuda, tras haber contraído en marzo un préstamo puente de 20.000 millones de dólares (unos 18.400 millones de euros).

Financial Times añade que la valoración de 1,78 billones de dólares convierte a SpaceX en la más cara de las diez empresas más valiosas del mundo, con sus acciones cotizando a 92 veces sus ingresos de 19.000 millones de dólares (unos 17.500 millones de euros) en 2025.

Tras la salida a bolsa de SpaceX, OpenAI y Anthropic también han anunciado su intención de cotizar en el mercado.

Con información de Kavit Majithia.

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La GSMA ha advertido de que la normativa europea debe alinearse para permitir las inversiones en infraestructura que necesita el sector móvil para mantener un crecimiento estable en su ya notable contribución al PIB.

En un comunicado de presentación del último informe regional Mobile Economy de GSMA Intelligence, publicado antes de que la República de Irlanda asuma la presidencia de la Unión Europea (UE), la asociación ha reiterado su preocupación por la calidad de las redes, la penetración del 5G y un desfase en la financiación necesaria.

El director general de la GSMA, Vivek Badrinath, ha señalado que las decisiones que se tomen durante los seis meses de presidencia, y más allá, determinarán cómo se refuerza el papel de las tecnologías móviles en la sociedad actual.

Según ha apuntado, la mejora de las capacidades móviles también ayudará a determinar el grado de preparación del ecosistema digital europeo para crecer y competir con los principales mercados globales.

Según la investigación de GSMA Intelligence, el sector móvil ha aportado 1,2 billones de euros al PIB de la UE en 2025, frente a 1 billón de euros en 2024.

La previsión apunta a que esa cifra podría alcanzar los 1,6 billones de euros en 2030, lo que representaría el 8,2% del PIB total, frente al 6,1% de 2025.

El sector ha generado 1,3 millones de empleos directos y 1,1 millones de empleos indirectos a finales de 2025.

La GSMA ha reiterado que el 5G ha representado el 43% de las conexiones móviles a finales de 2025 y ha advertido de un posible desfase de 270.000 millones de euros en las necesidades de financiación futuras.

Respaldo

Diversos representantes políticos y portavoces de asociaciones del sector han declarado que reconocen la importancia de la conectividad móvil para la República de Irlanda y para Europa en su conjunto.

El ministro de Cultura, Comunicaciones y Deporte del país, Patrick O’Donovan, ha declarado que crear las condiciones que permitan al ecosistema digital europeo desarrollarse plenamente figura entre las prioridades de la agenda durante la presidencia de la UE.

Ha subrayado la importancia de reunir a los responsables políticos y a los actores del sector para no dejar escapar oportunidades de impulsar la competitividad y el crecimiento europeos.

Nicola Cooke, directora del grupo de presión Telecommunications Industry Ireland, perteneciente a Ibec, ha apuntado que el sector se encuentra en un momento clave debido a la legislación pendiente sobre redes digitales y ciberseguridad, y ha afirmado que intensificará los esfuerzos para impulsar la inversión en esta infraestructura nacional.

Con información de Michael Carroll.

The post La GSMA constata el creciente peso del móvil en el PIB de la UE appeared first on Mobile World Live.

Telefónica ha avanzado en su estrategia dentro del mercado del internet de las cosas (IoT) con dos movimientos relevantes: una alianza para la seguridad industrial en Estados Unidos y un contrato de digitalización del agua en Castilla y León.

Ambas iniciativas se enmarcan en la competencia entre operadoras por los servicios públicos y las soluciones industriales conectadas.

Seguridad industrial con IA en Estados Unidos

A través de su división Telefónica Tech, la empresa se ha aliado con Halotech para aplicar nuevas soluciones de seguridad laboral en sectores como la minería, el petróleo y las infraestructuras en Estados Unidos.

La propuesta combina la conectividad gestionada de Telefónica, a través de su plataforma Kite, con los sensores de inteligencia artificial de Halotech, integrados en cascos y otros dispositivos ponibles.

Este sistema permite pasar de una gestión reactiva a una predictiva, ya que ofrece datos en tiempo real sobre geolocalización, caídas o estrés térmico.

Según Telefónica, el análisis de estos datos puede reducir hasta un 60 % los incidentes laborales, además de mejorar la eficiencia operativa de las empresas.

Digitalización del agua en Castilla y León

En el ámbito nacional, Telefónica se ha adjudicado de un contrato de la Junta de Castilla y León, a través de SOMACYL, para conectar 175.000 contadores de agua inteligentes.

El proyecto, con una duración de más de diez años, empleará tecnología NB-IoT para sustituir la lectura manual tradicional por un sistema automatizado y continuo.

Esta infraestructura permitirá obtener datos horarios de consumo, lo que facilitará la detección temprana de fugas y la gestión de los recursos hídricos en un contexto de estrés climático.

Darío Cesena, director de IoT de Telefónica Tech, ha apuntado que este proyecto refuerza el propósito de la empresa de posicionarse como vía de acceso a las tecnologías digitales para las administraciones públicas.

Un mercado en ebullición: la pugna con Vodafone y Orange

A pesar del avance de Telefónica en Castilla y León, el sector del agua está marcado por la posición de Vodafone España, que conecta 1,8 millones de dispositivos IoT al ciclo integral del agua tras suscribir acuerdos con operadoras como Aqualia, con un millón de contadores, y el Canal de Isabel II, con más de 377.000, lo que la sitúa como principal actor de este segmento.

Por su parte, MasOrange ha optado por el mercado del gas y ha suscrito una alianza con Terranova para ofrecer una solución de contadores inteligentes, en línea con la nueva normativa española que obliga a realizar lecturas digitales periódicas.

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The government of Taiwan reportedly plans to deepen its diplomatic relationship with Paraguay through a planned $200 million data centre investment, in a rare technology investment designed to strengthen the pair’s diplomatic relationship.

Bloomberg reported the date centre partnership, which is backed by the Trump administration, is targeting 10-megawatts of computing capacity. It is expected to be operational by the end of 2027.

The data centre will be built on government land near the capital of Asuncion.

The news site noted Taiwan will supply Nvidia chips and supporting equipment, while Paraguay brings cheap hydropower and basic infrastructure to the partnership.

Both sides are in discussions with the US International Development Finance Corporation over financing arrangements.

Sources told Bloomberg Taiwan’s International Cooperation and Development Fund has separately approached Google, Microsoft and Amazon about potentially investing in the project or taking up capacity.

Paraguay is one of only a handful of countries worldwide which still maintains formal ties with Taiwan rather than China, but pressure is growing domestically for a reassessment of the position as neighbouring countries have attracted substantial Chinese investment.

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A regional Spanish government tasked Telefonica with a major overhaul of water metering systems, employing the operator’s NB-IoT network to connect 175,000 smart gauges to uncork a host of operational and management upgrades.

The operator is also tasked with installing the smart meters in the Castile and Leon region in northwest Spain. The upgrade covers real-time data collection along with remote management and monitoring of consumption in domestic and industrial settings.

Telefonica branded the scheme a “step towards data-driven prediction models”.

The project is being handled by the region’s Public Infrastructure and Environment company and involves Telefonica providing a platform to analyse meter data, a move expected to boost service accuracy across gauges from multiple manufacturers.

Telefonica Tech director of IoT Dario Cesena said it is providing “more and better services to customers” by combining its NB-IoT network with managed services.

The company explained the smart meters gather data hourly, boosting detection of abnormal consumption, operational efficiency and service planning.

Security is a high priority in the communications network and management platform: Telefonica highlighted compliance with “the standards required for critical government services”.

It added the smart meter programme contributes to the digital development of the Castille and Leon region.

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