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Wireless Logic buys bigger Brazilian IoT presence

Enterprise IoT connectivity provider Wireless Logic further expanded its operations in Brazil by arranging the purchase of a local telecoms player’s connectivity business.

The company is set to take on the IoT element of Algar Telecom and incorporate it into existing Brazilian business Arqia, which Wireless Logic acquired in 2025.

Arqia CEO Tomas Fuchs said the deal would enable it to provide more “comprehensive” services and speed expansion. He believes the move “demonstrates Wireless Logic’s confidence in Brazil’s potential as a key growth market in Latin America”.

Wireless Logic explained typical closing conditions must be met before the deal is completed, at which point it expects a boost for Arqia’s ability to deliver services to the agricultural, logistics, payments, utilities, manufacturing and healthcare sectors.

It highlighted Latin America as “one of the world’s most promising IoT growth markets” and stated Arqia’s capabilities in mission-critical services are set to be increased by the acquisition.

The company plans a phased integration, with the businesses initially continuing to run separately.

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VMO2 lauds results of green network pact

UK operator Virgin Media O2 (VMO2) avoided 5,262 tonnes of carbon dioxide equivalent (CO2e) emissions over the last decade through a network equipment-related partnership with sustainable tech specialist TXO.

Recovering and refurbishing assets for resale accounted for 4,575 tonnes of the savings reported by TXO. Switches, routers and line cards from VMO2’s fixed operation were common assets returned to the market.

The operator also sourced refurbished equipment: around 687 tonnes of CO2e saved was attributed to this activity, due to VMO2 not having to buy new.

Its TXO partnership also includes recycling, with more than 690 tonnes of the operator’s equipment at the end of its life sent to be broken down.

More than 60% of the recycled weight extracted from the waste was steel, copper and aluminium.

VMO2 head of reverse logistics Paul Franley said the operator aimed to “extend the life of our network hardware so it can be reused, given a second life or disposed of sustainably”, with its partner helping to “maintain network equipment through testing, repair and refurbishment wherever possible”.

“The results of this programme demonstrate how a more circular approach to technology can benefit both the business and the environment.”

TXO chief product and asset recovery officer David Evans urged the technology sector to “move beyond the linear model of buying, deploying and replacing”.

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NGMN identifies top telecom agentic AI needs

Trade body the Next Generation Mobile Networks Alliance (NGMN) outlined a need for significant moves across several areas including standards and security ahead of widespread use of agentic AI for automated networks.  

The group backs the technology as a likely key enabler for Level 4 autonomous networks as defined by the TM Forum, but highlighted work was still required in architecture, operations, governance and other supporting areas.

In a newly-released report detailing the opportunities and areas to address, the NGMN explained operators need “robust mechanisms for governance, trust, policy adherence, observability, explainability, operational safety, determinism, assurance, security and cost control”.

Real-world
Mobile operator technical teams were cautiously optimistic about the NGMN’s findings.

Orange CTO and NGMN chair Laurent Leboucher said operators are at a “decisive inflection point as the telecoms industry enters a new phase of network automation”.

“The rapid arrival of agentic AI has introduced the prospect of autonomous systems able to reason, plan, collaborate and execute actions within and across multiple operational domains”.

He noted network complexity and high customer experience demands mean “general-purpose agentic AI technologies must be used carefully”, highlighting a need for safeguards and the ability to “bring humans in the loop when needed”.

“This is a learning process in itself, where operators will have to take controlled risks.”

Fellow NGMN board member and China Mobile chief expert Guangyi Liu noted reviews from standards development organisations, industry initiatives and open-source activities showed “encouraging momentum” for agentic AI use, but “despite this, the landscape remains largely complex and unevenly mature”.

He endorsed increased collaboration across a wide range of organisations to “achieve confidence in the opportunity of large-scale deployments and provide a more unified end-to-end perspective”.

Vodafone Group head of R&D Luke Ibbetson, also on the NGMN’s board, agreed about the need for protections and trust being in place before agentic AI could be fully employed by the telecoms sector.

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AST SpaceMobile revenue rockets

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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Investors put $500B into Nvidia AI infrastructure plan

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 CEO makes latest AI for everyone pitch

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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Airtel Business partners for digital push at home

Airtel Business inked a deal with Indian state-owned telecoms equipment manufacturer and supplier ITI to jointly target enterprises in regulated sectors aiming to adopt the latest digital technology.

ITI designs, manufactures and deploys a wide range of telecommunications and enterprise IT equipment for organisations in India, while Airtel’s unit offers connectivity and a variety of complementary products in the market.

By combining the partners’ respective strengths, they aim to help companies address digital transformation challenges including legacy system modernisation and meet new business demands through adoption of the latest technology.

The pair plan to provide what they define as “future-ready solutions” for enterprise connectivity, sovereign cloud and data centre services, IoT, AI and cybersecurity.

In a joint statement, they cited segments including banking and public sector organisations as likely targets for their combined offering, which is set to integrate industrial IoT asset tracking, AI analytics and cybersecurity with connectivity, cloud and data centre infrastructure.

Airtel Business CEO Sharat Sinha said the companies have a “shared ambition to create future-ready technology solutions that strengthen business continuity, unlock innovation and support India’s secure digital-first future”.

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Intel launches $15B stock sale to fund AI ambitions

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, Macquarie, GIC to build AI data centres

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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Telefonica does the business with applied AI

Telefonica continued to focus on improving services using applied AI, embedding the technology in its fixed and mobile networks to provide a host of voice options for businesses.

The operator pitched the move as providing smart communications for voice services, with the AI enabling features including transcription and summarisation of conversations.

There is also a virtual assistant capability which director of product, presales and provisioning Javier Pascual said is accessible “using natural language”.

Telefonica is pitching the set-up at medium and large businesses, and public organisations which use cloud-based voice services.

It highlighted the launch of a namesake AI agent for Centrex IP cloud set-ups which can understand everyday speech, and so lends itself to broader contextual interpretation and automation capabilities to speed responses to customers.

Telefonica flagged a 60% boost in efficiency using AI agents, in-turn improving the volume of calls handled by 10% over standard systems.

It offered a real-world example of the applied AI system by highlighting a healthcare service where a WhatsApp messenger agent can book and confirm appointments.

Compatibility with more than 100 languages means a broader ability to resolve customer service queries either directly or by redirecting calls.

Telefonica is not the only operator to today (10 August) reveal applied AI moves, with NTT Docomo and LG Uplus also detailing progress.

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Samsung, NTT add a personal touch to AI-RAN tests

NTT Docomo and Samsung Electronics validated AI-RAN technology which optimises user experience at an individual level to cut service issues, a feat the pair asserted is an important step towards predictive architecture expected to be prevalent in 6G.

The companies explained the technology tested in a trial earlier this year in Japan uses AI to analyse a user’s movement patterns and behaviour to predict potential service degradation before it happens.

Rather than applying the same network configuration to every device connected to a base station, the technology tested is meant to tailor each user’s experience depending on real-time network conditions and their expected actions.

The companies noted the traditional approach led to connectivity drops in areas of weak signal and other degradation issues, stating increased demand for high bandwidth services meant users increasingly required greater stability.

Validation tests for the AI-RAN optimisation technology reduced the frequency of data rate degradation from 13% to 7%.

The companies expect the technology to “usher in an era where networks autonomously recognise user contexts and service requirements, delivering optimal communication environments”, stating it is an important step towards predictive network operations.

They added this is needed as “AI-driven network optimisation becomes increasingly prevalent in the 6G network”.

JinGuk Jeong, EVP and head of the Advanced Communications Research Centre at Samsung Electronics, said “by shifting our research focus from overall cell performance to AI-driven individual user considerations, we have demonstrated the potential for enhanced perceived quality at the user level”.

The executive added through further collaboration with its partner, it would “continue securing core technologies for future communications centred around users”.

Samsung and NTT added they also developed a related data collection process to minimise the network burden during optimisation.

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LG Uplus, Broadcom apply AI to router management

LG Uplus advanced efforts to apply AI in network automation by testing its ability to control the quality of a Wi-Fi 8-compatible home broadband system.

The self-healing capability employs Edge AI technology, which the South Korean operator explained conducts analyses and adaptation in the router instead of the cloud.

Broadcom contributed a Wi-Fi 8 platform running a neural processing unit to LG Uplus’ trial, enabling the on-board AI computation.

The operator adapted its existing cloud-based AI network prediction model for operation in the router.

There is an argument home broadband and consumer equipment are not often the focus of discussions around self-healing and autonomous networks.

LG Uplus explained the trial is significant in proving routers can become part of “an AI-based quality management platform”, benefitting customer service and infrastructure management.

It stated the companies proved the router could detect and adapt to anomalies before customers notice, boosting stability for bandwidth-intensive services.

LG Uplus plots further trials of how AI could be used to manage Wi-Fi 8 networks.

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OpenAI halts Astra model testing

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 names new chief sales officer

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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