Google agrees up to USD 12 bln investment in Marvell in TPU chip supply deal
GLOBAL 13:41

Google agrees up to USD 12 bln investment in Marvell in TPU chip supply deal

Marvell Technology announced a new alliance with Google to build custom chips for the company. Marvell will contribute to Google's TPU (Tensor Processing Unit) range used for powering AI large language models in data centres. As part of the agreement, Marvell issued warrants to Google to buy almost 59 million shares in the chipmaker. 

Semtech says new LoRa transceivers reach production
GLOBAL 12:46

Semtech says new LoRa transceivers reach production

Semtech said its LR2022 and LR2012 transceivers are both now available in production. When they were presented last September, the company expected production in the first half of 2026. The LR2022 and LR2012 extend the LoRa Plus family to serve different types of IoT deployment, from cost-optimised sub-GHz sensors to global multi-band NTN, all using fourth-generation LoRa IP. All Semtech LoRa Plus devices support LoRaWAN, LR-FHSS, Amazon Sidewalk, Wi-SUN FSK and Wireless M-BUS.

Liberty Global Tech Ventures joins USD 400 mln funding round for AI video and image creator Higgsfield
GLOBAL 12:18

Liberty Global Tech Ventures joins USD 400 mln funding round for AI video and image creator Higgsfield

Liberty Global said its investment arm has invested in Higgsfield, an AI video and image creation platform for creators, brands agencies and studios. For this USD 400 million funding round, Liberty Global Tech Ventures joins institutional investors including DST Global, Goldman Sachs, Menlo Ventures and Accel alongside strategic investors such as Intel. Ankur Prakash, partner at Liberty Global Tech Ventures, said Higgsfield is the "undoubted market leader in AI video and image creation".

Colt annual operating loss grows to EUR 851 million after large write-down
GLOBAL 12:17

Colt annual operating loss grows to EUR 851 million after large write-down

Business telecom operator Colt Group reported a bigger loss for 2025, after the company wrote down the value of its core business due to reduced cash flow expectations. Revenues of EUR 2.1 billion for the full year 2025 were down 4.3 percent amid a continued fall in voice revenue and the sale of some of its data centres. According to its annual report for 2025, recently deposited at UK's Companies House, network revenues also were under pressure from challenging market conditions and fell by 4.1 percent to

Xplora lifts Q2 subscriptions, service revenue and growth margins amid weak consumer sentiment
GLOBAL 11:03

Xplora lifts Q2 subscriptions, service revenue and growth margins amid weak consumer sentiment

Xplora Technologies said its results for the second quarter of 2026 demonstrate the resilience of its business strategy. Subscription growth continued, recurring service revenue rose and gross margins improved, despite a general softer consumer sentiment. Service revenue fell by 9 percent from Q2 last year to NOK 422 million but the number of subscriptions was 27 percent higher. Xplora expects more growth in subscriptions and service revenue in the third quarter and is planning to expand a new retail POS st

Colt DCS promotes acting CEO to permanent role
GLOBAL 09:48

Colt DCS promotes acting CEO to permanent role

Colt Data Centre Services (Colt DCS) has announced the appointment of Quy Nguyen as chief executive officer (CEO) with immediate effect. He has held the role in an acting capacity since April following the retirement of Niclas Sanfridsson. Nguyen joined Colt DCS in 2016 and has held a number of senior leadership positions in sales and marketing, customer experience, design and delivery. He was most recently chief sales officer (CSO).

OpenAI rolls out ChatGPT for Teens with new safeguards on all under-18 accounts
GLOBAL 18 AUG

OpenAI rolls out ChatGPT for Teens with new safeguards on all under-18 accounts

OpenAI has started rolling out a new version of ChatGPT for children. Named 'ChatGPT for Teens', the new version comes with extra guardrails to help protect minors from unintended use of the AI. The new version applies automatically for any ChatGPT account where the user has registered as under-age or OpenAI detects they are not yet 18 years old.

Fairphone updates Gen 6 phone with more memory, new processor
GLOBAL 18 AUG

Fairphone updates Gen 6 phone with more memory, new processor

Fairphone has updated its Gen 6 model released a year ago. It comes with extra memory, at 12 GB for the first time on a Fairphone, the new Snapdragon 7s Gen 4 processor and Android 16. The Fairphone (Gen. 6+) is priced at EUR 649, slightly more than the previous model, and also comes with a dozen replaceable parts, a five-year warranty, and software updates at least until 2033.

Blacknut receives up to USD 215 mln from infrastructure investor Digital Alpha
GLOBAL 18 AUG

Blacknut receives up to USD 215 mln from infrastructure investor Digital Alpha

Cloud video game streaming platform Blacknut has announced an investment of up to USD 215 million by infrastructure investment firm Digital Alpha to support Blacknut's expansion, product innovation, content ecosystem and gaming infrastructure. Blacknut serves more than 3 million subscribers in over 65 countries. Digital Alpha founder and managing partner Rick Shrotri said his company sees cloud gaming emerging as one of the most durable sources of demand for GPU capacity and edge networks.

Ericsson and MediaTek test achieves decimetre-level positioning accuracy over commercial 5G network
GLOBAL 18 AUG

Ericsson and MediaTek test achieves decimetre-level positioning accuracy over commercial 5G network

Ericsson said it achieved decimetre-level accuracy in a high-precision outdoor positioning test with MediaTek. Using standardised 3GPP technology for Global Navigation Satellite System (GNSS) Real-Time Kinematic (RTK), they demonstrated positioning accuracy down to tens of centimetres over a commercial 5G network. Validation was performed using MediaTek's latest 5G modem technology, capable of live processing of advanced GNSS corrections with optimised power efficiency.

Xiaomi smartphone revenues fall 7.5% in Q2 as higher prices help offset over quarter lower volumes
GLOBAL 18 AUG

Xiaomi smartphone revenues fall 7.5% in Q2 as higher prices help offset over quarter lower volumes

Xiaomi shipped fewer smartphones in the second quarter, as the memory chip shortage pushed up prices and reduced demand for its low-cost phones. Total shipments reached 31.2 million, down from 33.8 million in the first quarter of 2026 and 26.5 percent less than in the same period of 2025. While the company is expanding in the EV market to help diversify its income, its total revenue for the quarter was still down 6.1 percent year-on-year to CNY 108.9 billion, and the net profit fell 20.3 percent to CNY 9.5

Google plans to shift all Pixel manufacturing out of China in 2027 - report
GLOBAL 18 AUG

Google plans to shift all Pixel manufacturing out of China in 2027 - report

Google has told suppliers that it plans to have all of its Pixel smartphones, watches and wireless earbuds produced outside of China from 2027, according to the Nikkei Asia, citing sources familiar with the matter. The newspaper said Google did not respond to its request for comment. Its report said Google has been "aggressively" expanding capacity in Vietnam and India to lower its dependency on China in recent years but a "significant" portion of output continues there.

GLOBAL 18 AUG

SonicWall introduces endpoint MDR service for SMEs

SonicWall announced the launch of SonicWall Endpoint Security, a unified endpoint protection solution designed for managed service providers (MSPs) serving small and mid-sized businesses. Available as a standalone Endpoint Detection and Response (EDR) tool or as a Managed Detection and Response (MDR) service, fully managed by the SonicSentry security operations centre, the platform brings threat protection, automated threat response and one-click ransomware restore. It's powered by SonicWall's patented Real

GLOBAL 18 AUG

Huber+Suhner sees H1 communication orders fall 30%

Huber+Suhner reported orders at its Communication business down 30 percent year-on-year to CHF 140 million amid weaker demand from the mobile networks and CEM components segments. Net sales were down 14.1 percent in the same period to CHF 132.4 million, and the company's Communication business had a negative EBIT margin of 0.8 percent for the first half. The group blamed the loss on upfront investments to increase production of optical circuit switchers, after the surge in orders last year from the data cen

GLOBAL 18 AUG

Fortinet boosts AI agent security with Virtue AI takeover

Fortinet is adding new capabilities for AI security to its firewall range with the acquisition of Virtue AI. The company said Virtue AI is an innovator in AI runtime protection, automated AI validation, and security for autonomous AI systems, helping enterprises reduce risks from AI models and agents, from their development through to operations.

GLOBAL 18 AUG

Liquid cooling to reach 53% of AI chip deployments in 2026 - TrendForce

Liquid cooling is expected to become increasingly standard in high-end AI infrastructure, with penetration among AI chips forecast to rise from about 33 percent in 2025 to 53 percent in 2026 and approach 60 percent in 2027, according to Taiwan-based analysts TrendForce. The increase is being driven by AI chips from Nvidia, AMD and Google, with individual chip thermal design power (TDP) now exceeding 1kW and rack-scale AI systems consuming hundreds of kilowatts.

GLOBAL 17 AUG

Global fixed broadband market growth picks up in Q1 as FWA drives take-up in India

Growth on the global fixed broadband market picked up in the first quarter of 2026, with the number of subscribers rising 1.06 percent compared to the end of 2025 to 1.591 billion, according to the latest figures from Point Topic. On an annual basis, the number of broadband subscribers increased 4.15 percent. Most of the new subscribers are in south and east Asia, especially India and also China, which returned to growth in Q1. 

GLOBAL 17 AUG

Samsung becomes official partner of Call of Duty: Modern Warfare 4

Samsung has agreed an exclusive partnership with games developer Activision to become the official TV, monitor, Wi-Fi speaker and soundbar partner for 'Call of Duty: Modern Warfare 4' first-person shooter game. The brings the game together with Samsung's premium display and connected gaming technology. 

GLOBAL 17 AUG

Lynk, Omnispace complete merger to form Elveo Mobile

Satellite service providers Lynk and Omnispace have completed their merger and announced the launch of the Elveo Mobile brand to market their direct-to-device mobile services. In addition to mobile phones, Elveo will market satellite connectivity for machines and other devices, providing coverage around the globe in multiple frequency bands. The company promises on-board processing and networking features to help advance communications. 

GLOBAL 17 AUG

iPhone 18 Pro BOM cost set to rise 38% as memory prices surge - TrendForce

The bill of materials (BOM) cost of Apple's 256 GB iPhone 18 Pro is expected to increase by around 38 percent year-on-year, driven primarily by rising memory prices, according to analysts TrendForce. Memory accounted for around 10 percent of the BOM cost of the 256 GB iPhone Pro a year ago, but its share has risen to approximately 34 percent in the third quarter of 2026 and is expected to exceed 40 percent in the first half of 2027. Memory has overtaken the application processor and display as the main cost

GLOBAL 17 AUG

LG targets Q1 2027 launch for humanoid robot based on Nvidia Isaac GR00T

LG plans to unveil a bipedal humanoid robot based on Nvidia's Isaac GR00T robotics platform in the first quarter of 2027, as the companies expand a strategic partnership covering robotics, AI factories and mobility. LG and Nvidia signed an MoU on 13 August, following a meeting between the companies' senior executives in Seoul in June. The agreement is intended to move their cooperation beyond technology exchanges and solution supply towards joint development and deployment projects.

GLOBAL 17 AUG

Starlink V3 deployment expected to increase demand for satellite launches - TrendForce

Starlink has deployed its first batch of V3 satellites, with the next-generation constellation expected to increase demand for satellite launch services, according to research firm TrendForce. The V3 satellites use 2,048-element phased-array antennas and operate at an altitude of about 350km, compared with more than 500 km for Starlink's V2 Mini satellites. TrendForce said the lower altitude is intended to reduce interference in the Ka- and Ku-bands and enable end-to-end latency below 20 milliseconds.

GLOBAL 17 AUG

Oracle and AWS expand collaboration as Oracle AI Database@AWS reaches 22 regions

Oracle and AWS have expanded their long-term strategic collaboration to accelerate customer migration to Oracle AI Database@AWS, with the service now available in 22 AWS Regions worldwide. The companies also announced the general availability of Oracle Exadata Database Service on Exascale Infrastructure on Oracle AI Database@AWS. The Exascale service allows customers to specify the compute and storage capacity required for their databases while using pooled storage infrastructure rather than dedicated datab

GLOBAL 16 AUG

The week in telecom: Lenovo and Cisco profit from AI-driven demand in Q2, Google updates Pixels and reaches 1 bln Gemini users

Lenovo and Cisco in the AI winners columns this week after stellar financial results on server and networking demand. In Asia, Singtel and China Mobile still working on building up the new revenue streams from AI and cloud computing, while Sony invests for the long term despite the smartphone market slowdown. Google had little new to offer in its latest Pixel hardware but reached the milestone of 1 billion Gemini app users.

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Commentary

11 AUG 10:49

Can Ziggo Group creation improve visibility for the Dutch market?

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Canal Plus misses chance to strengthen Dutch business, time for exit?

23 JUN 09:56

ACM blocks Delta/Glaspoort deal - what can KPN do?

5 MEI 10:55

KPN: the art of making one-offs structural

Background

16 AUG 23:57

The week in telecom: Lenovo and Cisco profit from AI-driven demand in Q2, Google updates Pixels and reaches 1 bln Gemini users

9 AUG 23:44

The week in telecom: Starlink's mobile ambitions and LEO challengers, plus Hollywood studios try streaming shorts and sports

2 AUG 23:37

The week in telecom: Telcos resist economic slowdown in Q2 while big tech gears up for more AI investment

26 JUL 23:19

The week in telecom: Samsung works on foldable challenge, US telcos try FMC