Juan Pedro Tomás

Noah Taylor, of AFL, told RCR that the combination of fiber availability and power constraints presents a further challenge for AI infrastructure deployment.

AI server revenue reached $16.4 billion during the quarter, while Dell said its AI customer count had surpassed 6,500.

AI is triggering a multiyear re-architecture of network infrastructure, says Ciena, driving higher bandwidth demand and making optical connectivity

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– Thailand approved 88 AI and data center projects worth about $27 billion in the first half of 2026.

Speaking during the RCRTech Telco AI Forum, Gabriel Foglander, head of strategic RAN leadership at Ericsson, described AI-RAN as a bridge toward a broader shift to AI embedded across network domains.

Qualcomm expects to begin generating revenue from Amazon in the December quarter and is already in production with the customer. The company is also proceeding with another data center customer it previously discussed at its Investor Day.

Rob Shore, head of optical networks solution marketing at Nokia Network Infrastructure, said AI is generating significantly more bandwidth demand between locations, including data centers, regions, and cloud environments

– Nebius expects enterprise adoption to become the majority of its market opportunity and is using partnerships such as Palantir to expand there.

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