Summary Bullets:

• Zayo will build 8,000 miles of new long-haul fiber across key AI corridors, with Nvidia becoming its anchor customer.

• Nvidia’s extends beyond GPUs and compute, with partnerships spanning the optical and networking ecosystem underpinning AI infrastructure.

Until now, the AI Infrastructure race has predominately been focused on GPUs, data centers and access to reliable power, yet beneath all three sits a less visible, but increasingly critical, layer – connectivity. As AI workloads become larger, more distributed and dependent on moving large volumes of data between locations, fiber is emerging as a fundamental component of the AI Stack. Zayo’s recent announcement to build 8,000 miles of new long-haul fiber across key AI corridors, backed by Nvidia as its anchor customer, could mark the new beginning of a new investment cycle for terrestrial networks. The bigger question is whether AI-related companies could become the anchor customer needed for the next generation of fiber investment?

The significance of the Zayo – Nvidia agreement extends well-beyond the fiber being built. Under the model, Zayo will build, own and operate the network, while Nvidia provides the demand certainty needed to underpin this investment. This represents a potentially important shift in how long-haul networks are financed and deployed. Traditionally, service providers have built new routes ahead of demand, invested significant capital and then sought customers to fill the capacity. AI could begin to reverse that model. Securing an anchor customer before construction gives the provider greater visibility over future demand, reduces investment risk, and provides greater confidence that new routes will generate returns. If this model can be replicated with other AI infrastructure providers and hyperscalers, it could unlock future builds that might struggle to secure investment.

The AI chipmaker’s influence on the AI infrastructure ecosystem is extending well beyond GPUs and compute. Its partnership with Corning to expand US optical connectivity production, for example, highlights how AI demand is cascading into the fiber and optical supply chain. Corning plans to increase its US optical connectivity manufacturing by 10 times and fiber production capacity by more than 50%, highlighting the amount of infrastructure required to support AI factories.

Over the last 12 months, Nvidia has made a series of partnerships to strengthen its position across the optical and networking ecosystem. Its partnership with Marvell covers custom AI infrastructure, while its relationship with Lumentum includes advanced optics and laser technology, capacity expansion, and research and development for AI infrastructure. It has also established a partnership with Coherent around advanced optics and optical networking. Together with the Zayo fiber agreement, these relationships point to a broader shift, with the company not only influencing the compute layer of AI infrastructure but also networks, optical components and fiber required to connect it.

This shift could create significant new opportunities for service providers and digital infrastructure providers. As AI workloads become more geographically distributed, demand for high-capacity, low-latency connectivity is likely to grow alongside demand for GPUs and data center capacity. The next phase of the AI infrastructure race may therefore be fought not only within the data centers, but between them. For the wholesale telecom market, the emergence of AI is creating new demand across the connectivity stack, from long-haul and metro fiber to dark fiber, wavelengths, and ethernet services connecting data centers, AI factories, and cloud infrastructure. This presents wholesale providers with an opportunity to monetize existing fiber assets while supporting new network investment in new high-capacity networks purpose-built to support the evolving requirements of AI.

While the Zayo – Nvidia partnership highlights how AI demand could influence not only how much fiber is deployed but also where it is built and how investment is justified. Nvidia may not be becoming a service provider, but its infrastructure requirements are increasingly shaping the connectivity ecosystem. If AI can justify an additional thousand miles of new fiber today, how much further could the network investment cycle go as AI capacity continues to scale?

The post AI Changing the Commercial Model for Fiber Build appeared first on IT Connection.

Summary Bullets:

• Zoom CX is a credible option for enterprises looking to transform their customer engagement with omni-channel and AI capabilities.

• Working with a broader partner ecosystem is pivotal for Zoom to win in CX space since this involves workflows and different business applications.

Zoom is well-known for its conferencing solution, which is used extensively in modern workplace, but it has gone well-beyond conferencing in recent years. The core business of Zoom has been the enabler of conversations within the workplace. To go beyond communications, the company sees new opportunities by expanding its role to help enterprises automate workflows during and after conversations (i.e., meetings and phone conversations). This vastly enlarges the value Zoom can deliver to enterprise customers, especially with the application of AI. For example, AI can eliminate many manual tasks such as generating documents from meeting with summaries and next steps, or updating CRM records after a discussion within the sales team.

Taking this concept a step further, conversations can also include external parties including customers and partners. One area that is of great strategic importance for Zoom is around customer experience (CX) – a rapidly transforming space as a result of enterprises striving to enhance CX to gain an upper hand against competition. This expands Zoom scope to help enterprises streamline workflows related to customer engagement, which can happen across customer services, delivery, marketing, and sales functions. The launch of Zoom Contact Center in 2022 was a major step toward building out the Zoom CX portfolio. The company has developed the product ground up, giving it the ability to meet customer demand with speed without the baggage of legacy systems and features. This is especially useful in having AI natively embedded in the platform instead of building a separate stack. Moreover, there should not be separate communications systems for the internal workplace and for the contact center. A key value proposition for Zoom is its common platform to address both scenarios and deliver the same experience.

Zoom Contact Center is an omni-channel solution with a single routing engine. It enables businesses to engage with their customers over channels such as voice, video, SMS, and chat. In 2023, the company added Zoom Virtual Agent, initially as a chatbot, and now as an agentic AI platform. To close the gap with other contact center offerings, Zoom also added Zoom Workforce Engagement Management, which includes Zoom Workforce Management and Zoom Quality Management. Moreover, it has introduced Zoom AI Expert Assist, a ready-to-deploy AI agent to provide end-to-end interaction guidance to contact center agents. Moreover, Zoom CX Insights provides a conversational intelligence layer to synthesize data across the CX portfolio to provide more accurate insights for faster decision-making. With the aim to simplify workflows, the ability to integrate with third-party applications is crucial. The company is enabling this through Zoom Marketplace, which already supports integration with a wide range of business applications (e.g., Google Workspace, Jira, Microsoft Dynamics, Salesforce, and many more).

While Zoom is a relatively new competitor in the contact center market, it has seen strong traction and winning significant deals. Oracle is the largest customer so far as the company moves its 15,000 global services agents to Zoom and integrates the tools with Oracle’s existing workflows. Zoom also leverages Oracle Cloud Infrastructure (OCI) to run Zoom CX, which can appeal to enterprises using OCI extensively. There are other customers that Zoom can reference too. National Storage, a self-storage company based in Australia with over 250 centers across Australia and New Zealand, has adopted Zoom Contact Center to connect with customers as well as its centers together. The company is now engaging customers through multiple channels (e.g., chat, email, and video); using Zoom AI to gain insights into customer interactions; and using Zoom for internal meetings and webinars. This highlights the power of having a single platform for both employee and customer engagements. With the system in place, National Storage is also able to further strengthen its CX leveraging AI, for example, using Zoom AI Expert Assist to provide cues to operators during customer interactions so that they can offer the best solutions.

The local government of Nara City (Japan), has also adopted Zoom Phone, Zoom Contact Center, and Zoom Virtual Agent, to replace its legacy PBX and contact center solution. This is part of its efforts to improve citizen services (a population of about 350,000) through its ‘’Nara Digital City Hall’’ initiative and to drive digital transformation within municipal operations. This customer highlights the importance of integration between the cloud-based PBX and the contact center to deliver a seamless experience for employees. AI is a requirement as well. Nara City is looking to use AI features such as call recording, transcription, and summarization to enhance visibility and efficiency of phone operations. It is also leveraging Zoom Virtual Agent for automated voice inquiry response that is available to citizens 24 by 7, and it is using multiple models alongside its proprietary models to meet requirements (e.g., accuracy, compliance, and cost) of different use cases.

Enterprises understand that the delivery of superior CX will involve different business functions that interact with customers along the buying journey. Data and AI will play a key role in delivering the CX magic. But implementation is anything but straightforward. While enterprises see the potential of agentic AI, there are still concerns around data privacy, AI governance, security, and cost. Having the right business culture and skills is equally important. This means that to accelerate the adoption of Zoom CX, Zoom will need to expand its go-to market ecosystem to help enterprises implement the solution with confidence and delivering business values. This is totally different from selling a contact center solution, which traditionally only involves the customer service function. CX specialists, systems integrators, and consulting firms are now playing a more central role in supporting enterprises in their CX transformation.

The post Zoom is Delivering Better CX by Combining Communications, AI, and Workflow into One Platform appeared first on IT Connection.

Summary Bullets:

• AI is drastically changing the fabric of the traditional data center, prompting fundamental changes in design and architecture.

• The biggest challenge is that AI infrastructure requires simultaneous scaling across multiple constrained layers: electricity, cooling, networking, chips, facilities, capital, and operations.

The rise of AI workloads is pushing data centers through a major architectural shift: from relatively general-purpose, virtualized compute environments toward high-density, network-intensive AI infrastructure. For example, rack density is rising sharply, because traditional data centers were not designed for the power and thermal profiles of dense AI server clusters. This means power distribution, floor loading, cable management, and thermal design are becoming central architectural considerations. Power availability has now become a core design constraint. Energy availability is starting to influence where data centers are built, with land and power constraints pushing some infrastructure development into new or remote regions.

Networking architecture is also increasingly important because AI workloads rely on fast, predictable, low-latency networking between servers, storage, models, and cloud regions. Meanwhile, storage architecture must support larger, faster data pipelines. Last but not least, modular AI infrastructure is becoming more attractive. Because demand for AI compute is growing quickly, operators are increasingly looking at modular, pre-engineered AI systems that can be added to existing data centers with less disruption. This helps bridge the gap between legacy data center environments and the need for AI-ready capacity.

It is also worth highlighting that edge and regional AI infrastructure are gaining importance with the rise of latency-sensitive AI applications. Regional inference hubs are emerging to reduce latency, improve resilience, and support data sovereignty requirements, and these hubs increase the need for reliable interconnection with centralized AI models and cloud regions.

All these trends are creating major challenges for companies scaling infrastructure to support high-density AI compute environments. The solution is no longer simply “adding more servers.” As explained above, high-density AI compute changes the whole infrastructure equation across power, cooling, networking, location, economics, and operational resilience.

Firstly, power is the primary bottleneck. Securing enough reliable electricity to support high-density GPU environments can be a major hurdle. Some data center projects in the US and Europe are being canceled because reliable grid connections are hard to find. Secondly, cooling systems must be redesigned. Many legacy facilities are ill-equipped for widespread AI deployment because they lack the infrastructure required for liquid cooling and other advanced cooling systems. New AI data centers need to be designed around advanced cooling from the start, while existing facilities may require retrofits to support AI workloads.

However, retrofitting existing facilities is expensive and disruptive. A large portion of the existing data center estate was built for general-purpose cloud, enterprise workloads, or colocation, not dense GPU clusters. Retrofitting these environments for AI often requires very costly upgrades. This is one reason neoclouds are gaining relevance: traditional cloud environments often cannot provide specialized AI compute quickly enough. Thirdly, site selection is becoming harder. AI growth is changing where data centers are built because energy availability, land constraints, latency requirements, and sustainability considerations increasingly determine site feasibility. Some infrastructure development is being pushed into unusual, sometimes remote regions. Moreover, legislative changes and increasingly, moratoriums like the one seen in New York (US), are hampering data center construction.

The biggest challenge is that AI infrastructure requires simultaneous scaling across multiple constrained layers: electricity, cooling, networking, chips, facilities, capital, and operations. If any layer lags, be it grid access, power equipment, cooling, data center interconnect, GPU availability, or utilization economics, the entire AI compute environment becomes harder to scale. Scaling high-density AI compute is becoming as much an energy, real estate, cooling, and network engineering problem as it is a compute problem.

Neocloud platforms such as CoreWeave, Crusoe, and Lambda Labs are emerging to meet AI infrastructure demand with scalable alternatives tailored for AI developers and high-performance computing. Last but not least, server vendors including Cisco, Dell, HPE, and IBM are designing AI-ready servers with powerful GPUs, accelerators, and machine learning frameworks.

Vendors that can adapt to the need for faster deployment cycles in AI infrastructure environments will emerge victorious. Some are adapting by shifting from bespoke, slow infrastructure builds to pre-integrated, AI-native, modular, automated, and services-led deployment models that reduce time-to-capacity for GPU-heavy environments, while hyperscalers are packaging AI into full-stack services.

The post AI Requires a Reinvention of the Modern Data Center appeared first on IT Connection.

Summary Bullets:

• e& and Globe Telecom demonstrate how strategic partnerships are transforming international voice through stronger service quality, fraud prevention, and expanding global reach.

• The future of international voice will be defined by user experience and security through strategic partnerships, not the lowest termination rates.

Over recent years, international voice has been viewed as a legacy service, highly commoditized with declining traffic volumes and shrinking revenues. Beneath the surface, however, the market is undergoing significant transformation. Rather than competing solely on the lowest possible termination rates, international carriers are forming strategic partnerships to improve service quality, extend global coverage, and strengthen network resilience to combat the threat of fraud. The recent announcement between e& and Philippine Globe Telecom reflects the shift, demonstrating how collaboration is becoming a key competitive differentiator in the next phase of international voice. As the wholesale communications market continues to evolve, could these partnerships become the defining factor that separates market leaders from the rest?

The international voice market is no longer driven by price alone. While competitive termination rates remain important, customers increasingly prioritize service quality, security, performance and reliability. As international traffic becomes more complex, carriers must deliver high-quality voice services while addressing challenges such as fraud, route optimization, regulatory compliance, and network resilience.

Strategic partnerships have become a crucial enabler of this transformation. By combining network assets, regional expertise, and operational capabilities, carriers can expand their global reach, improve route diversity, and deliver a more resilient and secure communications experience. These collaborations also enable carriers to share best practices, strengthen fraud detection, and to respond more effectively to changing market demands. In an increasingly interconnected world, it’s harder for one operator to deliver every capability on its own. The most successful providers will be those that leverage partnerships to enhance their international voice offerings and create greater value for their customers.

The announcement from e& and Globe Telecom demonstrates how international carriers are moving beyond traditional traffic exchange agreements toward deeper collaborations. By combining e&’s global international voice expertise with Globe’s strong position in the Philippines, the partnership aims to enhance service quality, strengthen fraud protection, and deliver a reliable experience to its international carrier partners. While reinforcing e&’s presence in one of the most strategic locations in Asia. This is far from an isolated example, with other international carriers striking up agreements, including Vodafone, Orange Wholesale, and BICS also establishing similar agreements to extend network reach, improve service quality, and combat fraud. Across Southeast Asia, operators such as Indosat Ooredoo and Digicel Group have also formed strategic alliances with international carriers to strengthen their international voice capabilities.

The future of international voice will extend well beyond simply transporting calls across borders. As communications become increasingly digital, strategic partnerships will enable carriers expand into higher-value services while accelerating innovation in areas such as AI-powered routing and traffic optimization, voice fraud detection, CPaaS, rich communication services (RCS), and authentication solutions. By leveraging each other’s strengths, carriers can improve service quality and security, which will unlock new revenue streams for operators. The partnership between e& and Globe demonstrates this evolution. Rather than focusing only on voice termination, it highlights how alliances can provide the foundation for next-generation communication services. As the market continues to evolve, carriers that successfully combine global scale with strong regional partnerships will be best-positioned to differentiate their offerings, strengthen customer relationships, and achieve sustainable revenue growth in an increasingly competitive market.

The post More Than Minutes: Strategic Partnerships Are Transforming International Voice appeared first on IT Connection.

Summary Bullets:

• The Zoom Revenue Accelerator updates combined with the pending acquisition of the Common Room platform will provide Zoom with complete coverage of the sales cycle.
• Providing support for the sales process represents a ‘new frontier’ that vendors are exploring and one that should ripen quickly.

Zoom announced general availability of three updates to its Zoom Revenue Accelerator (ZRA) feature, which helps sales teams close deals by analyzing customer interactions using AI. The updates consist of ‘Sales Roleplay,’ which provides practice simulations of customer conversations; ‘Sales Assist,’ which includes real-time deal guidance to keep reps focused as they engage the customer; and ‘Ask ZRA,’ which allows both reps and managers to perform natural language queries on conversation data post-discussion with the customer.

Taken collectively, ZRA and the trio of updates cover everything from deal prep to deal close. Once Zoom has closed its acquisition of the ‘Common Room’ buyer intelligence platform, which was announced in early July 2026, the entire sales cycle will be covered with the addition of the initial, prospecting stage.

Assembling a suite of tools that together bring deals from inception to completion parallels what Zoom has been doing recently with the Zoom Workplace platform in general – unifying information typically residing across a variety of systems to complete a task. That has involved three components. One is linking functionality within the Zoom platform – such as calling, messaging, and email – to work together more seamlessly. The second is linking the Zoom platform with other vendor platforms as well as third-party apps such as CRM, ERP, and WEM within an organization. The third is establishing those same types of links between organizations, such as a company and their suppliers, partners, and customers.

Providing support for the sales process represents a ‘new frontier’ that vendors are exploring. Vendors have gone ‘all-in’ on team collaboration capabilities for quite some time now. More recently in the last few years, the contact center has morphed into a hotspot. Today, a wealth of information can be gathered on customers and their interactions with an organization through currently available contact center capabilities. The ability of AI to mine and analyze that information has made tools that generate sales leads and manage the funnel a natural extension.

Zoom and RingCentral have taken the lead on that front. Look for this trend to ripen quickly and for all rivals to expand the volume of sales support features on their platforms.

The post Zoom Has Upped the Ante in Supporting Sales Teams appeared first on IT Connection.

Summary Bullets:

• AT&T, T-Mobile, and Verizon each improved in H1 2026, with distinct strengths across speed, reliability, and calls.

• Enterprises should evaluate 5G SA maturity, uplink capacity, and location-specific consistency—not just peak download speeds.

US mobile performance improved across the board in H1 2026, according to Ookla’s “State of the Mobile Union” reporting, drawing on RootMetrics testing. RootMetrics technicians ran over 3 million real-world tests from January to June 2026, driving 243,000 miles across all 50 states and 125 major metro markets to evaluate AT&T, T-Mobile and Verizon.

While each of the three carriers earned wins, the bigger story is that after more than half a decade, network investments are translating into more consistent, widely available 5G. That has direct consequences for mobile users and, especially, enterprises standardizing mobile connectivity for cloud apps, field operations, and AI-era workflows.

Key findings: shared speed leadership, different network strengths

AT&T earned five national RootScore Awards in H1 2026, including shares of awards for Overall Performance, Network Reliability, and Network Speed, and it won the US Call RootScore Award outright. The carrier also increased high-speed performance in cities, delivering median download speeds of at least 200 Mbps in 110 markets, up from 92 in H2 2025.

T-Mobile shared the national Network Speed award with AT&T and again led in 5G availability, posting 96.1%. It recorded 200+ Mbps median downloads in 123 of 125 major cities tested and took the most State Speed RootScore Awards (38)—demonstrating its strength in broad 5G reach and metro-area throughput.

Verizon earned the most awards overall across geographies, winning or sharing six national awards and leading with 321 State RootScore Awards and 756 Metro Area RootScore Awards. Verizon also won Best 5G Experience and Most Reliable 5G, and improved the number of major cities with 200+ Mbps median downloads from 104 in H2 2025 to 123 in H1 2026.

Verizon tops 5G experience, narrows gap on availability

In its 5G experience testing, RootMetrics cited strong performance for Verizon in both urban and rural testing. While it still trailed T-Mobile’s 5G availability, Verizon improved meaningfully—rising from 80.2% in H2 2025 to 89% in H1 2026. For users, that translates into fewer drops back to LTE and more predictable performance for video calls, collaboration tools, and cloud applications.

Performance gains are tied to spectrum and 5G architecture choices

In its report, Ookla researcher Mike Dano points to heavy carrier spending—such as AT&T’s spectrum deal with EchoStar, T-Mobile’s UScellular asset purchase, and Verizon’s AWS-3 auction activity—as a major driver behind improved outcomes. RootMetrics data indicates that overall mobile speeds on an aggregated nationwide basis increased from about 192 Mbps (H1 2024) to 334 Mbps (H1 2026), while the share of download tests running on 5G (SA or NSA) rose from about 84% to 93%.

Despite joint wins, each carrier is taking a distinct path

• AT&T is expanding mid-band capacity (including wider mid-band channel usage) and shows strong spectral efficiency. However, it continues to rely heavily on 5G NSA and, for some “lite data” tasks, leans on LTE more than rivals—potentially impacting responsiveness even when top-line speeds are improving.

• T-Mobile continues refining its extensive 5G SA footprint and leverages very large bandwidth in metro areas (often 200+ MHz total). It is also experimenting with additional spectrum layers in some markets and highlighting resilience efforts like satellite-based texting outside coverage, though usage in RootMetrics observations remained limited.

• Verizon is rapidly shifting toward 5G SA in metro testing and expanding C-band use while adding capacity features like more advanced carrier aggregation—including uplink improvements that matter as mobile use cases become more upload-heavy (video, telemetry, AI-driven apps). RootMetrics also noted some Voice over New Radio (VoNR)-related growing pains affecting call performance.
What it means for enterprises

For enterprise buyers, the report reinforces that “fastest” is less important than the best fit-to-use-case. Field service and logistics teams may prioritize coverage and 5G availability; headquarters and dense office environments may prioritize capacity and consistency; and organizations adopting real-time analytics, video, and AI workflows should pay closer attention to uplink performance and 5G SA maturity.

The bottom line is that US mobile networks are improving quickly, but in different ways. Enterprises should validate carrier performance where employees actually work—by region, indoor/outdoor mix, and application type—because competitive differences are increasingly about consistency of experience, architecture (SA vs. NSA), and how well each network handles the workloads businesses are transitioning to mobile.

---

The post AT&T, T-Mobile, and Verizon Trade Wins in H1 2026 as 5G SA and Mid-band Shape Real-world Performance appeared first on IT Connection.

Summary Bullets:

• Enterprises are deploying AI agents leveraging Google Cloud’s solutions and achieving positive business outcomes.
• Google Cloud offers the full AI stack, and its sovereign cloud and cyber solutions are especially crucial for enterprise customers.

AI agents are no longer an idea. They are now being deployed by enterprises to improve internal workplace productivity and external customer experience. At Google Cloud Summit Sydney (held on June 25, 2026), more examples of agentic AI in operations were presented, moving from deterministic AI chatbots to more autonomous systems. Bunnings, a home improvement, gardening, and hardware products retailer in Australia, upgraded its Buddy AI chatbot that helped customers with product search to an AI agent that takes customers’ descriptions of their projects and fills the shopping carts with the products that they need. Bunnings indicated an uplift of conversion rates and basket sizes when customers engage with Buddy. Similarly, Woolworths supermarket has an agentic AI powered Olive assistant that is able to build shopping baskets from recipe photos and assist with proactive meal planning. These two examples demonstrate how AI agents trained with proprietary knowledge (e.g., Bunnings’s DIY catalog and Woolworths’ recipe catalog) can deliver greater customer outcomes.

Enterprises deploying AI will appreciate the importance of data. To benefit from AI, it is necessary for enterprises to tap into corporate data to impart knowledge to AI agents. Google Cloud has the advantage in this area since enterprises have been adopting its products such as BigQuery to manage their data more effectively. Moreover, the company has other associated products such as Google Maps, Google Search, and Google Workspace that customers can leverage to enhance their AI capabilities. Transurban, an Australian road operations company and toll road operator, works with Google Cloud to transform its interaction with customers. While customer relationships are mainly transactional, Transurban now leverages Google Cloud’s solutions such as Gemini Enterprise, BigQuery, and Google Maps to power its Linkt app with the “Linkt AI” assistant, which proactively suggests optimal travel routes and toll options, dynamically adjusts schedules for prevailing weather, delivers timely account balance notifications, and offers discounted hotel and attraction bookings for upcoming road trips.

Data is the most valuable asset for enterprises particularly in the age of AI. Many companies across jurisdictions are increasingly concerned about security and sovereignty. Google Cloud offers a set of options for enterprises to meet their data and AI sovereignty requirements. It addresses not just the issue of data residency but also operational sovereignty and software sovereignty. Firstly, Google Cloud Data Boundary helps customers to meet data residency requirements through a set of controls, e.g., regions where data is stored, compliance programs, and external customer or partner managed encryption keys. This option allows enterprises to enjoy the benefits of hosting data in the public cloud for operational flexibility and high availability. Google Cloud is also offering support services with personnel meeting specific geographical locations as well as monitoring capabilities with real-time alerts when organization policy changes violate the defined compliance posture.

For customers that have a more stringent requirement on operational sovereignty, Google Cloud Dedicated addresses the need by enabling solutions to be operated by an independent local partner. The solution is hosted in a standalone, local instance of Google Cloud. The local partner maintains exclusive control over security-critical systems, identity management, authentication, etc. as well as controls over communication between Google and the Google Cloud Dedicated environment. For example, S3NS (a joint venture between Thales and Google Cloud that is headquartered in Paris, France) offers PREMI3NS services built on Google Cloud Dedicated for customers in Europe, now generally available in France. S3NS has achieved SecNumCloud 3.2 qualification from the French National Agency for the Security of Information Systems (ANSSI). Google Cloud Dedicated is also available in Germany (in preview).

For clients with the most stringent sovereignty requirements, Google Distributed Cloud (GDC) air-gapped allows complete isolation, without connectivity to an external network. The solution gives customers the flexibility to use general purpose compute and GPUs, and leverage open-source software. Google Cloud has also made its Gemini available in this air-gapped option, giving customers generative AI capabilities including automation, content generation, discovery and summarization. The GDC air-gapped solution is now deployed by many government agencies including those in Australia and Singapore within the Asia-Pacific region.

Besides sovereignty, Google Cloud has been bolstering its capability to offer stronger cyber defense. This includes the acquisition of Mandiant to add threat intelligence and incident response capabilities as well as Wiz for multi-cloud security defense. At the Google Cloud Summit, the company together with Wiz demonstrated how agentic AI can help to improve protection at scale and speed. Wiz is offering three AI agents with distinct roles: the Red Agent helps to uncover vulnerabilities and validate exploitable risks across web applications and APIs; the Blue Agent is the threat investigator that gathers evidence across cloud telemetry, runtime signals, and identity context to assess the severity of a threat and allow threats to be resolved more proactively; and the Green Agent is the investigation and remediation engine, identifying the root cause of a risk and the safest and most effective resolution. Wiz is known to provide security for cloud-native applications across major cloud environments including AWS, Microsoft Azure, Google Cloud, and Oracle. Following the completed acquisition on March 11, 2026, Wiz joins Google Cloud but operates independently to maintain its brand and key value proposition.

Google Cloud offers the full AI stack including applications and agents, AI models, data platforms, and infrastructure. It has also demonstrated strong momentum through broad customer references. However, the ability to drive AI adoption ultimately lies with its partner ecosystem and its willingness to support third-party products (including AI models) and help customers operate within a multi-cloud environment. Consulting partners such as Accenture and Mantel Group were featured at the Google Cloud event, and these partners play a crucial role in helping enterprises develop their business strategy around AI and implement solutions addressing data, security, governance, and other technology challenges.

The post Google Cloud Summit Sydney: Putting Agentic AI into Action appeared first on IT Connection.

Summary Bullets:

• Australia’s digital infrastructure race is moving onshore, with long-haul fiber becoming as important as international subsea connectivity.
• Vocus and Telstra are expanding their terrestrial network to meet growing AI, cloud, and hyperscaler demand across key intercity corridors.

Over the last decade, Australia’s digital infrastructure strategy has largely centered on subsea cable investment, from new builds to strategic consortium partnerships. These new international systems have expanded capacity, improved network resilience, and strengthened Australia’s connectivity to the world. However, as artificial intelligence (AI) reshapes data traffic patterns, investment is shifting from beneath the ocean to fiber corridors underpinning Australia’s AI future.

Vocus’s recent announcement to build the country’s first ducted long-haul fiber route between Sydney and Melbourne is the latest example of this transition. Under its newly launched Australian Digital Infrastructure Platform (ADIP), the carrier will invest approximately AUD500 million ($346 million) constructing a new intercity fiber corridor capable of accommodating up to 6,912 fiber cores (3,456 fiber pairs), with services expected to commence in 2029. Vocus expects AI workloads to drive the majority of long-haul fiber demand by the end of the decade, as the Sydney-Melbourne corridor continues to emerge as one of the country’s busiest digital highways.

While the scale of the investment is significant, the real innovation lies beneath the fiber itself. Rather than deploying a conventional cable route, Vocus is constructing dedicated fiber ducts that enable additional fiber to be installed as demand grows without incurring repeated construction charges. The approach future-proofs the corridor, enabling capacity to be added quickly and more cost-effectively while providing greater resilience and protection against cable cuts. As AI workloads continue to surge, infrastructure that has been designed for continual expansion is likely to become just as valuable as the fiber it carries.

Vocus is not the only carrier in Australia preparing Australia’s terrestrial networks for the AI era. Telstra has already committed AUD1.6 billion ($1.1 billion) with the Aura Network, formerly known as the Intercity Fiber Network, creating a new national backbone designed to support enterprises, governments, hyperscalers, and cloud providers. The carrier has already completed its 357km Sydney-Caberra route, along with its 1,095km Sydney-Melbourne coast route. Future phases will extend the network to 14,000 kilometers linking Adelaide, Perth, and Brisbane by end-2027.

Combined, Vocus’s Australian Digital Infrastructure Platform and Telstra’s Aura Network highlight a broader shift in Australia’s digital infrastructure strategy. Both operators are investing years ahead of demand, recognizing that AI training, inference, and distributed cloud applications are fundamentally changing traffic flows across domestic networks. As east-west traffic between data centers is growing faster than traditional enterprise connectivity, long-haul terrestrial fiber is becoming just as important as international subsea capacity.

The investment also marks a shift in competitive dynamics. Historically, carriers differentiated through network reach, technology, and pricing. Increasingly, competitive advantage will depend on who has the most scalable, resilient, and AI-ready infrastructure capable of supporting rapidly growing cloud and AI workloads. For hyperscalers and enterprises investing in cloud regions and sovereign AI capabilities, access to high-capacity intercity fiber may become just as important as proximity to the data center itself.

AI is redefining Australia’s connectivity priorities. While subsea cables remain essential for international connectivity, the next phase of investment is moving onshore. The race to build Australia’s digital backbone is no longer confined to the ocean floor – it is increasingly being fought across fiber corridors that will power the country’s AI future.

The post Beyond Subsea: Why Australia’s Next Fiber Race Is on Land appeared first on IT Connection.

Summary Bullets:

• Tata Communications is strengthening its global network to create an AI-ready digital corridor linking India with Singapore.
• As AI workloads grow, the India to Singapore route is becoming one of Asia’s most strategically important connectivity corridors.

Artificial Intelligence (AI) is reshaping one of Asia’s busiest digital corridors. As AI workloads, cloud adoption and investment by hyperscalers accelerates across India and Southeast Asia, demand for high-speed, low-latency connectivity is rising just as rapidly. Tata Communications’s latest investment in new subsea cable infrastructure between India and Singapore is more than another cable announcement; it reflects a broader strategy to build an AI-ready digital corridor linking India’s emerging data center hubs with the Southeast Asia’s largest cloud ecosystem. With these investments, Tata Communications seems to be quietly assembling one of the region’s most comprehensive AI connectivity platforms.

This announcement reinforces the company’s commitment to expanding the Tata Global Network (TGN) through two complementary investments. The first is the I-2SEA consortium, where Tata Communications joins Lightstorm, Microsoft, and Singtel to deploy a purpose-built subsea system connecting India, Malaysia, and Singapore, with NEC serving as the system supplier. The cable will link Hyderabad and Chennai (India) to Singapore and Malaysia, with landing stations in Machilipatnam and South Chennai (India) providing geographically diverse routes that avoid congested maritime corridors. Strategically, Machilipatnam offers one of the shortest paths between Singapore and Hyderabad’s rapidly growing hyperscale and AI data center clusters. Once onshore, the system will integrate with Tata Communications domestic fiber network, extending connectivity to more than 100 data centers across India. The cable is expected to be ready-for-service by end-2029.

Alongside I-2SEA, Tata Communications will add 20 Tbps of capacity to the MIST Cable System, between Mumbai and Singapore. These investments build on the company’s broader AI strategy. In July 2025, it partnered with Amazon Web Services (AWS) to deploy a high-capacity terrestrial fiber network interconnecting the hyperscaler’s infrastructure across Mumbai, Hyderabad, and Chennai. It has also launched the Tata Communications Izo DC Dynamic Connectivity platform, enabling enterprises to transfer large volumes of data and move in real time between data centers and multiple cloud environments.

Together, these investments highlight the importance of Mumbai and Chennai as AI and cloud infrastructure hubs. Chennai has become one of India’s leading data center markets, benefiting from its strategic coastal location linking it to critical subsea cable landing stations that provide low-latency access to global markets. At the other end of the route, Singapore remains Southeast Asia’s cloud and interconnection hub, making the route between the two countries attractive for enterprises, hyperscalers, and cloud providers.

Rather than simply adding international capacity, Tata Communications is positioning its network for the next phase of AI-driven infrastructure demand. As AI training, inference and cloud workloads generate more data center to data center traffic, network diversity is becoming as important as capacity. Today, Chennai and Singapore are connected by only one other direct system – the 24-year-old Bharti Airtel i2i Cable Network (i2icn) – highlighting why new geographically diverse infrastructure could become a critical competitive advantage in Asia’s emerging AI economy.

By strengthening one of Asia’s most strategically important digital corridors, Tata Communications is not just adding capacity; it is positioning itself to be at the forefront of the pack to capitalize on the increased demand for AI-driven connectivity. The question now is whether competitors will follow suit and accelerate their own investments or risk falling behind as the India-Singapore corridor emerges as one of the region’s most critical AI routes.

The post Racing to AI: Tata Communications Accelerates Its Connectivity Position to Singapore appeared first on IT Connection.

Summary Bullets:

• The EU’s MSS 2 GHz proposal strengthens regulation, security, and competition, but implementation through 2027–2029 will be phased, not immediate.
• Small spectrum block sizes favor IoT, messaging, emergency services; large-bandwidth applications face bottlenecks.

When the European Commission unveiled its plan late last month to reassign the 2 GHz mobile satellite service (MSS) spectrum at EU-level, it initiated more than a regulatory proposal. With the dust now settled on the announcement, it is clear that this represents a geopolitical and commercial realignment. Signals in the market suggest the framework is firming up around core principles: sovereignty, security, restricted eligibility, spectrum caps, and wholesale access. But beneath those pillars lies a battlefield of interests that will define not just who wins licenses, but which services Europe values the most – IoT or in-flight broadband, messaging or full-fledged device-to-device (D2D) connectivity.

Implementation is no longer a reactive guesswork exercise; it is becoming a long game. While the proposal’s two-year incumbency extension mitigates the cliff edge in May 2027 (when existing licenses expire), it also reveals the commission’s understanding: that legislative processes, spectrum allocation, compliance criteria, and defining “EU provider” are unlikely to be resolved by that deadline. Toward end-2027 and into 2028, observers should expect spectrum awards, provisional licenses, and a cascade of certification, rollouts, and enforcement activities stretching well into 2029. This also coincides with ITU’s WRC-27 conference, in which key spectrum allocations – including MSS – and updates to radio regulations are expected to be finalized and will offer clarity on the international trajectory of spectrum allocations for MSS.

Commercial implications are now emerging with greater clarity. The planned 30 MHz paired allocation in 5 + 5 MHz blocks is modest; sufficient for low-bandwidth IoT, messaging, and emergency services, yet wholly inadequate for high-throughput, low-latency use cases such as in-flight broadband or widespread D2D applications. Telcos and satellite operators should be preparing for trade-offs: either focus on niche verticals where limited spectrum suffices, or scale via partnerships, capacity leasing, or wholesale models. The missing “IoT reservation” is not a bug; rather, it is a structural risk: IoT may get parceled out only where extra capacity exists, and only if stakeholders ensure selection criteria explicitly to protect it. D2D has won primacy as per the initial tone of the Commission in its press release.

Definitions will matter, especially in the case of the term “EU Provider,” which is morphing into a fulcrum for competition. The 2 GHz is currently occupied by two US firms: Viasat for European inflight connectivity, and EchoStar for IoT and mobile connectivity. Post-May 2027, such entities will need to operate through European-owned subsidiaries or JVs. AST SpaceMobile has already localized itself via Satellite Connect Europe and is expected to qualify. But expectation of strict control over decision-making, governance, and spectrum transfer will push non-EU-based providers – SpaceX (which owns EchoStar spectrum), Viasat, and Amazon Leo – to engineer complex JV structures or seek regulatory exemption. In the case of the latter, GlobalData expects both litigation and political pressure from incumbents based in the US, particularly via the US government or trade bodies, and especially within the incumbent Trump administration window. Retaliation against European satcos is also a possibility, though it is unlikely that the bloc will collectively budge.

For telcos, the strategic moment is now. Whether to bid directly, partner with incumbents, or secure wholesale access depends on scale, access to capital, regulatory risk appetite, and technical readiness. Device certification, security compliance, antenna deployment, and supply chain capacity remain gating factors. By late-2028, the winners will be those who have not only secured licenses or partnerships, but who align with the EU’s overriding narrative: resilience, sovereignty, and competition.

The post EU Proposal for MSS Spectrum Seeks to Balance Bloc’s Commercial and Sovereignty Aspirations appeared first on IT Connection.