Terabit optics and programmable fixed networks are commoditizing bandwidth, turning fiber into a utility as essential as electricity. AI-optimized routing will reduce energy use in data centers significantly, while on-demand connectivity will let enterprises spin up global private backbones in hours. The winners will be those who treat network fabric as code—deploying intent-based policies that self-heal and scale with business velocity.
5G/6G Research & Spectrum Nokia achieved low-lat3G fiber gaming trials with Vodafone, released a Mobile Broadband Index for MEA, extended Vietnam RAN upgrades with VNPT, and renewed a 5-year RAN deal with Vodafone and Vodacom. Keysight demonstrated AI-6G solutions at IMC 2025, equipped UT Austin’s 6G@UT for digital twins, and collaborated on 6G video coding with Nokia and Ericsson. ZTE powered AIS’s 4K OTT streaming in Thailand, validated multi-agent network insight agents, and showcased AI+ calling on China Mobile’s 5G. Zain KSA and Huawei deployed 600 MHz 5G SA.
Rural, Satellite & Edge Connectivity
Verizon delivered high-speed mobile to Maryland’s Smith Island, partnered with AST SpaceMobile for satellite cellular from 2026, and acquired Starry for urban mmWave expansion. SOLiD announced a DAS solution for mid-sized U.S. buildings across carriers.
Private & Industrial 5G
Ericsson modernized MTN SA core, signed a 5-year programmable network deal with Vodafone, and agreed on private 5G with e&. Airbus and Ericsson accelerated industrial digitalization with private 5G.
6G is no longer science fiction—agentic spectrum slicing will enable holographic collaboration and autonomous drone fleets. Satellite-to-cellular convergence closes the last digital divide, unlocking significant economic potential in underserved regions. Enterprises gain resilient, low-latency private bubbles for factories and campuses, but must navigate a fragmented regulatory landscape where spectrum access will determine who controls the air.
Agentic Infrastructure & Cloud-Native AI Cloudflare launched NET Dollar, a stablecoin for instant agentic web transactions, rewarding content originality, and built Web Bot Auth for AI agent shopping. IBM previewed Project Infragraph on HashiCorp Cloud for agentic infrastructure automation. HPE advanced agentic AIOps with Juniper Mist.
Enterprise AI Platforms & Multicloud Orchestration
Oracle unveiled a Government Data Intelligence platform for agriculture AI, launched Oracle AI Factory services, added AI assistants to Fusion, integrated Cortex AI with Snowflake for finance, introduced multicloud universal credits, unveiled Acceleron networking, released an AI Data Platform, introduced supply chain agents, expanded AI Agent Studio, enhanced public safety with AI voice and cameras, opened a Fusion AI Agent Marketplace, optimized hiring with AI recruiting, and integrated Fusion SCM with Azure IoT via Microsoft.
AI Hardware, Robotics & Inference Scale
NVIDIA advanced robotics with Isaac Lab’s Newton engine and GR00T N1.6, powered Meta and Oracle data centers with Spectrum-X, shipped DGX Spark for developers, enabled Omniverse and Isaac Sim on Google Cloud G4 VMs, and launched Azure NDv6 with Microsoft for OpenAI-scale inference. Oracle launched a 16-zettaFLOPS Zettascale10 cluster with NVIDIA.
Automotive & Edge AI Acceleration
Qualcomm unveiled Level 3 automated driving with BMW, extended ADAS partnerships with Valeo, powered Mercedes in-car AI with Snapdragon Cockpit, launched Snapdragon X2 Elite Extreme and 8 Elite Gen 5 for AI PCs and mobiles.