Global Scans · Telecoms · Weekly Summary

• [New] In Japan, the telecom arm has been running a beta version of its GPU cloud service since May, which it will leverage to support the U.S. rollout. Morningstar, Inc.
• [New] Ofcom will continue to use its powers under the TSA to address security and resilience risks arising from AI in telecoms networks. Osborne Clarke
• [New] The overall ICT sector - including hardware, software, IT services, and telecom - is projected to grow at approximately 9.3% CAGR over the 2025-2030 period. itaadmin
• [New] There's SkyFall, a proposed Mars Telecommunications Network and a newly announced weather payload that is also targeting launch in 2028 via a public-private partnership. Scientific American
• [New] SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform to support sovereign, physical and agentic AI services. NVIDIA Blog
• AI infrastructure and solutions will continue to define telecom M&A for the next several years. PwC
• Rising component costs could drive up expenses tied to telecommunications infrastructure, internet services, automobiles and medical devices, with American households potentially absorbing much of the financial impact. CBT News | #1 Source for Automotive News & Dealership I
• BCE backs a 300 MW AI data center in Saskatchewan with Cerebras and CoreWeave Canadian telecom BCE said it will invest an additional $1.7 billion to build a 300-megawatt AI data center in Saskatchewan. Prompt Injection
• With the FIFA World Cup 2026 opening in mid-June across 16 host cities in the US, Canada, and Mexico, threat actors have already deployed active infrastructure targeting event attendees, corporate sponsors, telecommunications providers, airlines, hotels, and payment card systems. Tech Jacks Solutions Security Command Center
• You have something to keep an eye on is with global networks you need extra resilience and capacity as in a telecommunications disruptions occur more and more and we will probably see that with with some of the issues that are going on in the Middle East. LinkedIn
• The EXIM-supported financing will help fund the deployment of 5G telecommunications network equipment and related services in Serbia, supplied by U.S. technology companies. City AM
• With 6G rollout expected to commence around 2030, material development is well underway to meet the requirements of next generation of telecommunication technologies. Idtechex
• By end-user, the IT & telecom segment is the second-largest shareholder and is expected to grow at a 25.5% CAGR between 2026 and 2035. Precedence Research
• V3 / V4 will crush telecom capex ($300 B + / year) by being faster / cheaper and reaching rural / underserved markets (Africa, India, etc.). NextBigFuture.com

Last updated: 06 July 2026