Global Scans · Telecoms · Weekly Summary

• [New] Nokia will adopt Nvidia's accelerated computing platform, which helps telecommunications companies seamlessly transition from 5G to 6G through software upgrades. Yahoo Finance
• [New] High-speed datacom modules - especially 800 GbE and emerging 1.6 TbE designs - will remain the primary growth engine for revenue in 2026, while telecom coherent pluggables and 1.2 T + embedded optics drive a renewed multi-year bandwidth expansion. Cignal AI
• [New] The growing amount of space debris in Earth's orbit poses a real and current threat to vital satellite services, such as telecommunications and navigation, as well as crucial weather and climate data collection. earth.com
• [New] China-Linked UAT-7290 Targets Telecoms with Linux Malware - A long-running cyber-espionage campaign targeting high-value telecommunications infrastructure in South Asia has been attributed to a sophisticated threat actor tracked as UAT-7290. The Hacker News
• [New] More than 50% of telecom CEOs fear their organizations will not remain viable over the next decade if they continue operating on legacy architectures, highlighting how urgently modernization is needed. Mobile Industry Review
• [New] The fragmentation of technology standards - China's developing parallel ecosystems in everything from telecommunications (5G) to payment systems - will constrain addressable markets and create stranded investments in incompatible technologies. Brown Brothers Harriman
• [New] The year 2026 will be a pivotal year for telecommunications law in the European Union and Germany. Taylor Wessing
• [New] Chinese firms including Huawei and ZTE face potential expulsion from critical infrastructure such as telecom and solar energy, as the European Union's new cybersecurity proposal plans to phase out their use. Mint
• [New] Nokia Bell Labs' innovations in quantum technology have demonstrated up to 80% reduction in optical networking energy needs while providing future proof telecoms security against quantum threats. Wray Castle
• [New] The risk patterns facing telecom operators in 2026 share characteristics that demand new governance approaches: they are nonlinear, accelerated, volatile, and interconnected. Wray Castle
• [New] More than 30 new standards relating to public data, data infrastructure, AI agents, high-quality datasets, full-scale urban digital transformation, important data catalogs for telecommunications, agriculture, aviation, aerospace and more are expected to be issued in 2026. IAPP.org
• [New] Malaysia will make several commercial purchases from the US, such as LNG, coal, telecommunication, aircraft, semiconductors, aerospace components, and data center equipment. Borneo Post Online
• [New] In 2026, telecom and utility operators that outperform will not simply have the largest footprints, they will have the clearest visibility, tightest operations and most customer-centric cultures. IQGeo blog
• [New] In 2026, network cabling will increasingly leverage single-mode and multi-mode fiber for enterprise networks, data centers, and telecom applications. Bridge Cable
• [New] Between 2021 and 2031, telecoms and infraco CapEx will drop from USD 350 billion to USD 259 billion. TelecomReview Canada
• [New] With ever increasing reliance on digital services in all aspects of our lives and with various telecom switch-offs underway, connectivity resilience will become a stronger priority in 2026. FarrPoint
• [New] One of the telecoms industry's challenges in 2026 will be rebuilding the labour capacity needed for standalone 5G rollouts after a prolonged pause caused by uncertainty around the VodafoneThree merger, resolved only at the end of 2025. Mobile Industry Review
• [New] By 2026, domestic production of mature but strategically adequate chip nodes is expected to support key sectors, including telecommunications and defence electronics. / China The Navhind Times
• [New] By end-user industry, the telecommunications segment is expected to expand at a remarkable growth rate of CAGR between 2026 and 2035. Precedence Research

Last updated: 26 January 2026