Global Scans · Telecoms · Weekly Summary

• [New] For telecoms operators, Ofcom has identified agentic AI as a potential use case for network optimization and maintenance - envisaging systems that dynamically adjust network parameters within pre-defined guardrails. Osborne Clarke
• [New] Global investments in AI infrastructure and advanced telecom systems are increasing demand for high-capacity digital networks, supporting long-term growth opportunities for telecom operators including Vodafone. Spherical Insights
• [New] The deployment of 5G infrastructure, with the International Telecommunication Union projecting 4.4 billion 5G connections globally by 2027, is simultaneously expanding demand for GaN-on-sapphire RF power amplifiers used in base station antenna arrays. Persistence Market Research
• [New] Some of the numbers that are in the registration statement are very ambitious or sort of aggrandized, in terms of they might soak up all telecom spending globally. Morningstar, Inc.
• 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.
• Ofcom will continue to use its powers under the TSA to address security and resilience risks arising from AI in telecoms networks. Osborne Clarke
• 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
• 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
• 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

Last updated: 20 July 2026