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Taiwan bolsters Paraguay ties with $200M data centre deal

The government of Taiwan reportedly plans to deepen its diplomatic relationship with Paraguay through a planned $200 million data centre investment, in a rare technology investment designed to strengthen the pair’s diplomatic relationship.

Bloomberg reported the date centre partnership, which is backed by the Trump administration, is targeting 10-megawatts of computing capacity. It is expected to be operational by the end of 2027.

The data centre will be built on government land near the capital of Asuncion.

The news site noted Taiwan will supply Nvidia chips and supporting equipment, while Paraguay brings cheap hydropower and basic infrastructure to the partnership.

Both sides are in discussions with the US International Development Finance Corporation over financing arrangements.

Sources told Bloomberg Taiwan’s International Cooperation and Development Fund has separately approached Google, Microsoft and Amazon about potentially investing in the project or taking up capacity.

Paraguay is one of only a handful of countries worldwide which still maintains formal ties with Taiwan rather than China, but pressure is growing domestically for a reassessment of the position as neighbouring countries have attracted substantial Chinese investment.

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Google linked with Samsung deal for next-gen AI chip

Google reportedly is in discussions with Samsung Electronics to manufacture part of its next-generation AI processor, which could include using the latter’s 2-nanometer production technology.

The Information reported Google plans for TSMC to produce the main computing component of its tensor processing unit (TPU), codenamed Icefish, while Samsung may manufacture a component which helps connect it to memory.

Reuters reported the tech giant is also working with chip designer MediaTek on the overall design. Icefish is still in development, with mass production possible as early as 2028.

Landing the deal would be a major boost for Samsung’s foundry ambitions, strengthening an effort to win more advanced chip manufacturing business.

Its 2nm process would allow more transistors to be packed into smaller chips, improving performance, energy efficiency and AI capabilities, Reuters noted. It added the South Korean vendor is also considering a second Texas plant to expand output.

The reports are the latest indication Google is looking to reduce its reliance on TSMC, which is struggling to keep pace with surging AI demand and could prove a bottleneck for the wider industry.

Earlier this week, The Information also reported Google is in talks with Intel to manufacture more than three million TPUs in 2028.

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Dell’Oro issues $500B 6G RAN forecast

Dell’Oro Group predicted cumulative 6G RAN capex would exceed $500 billion and revenue $100 billion in the first six years of deployment, spanning the period 2029 to 2034.

The company expects 6G RAN to account for approximately half of total capex during the period and tipped the technology to follow an evolutionary path, building on existing network architecture rather than reshaping the market entirely.

Dell’Oro does not expect 6G to expand the overall RAN market, forecasting an overall CAGR of 1% between 2030 and 2034.

It envisions 6G developing from Massive MIMO, existing sites and wider channel bandwidths, so changing RAN economics in stages. Capex is expected to accelerate toward the end of the 20230s.

Stefan Pongratz, VP of RAN and telecom capex research, said the most likely scenario is 6G would follow the established generational pattern, despite growing momentum for a so-called “G decoupling movement”.

He asserted “operators are in a much stronger position today from a network capacity perspective than they were during the transition from 4G to 5G”, meaning total 6G RAN revenue “during the first six years of the cycle is projected to be 10% to 20% lower than during the comparable period of the 5G cycle.”

The company expects sub-7GHz and cm wave bands to be key in 6G deployments, though noted growing momentum above 7GHz.

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NTT Global Data Centres hunts $1B to fund US expansion

NTT Global Data Centres (GDC) is reportedly seeking at least $1 billion in fresh capital to fund new development projects in the US, working with Citigroup to raise funds.

Bloomberg reported the company, which is a subsidiary of NTT Group, is selling stakes with the investment bank2sedxzsz`Ω in a development vehicle for new US data centre projects.

The size of the equity offering could increase depending on investor demand, and the company may also raise a credit facility alongside it.

The news site stated NTT GDC, which is the world’s third-largest data centre provider outside of China, has started sending marketing materials to prospective long-term investors including pension and infrastructure funds, with a formal sale process expected to launch in the coming weeks.

Bloomberg explained the establishment of a development company which owns and manages pre-revenue early-stage assets, gives data centre builders the flexibility to target a broader pool of long-term investors, who in turn can demand higher returns for taking on early-stage project risk.

The news site stated the talks are at an early stage, with details including timing and the final size of the fundraising subject to change.

In May 2025, NTT Data announced it bought land across North America, Europe and Asia to support nearly a gigawatt of planned data centre capacity, including new sites in the US states of Oregon and Arizona.

NTT GDC CEO Doug Adams told Bloomberg in March 2026 the company is working on 34 projects which will double its capacity within two years, with total capacity set to reach over five gigawatts within five years.

Also in March, NTT Data announced a multi-year plan to invest more than $10 billion by 2027 to deliver infrastructure capable of supporting dense AI workloads.

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FCC bolsters networks for FIFA World Cup 2026

The US Federal Communications Commission (FCC) teamed with federal, state and local agencies to ensure secure communications across host cities as the FIFA World Cup 2026 football tournament kicked off.

FCC chair Brendan Carr welcomed the start of matches yesterday (11 June), stating the commission’s public safety, enforcement and radio engineering experts collaborated with the White House Task Force, private sector communications providers and stadium operators to support robust networks throughout the tournament.

“This event will be an incredible showcase of America’s strength and spirit as we celebrate the nation’s 250th birthday,” Carr said, also thanking Task Force Executive Director Andrew Giuliani and the FCC’s own staff for their work on the effort.

On the public safety front, the FCC has been preparing for rapid interference detection and response during matches, helping ensure first responders and emergency communications systems operate without disruption.

The commission has also been working with federal, state and local partners to support lawful counter-drone operations under the Safer Skie Act and has issued 10 Special Temporary Authorizations for wireless devices and broadcast operations to aid global media coverage.

Wireless interference has been a central focus given the extraordinary demand placed on networks when large crowds converge in concentrated areas.

The FCC collaborated with industry partners to support high-capacity wireless and 5G connectivity in and around host venues, ensuring reliable operations for broadcasters, wireless carriers and media organisations.

To monitor the radio spectrum in real time, the FCC deployed a networked constellation of advanced spectrum sensors across all US venues, to enable remote monitoring and rapid identification of harmful interference.

The FCC is ensuring spectrum requirements for broadcast operations, public safety communications, event security and national security preparations are fully supported at the tournament locations.

It also conducted advance planning, testing and coordination activities with host cities ahead of the tournament.

The FCC noted these efforts lay the groundwork beyond the World Cup itself, strengthening national communications coordination frameworks in preparation for the 2028 Olympics and other future major events.

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Tata, Anthropic partner to scale enterprise AI adoption

IT provider Tata Consultancy Services (TCS) teamed with Anthropic to accelerate enterprise AI adoption, with a focus on highly regulated sectors where accuracy, auditability and governance requirements have historically slowed deployments.

As a Global Premier Partner in the Claude Partner Network, TCS will establish a dedicated business unit focused on delivering industry services and AI expertise built on Anthropic’s Claude family of models, with early access to new releases.

It will also provide Anthropic’s Claude AI assistant to more than 50,000 employees across engineering, finance, legal, marketing, and sales.

The two companies will jointly go to market with AI capabilities across financial services, public services, life sciences, healthcare, aviation, telecom, and medtech.

The partnership also spans several TCS businesses and platforms. Diligenta, TCS’s UK-based life and pensions business with over 22 million customers, will use Claude to improve customer experience through agentic process transformation.

TCS iON, which conducts more than 75 million annual assessments across 1,500 cities in India, will deliver learning and certification programmes on Claude models to help build an AI-certified workforce.

K Krithivasan, CEO and managing director of TCS, stated enterprise AI value comes from understanding business context, orchestrating complex systems and applying deep AI engineering talent.

“By combining Claude with our industry expertise, engineering rigour and large-scale transformation capabilities, we will help customers move faster to production, especially in industries where trust, resilience and regulatory discipline are critical,” he said.

The partnership comes as Anthropic, now valued at $965 billion, looks to extend the momentum which has pushed its valuation above rival OpenAI, with both startups moving towards public listings.

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AT&T launches $3 daily iPad data pass

AT&T unveiled a 24-hour unlimited wireless data service for iPad users in the US, available to any customer regardless of their existing operator for a flat daily rate of $3.

The company claimed to be the first major US wireless provider to offer on-demand connectivity for iPad users on a pay-as-you-go basis. The service is for models with mobile and Wi-Fi connectivity capabilities, with the 24-hour data window beginning shortly after purchase.

AT&T explained it is targeting consumers who do not activate mobile connectivity on compatible iPads, pitching the benefit of short-term network access for periods where users are not in Wi-Fi range.

It highlighted ease of use, stating the service is activated in device settings without the need for a dedicated app.

The first day pass is complimentary, with subsequent purchases charged to a credit or debit card.

Josh Goodell, VP of consumer product management, said the goal is to make connectivity simple across the devices people use most.

The operator positioned the launch as part of a broader effort to simplify connectivity and provide flexible options without long-term commitments.

Model compatibility ranges from seventh-generation iPads to the latest Pro and Air models with M3 chips.

AT&T ultimately plans to expand the service to other 5G-enabled devices including Android tablets, smartwatches, laptops and drones.

Multi-day options are also planned.

AT&T noted data rates may be temporarily reduced during periods of network congestion.

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Ookla finds AI platform outages surge as adoption grows

AI platform disruptions rose sharply in early 2026 as growing enterprise adoption and heavier workloads exposed reliability issues across the full infrastructure stack, according to research from Ookla.

Analysing 471 days of US Downdetector data from 1 January 2025 to 16 April 2026 across ChatGPT, Claude, Gemini, Microsoft Copilot, AWS and Microsoft Azure, Ookla recorded 3.7 million user-reported problems.

High-signal disruption days, defined as when a service recorded more than 10 times its own median daily report volume, rose from six across four major AI apps in Q1 2025 to 51 in Q1 2026, according to the report by Ookla analyst Luke Kehoe.

Anthropic’s Claude model accounted for 39 of those 51 disruption days, making it the clearest example of scale-up volatility in the period. Gemini accounted for seven, Copilot three and ChatGPT two.

Claude recorded near-zero Downdetector reports in early 2025 before moving into a sustained report baseline from mid-July as adoption grew.

In Q1 2026, Claude generated 314,996 reports, while March volume alone was nearly three times February’s level. Ookla noted the pattern cannot be attributed to a single outage, with disruption clustered around demand surges, model-release windows and platform instability as Claude Code and Cowork usage scaled rapidly.

OpenAI’s ChatGPT produced the largest individual disruption signals in absolute terms, including roughly 68,000 reports on 2 December 2025, but its underlying reliability trend has improved.

Its monthly median daily report volume fell from a peak of 2,157 in April 2025 to 1,166 in April 2026, even as OpenAI reported more than 900 million weekly active users and rapid growth in Codex usage.

Google’s Gemini and Microsoft’s Copilot showed smaller but distinct patterns. Gemini’s high-signal disruption days rose from zero in Q1 2025 to seven in Q1 2026, consistent with rapid user growth.

Copilot’s outage pattern reflected its position inside Microsoft’s broader enterprise range, with far fewer reports on weekends, reflecting enterprise-aligned use.

Cloud infrastructure also featured prominently in the reliability picture. AWS’s 20 October 2025 DynamoDB DNS event generated more than 315,000 US reports, while Microsoft’s Azure Front Door incident on 29 October produced nearly 96,000, illustrating how failures in cloud control planes can cascade into AI platform disruptions.

Ookla concluded AI reliability has moved well beyond model serving, with failure points now spanning feature gates, GPU fleets, developer APIs, login systems and demand-management policies, all of which can appear to the end user as a single outage.

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VMO2, Mavenir trial tech for hearing-impaired users

UK operator Virgin Media O2 (VMO2) and Mavenir completed a proof-of-concept trial of technology designed to improve call clarity for customers suffering hearing issues without having to make changes on their phone.

Unlike device-based accessibility features or third-party apps, the service works entirely within the operator’s network. This allows participants to make and receive calls without needing to change their device or how they use it.

In the test participants completed a short, automated hearing test to identify how they perceive different sound frequencies. Personalised hearing profiles were then generated and securely linked to their mobile numbers, enabling the network to adapt how speech is delivered to them during calls in real time.

Following the trial, nearly 90% of participants reported improvements in call clarity, with many noting reduced listening effort, fewer misunderstandings and a more natural calling experience.

Jorge Ribeiro, director of core networks at Virgin Media O2, stated the trial was about using intelligence within the network to improve the experience without asking customers to do anything differently.

“We are encouraged by the early results from this proof-of-concept and are excited to explore how this type of technology could support more accessible services for our customers in future,” he said.

While still at an early stage, O2 said it is encouraged by the results and is exploring how the technology could be developed further to support accessible services at scale.

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MetTel upgrades US government network infrastructure

Managed services provider MetTel completed a rapid network capacity upgrade for the US General Services Administration (GSA), equipping 11 federal offices across the country with connectivity infrastructure to support the Trump administration’s return-to-office mandate.

The project, delivered under the GSA’s Enterprise Infrastructure Solutions contract, involved the installation of 22 high-capacity network circuits alongside SD-WAN technology and VoIP services, enabling hundreds of federal employees to return to fully connected work locations.

Among the most demanding elements was a 10-gigabit circuit requiring entirely new carrier infrastructure, which was completed in under 60 days to meet the expedited timeline of a Telecommunications Service Priority order.

Don Parente, vice president of public sector at MetTel, said the mandate created an urgent, real-world test of the company’s capabilities.

“Our operations team delivered fast, reliable network modernisation, meeting the Administration’s Executive Order to return to work,” he said.

The SD-WAN architecture, which MetTel had previously deployed for the GSA, was a key enabler of the fast turnaround. The technology provides intelligent traffic management, enhanced resiliency and centralised network visibility, while high-capacity circuits were tailored to the specific needs of each site.

Bandwidth was sized for future growth, building in capacity to support evolving workforce and digital requirements without requiring additional infrastructure overhauls.

The Enterprise Infrastructure Solutions (EIS) programme under which the work was delivered, is a 15-year, $50 billion government-wide vehicle designed to help federal agencies modernise their telecommunications and network infrastructure.

US-based MetTel has held EIS contract authority since January 2020, delivering network modernisation, managed services and communications transformation projects throughout that period.

The upgrade underscores the broader infrastructure pressures facing federal agencies as the return-to-office push accelerates demand for reliable, high-capacity government networks.

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Data centre capex to top $1T as AI spending accelerates

Global data centre capital expenditure is on course to exceed $1 trillion in 2026 according to new research from Dell’Oro Group, as hyperscale AI deployments accelerate and rising memory and storage costs push overall server spending higher.

The research company raised its worldwide data centre capex outlook for the year following a strong Q1, citing a combination of AI expansion, continued investment in general-purpose infrastructure and component cost inflation as the primary drivers.

Baron Fung, senior research director at Dell’Oro Group, stated rising memory and storage pricing substantially increased overall server system costs in the quarter and will likely remain a major capex growth factor throughout the year.

“At the same time, AI infrastructure deployments continue to accelerate rapidly, while hyperscalers also expanded general-purpose infrastructure to support public cloud growth, agentic AI workloads, and rising AI-related storage requirements,” he said.

The scale of spending among the largest cloud providers is striking. Amazon, Google, Meta, and Microsoft, the top four US hyperscalers, increased data centre capex by 78% year-on-year, reflecting the intensity of the AI infrastructure race.

On the supply side, Dell led server OEM revenue followed by Supermicro and Lenovo, though white-box vendors serving the hyperscale market accounted for most overall server revenue. Nearly all server vendors benefited from higher memory-driven system pricing.

Despite already exceptional spending growth in the first half of the year, Dell’Oro expects capex growth to accelerate further in the second half, driven by the ramp-up of Nvidia’s Vera Rubin platform and refresh cycles for hyperscaler custom accelerator platforms.

Beyond the major cloud providers, Fung noted select enterprise verticals and sovereign cloud providers are also increasing AI infrastructure adoption, “though growth remains constrained by uncertain returns and infrastructure readiness”.

“While near-term demand remains healthy, some spending may have been pulled forward ahead of expected price increases later this year,” explained Fung.

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Anthropic launches Claude Fable 5 with guardrails

Anthropic launched a public version of its Mythos AI model, but with guardrails in place to block its use in sensitive areas such as cybersecurity.

The AI player stated its Claude Fable 5 model is its most powerful to date on its launch yesterday (9 June), which is two months after Anthropic first unveiled its Mythos-class model.

The limited Mythos preview sent shockwaves through the industry after the model uncovered thousands of software vulnerabilities.

Last week Anthropic expanded the reach of its Mythos AI model to an additional 150 companies across more than 15 countries.

The startup describes Fable 5 as state-of-the-art on nearly all tested benchmarks of AI capability, claiming exceptional performance across software engineering, knowledge work, vision and scientific research. The longer and more complex the task, Anthropic stated, the larger Fable 5’s lead over its other models.

Anthropic stated it has done extensive testing to ensure users cannot manipulate Fable 5 into bypassing its guidelines. Queries on restricted topics will instead receive a response from the company’s Claude Opus 4.8 model.

The AI player acknowledged the safeguards are tuned conservatively and will sometimes catch harmless requests but said they trigger on average in fewer than 5% of sessions.

“With more capable models arriving in the coming months, we’re working to improve our safeguards and reduce false positives as quickly as we can,” Anthropic stated.

For a smaller group of cyber defenders and infrastructure providers, Anthropic is simultaneously launching Claude Mythos 5, which is the same underlying model as Fable 5 but with safeguards lifted in some areas.

Mythos 5 will initially be deployed through Project Glasswing in collaboration with the US government. It carries what Anthropic described as the strongest cybersecurity capabilities of any model in the world.

Users who had access to the Claude Mythos Preview will be able to upgrade to Mythos 5, with broader access planned through an expanded trusted-access programme.

Fable 5 and Mythos 5 are priced at $10 per million input tokens and $50 per million output tokens, less than half the price of Claude Mythos Preview.

The rollout comes as Anthropic, now valued at $965 billion, looks to extend the momentum which has pushed its valuation above rival OpenAI, with both startups racing toward public listings.

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Axon buys Greenwave Systems to boost autonomous networking

Axon Networks acquired Greenwave Systems, combining two companies with shared roots to create a more unified, AI-powered network orchestration platform.

The US-based company stated the deal strengthens its cloud-agnostic Axon Maestro platform, purpose-built for telecom operators, institutions and enterprise service providers.

Greenwave’s software-defined mobile network services, including its network-as-a-service orchestration portfolio, will be added to Axon Maestro.

Greenwave’s technology will be folded into the Maestro platform as dedicated modules, with its engineering team shifting focus to OSS/BSS product development with expanded support for mobile connectivity.

Financial terms are not available.

At the heart of the integration is Axon’s real-time digital twin technology, which the company said will serve as the foundation for next-generation network inventory management.

Axon CEO Martin Manniche, who co-founded Greenwave in 2008 alongside other current Axon executives, stated operators are too often constrained by legacy operational support systems which require heavy customisation and slow down innovation.

“This limits their agility and effectiveness, delaying innovation and time-to-market for new services,” he said.

The deal also positions Axon to capitalise on growing operator interest in fixed wireless access and low earth orbit satellite connectivity.

As those technologies gain traction in access networks, the company argues end-to-end orchestration from the mobile core to in-home devices will become increasingly critical for delivering a consistent subscriber experience.

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China Unicom warns US crackdown may cause global disruption

China Unicom’s US division warned the Federal Communications Commission (FCC) a Trump administration proposal to bar US operators from interconnecting with Chinese telecoms firms deemed national security risks could severely disrupt global communications.

In a filing, the subsidiary stated the FCC’s proposal will “harm US companies with significant business and supply chain interests in China”.

It explained global communications infrastructure is built on a complex web of interconnection agreements between carriers across national borders, and Chinese-funded operators collectivity serve as the primary gateways for traffic flowing between the world’s two largest economies, the US and China.

“A blanket prohibition on interconnection with these entities would fundamentally fracture a critical segment of the global communications network,” the filing read.

As a solution, the unit suggested taking a more narrowly tailored approach that addresses national security risks, “while preserving an open and dependable interconnected global network would better serve the public interest and support the US government’s economic policies”.

In April, FCC commissioners voted unanimously to advance a sweeping notice of proposed rulemaking (NPRM) which would bar China Mobile, China Telecom and China Unicom from operating data centres and PoPs in the US.

The NPRM also seeks to prohibit US operators from interconnecting with entities on the national security covered list, including facilities such as data centres, gateways and internet exchange points owned by those entities.

China Unicom filed right at the FCC’s comments deadline which were due 8 June, 2026, with reply comments due 60 days after on 7 July.

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Apple lands Siri AI at WWDC as Cook takes a bow

After two years of over-promising and under-delivering, Apple unveiled an overhauled Siri AI voice assistant with new capabilities, a dedicated app and a foundation built on Google’s Gemini AI.

In January 2026, Apple struck a landmark deal with Google, licencing a custom-built Gemini model purpose-built for Siri and Apple Intelligence and larger than Apple’s previous cloud-based AI models.

At the event, Apple revealed that for the first time the assistant has its own dedicated app with a chatbot-style interface, as the iPhone-maker looks to close the AI gap against Samsung and Google devices.

Siri AI can see what is on a user’s screen, search the web in real time, remember past conversations and surface information such as a friend’s address buried in an old message thread.

“We believe truly helpful AI must be centred around you and your needs,” Apple SVP of software Craig Federighi stated, while laying out a philosophy built around privacy, personal context and deep integration with apps users rely on daily.

Siri AI is now a more conversational assistant capable of understanding context, handling multi-step tasks and interacting more naturally across apps and services. It is also compatible with Visual Intelligence in addition to working across existing apps.

A Search or Ask interface opens when users swipe down from the top centre of the screen, allowing users to search the web using Apple’s AI-powered search and launch apps, send messages, create calendar events, search notes, and perform other tasks.

Apple also plans to introduce an AI agent integration with the App Store, allowing users to delegate tasks such as booking reservations, managing everyday tasks, editing documents, or controlling smart home devices.

On the camera side, a Visual Intelligence section within the Camera app introduces a dedicated Siri mode which sits alongside Photo, Video, Portrait, and Panorama, with the feature using Google Image Search to accurately identify objects the user captures.

Siri AI is embedded directly into Dynamic Island, accessible by swiping down from it, pressing the side button, or saying “Hey Siri”. When a user activates Siri with a wake word or the side button, a Siri animation appears in the Dynamic Island.

The feature will launch in English first, with other languages to follow, and it requires iOS 27. The iOS 27 developer beta dropped June 8, immediately after the keynote.

A public beta is expected in July for those who want to test it early, with the full stable release arriving in September alongside the iPhone 18 lineup

Federighi said Siri AI will not be available initially in the European Union on iOS and iPadOS.

“In China, Siri AI and the other new Apple Intelligence features will not be available while we work through regulatory requirements,” he added

Analyst take
Ben Wood, chief analyst at CCS Insight, noted many of the Apple Intelligence capabilities will be familiar to people who have been using an Android smartphone for some time and in some instances are already available to Apple users who have installed third-party AI apps such as ChatGPT.

“Although it is late to the party, the company has a strong record of taking existing technology and implementing it in a more intuitive way, allowing users to easily discover capabilities in daily use,” he said. “I think the most obvious example of this is the integration of Siri into the Dynamic Island at the top of an iPhone.”

Child safety
New parental controls will, by default, allow children to access only the apps which parents have approved to flip the model from opt-in restriction to opt-out permission. A “ask to browse” feature requires children to seek permission before visiting every new website and not just flagged ones.

On the content side, Apple is expanding its existing nudity-detection tools by adding automatic blurring of gore in messaging apps, with parents alerted when such images are encountered, which builds on earlier features that already blurred nudity by default.

Wood noted Apple’s child-safety push is a welcome and timely move as concerns about smartphones and online harm grow among parents and regulators.

He explained the parental controls, tools and developer APIs are positive steps, but they do not go far enough on their own.

“I believe that stronger cross-industry safeguards need to be built into operating systems at a deeper platform level that deliver protection not only in native apps but for every interaction a child has with a device,“ he said. “Apple is well-positioned to be a driving force in this area.”

Cook’s swan song
Outgoing CEO Tim Cook (pictured) opened and closed the conference’s presentation, in what many expect will be his last appearance before his planned transition to executive chairman on 1 September, when SVP of hardware engineering John Ternus will take over as CEO.

“Tim Cook’s last WWDC keynote as Apple CEO may be the most important one and it was a clear reflection of his leadership: disciplined, ecosystem-first, privacy-led, and focused on making technology useful at scale,” stated Francisco Jeronimo, VP of client devices at IDC.

Cook closed the keynote by stating creating the best products in the world to deliver experiences that enrich people’s lives has always been Apple’s North Star.

“It’s been the honour of a lifetime to help advance that mission with teams whose creativity, care, and conviction continue to make a lasting difference in people’s lives,” he said.

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Google taps Intel for 3M AI chips in 2028

Alphabet’s Google reportedly placed an order with Intel to manufacture more than 3 million of its specialised AI chips in 2028, a move which increases pressure on Taiwan Semiconductor Manufacturing Co. (TSMC).

The Information reported Google plans to use Intel to manufacture some of its tensor processing units (TPUs) after months of testing the chipmaker’s manufacturing capabilities.

Google Cloud’s TPUs are custom chips purpose-built for AI and optimised for training and inference of advanced AI models.

The news agency’s sources state the move reflects mounting strain on TSMC, which is struggling to meet surging demand for its foundry capacity, pushing customers to seek alternatives.

The deal marks another significant win for Intel after CEO Lip-Bu Tan, who spent much of last year shoring up Intel’s balance sheet through major external investments, now appears to be delivering on operational improvements which seemed unlikely a year ago.

In April 2026, Google expanded its long‑running partnership with Intel, committing to use multiple generations of the chipmaker’s CPUs in its AI data centres.

The same month, Intel revealed a plan to join Elon Musk’s Terafab AI chip project to build processors which would power the billionaire’s orbital data centres and humanoid robots.

Last month, the tech giant struck a joint venture agreement with asset management company Blackstone to create a US-based AI cloud company, giving a boost to its TPU manufacturing.

The Information also said Nvidia is evaluating Intel’s manufacturing technology for a forthcoming processor which could combine four graphics chips into a single unit.

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AT&T scales cloud RAN as open RAN swap passes 50%

Interview: AT&T completed a controlled introduction phase of its cloud RAN deployment, with roughly 25 sites running live traffic on Intel’s Sapphire Rapids processors as it plans to aggressively scale deployment when Intel’s next-generation Granite platform arrives over the coming months.

The Sapphire deployment is currently handling the TDD layers of the network, which represent the largest share of traffic, but not yet the full stack.

Rob Soni (pictured), VP of the operator’s RAN architecture, told Mobile World Live (MWL) Granite, which is already in AT&T’s labs, will enable a full stack covering FDD, TDD, NR and LTE from a single server design.

“This is all coming in phased pieces through the fall and early next year,” he said. “We plan to scale more aggressively on Granite than we did on Sapphire.”

He said AT&T expects to move from a few hundred Sapphire sites to thousands on Granite through 2026 and into 2028.

Performance on the Sapphire sites is matching traditional RAN on call drop rates and throughput, Soni said, and the team is beginning to utilise the platform’s promise of faster feature delivery.

The leading example is AI-driven link adaptation, developed with Ericsson, which replaces rules-based scheduling algorithms with a deep neural network.

Trials are showing roughly 10% gains in spectrum efficiency and 15% improvements in individual user throughput, with further benefits expected as AT&T tunes the global Ericsson model to its own network morphology.

“We’ve done a lot of trailing with the kind of global model of Ericsson,” Soni explained. “We’re now in the process of tuning the model to the AT&T morphology, the AT&T usage. That will change the nature, and we expect there to be more gain.”

Halfway point

In cellular networks, Soni stated a base station must determine on every transmission frame which users to serve, what modulation and coding scheme to use and how to balance competing demands across the spectrum.

It is a computationally intense optimisation problem, and the traditional approach has been to encode engineering judgment into static rule sets. The AI model Ericsson developed learns from network behaviour and adapts more fluidly to changing conditions.

Link adaptation is a critical algorithm for determining the overall multiple user performance in a cellular network,” he stated.

Rival T-Mobile US stated in May 2026 it is also trialling Ericsson’s AI-native scheduler with link adaptation on live 5G-Advanced traffic, but Soni noted AT&T has been trialling it since December 2025.

Soni told MWL AT&T is just past the halfway point for switching out Nokia’s RAN gear for Ericsson’s as part of a five year plan to transition 70% of its network traffic to run on open platforms by end of year.

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Meta eyes fundraising to pay for AI drive

Meta Platforms is reportedly exploring a potential equity raise worth tens of billions of dollars, as CEO Mark Zuckerberg hunts for fresh capital to fund sweeping AI aspirations.

Financial Times (FT) reported the social media giant’s executives are exploring creative ways to boost funds for AI-related capital expenditure.

The publication stated CFO Susan Li is leading the discussions alongside Dina Powell McCormick, who moved from Meta’s board in January to take on the newly created role of president, with a specific focus on AI infrastructure financing and longer-term planning.

In its Q1 earnings report released in April, Meta raised its 2026 capex guidance range from $115 billion-$135 billion to $125 billion-$145 billion.

Zuckerberg is focused on developing so-called superintelligence which he believes will help humanity accelerate its rate of progress.

A person familiar with the discussions told FT it is premature to say if Meta has decided anything, but all financing options are still on the table.

A representative for Meta told Mobile World Live FT’s reporting “is pure speculation”.

“We’ve been clear that huge opportunities lie ahead in AI, and we’ll continue focusing on raising capital in the most flexible ways to support that.”

The potential offering comes as the US equity markets are experiencing a historic surge of activity. Elon Musk’s SpaceX plans to raise as much as $86 billion in an IPO next week, while Anthropic confidentially filed for a listing and OpenAI is also preparing to go public.

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Analysis: How the Agentic AI Foundation is mobilising an agent army

The Linux Foundation launched the open-source Agentic AI Foundation (AAIF) six months ago to ensure protocols are standardised across enterprises, hyperscalers, and telecommunications companies.

The December launch spanned 49 companies, including co-founders Anthropic, Block, and OpenAI, with additional support from Google, Microsoft, AWS, Cloudflare and Bloomberg.

As of 3 June, it now has more than 200 member companies and is growing at twice the pace of the Linux Foundations CNCF Kubernetes project, AAIF executive director Mazin Gilbert told Mobile World Live.

“I think what is new that I have not seen before is that in every foundation I’ve been part of before, we used to go and ask, convince companies to join,” Gilbert said. “The phenomenon we’re seeing here is the opposite.

“Companies are coming on their own accord,” he added. “No outreach. They all want to have a say in this ecosystem.”

Being open source, all the members of AAIF benefit from the development of the tools and interfaces.

As the industry moves beyond chatbots and LLMs, Gilbert explained stakeholders need to agree on standard protocols and interfaces to deliver on agentic AI’s value.

Gilbert, whose career includes 22 years at AT&T and over four at Google, said there are roughly two million open-source models currently available, with open variants now only four months behind closed ones.

The infrastructure to run them is maturing fast but connecting those models to real applications, such as to self-healing networks, customer care systems and robotic platforms, requires standardised plumbing which nobody has built to date in a neutral, durable way.

“This foundation was created to ensure that the tools, the plumbing, the protocols are standardised,” Gilbert explained.

“I don’t need to know which language model out of the two million I should use,” he added. “I should be able to plug and play into any of them without any additional new code.”

He stated the real breakthrough will come from creating standard interfaces which enable AI agents to connect consistently with networks, databases, applications, microservices, other agents, and development tools.

When the plumbing is standardised, it will unlock a new ecosystem of interoperable agent-based systems, much like common internet protocols enabled the modern internet.

“We call it the internet of agents because now, suddenly, just like the internet, you can start to communicate, you can work with each other,” he said.

agentgateway
With the focus on plumbing, the AAIF welcomed agentgateway as its fourth hosted open-source project.

It is built on the A2A and MCP protocols and functions as what Gilbert calls a traffic light: routing agent-to-LLMa and agent-to-microservice communications, enforcing authentication, tracking token usage, and monitoring inter-agent channels.

For telcos, it offers a concrete path toward agentic network management without rebuilding their existing microservice estates from scratch.

“As far as the agents and the LLMs are concerned,” Gilbert said, “they look at the gateway as the endpoint.”

AI market
Setting aside the user application layer, Gilbert frames agentic AI as a four-layer stack: starting with AI-optimised hardware such as GPUs, TPUs and NPUs: moving up to AI-native infrastructure with Kubernetes, containers, service mech and data bases: then to foundation models, inference and model serving: and finally to the fourth agent applications layer where planning, reasoning and self-healing functions are expected to develop quickly over the coming months.

“We need to start populating what layer four is,” he said. “I expect the key work that we are doing now and over the next six months is to really make sure that we are looking at the agentic AI stack end-to-end.”

The roadmap for the next six months includes scaling 10 to 15 projects, a doubling of the working groups from the current eight, and the first production-scale deployments from member companies.

“We’re already starting to see some companies talking about thousands of agents already in production,” added Gilbert.

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T-Mobile US turns to AI to tackle event congestion

T-Mobile US unveiled an AI-enhanced network optimisation capability aimed at keeping customers connected during high-density events including at packed stadiums, festival grounds and in post-concert taxi queues.

The mobile operator’s Dynamic CX is built on its self-organising network (SON) platform, which is also used to allocate network resources during natural disasters.

Operators have been using centralised self-organising network (C-SON) tools since 2010. In 2015, machine learning algorithms were introduced and blended with SON algorithms, which led to the first iteration of AI-for-RAN.

It is another feature built on the operator’s nationwide 5G-Advanced network which sits on its standalone 5G architecture.

Dynamic CX’s AI-driven automation adapts to network conditions in near real time, marking a meaningful step beyond traditional SON optimisation, which has historically been more reactive in nature.

The AI-enabled network optimisation capability continuously monitors and tunes network performance.

Dynamic CX scans publicly available event information, schedules and online activity to identify upcoming mass gatherings before they happen, allowing the network to begin preparing capacity adjustments in advance rather than scrambling to react once congestion hits.

Once an event is underway, Dynamic CX shifts into continuous monitoring mode, tracking how demand evolves as crowds move, stream and share throughout venues and surrounding areas.

T-Mobile is positioning the launch ahead of the FIFA World Cup, which starts this month and uses 11 US host cities. It is expected to draw millions of international visitors over several weeks.

CTO John Saw framed Dynamic CX as part of a longer arc of event-readiness investment to improve customer experience.

T-Mobile pointed to broader World Cup operational preparations including coordination with public safety agencies, staged deployable network assets and heightened cybersecurity posture across event-related infrastructure.

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