Digest of Thursday, September 4, 2025
Business Deals & Strategic Shifts
•iBasis acquires Telstra International assets, significantly expanding its presence in the Asia-Pacific wholesale voice, mobile, and messaging market.
•BT sells its Radianz unit—which delivers secure networking to the financial sector—to U.S.-based TNS, aligning with its strategy to refocus on the UK market.
Infrastructure & Data Centers
•Digital Edge and B.Grimm Power break ground on a 100 MW data centre campus in Thailand’s Eastern Economic Corridor (EEC), marking a key milestone in their joint venture.
•Vodacom launches its virtual wheeling platform, now live to facilitate renewable energy procurement for its operations.
AI & Connectivity Trends
•Fujitsu, 1Finity, and Arrcus form a partnership to deliver advanced network solutions tailored for AI infrastructure.
•CSPs increasingly rely on wavelength services to accommodate surging AI-driven traffic across long-haul networks.
•Light Reading analysis highlights the “AI connectivity chasm”, showing that network latency and performance are critical competitive factors in the burgeoning AI era.
Regional Regulatory & Spectrum Moves
•Turkey announces its 5G spectrum allocation date, signaling advancement in its next-generation mobile infrastructure deployment.
•Edotco’s Sri Lankan arm receives a neutral infrastructure services license, enabling broader access to shared infrastructure in the market.
Market Performance & Financial Updates
•Alibaba Cloud posts 26% year-over-year revenue growth, surpassing $4.66 billion in fiscal Q1—reflecting strong AI-driven demand.
•Safaricom, ahead of its 25th anniversary, sets its sights on growth in Ethiopia, marking expansion ambitions under CEO Peter Ndegwa.
Innovation & Industry Alliances
•Mobileum and NOHOLD launch a telecom-native AI alliance, aiming to drive intelligent, data-driven automation and customer experiences across the industry.
