Industry trends & market moves

• T‑Mobile US leadership: Srini Gopalan will become CEO on Nov 1, with Mike Sievert moving to vice chairman. 

• TalkTalk split: UK ISP TalkTalk has reportedly hired bankers to oversee a final break‑up and sale of remaining units. 

Major deals

• VodafoneThree UK vendor awards (~£2B): The merged operator picked Ericsson (SEK 12.5B / ~$1.3B) and Nokia for a nationwide 5G SA build; Samsung is notably out. 

• Ciena buys Nubis ($270M): Acquisition sharpens Ciena’s push into AI/data‑center optics. 

• EQT exits TELUS Digital (~$215M): Private‑equity owner will support TELUS’s plan to reacquire the unit, then sell its remaining stake. 

Technology & network advancements

• Verizon launches 6G Innovation Forum: New group with Ericsson, Nokia, Samsung, Qualcomm and Meta aims to shape 6G use cases and standardization. 

• AI data‑center cooling/energy: LG Electronics and SK Innovation team up on air & liquid cooling plus power/ESS for AI DCs. 

Regulatory & policy

• US FCC spotlight: House Democrats seek an investigation into FCC Chair Brendan Carr, alleging misuse of processes—keeping political pressure on telecom regulation. 

International operators

• India – BSNL: State operator targets 5G launches in Delhi and Mumbai by end‑2025, leveraging its indigenous 4G/5G program.