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Network & Infra

DT mulls Munich AI Factory expansion as customers soak up capacity

CEO Tim Höttges says operator considering expansion after Blackwell capacity sells out. Comments come as the telco advances “cautious” expansion in the segment, and as other regional peers press on with their own data centre ventures…

orw-sfr talks extension

M&A

SFR takeover talks enter extra time as Altice extends deadline

French telco trio Bouygues Telecom, Iliad, and Orange have been handed another three weeks to agree on a deal that satisfies Altice demands, with uncertainty lingering about the likelihood of an agreement…

ukiw_ronan-kelly-dii-move

Peoplewatch

AllPoints CEO to take top spot at Irish digital infra association

Kelly appointed as CEO at Digital Infrastructure Ireland as he moves to leave UK altnet. The association seeks to tap into the exec’s digital infra expertise to guide strategic shift, as it aims to attract investment and influence policy across a wider portion of the nation’s digital infra sector…

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Financial & Performance

Vodacom’s IoT bet ‘still in startup’ seven years in

Group CEO Shameel Joosub says IoT.nxt is yet to break even, but producing confidence-inspiring results and (modestly) contributing to Vodacom’s ‘beyond mobile’ expansion.

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Peoplewatch

Telefónica Peoplewatch: Hispam chief’s TV switch

April 2026–May 2026 update: Leadership reshuffling continues at transitioning Telefónica as the operator’s Hispam chief reportedly transfers to lead Spanish pay-TV business Movistar Plus+. Senior IT moves are made at Telefónica|Vivo and Virgin Media O2 as operating businesses’ arrow in on AI. The Group also installs a new friendly boardroom member at Brazil’s Vivo.

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