AWS

fiber data center construction

Cloud

Ban on data center transceiver imports would be ‘terrible,’ analysts say

A proposed import ban could choke a key AI data center supply line, sending transceiver prices higher and cloud buildouts sideways.

Diana Goovaerts Aug 5, 2026 11:52am

Data center money cost

Hyperscalers face growing investor doubts over AI data center spending spree

Aug 3, 2026 1:11pm

cloud-native 5G earnings report

Amazon's AI infrastructure bill just got $20B bigger

Jul 31, 2026 11:53am

Will there be an AI cost reckoning for telcos Heres what AWS telco chief thinks

Will there be an AI cost reckoning for telcos? Here’s what AWS thinks.

Jul 2, 2026 8:00am

Meta eyes AI cloud gold rush, but faces a full-stack fight

Jul 1, 2026 1:10pm

tower cell

Telcos find AI’s next big use case: energy management

Jun 26, 2026 11:40am