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T-Mobile US pushes physical AI to the edge

T-Mobile US CTO John Saw revealed it is testing whether humanoid robots could respond faster and rely less on onboard computers by running some of their AI at its network edge.

In a blog, Saw explained T-Mobile is working with robotics company Figure AI to test if its systems can run on nearby computing infrastructure without slowing the machines’ responsiveness.

The systems involve controlling robots’ movement, and interpreting visual information and language instructions.

Saw wrote shifting some processing off the robots could reduce battery use, computing demands, heat, weight and cost. It could also let them run more capable AI without needing more hardware or power.

AWS
T-Mobile is working with AWS on the first deployments of Kinetic Edge, the operator’s distributed computing infrastructure for physical AI.

They are using T-Mobile’s 5G-Advanced network and distributed edge along with AWS’ cloud orchestration and AI services to push “deterministic connectivity, compute and intelligence closer to where machines operate”, Saw wrote.

He explained reliable connections and localised computing could help businesses take physical AI beyond individual demonstrations, highlighting developers are putting vision and reasoning models at the network edge to make robots, cameras and sensors less dependent on a distant cloud.

“This early work is helping us explore the capabilities that could make physical AI possible at scale, while opening the door to entirely new applications and opportunities.”

Machines require consistent connectivity when moving, sufficient uplink capacity to send sensor data, low latency and wide-area coverage, Saw wrote. Wi-Fi and satellite have a role, but he argued advanced terrestrial wireless networks are better suited to meeting the needs.

Human interaction
Saw noted employing people to assist robots would become challenging when thousands of machines are involved: T-Mobile is working with Serve Robotics to evaluate the feasibility of conducting monitoring at the edge to assess which problems can be solved by humans and which need more AI input.

The executive also highlighted work with Nvidia, Nokia and a growing group of developers to run physical AI applications across distributed edge networks, along with the recent completion of an AI-RAN call involving the vendors.

Saw explained T-Mobile is working with the city of San Jose in the state of California and specialist companies to develop a way to create an overview of traffic using edge AI to combine the views of separate 5G cameras.

They are testing if AI can connect occurrences at different junctions and if providing a big-picture could help people spot traffic patterns sooner.

The operator is also exploring “how AI and network workloads can share accelerated computing infrastructure” through partnerships with Nvidia, Nokia and Ericsson.

Saw said T-Mobile must develop ways to deliver “data and workloads” to “where intelligence needs to run”, whether it be on devices, the edge or cloud.

He said the direction “is becoming clearer” and T-Mobile’s network would “be the connective tissue” between the layers.

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Honeywell fires up industrial AI platform

Honeywell Technologies tapped Nvidia and Dell to help it create an AI system to overhaul existing processes at petrochemical facilities, with an initial deployment at a massive site in Nigeria in progress.

The company believes AI could boost the efficiency of existing plants, an upgrade with the potential to add billions of dollars-worth of revenue depending on specific sites.

Honeywell Technologies is preparing to put the Forge Plant Cognition platform to work at a Dangote Group petroleum refinery in Nigeria, though noted businesses in the broader petrochemical and liquified natural gas sectors are also in its sights.

The platform uses process technology, industrial automation and AI to highlight constraints in operations, potential problems and interpret site data.

It emphasised the platform differs from “conventional AI” systems by doing more than just using data to provide recommended actions. It stated the set-up is configured to identify possible sources of additional margin; keep production running; and bolster operations with process expertise.

“Industrial plants are among the most complex operating environments in the world, with enormous potential to realise greater performance and value using digital technologies”, Honeywell Technologies UOP president Rajesh Gattupalli explained.

A Dell platform employs various Nvidia systems to deliver AI capabilities and models, alongside digital twin resources.

Honeywell Technologies noted a local benefit in terms of Dangote staff skills given the company aims for 70% of its workforce to be Nigerian.

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Bell Canada cashes in on towers with $1.8B stake sale

Bell Canada struck a deal to sell a minority stake in its newly formed tower business to investment group La Caisse for CAD2.5 billion ($1.8 billion), cash set to be used to cut debt and invest in growth areas.

The operator’s parent company BCE noted the investor would take a 49.9% stake in the TowerCo business with Bell retaining the remainder.

TowerCo is set to take ownership of more than 5,000 sites across Canada, making it the country’s largest dedicated tower company. It will lease capacity back to Bell, which retains full ownership and control of spectrum, active network equipment and owned land.

The transaction expected to close in Q1 2027 subject to regulatory approval.

BCE explained the sale would help strengthen its balance sheet and allow it to invest in growth areas, including AI-related solutions. Last year, the company set a target of reducing its net debt leverage ratio to 3.5 times by the end of 2027.

BCE and Bell Canada president and CEO Mirko Bibic said the transaction would “unlock the significant value embedded in our infrastructure assets” while allowing the company to continue operating its wireless network.

He added the company aims “to strengthen our balance sheet, invest in growth and deliver total returns to shareholders”.

La Caisse EVP Emmanuel Jaclot noted making telecoms tower infrastructure available to multiple service providers could help “more people access the connectivity they rely on every day”.

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BMW clocks production gains from automated driving

Automotive giant BMW Group hit a milestone of having had a million vehicles use automated driving during production, citing process optimisation and logistics efficiency gains from use of the technology.

The company starting using Automated Driving In-Plant (AFW) technology in a pilot held at a facility in Dingolfing, Germany during 2022. It since expanded use to Leipzig and Regensburg, also in Germany, and the Mini Plant in Oxford, UK.

BMW’s factory at Spartanburg in the US is next in-line to have the technology introduced, with the launch expected in 2027. It eventually expects to use AFW across its global production network.

“AFW has progressed from an innovative technology trial to a well-established, scalable standard application,” the company noted.

BMW estimates around 3,500 automated vehicle movements take place every day across its sites.

The interior of a MINI featuring a leather-wrapped steering wheel and a circular digital display. The screen glows with blue graphics and Japanese text. Beyond the windscreen, a bright BMW digital factory is visible.

AFW shifts new vehicles around defined production and logistics areas using a combination of external sensors, cloud architecture and advanced motion planning software.

LiDAR sensors capture surroundings and aid vehicle navigation in real time.

The end result is new vehicles can “respond dynamically to people, other vehicles, driverless transport vehicles, logistics traffic and temporary obstacles”.

BMW board member responsible for production Raymond Wittmann said the company “recognised the potential of AFW early, tested it in a pilot phase and systematically developed it to series maturity”.

He added the adoption is an example of how BMW is “translating the vision” of its digital factory of the future “into industrial practice and driving the efficiency, digitalisation and intelligent connectivity” across its production processes.

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Deutsche Telekom backs AI health specialist

Deutsche Telekom invested in Tandem Health, seeking to capitalise on the Swedish technology developer’s work to digitise the healthcare sector using AI.

The operator pumped an undisclosed sum into a Series B funding round by Tandem Health through its T.Capital investment arm, apparently seeing potential in a medical records assistant which is already used in more than 10,000 healthcare facilities throughout Europe.

Tandem Health’s platform provides access to clinical documents, coding and decision-making tools. It is integrated into around 130 electronic health record systems and meets stringent European Union regulations governing the sector and the bloc’s sovereignty needs.

T.Capital MD Karine Peters said Tandem Health’s platform “noticeably reduces the administrative burden on healthcare professionals” without compromising on “quality, safety and compliance” standards.

The company expects AI to “play a key role in addressing the challenges facing healthcare”, Peters added.

Tandem Health found administration tasks take up a sizeable chunk of clinicians’ working day when it quizzed professionals and patients late in 2025.

Most healthcare staff told the company they would prefer to spend more time with patients than on paperwork and more than half expressed concern over the quality of the interactions they do have.

Patients are worried about distracted doctors and inaccurate information, Tandem Health reported.

Deutsche Telekom reasons AI could provide some relief from the administrative burdens, in turn improving efficiency at healthcare facilities.

But SVP of Health Industry and head of Public Sector at T-Systems Gottfried Ludewig emphasised any AI systems employed must be trustworthy and secure.

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Microsoft eyes staff cuts under voluntary exit programme

Microsoft is offering employees across several parts of its global operations the opportunity to take a voluntary exit deal, as it seeks to contain costs while ramping up investment in AI.

The offer being made is time-limited and includes financial support and career planning resources. Reuters reported the programme is targeting around 60,000 employees.

Microsoft’s FY26 annual report showed it had 223,000 full-time employees worldwide as of 30 June, putting the potential pool of eligible staff at more than a quarter of its global workforce.

In a statement, Microsoft chief people officer Amy Coleman explained the programme is available to eligible employees in Canada, India, the UK and the US at level 70 and below of its employee hierarchy.

Participation is limited to selected business units with eligibility varying according to “each business’s priorities, customer commitments and workforce needs”.

A source told Reuters the offer covers teams including Copilot, AI experiences, finance, human resources, Xbox and Windows + Devices. Marketing, commercial business and security are apparently excluded.

“This offer gives eligible employees who may be considering a future outside the company a new choice to make that transition now with support,” Coleman said, adding “these are a few of the ways we’re trying to meet different business needs” and that “we’ll learn from it”.

Microsoft offered voluntary buyouts to around 9,000 US employees earlier this year and announced 4,800 job cuts in July, as it restructured its Xbox gaming business and planned to divest four studios.

The latest initiative comes as Microsoft commits substantial sums to AI infrastructure, including data centres and chips. The company forecast capital expenditure of $175 billion for calendar year 2026, drawing scrutiny over whether returns will justify the scale of spending.

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Orange buoyed by Europe, MEA growth continues

Orange CEO Christel Heydemann (pictured) pointed to developments across several operations in Europe and its enterprise offerings during an upbeat Q3 results discussion, a period in which its Middle East and Africa unit again provided a revenue boost.  

The executive noted progress in its strategic plan including the launch of new deals in France, sustained growth in its cybersecurity unit and integration of the operator formerly known as MasOrange in Spain following a buyout completed in June.

She also noted it obtained an extended SecNumCloud security and digital sovereignty qualification for Orange Business’ cloud offerings.

Although taking place after the end of the quarter, she highlighted a letter of intent inked with peers Telefonica, Vodafone Group and Deutsche Telekom to explore a joint bid for spectrum in Europe for mobile satellite services.

Heydemann said the “initiative supports the ambition to strengthen the sovereignty, security and resilience of Europe’s strategic infrastructure”.

Another ongoing strategic move by the operator is a proposed purchase of assets from Altice-owned French rival SFR as part of a wider deal with Bouygues Telecom and Free–Iliad Group.

Orange noted the deal is still expected to close in H2 2027, though added “while rulings are expected in proceedings brought by the works council within the Altice France group, Orange remains committed to constructive social dialogue, which is ongoing”.

Numbers
The operator booked revenue of €12.2 billion in Q3, up 3.6% year-on-year. It noted all geographic regions contributed to the increase: MEA was up 14%, Spain 3.5%, France just above flat and the rest of Europe up 5.3%.

“Africa and Middle East continued its remarkable growth, while Europe, particularly Poland, delivered solid results,” Heydemann said.

The company does not report net profit figures in Q3, but noted its EBITDaL was up 4.6% to €4.1 billion.

Its annual financial guidance for EBITDaL was raised from an expectation of above 4% to more than 4.5%.

“This third quarter confirms the strong momentum generated by our Trust the Future plan,” the CEO added.

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Singapore, Germany target applied AI

The prime minister of Singapore backed the city state to carve out a meaningful role in industrial AI, arguing it holds several advantages over frontier developments being led by companies in the US and China.

Prime Minister Lawrence Wong (pictured, right) said Singapore holds several advantages in applying AI to specific sectors compared with developers in other nations working on more general uses.

“We are small. We are compact. We are highly connected as a society”, Prime Minister Wong said as he detailed a collaboration with Germany to develop industrial AI uses.

The prime minister argued Singapore’s clear laws and “protection for IP” also stand it in good stead.

“We see a lot of opportunities in sectors like healthcare, logistics, finance and advanced manufacturing”.

German Chancellor Friedrich Merz (pictured, left) and Prime Minister Wong put industrial AI development at the heart of future collaboration goals.

The Singaporean leader said the nations are on common ground over protecting from the risks AI poses, pledging development would be “done in a way that remains safe, trusted and human centred”.

Advanced manufacturing, sustainable technologies, semiconductors, and quantum and space technologies are among the other fields the nations intend to collaborate on.

Prime Minister Wong predicted joint development of industrial AI would result in “more robotics and automated solutions in manufacturing and logistics”, and have impacts on “other areas of the economy”.

He noted trade agreements with Germany are positive in a global context, noting long-standing relationships between companies in each nation and backing Europe as a whole as a solid long-term investment bet.

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Anthropic files for IPO, reveals revenue surge

Anthropic filed for an IPO which could rival SpaceX’s record-breaking listing, as the AI business revealed a rise in revenue and billions of dollars of infrastructure cost commitments.

The Claude large language model (LLM) developer’s S-1 filing with the US Securities and Exchange Commission yesterday (26 October) offered the first detailed public look at its finances. Anthropic submitted IPO paperwork confidentially in June, allowing the agency to review the figures before their wider release.

Anthropic applied to list Class A shares on the Nasdaq Global Select Market under the symbol ANT but did not disclose how many shares it would offer, a price range or valuation. Goldman Sachs and Morgan Stanley headed the list of underwriters.

The documents revealed revenue of $16.3 billion in the first half of 2026, up from $1.2 billion in H1 2025 and well above the $4.6 billion recorded for the whole of 2025.

Cost of revenue rose to $2.4 billion from just over $1 billion, with compute and infrastructure accounting for almost all of it. Anthropic cautioned operating margins will fluctuate as more capacity comes online.

The company booked a net loss of $80.7 billion in H1. Of the amount, $72.4 billion reflected non-cash charges from revaluing convertible notes and similar instruments as its valuation rose.

Amazon and Google supply key parts of Anthropic’s computing infrastructure.

It runs workloads on Amazon Web Services (AWS) Trainium chips, Google Tensor Processing Units, and GPUs from Nvidia and AMD. It also pays fees to sell Claude through AWS, Google Cloud and Microsoft Azure.

Amazon holds convertible notes which will convert into non-voting Class N shares at the IPO, subject to an ownership cap.

Anthropic’s infrastructure plans include spending at least $110 billion on Amazon cloud services until April 2036 and up to $120.5 billion with SpaceX through 2029.

It has committed a further $114.5 billion to Google until 2033 and $44.9 billion to Microsoft until May 2033 for computing infrastructure.

Risks
In the documents Anthropic warned some cloud suppliers are developing rival AI models and could restrict, reprice or cut off its access to computing capacity.

It also highlighted criminals have already used AI in cyberattacks and warned misuse in biology could cause greater harm.

The company also highlighted the potential for AI to concentrate power and destabilise geopolitics.

Anthropic increasingly uses its models to develop their successors and noted the new versions’ capabilities could advance faster than safety measures. It also cautioned AI systems could act independently in harmful ways if they fail to follow intended goals.

Rival OpenAI confidentially filed paperwork for a US IPO in June, but delayed the listing until early 2027.

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T-Mobile US Business CMO exits

Mo Katibeh posted on LinkedIn he has left his roles of EVP and CMO for T-Mobile US Business after nearly three years.

Katibeh (pictured) stated former VP of business marketing and strategy Michael Lubunski would take on the T-Mobile for business product, marketing and operations leadership role.

A T-Mobile representative told Mobile World Live Labunski’s new role is SVP, business marketing and product for T-Mobile for Business.

Katibeh joined the operator in April 2024 following a 20-year career across various executive roles at rival AT&T. He was also COO and president of cloud platform company RingCentral for nearly two years.

Labunski was RingCentral’s chief data officer during Katibeh’s stint.

“I can honestly say it’s been some of the best and happiest years in my professional life” Katibeh wrote. “I’m incredibly proud of what our T-Mobile for Business team has accomplished.”

During his tenure, T-Mobile launched T-Priority for first responders, SuperMobile networking slicing for businesses, SuperBroadband with Starlink and ANS Edge Control.

In July, T-Mobile revealed chief business and product officer Mike Katz had stepped down, taking an advisory role until December.

At the same time, the operator appointed former AT&T executive Chris Sambar as chief enterprise officer.

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