Despite Meta’s $17.1 Billion Lawsuit Settlement, Questions Linger About Reducing Negative Social Media Effects for Children

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Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• In August, Meta admitted liability regarding social media’s addictive qualities on children, reaching a $17.1 billion settlement with US states and the District of Columbia.

• While seen as a victory by critics, the settlement is insufficient to introduce the sweeping changes needed to have a measurable effect.

Just weeks after Meta, the parent company of social media giants Instagram and Facebook, promised to restrict access to some of the more controversial features of its platform to settle a multi-billion dollar lawsuit, California Governor Gavin Newsom signed a bill tightening social media controls for children. The California law, which goes into effect in 2028, mandates social media accounts for users under age 16 be private, limits algorithmic feeds for minors, masks children’s location data, and turns off overnight notifications for underage users. Unlike similar legislation passed by other states like Illinois, the California law allows parents to amend social media restrictions. Newsom also signed a bill that requires AI companies to reveal to minors whether they are communicating with a non-human entity. The legislation also prevents children from accessing risky content on subjects like self-harm.

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Without Saying So Directly, Nokia Asserts its Right to Play in Physical AI

Headshot of a man with short gray hair and a friendly smile, wearing a black jacket over a collared shirt, against a soft blue background.
John Marcus – Senior Principal Analyst, Enterprise Mobility and IoT Services.

Summary Bullets:

  • Nokia’s Cognitive Operations launch is less about another edge platform and more about staking a claim in physical AI, bringing intelligence and connectivity to real operational environments.
  • But “physical AI” is already getting crowded and cloud-led, with Nokia’s platform story at risk of being dismissed as repackaging connectivity plus analytics unless it leads to visible, scaled deployments.

Nokia didn’t use the term “Physical AI” in its announcement, but its new Cognitive Operations (CO) platform reads like a carefully constructed argument for why it belongs in that conversation. Physical AI is not just AI applied to industrial data; it is AI that perceives, decides, and supports action in the physical world, often in real time, often with incomplete connectivity, and often where failure carries operational, financial, or human consequences. This is the exact scope that Nokia is targeting with CO, initially for mining, construction, public safety, and defense. Specific examples of platform capabilities include vehicle-as-a-node, local inferencing (GPU/TPU), video/sensor analytics, safety interventions (driver fatigue/collision), and independent continuity (where operations continue despite disconnection).

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Salesforce Expands the Value of Slackbot with the Introduction of Slackforce Surfaces

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G. Willsky

Summary Bullets:

• Slackforce Surfaces are front doors into data and context that enable users to grasp a deeper understanding of their business and make more informed decisions.

• Slackforce Surfaces represent the latest chapter in the renaissance of Slackbot, advancing Slack as a key part of the Salesforce organization.

Salesforce has deepened its investment in Slackbot, the AI-driven personal work agent built into Slack, with the debut of Slackforce Surfaces. The introduction will raise the utility of the Slack platform and further cement the starring role Slack has come to play at Salesforce.

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A New Breed of Conversational AI is Leading to Voice Resurgence in Customer Service

Summary Bullets:

• Conversational AI is driving a major voice resurgence in customer service by improving the IP voice experience.

• Long call queues on account of human agents being thinly stretched across large call volumes have led to customer frustrations and poor CX, but modern versions of conversational AI are set to change that by taking away the frictions associated with voice.

It was believed that voice would diminish in value as digital channels started to emerge as an alternative to the voice channel. While messaging and chatbots offer cost and scale advantages, GlobalData’s research shows that voice continues to remain a vital channel for connecting with customers despite the frictions. Voice provides instant gratification and tends to be more straightforward to use as it does not involve navigating through messaging channels, websites and so and having to type messages. While the elderly demography tends to prefer voice due to greater familiarity, voice is seen to be popular even with the younger generation.

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Public Opposition to New Data Centers Disrupts but Doesn’t Derail US Facilities’ Expansion

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • As rapid advances in AI application development drive demand for more processing capacity, US-based cloud providers are investing heavily in building out facilities to support these deployments.
  • But not everyone is on board with expansion plans, with public criticism stalling some development efforts, forcing hyperscalers to pivot to new locations, often in more remote areas.

AI is changing the cloud landscape, creating the near-term need for a vast increase in processing power and storage space. Hyperscalers are responding with substantial facility construction plans. Just this year alone, Amazon Web Services, Google, and Microsoft Azure are pouring a total of $500 to $700 billion into extensions of their data center footprints. Given AI’s dominance in enterprise technology investment plans, this is a logical track. However, not everyone is on board with these aggressive development plans -and AI plays a role in that resistance.

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Google’s New Tools Support ‘Value Maxxing’ to Address Organizations’ Growing Concern Over AI ROI and Tokenomics

R. Bhattacharyya

Summary Bullets:

• After a period of ‘token maxxing,’ organizations are looking to reign in and better control inference costs.

• Instead, enterprises are now embracing ‘value-maxxing,’ which focuses on outcomes.

Last week, Google announced several enhancements to Gemini Enterprise designed to help enterprises obtain greater and faster ROI on their AI projects. The improvements address one of the biggest frustrations expressed by organizations today, namely that the benefits promised by AI are taking too long to realize. Companies are clamoring for domain specific solutions in order to speed the deployment, reduce the integration complexity, and increase the value obtained from AI projects. Additionally, business leaders are eager for better tools to help them manage AI costs. They are looking for improved visibility on token use and costs, more proactive spending controls, and more flexible payment options.

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AI Changing the Commercial Model for Fiber Build

B. Swan

Summary Bullets:

• Zayo will build 8,000 miles of new long-haul fiber across key AI corridors, with Nvidia becoming its anchor customer.

• Nvidia’s extends beyond GPUs and compute, with partnerships spanning the optical and networking ecosystem underpinning AI infrastructure.

Until now, the AI Infrastructure race has predominately been focused on GPUs, data centers and access to reliable power, yet beneath all three sits a less visible, but increasingly critical, layer – connectivity. As AI workloads become larger, more distributed and dependent on moving large volumes of data between locations, fiber is emerging as a fundamental component of the AI Stack. Zayo’s recent announcement to build 8,000 miles of new long-haul fiber across key AI corridors, backed by Nvidia as its anchor customer, could mark the new beginning of a new investment cycle for terrestrial networks. The bigger question is whether AI-related companies could become the anchor customer needed for the next generation of fiber investment?

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Zoom is Delivering Better CX by Combining Communications, AI, and Workflow into One Platform

S. Soh

Summary Bullets:

• Zoom CX is a credible option for enterprises looking to transform their customer engagement with omni-channel and AI capabilities.

• Working with a broader partner ecosystem is pivotal for Zoom to win in CX space since this involves workflows and different business applications.

Zoom is well-known for its conferencing solution, which is used extensively in modern workplace, but it has gone well-beyond conferencing in recent years. The core business of Zoom has been the enabler of conversations within the workplace. To go beyond communications, the company sees new opportunities by expanding its role to help enterprises automate workflows during and after conversations (i.e., meetings and phone conversations). This vastly enlarges the value Zoom can deliver to enterprise customers, especially with the application of AI. For example, AI can eliminate many manual tasks such as generating documents from meeting with summaries and next steps, or updating CRM records after a discussion within the sales team.

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AI Requires a Reinvention of the Modern Data Center

B. Valle

Summary Bullets:

• AI is drastically changing the fabric of the traditional data center, prompting fundamental changes in design and architecture.

• The biggest challenge is that AI infrastructure requires simultaneous scaling across multiple constrained layers: electricity, cooling, networking, chips, facilities, capital, and operations.

The rise of AI workloads is pushing data centers through a major architectural shift: from relatively general-purpose, virtualized compute environments toward high-density, network-intensive AI infrastructure. For example, rack density is rising sharply, because traditional data centers were not designed for the power and thermal profiles of dense AI server clusters. This means power distribution, floor loading, cable management, and thermal design are becoming central architectural considerations. Power availability has now become a core design constraint. Energy availability is starting to influence where data centers are built, with land and power constraints pushing some infrastructure development into new or remote regions.

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More Than Minutes: Strategic Partnerships Are Transforming International Voice

B. Swan

Summary Bullets:

• e& and Globe Telecom demonstrate how strategic partnerships are transforming international voice through stronger service quality, fraud prevention, and expanding global reach.

• The future of international voice will be defined by user experience and security through strategic partnerships, not the lowest termination rates.

Over recent years, international voice has been viewed as a legacy service, highly commoditized with declining traffic volumes and shrinking revenues. Beneath the surface, however, the market is undergoing significant transformation. Rather than competing solely on the lowest possible termination rates, international carriers are forming strategic partnerships to improve service quality, extend global coverage, and strengthen network resilience to combat the threat of fraud. The recent announcement between e& and Philippine Globe Telecom reflects the shift, demonstrating how collaboration is becoming a key competitive differentiator in the next phase of international voice. As the wholesale communications market continues to evolve, could these partnerships become the defining factor that separates market leaders from the rest?

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