EU Proposal for MSS Spectrum Seeks to Balance Bloc’s Commercial and Sovereignty Aspirations

I. Patel

Summary Bullets:

  • The EU’s MSS 2 GHz proposal strengthens regulation, security, and competition, but implementation through 2027–2029 will be phased, not immediate.
  • Small spectrum block sizes favor IoT, messaging, emergency services; large-bandwidth applications face bottlenecks.

When the European Commission unveiled its plan late last month to reassign the 2 GHz mobile satellite service (MSS) spectrum at EU-level, it initiated more than a regulatory proposal. With the dust now settled on the announcement, it is clear that this represents a geopolitical and commercial realignment. Signals in the market suggest the framework is firming up around core principles: sovereignty, security, restricted eligibility, spectrum caps, and wholesale access. But beneath those pillars lies a battlefield of interests that will define not just who wins licenses, but which services Europe values the most – IoT or in-flight broadband, messaging or full-fledged device-to-device (D2D) connectivity.

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AI Wars Intensify via Major LLM/Agentic Releases

C. Dunlap
Research Director

Summary Bullets:

• Cycles between advanced AI model rollouts are significantly shortened among leaders in this space

• Developers are gaining access to agentic-injected integrated development environments (IDEs); while knowledge workers gain access to agentic AI assistants.

The second quarter marks a momentous period in the industry’s ongoing AI efforts. Platform leaders shipped next-generation agentic runtimes including autonomous and other advanced capabilities, all while managing a more compressed cycle of new AI models, which are rolling out in a matter of weeks versus months.

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UK Plans Teen Social Media Ban, but the Action Raises Questions About Enforceability – and Privacy

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

Summary Bullets

• Following the lead of other nations including Australia, the UK is getting set to restrict access to social media sites for minors 16 years and younger, starting in 2027.

• Comparable rules in other countries have proven to be difficult to execute, with teenagers finding workarounds. However, UK government officials say their efforts will leverage highly effective technology to enforce the ban, including biometric facial age estimation.

When UK Prime Minister Keir Starmer announced plans to introduce legislation later this year that will bar teenagers and children from social media access, critics offered immediate comparisons to a similar action by Australia in 2025, which has largely been deemed a failure. Though initially Australia touted the fact that 4.7 million accounts held by children under 16 had lost access to social media platforms like TikTok and Snapchat, research shows that just months later, the ban had very little effect. A University of New Castle study of 408 12 to 17 year olds found that due to “limited implementation, incomplete compliance, and substantial circumvention of social media restrictions, the ban has been largely unsuccessful.”

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Google Cloud Highlights the ROI of Agentic Workloads During UK Summit

B. Valle

Summary Bullets:

• The Google Cloud UK Summit was held in June 2026, at Tobacco Docks, in London (England). The company will release Gemini 3.5 Pro and Gemini Omni, a multi-modal system, in late-2026.

• Google announced the UK availability of Gemini 3.5 Flash, through the Gemini Enterprise Agent Platform and the Gemini Enterprise app.

Google Cloud held its UK Summit in London with the strategic intent of demonstrating the ROI of agentic AI. With more than 4,000 participants, it followed the thread commenced in 2025 (please see Google Cloud Focuses on Agentic AI During UK Summit, July 15, 2025), only this time the industry has moved decisively towards the implementation of the technology in practical cases. The company showcased its considerable presence in the UK, with a new data center that will be opening in Waltham Cross, Hertfordshire, later in 2026 as part of a GBP5-billion investment in AI programs in the country.

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HCLTech Hones Its Application Development Practice, Reflecting the Disruptive Impact of AI

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R. Bhattacharyya

Summary Bullets:

• AI has disrupted traditional developer teams and tasks, and new processes and talent will be required to responsibly implement the intelligent automation and probabilistic nature of agentic systems.

• As enterprises drive towards a mature application landscape that is built using AI and for AI-infused applications, intelligent orchestration and integration are critical.

Although AI offers the promise of greater efficiency across a myriad of enterprise workstreams, one of the use cases with the greatest benefit is application modernization. GenAI’s effectiveness in writing and refactoring code has already been highly touted in mainstream media; less known is its use in other aspects of the software development lifecycle (SDLC). It can be used for discovery, documentation, quality assurance, autonomous testing, intelligent orchestration, and other tasks as well. Furthermore, AI is doing much more than accelerating application development; it is changing how software is engineered. Intelligence and analytics are no longer add-ons that are layered onto existing applications. Today’s applications have intelligence embedded into their workflows and decision logic, essentially creating modern apps that are designed to be AI-first.

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Why Quantum-Safe Connectivity Could Become the Next Differentiator for Wholesale Providers

A professional headshot of a man smiling, wearing a suit with a light pink shirt, set against a neutral gray background.
B. Swan

Summary Bullets:

  • Telecom Italia’s Sparkle has launched its quantum-safe interconnect (QSI) with Equinix across 20 International Business Exchange (IBX) positioned throughout Europe, the Americas, and Asia.
  • With the rise of quantum computing, it has highlighted the importance of cybersecurity, with growing concerns around future attacks where sensitive data could be compromised – store now, decrypt later.

The wholesale telecommunications segment has traditionally competed on scale, reach, latency and price. However, as enterprises accelerate the adoption of AI, hybrid cloud, and internationally distributed workloads, another factor is rapidly moving up the priority list: Security. With cyber threats becoming increasingly sophisticated and quantum computing edging closer to becoming able to break traditional encryption, quantum-safe connectivity is emerging as the next major differentiator for wholesale operators seeking to move beyond price-led competition. CSPs that can combine their global reach, low latency, and post-quantum security will be positioned to capture a greater share of the enterprise and hyperscaler demand. The broader question now emerging for the industry is whether security could soon become just as important as scale, reach, and price in wholesale telecommunications.

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Telstra and Google Deepen Infrastructure Ties to Power Australia’s AI Future

Headshot of a smiling man in a suit, wearing a pink shirt and standing against a grey background.
B. Swan

Summary Bullets:

• Telstra and Google have expanded their partnership, leveraging complementary subsea and terrestrial fiber assets to strengthen regional connectivity and digital infrastructure.

• The partnership aligns with Google’s strategy to expand its infrastructure through deeper collaboration with telecom operators.

If telecom press releases were a streaming service, “Strategic Partnership” would be the show nobody gets hyped up about, but somehow it continues to be renewed for another season. So, when Telstra and Google announced yet another episode, it would be easy to save it under the industry favorites category: “Sounds important and involves cloud, platforms, and future opportunities.” The problem is that this one might actually matter. Behind the familiar language sits a partnership that reflects a bigger shift, where telecom operators are increasingly positioning themselves as digital infrastructure providers, and where hyperscalers are becoming more embedded in the infrastructure that carries the growing volumes of data, applications and digital services. As the demand for AI and cloud continues to grow, will partnerships like this become the new battleground for telecom operators?

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Remote Desktops/VDI – A Persistent Bad Idea

Close-up of a man with a bald head, glasses, and a styled beard, smiling at the camera.
S. Schuchart

Summary Bullets:

• The nature of the problems changed from local to network, requiring expensive network support rather than using PC technicians.

• It’s important to remember that many concepts in modern enterprise IT come up again and again cyclically, only to be characterized as ‘paradigm-changing’ by enthusiastic marketing teams.

The idea of remote desktops or streaming an employee’s Microsoft Windows desktop to a more affordable device or even in a window on a remote employee’s self-owned hardware has been around for a long time. The reasons were simple – less spending on desktop computers, easier support both on-site and particularly for remote, better security, and remote desktops worked particularly well for temporary or project-based access for outsiders. Citrix and VMware both made hay with remote desktops, especially in the era where PC hardware and Microsoft Windows itself were considerably less reliable than today.

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FinOps Takes on the AI Explosion, Including Token Management

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C. Dunlap
Research Director

Summary Bullets:

  • FinOps X conference takes place in San Diego, California (US) June 9-11, 2026.
  • Key themes will include how enterprises will operationalize AI-driven FinOps across platform engineering.

FinOps X conference in San Diego will take place in one week, and not surprisingly AI will dominate keynotes and discussions among FinOps practitioners. These experts will share insights into best practices for operationalizing AI-driven FinOps across platform engineering, including CICD, Kubernetes, and other cloud-native architectures.

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Verizon DBIR: Adversaries Weaponize AI in Stealth Attacks by Targeting Points of Exposure

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

Summary Bullets:

  • Bad actors are raising their intelligence quotient with AI, tapping it to find vulnerabilities faster and to power mobile-centric phishing campaigns.
  • Supply chains are a weak link with partner network weaknesses linked to nearly half of all breaches.

An already volatile threat landscape is becoming even more dangerous as threat actors tap AI to accelerate and improve the success of their attacks on enterprises. Verizon’s 2026 Data Breach Investigations Report (DBIR) reveals how effective adversaries have become in using AI to capitalize on enterprise weaknesses. Exploiting software vulnerabilities was the initiating factor in 31% of all breaches, notable because this is the first time in almost 20 years that it has overtaken compromised credentials as the most frequent entry point for an attack.

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