Zayo Eyes AI Growth with Crown Castles Fiber Business Acquisition

B. Swan

Summary Bullets:

  • Zayo has snapped up Crown Castles fiber business for $4.25 billion. The company will add 90,000 of fiber miles to its network, increasing its reach to more than 70,000 on-net locations.
  • The acquisition boosts Zayo fiber infrastructure capabilities to support its growth in artificial intelligence (AI), while allowing Crown Castles to focus on its tower business.

Zayo Group, backed by two capital investment firms, DigitalBridge and EQT, has struck a deal with Crown Castle to acquire the company’s fiber solutions business for $4.25 billion. The acquisition will bolster Zayo’s capabilities in wavelength services, helping the company execute its strategic focus on investing in the critical fiber infrastructure to support the growth of AI data traffic across the US. The Crown Castle metro-focused assets will significantly improve Zayo’s long-haul network coverage, adding 44,000 on-net buildings, 40,000 towers, and 1,100 data centers, points of presence (PoPs), and central offices. This acquisition will strengthen Zayo’s ability to deliver reliable, low-latency, high-capacity fiber solutions to businesses and service providers as the demand for cloud and AI-driven connectivity continues to rise. With the US fiber market being hypercompetitive, network connectivity providers must review their fiber network infrastructure to ensure they can support the increased demand for bandwidth and capacity to compete in an AI-driven market.

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Alibaba Cloud AI Tech Day Malaysia – Closing the Competitive Gap with Global Hyperscalers


A. Amir

Summary Bullets:

• Alibaba Cloud is expanding its presence in Malaysia with a new data center and wider ecosystem.

• It is closing the competitive gap in cloud and AI, but still lacks local references.

Local Expansion

At the recent Alibaba Cloud AI Tech Day 2025 in Malaysia, Alibaba Cloud shared its latest initiatives in the country including the development of its third facility there (the first opened in 2017). This is part of its $53 billion investment in global AI and cloud within the next three years. The Chinese hyperscaler is also expanding its ecosystem in the country to strengthen its presence and further penetrate the market. For example, it has groomed over 50 ISVs with AI and expanded its partner network with key players such as YTL, Agmo, PIKOM, and National AI Consortium (KAIN). At the event, the hyperscaler announced two MoUs: with Permodalan Nasional Berhad (PNB), a local investment firm, and with HiSEVEN, a regional digital marketing provider headquartered in Malaysia. Alibaba Cloud is also actively driving programs to build skillsets especially in new technologies such as AI and cloud. It has trained over 21,000 talents in the country and announced Alibaba Cloud AI Hackathon this year – the first in Malaysia.

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AI Agents Take Center Stage at Salesforce TDX25

R. Bhattacharyya

Summary Bullets:

  • Salesforce’s new AgentExchange is a marketplace for AI agents that are preconfigured to integrate seamlessly.
  • Interoperability among agents and frameworks will be a key concern as organizations look to deploy multiple agents to complete more complex tasks.

Salesforce’s annual developer conference, TDX25, took place in San Francisco during the first week of March. As expected, AI played heavily in all conversations, with AI agents and Salesforce’s Agentforce platform taking a starring role. Similar to its approach with GenAI, Salesforce has been a thought leader when it comes to AI agents. Noteworthy announcements from Salesforce TDX25 included Agentforce 2dx (a suite of AI-powered tools to support building, testing and deploying AI agents), an Agentforce API (enabling customers to embed Agentforce across applications and workflows), partnerships to help scale deployment of AI agents, and customer testimonials and potential use cases.

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AWS Offers Deepseek-R1 on Amazon Bedrock as US Companies Embrace the Chinese Startup

B. Valle

Summary Bullets:

  • DeepSeek-R1 Distill Llama and Qwen models became available in Amazon Bedrock Marketplace and Amazon SageMaker JumpStart in February 2025.
  • DeepSeek-R1 became available as a fully managed, generally available, serverless model in Amazon Bedrock on March 10, 2025.

Amazon Web Services (AWS) just became the first cloud computing provider to offer DeepSeek-R1 as a fully managed, serverless large language model (LLM) in general availability on Amazon Bedrock, a service that provides access to third-party foundation models. The publicly available DeepSeek-R1 series has taken the generative AI (GenAI) market by storm, with its advanced reasoning capabilities and reduced computing costs, made possible thanks to an innovative architecture based on mixture of experts technologies.

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MWC 2025: Orange Wholesale to Enable Mobile Operators with 5G Core NaaS

B. Swan

Summary Bullets:

  • Orange Wholesale launched a 5G core network-as-a-service (CNaaS) solution. The service enables mobile operators to deploy 5G standalone from cloud infrastructure, redefining mobile connectivity.
  • Orange Wholesale provides operators with end-to-end support, including network and infrastructure management as well as software developments taking care of all the updates, security, and compliance issues.

Orange Wholesale launches its 5G CNaaS solution as the carrier looks to redefine next-generation mobile connectivity. The new 5G core solution is fully hosted and managed, allowing mobile operators the ability to deploy their own 5G standalone infrastructure within minutes using a cloud-based architecture without the need to invest in or maintain their own core network infrastructure. Orange Wholesale has also added a range of in-built features that include IPX connectivity, secure roaming, real-time SS7/LTE/5G standalone (5G SA) signaling, traffic visibility, and big data analytics for network optimization. Aligning with industry trends toward digitalization, Orange has integrated the solution into its digital service platform, Orange Click, making it easier for wholesale customers to order, monitor, and manage their connectivity solutions. While 5G standalone is in its infancy and has yet to bring many of these benefits, carriers should adopt this “as-a-service” model to capitalize on their 5G investment.

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MWC25: Telcos’ New Agenda is App Modernization  

C. Dunlap Research Director

Summary Bullets:

• Telcos lean on emerging industry standards to further API programs.

• Key to infra/app modernization success will be a collaboration between cloud and telco/networking players.

This week’s MWC25 mega conference showcased the growing trend toward cloud consolidation in which telecommunications players are moving up the stack to offer enterprise developers and DevOps teams greater access to network and communications services.

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European Telco Consolidation – Would It Work?

R. Pritchard

Summary Bullets:

  • There are increasing noises from European telco leaders and politicians that the market is too fragmented to succeed and needs consolidation. But consolidation won’t transform European tech.
  • Telefónica, BT, and others have divested non-core international operations as they refocus on the European market and look to grow regional strength and depth.

Marc Murtra, the new chairman at Telefónica, has been reported as wanting to pursue deals across Europe following the Spanish telco’s sale of its business in Argentina for EUR1.2 billion. Telefónica is also selling its stake in Telefónica Colombia to Millicom and has been reported to be planning to sell its Mexican operations.

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