Tech
Europe’s fibre roll-out failing to deliver returns in key markets | Computer Weekly
The mass roll-out of fibre networks is seen as the key to the expansion of digital services across major economies, but research from Kearney is warning that a €174bn funding shortfall facing Europe’s telecoms sector is putting 2030 gigabit and 5G connectivity targets at risk, meaning around 45 million Europeans could remain without adequate high-speed connectivity by the end of the decade.
In the European telecom health index, Kearney surveyed 20,000 consumers across 21 European countries using consumer research and commercial performance data.
Topline findings showed customer behaviour was a major barrier to monetisation, with weaker markets seeing higher switching, lower satisfaction and weaker bundling. Looking at successful territories, the survey showed that the leading countries are achieving take-up of up to 84% while fibre investments struggle in slow-adopter markets.
Kearney’s research shows Europe’s healthiest telecom markets are concentrated in the north, with Norway (82), Sweden (81) and Switzerland (76) leading the rankings. These countries typically combined strong fibre adoption, higher customer satisfaction and stronger commercial outcomes.
Specifically, in slow-adopter markets – Italy, the Netherlands, Poland, Ireland and Denmark – returns on capital employed have dropped to 6%, with fibre take-up closer to 45%. By contrast, high-performing markets such as Sweden, Norway, France, Spain and Portugal are achieving fibre take-up of up to 84%, supporting significantly stronger returns of 11%.
Assessing the reasons for lack of uptake in the laggard countries, Kearney’s report found that demand-side behaviour was the main barrier to fibre monetisation. In the bottom-five markets, including the UK, customers were 7% more likely to switch providers, 10% more likely to demand faster speeds, and 6% more likely to demand better customer service compared with those in stronger markets.
By contrast, the top-five countries – Sweden, Norway, France, Spain and Portugal – record significantly higher sentiment. Customers are 11% more satisfied with their mobile provider, 13% more satisfied with fixed broadband, and 13% more likely to hold multiple mobile subscriptions with the same provider. Stronger customer relationships also deliver better financial outcomes. In top-performing markets, operators typically saw average revenue per user rise by up to 15%, while customer turnover drops by 10-15%.
The UK ranked 18th out of 20 European markets, despite fibre reaching nearly 80% of homes across the nation. The report stressed that the UK still struggles with slow adoption and weaker customer sentiment, reflected in lower bundling levels of just 28%. The UK joins Belgium and Italy in the lowest-performing group – markets where fibre availability was growing, but commercial performance is failing to keep pace.
Kearney partner Christophe Firth noted that while there was no shortage of fibre in the ground, the returns for providers weren’t adding up, and that the challenge now would be to convert homes passed into paying customers, improving service experiences and rethinking how operators go to market.
“In some countries, operators have passed 90% of homes but connected fewer than 40% – that’s a massive commercial gap that needs to be addressed,” he said.
“Instead of chasing roll-out targets, operators need to focus on actually getting more consumers to sign up to the service. That means improving how they cross-sell fixed and mobile, creating bundles that genuinely appeal to households, making digital sign-up simpler, and targeting the right customers with the right offers. The infrastructure is already there – now, it’s about turning it into a consistent revenue stream.”
Tech
Huawei: agent-oriented mobile networks to define Agent Verse | Computer Weekly
Two years after it proposed the transition from the mobile internet era to the mobile artificial intelligence (AI) era, leading to the rapid adoption of agents in B2B applications and 30 million agents applied over the past 12 months, Huawei has introduced the Agent Verse, predicting a 10,000-fold increase in agent-handled work in networks by 2030.
The proposal of a new paradigm for communications came on the back of the comms tech giant’s Agentic Core Summit at MWC 2026, which centred on the strategic theme of building an agentic network with device-network-service synergy.
At the summit, Huawei revealed that it had worked with global mobile trade association the GSMA and a range of operators and industry organisations across the Middle East, Asia Pacific, Europe, Latin America and other regions to explore AI-driven advancements for the core network. Together, they unanimously agreed that the 5G core network has entered into “a new phase” called the Agentic Core.
Huawei’s Agentic Core system integrates AI into mobile internet, voice, operations and maintenance (O&M) and telco cloud infrastructure to allow networks to evolve and main service offerings to be reshaped. Huawei sees AI as extending a core network with three “transformative” abilities: real-time experience awareness; global experience evaluation and resource coordination; and intelligent interaction and execution.
This architecture is designed to give rise to a “network brain” that drives a closed-loop experience monetisation model where experiences are definable and assessable, service offerings are marketable, quality is guaranteed and exclusive user identities are perceptible.
The intelligent O&M part of the solution is built to transform network operations into an automated and intelligent ecosystem, driving the core network toward Autonomous Network (AN) L4 Phase 2. Phase 1 focuses on the intelligent assistant, NOEMate, which delivers automated closed-loop management for both faults and changes. Building on this, Phase 2 introduces hierarchical autonomy and builds an unmanned factory, achieving full single-domain autonomy within the core network.
Looking toward the 6G era, Huawei Agentic Core also supports ubiquitous AI agent access, building an agent-based communication network that spans across devices and ecosystems. The Cloud Core Network is designed for an evolving communication infrastructure that will act as an interchange for AI agent network.
And these, said Huawei Eric Zhao, vice-president and CMO of Huawei’s wireless solution, would operate in the Agent Verse: “Mobile AI is sparking a paradigm shift across the communications industry. With a trillion-scale surge in Agent Verse connections on the horizon, mobile networks need an urgent upgrade.
“To unlock the full potential of 5G-Advanced, the industry should accelerate end-to-end upgrades and innovation, building multidimensional network capabilities that can meet the demands ahead.”
At MWC, Huawei argued that agents were reshaping mobile network demands – for example, by evolving into engines of industrial automation and broad societal change. It offered the example of productivity agents making fully automated manufacturing possible through autonomous learning and the precise coordination of thousands of robots. It calculated that by 2030, the global market is expected to reach trillions of intelligent connections worldwide.
Zhao added: “AI’s development has gone wide and far beyond our imagination, and it is now becoming clear that the application of AI will be [through] agents. We believe that in the future, every industry, terminal, organisation and individual will be served by agents – and this is why we propose the Agent Verse. Just in last year alone, there was 30 million agents applied in different industries, significantly improving the productivities of verticals; the adoption pace of agents is incredibly fast.
“It is estimated that by 2030, the amount of work handled by agents will grow by 10,000 times. Agents adoption means the introduction of changes in communication methods and communication objects. That means, in the future, agents will introduce new interactions, agents will interact with people, agents will interact with agents. This is why we think that the time has changed and the wireless industry needs to be prepared to welcome new services.”
Tech
Yann LeCun Raises $1 Billion to Build AI That Understands the Physical World
Advanced Machine Intelligence (AMI), a new Paris-based startup cofounded by Meta’s former chief AI scientist Yann LeCun, announced Monday it has raised more than $1 billion to develop AI world models.
LeCun argues that most human reasoning is grounded in the physical world, not language, and that AI world models are necessary to develop true human-level intelligence. “The idea that you’re going to extend the capabilities of LLMs [large language models] to the point that they’re going to have human-level intelligence is complete nonsense,” he said in an interview with WIRED.
The financing, which values the startup at $3.5 billion, was co-led by investors such as Cathay Innovation, Greycroft, Hiro Capital, HV Capital, and Bezos Expeditions. Other notable backers include Mark Cuban, former Google CEO Eric Schmidt, and French billionaire and telecommunications executive Xavier Niel.
AMI (pronounced like the French word for friend) aims to build “a new breed of AI systems that understand the world, have persistent memory, can reason and plan, and are controllable and safe,” the company says in a press release. The startup says it will be global from day one, with offices in Paris, Montreal, Singapore, and New York, where LeCun will continue working as a New York University professor in addition to leading the startup. AMI will be the first commercial endeavor for LeCun since his departure from Meta in November 2025.
LeCun’s startup represents a bet against many of the world’s biggest AI labs like OpenAI, Anthropic, and even his former workplace, Meta, which believe that scaling up LLMs will eventually deliver AI systems with human-level intelligence or even superintelligence. LLMs have powered viral products such as ChatGPT and Claude Code, but LeCun has been one of the AI industry’s most prominent researchers speaking out about the limitations of these AI models. LeCun is well known for being outspoken, but as a pioneer of modern AI that won a Turing award back in 2018, his skepticism carries weight.
LeCun says AMI aims to work with companies in manufacturing, biomedical, robotics, and other industries that have lots of data. For example, he says AMI could build a realistic world model of an aircraft engine and work with the manufacturer to help them optimize for efficiency, minimize emissions, or ensure reliability.
AMI was cofounded by LeCun and several leaders he worked with at Meta, including the company’s former director of research science, Michael Rabbat; former vice president of Europe, Laurent Solly; and former senior director of AI research, Pascale Fung. Other cofounders include Alexandre LeBrun, former CEO of the AI health care startup Nabla, who will serve as AMI’s CEO, and Saining Xie, a former Google DeepMind researcher who will be the startup’s chief science officer.
The Case for World Models
LeCun does not dismiss the overall utility of LLMs. Rather, in his view, these AI models are simply the tech industry’s latest promising trend, and their success has created a “kind of delusion” among the people who build them. “It’s true that [LLMs] are becoming really good at generating code, and it’s true that they are probably going to become even more useful in a wide area of applications where code generation can help,” says LeCun. “That’s a lot of applications, but it’s not going to lead to human-level intelligence at all.”
LeCun has been working on world models for years inside of Meta, where he founded the company’s Fundamental AI Research lab, FAIR. But he’s now convinced his research is best done outside the social media giant. He says it’s become clear to him that the strongest applications of world models will be selling them to other enterprises, which doesn’t fit neatly into Meta’s core consumer business.
As AI world models like Meta’s Joint-Embedding Predictive Architecture (JEPA) became more sophisticated, “there was a reorientation of Meta’s strategy where it had to basically catch up with the industry on LLMs and kind of do the same thing that other LLM companies are doing, which is not my interest,” says LeCun. “So sometime in November, I went to see Mark Zuckerberg and told him. He’s always been very supportive of [world model research], but I told him I can do this faster, cheaper, and better outside of Meta. I can share the cost of development with other companies … His answer was, OK, we can work together.”
Tech
Nvidia Is Planning to Launch an Open-Source AI Agent Platform
Nvidia is planning to launch an open-source platform for AI agents, people familiar with the company’s plans tell WIRED.
The chipmaker has been pitching the product, referred to as NemoClaw, to enterprise software companies. The platform will allow these companies to dispatch AI agents to perform tasks for their own workforces. Companies will be able to access the platform regardless of whether their products run on Nvidia’s chips, sources say.
The move comes as Nvidia prepares for its annual developer conference in San Jose next week. Ahead of the conference, Nvidia has reached out to companies including Salesforce, Cisco, Google, Adobe, and CrowdStrike to forge partnerships for the agent platform. It’s unclear whether these conversations have resulted in official partnerships. Since the platform is open source, it’s likely that partners would get free, early access in exchange for contributing to the project, sources say. Nvidia plans to offer security and privacy tools as part of this new open-source agent platform.
Nvidia did not respond to a request for comment. Representatives from Cisco, Google, Adobe, and CrowdStrike also did not respond to requests for comment. Salesforce did not provide a statement prior to publication.
Nvidia’s interest in agents comes as people are embracing “claws,” or open-source AI tools that run locally on a user’s machine and perform sequential tasks. Claws are often described as self-learning, in that they’re supposed to automatically improve over time. Earlier this year, an AI agent known as OpenClaw—which was first called Clawdbot, then Moltbot—captivated Silicon Valley due to its ability to run autonomously on personal computers and complete work tasks for users. OpenAI ended up acquiring the project and hiring the creator behind it.
OpenAI and Anthropic have made significant improvements in model reliability in recent years, but their chatbots still require hand-holding. Purpose-built AI agents or claws, on the other hand, are designed to execute multiple steps without as much human supervision.
The usage of claws within enterprise environments is controversial. WIRED previously reported that some tech companies, including Meta, have asked employees to refrain from using OpenClaw on their work computers, due to the unpredictability of the agents and potential security risks. Last month a Meta employee who oversees safety and alignment for the company’s AI lab publicly shared a story about an AI agent going rogue on her machine and mass deleting her emails.
For Nvidia, NemoClaw appears to be part of an effort to court enterprise software companies by offering additional layers of security for AI agents. It’s also another step in the company’s embrace of open-source AI models, part of a broader strategy to maintain its dominance in AI infrastructure at a time when leading AI labs are building their own custom chips. Nvidia’s software strategy until now has been heavily reliant on its CUDA platform, a famously proprietary system that locks developers into building software for Nvidia’s GPUs and has created a crucial “moat” for the company.
Last month The Wall Street Journal reported that Nvidia also plans to reveal a new chip system for inference computing at its developer conference. The system will incorporate a chip designed by the startup Groq, which Nvidia entered into a multibillion-dollar licensing agreement with late last year.
Paresh Dave and Maxwell Zeff contributed to this report.
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