TELECOM RESOURCES
TRAI crackdown on spam: Over 1.24 lakh mobile connections barred or disconnected in Jul-Sep
TRAI enforced strict regulations against over 1.24 lakh telecom resources for violating unsolicited commercial communications rules. The regulator responded to 15.29 lakh complaints, classifying 7.23 lakh as actionable during the quarter. It blocked 3,725 SMS headers and blacklisted 374 entities from obtaining telecom resources for one year.
Five IndiaAI empanelled companies ineligible for new compute bid
CDAC requires bidders to own, lease or operate a Tier-III, Rated-3 or higher data centre in India. Bidders must also hold the required ISO certifications and operate a network operations and security operations centre in India.
For investors with medium-term outlook: 5 large-cap stocks with upside potential of up to 23%, according to analysts
The headwinds hitting the market are not just easing now. Some of them are actually turning into tailwinds. That is a real change. The broader market is inching higher, and the Nifty and the Sensex are moving up with it. For months, the bulls were trying and failing to get a foothold. This time the attempt looks more serious, because the macro picture, for once, is working for rather than against them.
The great Indian biscuit battle begins: Can Reliance crack the code?
Reliance Consumer Products Ltd is set to foray into India's competitive biscuit market, with an aim to leverage affordable pricing and a wide variety of products to attract consumers. Industry leaders Britannia and Parle dominate the market, making it challenging for new entrants like Reliance's Independence.
Government plans to empower TRAI to penalise telecom operators flouting rules
The government is addressing issues related to Trai's authority to penalise telecom operators for violating rules. Complaints about pesky calls and SMS have surged, reaching over 20.75 lakh in just the first half of this year. Although complaints have increased significantly, disconnections of telecom resources misused for such communications have decreased. Meanwhile, the number of blacklisted entities involved in this issue has risen continuously over the last few years.
Stocks in news: Jio Platforms, RIL, Infosys, L&T, Tata Capital, Waaree Energies and Vedanta Iron
Indian benchmark indices saw a volatile session amid the Nifty and Bank Nifty monthly expiry. Stocks like Jio Platforms made headlines following its IPO debut after raising significant funds. Reliance Industries remained a focus as its financial results and fundraising plans were announced. Infosys successfully implemented a transformation project for Syngenta, enhancing operations and governance. Tata Capital reported a substantial profit increase, driven by loan growth and higher interest income.
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Lightstorm’s India-Southeast Asia subsea cable system to be ready in 2029, says CTO
Lightstorm is a network provider that builds high-capacity optical fibre and AI-native connectivity platforms across the APAC region. The I-2SEA cable system, announced in July this year, will connect India’s east coast with Singapore and Malaysia. It will land at South Chennai and Machilipatnam in India, and at Singapore and Morib in Malaysia.
India eyes reduced critical tech dependence over next 20-25 years: Ashwini Vaishnaw
India is planning over a 20-25 year horizon to reduce critical technology dependencies and strengthen its ability to withstand global disruptions, Union Minister Ashwini Vaishnaw said, emphasising that the country aims to become a trusted partner across global technology supply chains rather than pursue complete self-sufficiency.
AI applications will force telecom networks to rethink uplink, spectrum and power: Ericsson India MD
MD Nitin Bansal said that as the technology moves beyond chatbots and into devices such as AI-enabled glasses and other applications that continuously send data to the cloud, the uplink side of mobile networks could become increasingly important.
AI agents don't take coffee breaks, so networks must scale up: Ciena's Gautam Billa
With AI agents in the mix now, Billa said the network connecting the computing resources is likely to become a bottleneck in India’s AI push, as their wider adoption in businesses drives up the data usage.
'Beyond just means of chatting': PM Modi highlights biggest citizen dividend of technology
PM Modi said mobile phones and digital technology have helped reduce travel and waiting time, lower costs and improve convenience. Speaking at India Mobile Congress, he said Digital India was aimed at democratising technology and bridging the digital divide.
Ukraine will hit Russian refineries in response to Moscow's 'new doctrine' of airstrikes
Ukraine is set to enhance its attacks on Russian oil refineries in response to recent changes in military tactics. President Volodymyr Zelenskiy emphasized that civilian infrastructure would not be targeted during these operations. Ongoing Ukrainian counteroffensives have recaptured significant territory in the eastern Donbas region.
Telcos, consumer groups clash over TRAI’s 5G slicing, coverage map and service quality rules
Telecom operators and consumer groups differed sharply over TRAI’s proposed rules for 5G network slicing, coverage map accuracy and service quality benchmarks. Airtel and Jio opposed the proposed 80% network resource utilisation threshold, while consumer groups backed it. Industry bodies also flagged net neutrality concerns and implementation challenges.
From India to Iowa: Ruias return to steel with an ambitious $18 billion US bet
Ruias are planning a new steel venture in Iowa. This project involves a $15 billion steel plant, aiming to produce 10 million tonnes annually. Financing has already been secured for the Minnesota iron-ore mine, which is integral to the operation. The plant is expected to create about 1,750 permanent jobs alongside thousands of construction jobs.
10 Terms to Know Ahead of India Mobile Congress 2026, as AI-led evolution of telecom networks continues
India Mobile Congress 2026 will showcase the pivotal role of Artificial Intelligence in revolutionizing telecom network operations. Focusing on AI-native frameworks, experts will address advancements like zero-touch networks and digital twins. The event promises engaging discussions on AI's impact on network performance and strategic decision-making, with sovereignty and control over AI systems also featuring significantly in the dialogue.
Trai mandates telcos to take action against spammers identified by their AI-based caller ID
Trai has tightened rules against spam calls, mandating telecom operators to act on callers flagged as suspected spammers by AI-based systems even without consumer complaints. Under the new rules, first-time violations can lead to a 15-day outgoing service ban, while repeat offenders may face disconnection of all telecom resources for a year and blacklisting. The rules also introduce changes to spam-call blocking preferences and A2P call charges.
Verizon to invest $70 million in AI training effort
Verizon is investing $70 million in a nationwide effort to provide AI training to job seekers, small business and educators as the US economy undergoes a dramatic transformation, it said on Wednesday.
Don’t Let AI Destroy the Skills That Make Your Company Competitive
Artificial intelligence is often promoted as a force multiplier for organizations, but used carelessly it can erode the very capabilities that make firms competitive. As AI tools become embedded in everyday workflows, employees may rely on them instead of developing judgment, organizations may bury important decisions inside opaque systems, and social interactions that build trust and shared understanding may weaken. This article describes these three risks and shows how companies can respond by protecting critical human skills, preserving decision-making structures, and deliberately rebuilding collaborative spaces. AI should augment organizational intelligence—not replace the human capabilities on which long-term performance depends.
These large-cap stocks have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 29%, according to analysts
After crude oil prices, the one thing that provides a boost to the bears is the tariffs that US President Trump keeps announcing. Now, there is no way of knowing what will happen in terms of the latest 100% tariff announced around Russian oil imports. Even the person who has signed off on the tariff perhaps does not quite know what he did and why he did it. The market can only hope that nothing truly disruptive to the global economy is actually implemented.
MeitY Secretary urges Microsoft to locate future data centres closer to power generation hubs
MeitY Secretary S Krishnan urged Microsoft to build data centers near power generation sites. This move would significantly reduce electricity transportation costs and improve infrastructure economics. India's expanding data center and AI infrastructure can leverage the nation's robust electricity grid. The policy environment in India now facilitates easier data center construction and grid connectivity. Investments in this infrastructure will create construction jobs and foster higher-quality research and development roles.
24 companies propose Rs 5,500 crore investment for Asia's first telecom manufacturing zone in Gwalior: Jyotiraditya Scindia
Gwalior is set to establish Asia's first dedicated Telecom Manufacturing Zone. This ambitious project will attract approximately ₹5,500 crore in investment. Over 18,000 direct employment opportunities are expected to be generated. The zone will house 24-25 telecom manufacturing units and related components. This initiative aims to transform Gwalior into a major telecom manufacturing hub.
Trai tightens anti-spam rules, brings AI-based detection, automated calls under framework
India's telecom regulator has strengthened anti-spam rules significantly. New regulations now include AI detection for suspected spam numbers. Automated and robocalls face extended regulatory oversight and new deterrents. Call management apps must share spam data with telcos to offer reporting. Consumers retain the freedom to block or filter calls on their devices.
China's Huawei forecasts billions of agents will dominate AI traffic by 2035
China's Huawei expects autonomous agents to account for more than 90% of global AI token traffic by 2035, requiring huge increases in computing power alongside new systems to keep independent software secure and controllable.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 22%, according to analysts
Rising crude-oil prices are an obvious concern. But domestic factors like FPI selling, market repricing in select sectors, and the impact of supply chain disruption on margins may also be beginning to impact sentiment. But there is another thing that needs to be watched carefully: Will the world see some unwinding of AI-related trades? If yes, what does it mean for the Indian market?
Trai moves to keep legit AI calls off spam list
Telecom regulator TRAI will soon introduce new rules for AI business calls. Businesses using automated systems must declare these calls to their service providers. This will help operators identify legitimate automated traffic on their networks. Registered telemarketers must use allocated numbering series for commercial communications. Any misuse of numbers will invite penal action from authorities.
PM Modi meets Ethiopia’s Abiy Ahmed on sidelines of BRICS Summit in Delhi
Prime Minister Narendra Modi met Ethiopian Prime Minister Abiy Ahmed Ali in New Delhi. Ethiopia joined BRICS in January 2024, gaining market access and export opportunities. India is hosting the 18th BRICS Summit focusing on cooperation and sustainability. BRICS members collectively represent a significant portion of the global population and economy. Recent defense talks explored expanding bilateral collaboration between India and Ethiopia.
Space, the final private sector frontier
ISRO has outlined its evolving role in response to the commercialization of India's space sector. With private enterprises now contributing to the production of components for ISRO's launch vehicles, the nation is focused on promoting technology transfer and establishing a dynamic commercial space ecosystem. This transition enables private firms to take on significant responsibilities in space exploration, while ISRO remains dedicated to ongoing research and development.
Telco operators reject quality of service norms for 5G slicing
Telecom operators oppose Trai's draft quality of service norms for 5G network slicing. They argue proposed resource utilization benchmarks should be entirely dropped by the regulator. Public advocacy groups, however, believe these benchmarks can be retained as safeguards. Operators state that actual customer impact is captured via speed and throughput metrics. They believe rigid cell-level thresholds create artificial network constraints and misallocate capital.
Will RIL's next big scoop melt market?
Reliance Consumer Products will launch its own ice cream brand, Bombay Creamery. This move marks Ambani's entry into a market dominated by a dairy cooperative. Diversification offers risk reduction and capital allocation benefits for large conglomerates. However, managing multiple businesses can spread resources and impact focus. India's emerging economy presents growth opportunities across various consumer sectors.
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