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  • 10 things we learned at Capacity Middle East 2026

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Altnets

CityFibre raises competition concerns over nexfibre’s Substantial Group acquisition

18th Feb 2026

3 minutes

Simon Holden, CEO of CityFibre, has warned that the proposed acquisition of Substantial Group by nexfibre, backed by InfraVia, Liberty Global and Telefónica, could significantly reduce competition in the UK fibre market.

Altnets Telefonica- CM.png

InfraVia, Liberty Global and Telefónica acquire Netomnia in £2bn UK fibre consolidation move

18th Feb 2026

2 minutes

Investors InfraVia Capital Partners, Liberty Global and Telefónica have announced the acquisition of UK altnet Netomnia, marking one of the most significant consolidation moves in the country’s wholesale fibre market to date.

Capacity Middle East

Building the Balkan Digital Gateway and Europe’s South-North corridor

18th Feb 2026

1 minute

At Capacity Middle East, Vestitel CEO Valentin Velichkov joins Capacity’s Saf Malik to discuss the Balkan Digital Gateway and the development of a new South–North Digital Corridor connecting the Balkans with Scandinavia.

AI Ex-DeepMind Researcher Launches Ambitious AI Startup, Targeting $1 Billion Seed Funding in London

Ex-DeepMind researcher launches AI startup, targeting $1bn funding in London

18th Feb 2026

5 minutes

David Silver’s Ineffable Intelligence sets sights on “superhuman” AI with record-breaking investment plans

Connectivity Ericsson building sign

Ericsson and Mastercard partner to drive financial inclusion

18th Feb 2026

3 minutes

Ericsson and Mastercard launch collaboration to accelerate digital financial inclusion, integrating Ericsson’s Fintech Platform with Mastercard Move to simplify connectivity.

AI Multi-billion-dollar partnership between NVIDIA and Meta will power the world’s largest AI workloads with cutting-edge GPUs

Meta and Nvidia strike multi-billion-dollar deal

18th Feb 2026

3 minutes

Multi-billion-dollar partnership between Nvidia and Meta will power the world’s largest AI workloads with cutting-edge GPUs

AI Nvidia, stock background.png

Yotta to build AI computing hub in India with Nvidia chips

18th Feb 2026

3 minutes

India data centre company Yotta to build $2bn AI hub with Nvidia Blackwell chips to develop one of the largest AI computing hubs in Asia.

Acquisition

MTN acquires IHS Towers in $6.2bn deal

18th Feb 2026

3 minutes

IHS Towers has signed a merger agreement to be acquired by MTN Group in a deal valued at approximately $6.2 billion.

Ericsson

Ericsson to open major R&D centre in Yokohama, Japan

18th Feb 2026

3 minutes

Ericsson has confirmed Yokohama as the location for its new Japan-based telecom innovation R&D centre, marking the latest step in the vendor’s ongoing investment drive in the country.

AI

As AI researchers exit, infrastructure investors watch the governance debate

18th Feb 2026

4 minutes

A growing number of senior AI researchers have left leading model developers over the past year, publicly warning that commercial pressures risk outpacing safety work, a development with implications that extend well beyond Silicon Valley.

AI

Anthropic forges Infosys AI deal amid widening tech layoffs

17th Feb 2026

4 minutes

Anthropic and Infosys partner to deliver advanced AI solutions across critical business sectors, just weeks after Telstra outsourced jobs to Infosys.

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