Search Results for: China 5G
Gen AI eroding critical thinking skills; AI threatens more telecom job losses
Two alarming research studies this year have drawn attention to the damage that Gen AI agents like ChatGPT are doing to our brains: The first study, published in February, by Microsoft and Carnegie Mellon University, surveyed 319 knowledge workers and concluded that “while GenAI can improve worker efficiency, it can inhibit critical engagement with work… Read more
Lack of wireless network operator consolidation & EU over-regulation weakened mobile network infrastructure investments
by John Strand of Strand Consult Over-regulation in the European Union (EU) has had a negative impact on mobile network operator’s investment in both fixed and mobile infrastructure. Years ago, the EU identified a €100 billion investment gap in telecommunications. By 2025, this gap has reportedly doubled to €200 billion. Why did that happen? The… Read more
Dell’Oro: AI RAN to account for 1/3 of RAN market by 2029; AI RAN Alliance membership increases but few telcos have joined
AI RAN [1.] is projected to account for approximately a third of the RAN market by 2029, according to a recent AI RAN Advanced Research Report published by the Dell’Oro Group. In the near term, the focus within the AI RAN segment will center on Distributed-RAN (D-RAN), single-purpose deployments, and 5G. “Near-term priorities are more… Read more
ZTE’s AI infrastructure and AI-powered terminals revealed at MWC Shanghai
ZTE Corporation unveiled a full range of AI initiatives under the theme “Catalyzing Intelligent Innovation” at MWC Shanghai 2025. Those innovations include AI + networks, AI applications, and AI-powered terminals. During several demonstrations, ZTE showcased its key advancements in AI phones and smart homes. Leveraging its underlying capabilities, the company is committed to providing full-stack solutions—from… Read more
IBM to Build World’s First Large-Scale, Fault-Tolerant Quantum Computer – Starling
IBM is building the world’s first large-scale quantum computer capable of operating without errors. The computer, called Starling, is set to launch by 2029. The quantum computer will reside in IBM’s new quantum data center in Poughkeepsie, New York and is expected to perform 20,000 more operations than today’s quantum computers, the company said in… Read more
Qualcomm to acquire Alphawave Semi for $2.4 billion; says its high-speed wired tech will accelerate AI data center expansion
Qualcomm Inc. has agreed to buy London-listed semiconductor company Alphawave IP Group Plc (“Alphawave Semi”) for about $2.4 billion in cash to expand its technology for artificial intelligence (AI) in data centers. The deal is expected to close in the first quarter of 2026, subject to regulatory and shareholder approval. Alphawave Semi is claimed to be a… Read more
Dell’Oro: RAN revenue growth in 1Q2025; AI RAN is a conundrum
Dell’Oro Group just completed its 1Q-2025 Radio Access Network (RAN) report. Initial findings suggest that after two years of steep declines, market conditions improved in the quarter. Preliminary estimates show that worldwide RAN revenue, excluding services, stabilized year-over-year, resulting in the first growth quarter since 1Q-2023. Author Stefan Pongratz attributes the improved conditions to favorable… Read more
Wedbush: Middle East (Saudi Arabia and UAE) to be next center of AI infrastructure boom
The next major area of penetration for the AI revolution appears to be the Middle East, Wedbush analysts say in a research note. Analyst Dan Ives said the rapid expansion of artificial intelligence infrastructure in the Middle East marks a “watershed moment” for U.S. tech companies, driven by major developments in Saudi Arabia and the… Read more
Ultra-secure quantum messages sent a record distance over a fiber optic network
Unlike binary bit based digital communications, quantum information is transmitted in qubits, which can store multiple values at once, making quantum communications more secure. A recently published article in Nature states that scientists have sent quantum information across a record-breaking 158 miles using ordinary computers and fiber-optic cables. It’s the first time coherent quantum communication—an ultra-secure… Read more
Global telecom infrastructure market outlook after a dismal 2024
Despite the telecom industry’s hopes that 2025 will usher in a turnaround for the global network equipment market, there’s no hint of that happening considering how bad 2024 was. According to Dell’Oro Group, worldwide telecom equipment market revenues in 2024 dropped 11% year-over-year – marking “the steepest annual decline in more than 20 years.” Dell’Oro… Read more