Search Results for: China 5G
Nvidia pays $1 billion for a stake in Nokia to collaborate on AI networking solutions
This is not only astonishing but unheard of: the world’s largest and most popular fabless semiconductor company –Nvidia– taking a $1 billion stake in a telco/reinvented data center connectivity company-Nokia. Indeed, GPU king Nvidia will pay $1 billion for a stake of 2.9% in Nokia as part of a deal focused on AI and data… Read more
Omdia: How telcos will evolve in the AI era
Dario Talmesio, research director, service provider, strategy and regulation at market research firm Omdia (owned by Informa) sees positive signs for network operators. “After many years of plumbing, now telecom operators are starting to see some of the benefits of their network and beyond network strategies. Furthermore, the investor community is now appreciating telecom investments,… Read more
Verizon’s 6G Innovation Forum joins a crowded list of 6G efforts that may conflict with 3GPP and ITU-R IMT-2030 work
Verizon has established a 6G Innovation Forum with a group of companies to drive innovation and enabling the 6G era. Verizon’s future-forward initiative is uniting key players across the technology ecosystem, including leading network vendors Ericsson, Samsung Electronics, and Nokia; and device and chipset innovators Meta, and Qualcomm Technologies, Inc., in the early stages of… Read more
Qualcomm CEO: expect “pre-commercial” 6G devices by 2028
During his keynote speech at the 2025 Snapdragon Summit in Maui, Qualcomm CEO Cristiano Amon said: “We have been very busy working on the next generation of connectivity…which is 6G. Designed to be the connection between the cloud and Edge devices, The difference between 5G and 6G, besides increasing the speeds, increasing broadband, increasing the… Read more
Ookla: Global performance of Apple’s in-house designed C1 modem in iPhone 16e
Apple designed the C1 modem entirely in-house [1.] as part of its Apple Silicon efforts, a significant move to reduce its reliance on external vendors like Qualcomm. The C1 modem is featured in the iPhone 16e and is manufactured by TSMC, which produces the chip on 4nm and 7nm process nodes. The C1 modem supports… Read more
Omdia on resurgence of Huawei: #1 RAN vendor in 3 out of 5 regions; RAN market has bottomed
Market research firm Omdia (owned by Informa) says Huawei remains the number one RAN vendor in three out of five large geographical regions. Far from being fatally weakened by U.S. government sanctions, Huawei today looks as big and strong as ever. Its sales last year were the second highest in its history and only 4%… Read more
ITU-R WP5D IMT 2030 Submission & Evaluation Guidelines vs 6G specs in 3GPP Release 20 & 21
Like previous generations of international mobile telecommunications (IMT) recommendations, ITU-R defines the 6G terrestrial radio access network requirements while 3GPP develops the standardized technology specifications that will be the project’s candidate to the ITU-R process. The target date for “Technology proposals for IMT-2030 RIT/SRITs” has been defined by ITU-R to be early 2029, and resulting… Read more
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