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Huawei’s Ascend Silicon Roadmap Extends From AI Chips to Cluster-Scale...
Note: Perplexity.ai was use to research this article. …………………………………………………………………………………….. Executive Summary: Huawei is accelerating development of an indigenous AI-computing platform intended to...
View Article4.8 GHz to 4.9 GHz frequency band uses & Verizon Wireless experimental...
Introduction: The 4.8 GHz to 4.9 GHz frequency band is a critical slice of mid-band spectrum located within the larger IEEE C-band (4.0 to 8.0 GHz) and the ITU Ultra High Frequency (UHF)/Super High...
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Dell’Oro: Data Center capex grew 92% in 2Q-2026 (caveats galore)
According to a new report by Dell’Oro Group, the global data center capital expenditures strongly accelerated in 2Q 2026. Continued AI infrastructure investment supported growth across compute,...
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Huawei Chairman: Strategic Focus on AI Computing & Connectivity Infrastructure
Note: Perplexity.ai was use to research this article. According to Chairman Guo Ping, Huawei aims to position itself as a full-stack provider of AI-era computing and connectivity...
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Bain: AI to greatly increase network operator expenses; network...
Introduction by Bain: “Over the next three to five years, the operating cost structure used by telecom operators is likely to undergo one of the most significant shifts in decades. As AI agents become...
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Key take-aways: “16th Smart City and Intelligent Economy Expo” for Huawei,...
Disclaimer: Perplexity.ai was used to research this article and generate the table below. The 16th Smart City and Intelligent Economy Expo was held from September 11 to 13, 2026 in Ningbo, China. It...
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Dell’Oro: High End Routing Revenue Increased 25% YoY in 2Q-2026; Cisco’s...
According to a recently published report by Dell’Oro Group, High End Routing and Aggregation equipment revenue grew 25% year-over-year in the second quarter of 2026, fueled by stronger demand across...
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AI risks and backlash increase; Recap of the circular loop of fake AI profits...
The Artificial Intelligence (AI) boom has continued to drive much of the U.S. economy, stock market and psychology this year. It supposedly has generated tremendous profits for tech companies, but as...
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CTIA: Americans used more wireless data in 2025 than in the entire 4G decade,...
Executive Summary: U.S. wireless data consumption reached 159.3 trillion megabytes in 2025—20% year-over-year growth and nearly 60% higher than two years prior—surpassing total usage across the entire...
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Google’s TPU Business Outpaces Rivals as Hyperscalers Accelerate Custom AI...
Executive Summary: Google parent Alphabet’s emerging business of selling artificial intelligence (AI) accelerator chips is twice as large as a cloud computing rival, Google executive Thomas Kurian...
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European network operators in talks to form consortium to bid for EU...
Introduction: Four of Europe’s largest mobile network operators—Deutsche Telekom, Orange, Vodafone Group, and Telefónica—are in preliminary discussions to form a consortium that would jointly bid for...
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Mid‑2026 U.S. Carrier Ethernet Market: VSG Leaderboard, Standards, Service...
Executive Summary: Vertical Systems Group’s (VSG’s) mid‑2026 U.S. Carrier Ethernet LEADERBOARD ranks providers by retail port share as of June 30, 2026. Seven network operators met the 4% threshold for...
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PwC: Global AI data center spending to hit $31.6tn by 2050; Role of full...
The AI infrastructure boom is set to continue as per most market research firms. AI chip and compute server upgrade cycles will necessitate the continued spending of many hundreds of billions of...
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Analysis: Nvidia–MediaTek Deepen AI Platform Collaboration -What it Means for...
Executive Summary: Nvidia has expanded its partnership with Taiwan based semiconductor firm MediaTek, committing $3.5 billion to a bond investment the two companies describe as a deepening of their...
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AI Compute Has a Switchboard Problem: Orchestration & Data Center Fabric...
by Gaurav Sharma with Alan J Weissberger Introduction: Anthropic [1.] earned more revenue in the second quarter of 2026 than it did in all of 2025. The Claude AI maker company raked in $11.5 billion...
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After Bell Labs: Telecom Industry Funds Only a Fraction of the Innovation Needed
Many telecom analysts have noted former Bell Labs CTO and President Marcus Weldon scathing linkedin post, sharply criticizing deep staff cuts and warnings of “erasure” at the iconic research division....
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Gates warns of “turbulent AI era;” OpenAI calls for collective action on AI...
Introduction: The AI risks are very real and growing each day. In a roughly 6,000-word essay on his personal site titled “The turbulent AI era is here,” plus interviews with The New York Times, CNN,...
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Ookla: U.S. Fixed Wireless Access Crosses 17 Million Connections as Adoption...
According to Ookla, Fixed Wireless Access (FWA) has solidified its position as a structural component of the U.S. residential broadband market. In Q1 2026, combined FWA connections across Verizon,...
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South Korean startup Rebellions to use open source software for carriers to...
South Korean chip startup Rebellions builds purpose-engineered Al accelerators to redefine energy-efficiency and scale in the age of large-scale Al. It aims to deliver the best performance per dollar...
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Google Cloud and Verizon Expand Strategic Partnership to Scale Enterprise AI...
Executive Summary: Google Cloud and Verizon have announced a new strategic partnership agreement to deploy full-stack AI across the carrier’s customer experience, network operations, marketing, and...
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