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Verizon looks to leverage distributed infrastructure for AI inferencing

The new AI Connect suite from Verizon comes as McKinsey estimates 60% to 70% of AI workloads will be for inference by 2030  It’s been a busy two weeks in the world of AI. OpenAI and partners announced a planned $500 billion investment in AI...

As Databricks heads toward an IPO, Meta joins as a ‘strategic investor’ 

Fast growth and oversubscribed funding rounds reiterate value of Databricks’ approach to “data intelligence” underlying successful AI implementations Self-billed “data and AI company” Databricks on Jan. 22 announced the completion of a $10 billion series B funding round along with $5.25 billion in debt financing....

Dubious DeepSeek debut dings AI infrastructure drive

Shares in ASML, NVIDIA, Softbank and others take a hit following the launch of the R1 LLM which DeepSeek said it spent $6 million to train Chinese AI startup DeepSeek made quite a splash last week with the release of its open source R1 large...

Former Intel CEO invests in AI inference startup

Fractile is focused on AI hardware that runs LLM inference in memory to reduce compute overhead and drive scale In December last year, then-CEO of Intel Pat Gelsinger abruptly retired as the company’s turnaround strategy, largely marked by a separation of the semiconductor design and...

Kagan: What is Stargate from Softbank, Cisco, OpenAI, President Trump?

Learning the good and bad about the coming AI growth wave AI is coming on quickly and President Trump wants the United States to be the leader. He had a major announcement on building AI infrastructure. The new company is called “Stargate." Alongside Trump were...

Trump reveals $500 billion AI infrastructure project

The initial AI investment is expected to be $100 billion, but the White House noted it could end up being five times that amount One of President Donald Trump’s first actions in his reclaimed role was the announcement of a joint venture (JV) investing up...

Agentic AI—will 2025 be a breakout year?

So you want to turn you data and abstracted business logic into use cases that carry a clear ROI? And you want to do it autonomously? Well, good news because 2025 could be a breakout year for agentic AI.  What is agentic AI?  The name is...

The three AI scaling laws and what they mean for AI infrastructure

Model size, dataset size and compute all depend on the availability of necessary AI infrastructure In January 2020, a team of OpenAI researchers led by Jared Kaplan, who moved on to co-found Anthropic, published a paper titled “Scaling Laws for Neural Language Models.” The researchers...

Dell Technologies expands AI infrastructure deal with CoreWeave

CoreWeave receiving the latest in Dell liquid-cooled servers featuring NVIDIA’s GB200 Grace Blackwell Superchip As the AI infrastructure arms race continues, Dell Technologies has staked out a central role in the booming marketplace. At one end of the AI-enabled edge-to-cloud continuum, Dell is shipping AI-enabled...

HPE wins $1 billion deal with X for AI infrastructure

HPE's liquid cooling technology for AI infrastructure may have helped it secure the 10-figure deal HPE Senior Director Rupin Mohan this week on LinkedIn confirmed reports that HPE has won a $1 billion deal to supply Elon Musk’s X, formerly Twitter, with AI servers. Neither...

UK pumps $17 billion into ‘pro-growth, pro-innovation’ AI plan

The AI plan includes things like establishing a national data library and designated 'growth zones' U.K. Prime Minister Keir Starmer detailed The AI Opportunities Action Plan, designed to bolster AI growth and development across the country. The plan, said Starner, will help Britain become "one...

Making the case for edge AI

The laws of physics, economics and countries suggest edge AI inference—where your device is the far edge—just makes sense In the race to build-out distributed infrastructure for artificial intelligence (AI), there’s a lot more glitz and glam around the applications and devices than around the...

SK Telecom inks collaboration on AI data center solutions

This collaboration builds on a $200 million strategic investment agreement between SK Telecom and Penguin Solutions in July 2024 Korean carrier SK Telecom signed a new deal with SK hynix and Penguin Solutions to advance research, development and promotion of artificial intelligence data center (AIDC)...

NVIDIA takes on physical AI for automotive, industrial and robotics

At CES NVIDIA CEO Jensen Huang proposes a three-computer solution to the figurative three-body problem of physical AI—using a digital twin to connect and refine physical AI training and deployment Whether it’s an autonomous vehicle (AV), highly-digitized, lights-out manufacturing environments or use case involving humanoid...

Softbank, AI-RAN, and D-MIMO (Analyst Angle)

Softbank released test results from their experiment to demonstrate high-performance integration of GPUs and RAN over the past month. I appreciate their transparency, making the data public.  Here are my initial observations:  The performance of their cluster is impressive. They crowded 20 4T4R radios into a...

NVIDIA charts a course from agentic AI to physical AI

NVIDIA CEO Jensen Huang sees agentic AI and AI-enabled robotics as a “multi-trillion dollar opportunity” LAS VEGAS—Not unexpected but, in many ways, NVIDIA pretty well stole the show at CES this week. CEO Jensen Huang, following an introduction wherein Consumer Technology Association President Gary Shapiro...

SK Telecom targets North America with beta launch of AI agent

SK Telecom initially introduced its AI agent at the SK AI Summit in Seoul last November Korean carrier SK Telecom announced plans to release a beta version of its AI-powered personal agent, dubbed "Aster," targeting North American users in March 2025. "Aster goes beyond traditional AI...

Editorial Webinar: How to test and assure telco AI infrastructure

As CSPs invest in AI infrastructure, robust testing and assurance frameworks are essential. Key considerations include validating AI model accuracy, managing latency and ensuring resilience in real-time, distributed environments. Continuous performance monitoring and adaptive assurance are necessary to maintain service quality and support scalable...

John Deere sees automation as key to solving farm labor shortage

Deere CTO: "Labor is a common challenge...We believe autonomy can be part of that solution." LAS VEGAS—The Consumer Electronics Show (CES) is a weird one. The media days in the run-up to the show officially opening are also weird—a mashup of things that are...

Microsoft to capture ‘golden’ AI data center opportunity with $80 billion investment

While Microsoft is thinking on a global scale, the company's Vice Chair and President noted that more than half of this total investment will be in the U.S. In a recent blog post, Microsoft Vice Chair and President Brad Smith revealed that the tech giant...

Verizon puts together private 5G, MEC and NVIDIA AI for enterprise

The jointly developed solution combines a 5G private network with private MEC and NVIDIA AI Enterprise software Verizon is putting a new proposition in front of enterprise customers: a combination of its 5G private network connectivity, plus private Mobile Edge Compute and the NVIDIA AI...

Kagan: New wireless trends shown at CES 2025 and MWC 25

Wireless is evolving with AI, 5G, private wireless, wireless broadband At upcoming events like CES 2025 and MWC 25, we will see some of the new directions the wireless industry is heading. Since its beginning in the 1970s, wireless has grown and changed many times....

Supermicro White Paper: AI-powered telecom infrastructure

Telecommunications organizations play a crucial role in shaping the global digital ecosystem and fueling economic growth. By adopting advanced AI technologies, these organizations can enhance operational efficiency, improve customer experiences, and stay competitive in a fast-changing market.  This whitepaper explores key AI use cases, addresses...

SK Telecom announces restructuring to advance in the AI field

SK Telecom also merged its AI R&D efforts to strengthen AI and digital transformation (AT/DT) capabilities Korean telco SK Telecom (SKT) unveiled its 2025 organizational restructuring and executive appointments to achieve progress in its dual focus areas of telecommunications and artificial intelligence (AI). In a release,...