NVIDIA’s investment in Intel is built on three pillars designed to reshape the industry and represents a strategic inflection point The $5 billion Intel-NVIDIA partnership carries echoes of another unlikely …
Business
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Ericsson secures lead vendor role as VodafoneThree accelerates post-merger network modernization In sum – what to know: Ericsson + Nokia – Ericsson will supply RAN and core tech to more …
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Nvidia’s $5 billion stake highlights Intel’s enduring relevance in the AI era In sum – what to know: $5B Nvidia stake – Nvidia is investing $5 billion in Intel at …
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AI simply won’t deliver on its promise unless it has sufficient compute power There is one thing that we can count on as we head towards the end of 2025 …
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IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist The days …
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Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction Over the past decade or …
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The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion In sum – what to know: IPO confirmed – Reliance Jio will …
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In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm In recent years, telecom operators have faced what can only …
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With this deal, the U.S. government has become Intel’s largest shareholder In sum – what to know: Historic investment in Intel– The U.S. government is acquiring a 10% stake in …
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The six-year agreement reportedly gives Meta the compute power to support its AI expansion In sum – what to know: Meta signs $10B AI deal – The six-year agreement reportedly …
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This divestiture represents not just a financial windfall but a strategic pivot for CommScope CommScope has taken a decisive step in reshaping its business by announcing the $10.5 billion cash …
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The investment from Softbank is equal to roughly 2% of Intel In sum – what to know: $2B vote of confidence – SoftBank will invest $2B in Intel, becoming its …
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Could this be the start of something good? Let me say good job to John Stankey, CEO of AT&T. Common sense may be making a comeback. That’s if other CEOs …
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The business is valued at up to $416 million, and Spark said it expects to receive $287 million in cash, as well as $57.8 million if certain performance-based criteria are …
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In sum – what to know: –Nvidia and AMD will reportedly have to pay 15% of their revenues from China AI chip sales to the U.S. government, in exchange for …
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Spark aims to sell between 50% and 75% of its data center unit, with the stake expected to fetch around NZ$550 million (US$327.5 million) In sum – what to know: …
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Where does AI fit into the future of wireless, telecom, broadband, and pay TV? The communications industry with wireless, telecom, broadband, and pay TV has had a very strange decade. …
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UScellular, now renamed Array Digital Infrastructure, retains ownership of its 4,400 towers and about 70% of its total spectrum portfolio In sum – what to know: T-Mobile completes the $4.4B …
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Over the last two weeks, the Fab Five were up $16 billion — basically no change on their $13.2 trillion total market capitalization Given earnings growth in last week’s quarterly …
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Recent transactions highlight continued consolidation in the U.S. fiber sector and underscore an emphasis on business-targeted fiber In sum – what to know: Fiber consolidation accelerates – The U.S. fiber …
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For Ericsson, a stake in the business could help secure long-term access to Intel silicon, which underpins much of the company’s virtualized and cloud-native infrastructure In sum – what to …
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Why the CAIO and AI Analyst are key to company success in AI (Analyst Angle)
by Jeff Kaganby Jeff KaganStaying up-to-speed with ever-changing AI is critical to gaining a competitive advantage To be successful, it’s all about understanding and implementing the right AI strategy over your competition. Artificial Intelligence is …
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T-Mobile’s net income for the quarter totaled $3.22 billion and revenue rose nearly 7% year-over-year to $21.13 billion In sum – what you need to know: Postpaid growth crushes forecasts …
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The cable companies will launch enterprise-grade 5G services in 2026, targeting SMBs mobile offerings powered by T-Mobile US’ network In sum – what to know: Entering the enterprise wireless market …
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AT&T added 401,000 net postpaid phone subscribers in Q2, easily topping analysts’ expectations of 296,000 and outshining Verizon In sum – what to know: Wireless strength offset churn – AT&T …