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  • Dubious DeepSeek debut dings AI infrastructure drive

    by Sean Kinney, Principal Analyst January 27, 2025
    by Sean Kinney, Principal Analyst January 27, 2025

    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 …

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  • How to build LLMs for telco AI applications

    by Sean Kinney, Principal Analyst April 26, 2024
    by Sean Kinney, Principal Analyst April 26, 2024

    AWS, IBM, McKinsey and Nokia on curating an LLM for domain-specific applications; bigger isn’t necessarily better and, at some point, you have to dive in If you’ve used consumer-facing generative …

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  • How can generative AI be safely introduced into the telecom domain? (Reader Forum)

    by Reader Forum February 19, 2024
    by Reader Forum February 19, 2024

    In April, Bain & Co published a report about the potential effect of Generative AI (GenAI) on the world’s telecom companies. Given the title: Telcos, Stop Debating Generative AI and …

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  • Jio partners with IIT Bombay to develop an AI-based model

    by Juan Pedro Tomás January 2, 2024
    by Juan Pedro Tomás January 2, 2024

    Jio said that the new AI-based offering will be called ‘Bharat GPT’ Indian operator Reliance Jio Infocomm is currently working with Indian Institute of Technology (IIT) Bombay to launch an …

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  • Telco AI Deep Dive: Dell makes the case for bringing LLM compute on prem

    by Sean Kinney, Principal Analyst November 14, 2023
    by Sean Kinney, Principal Analyst November 14, 2023

    Dell SVP of AI Strategy talks through LLM curation, optimization for telco AI use cases Earlier this year at Dell Tech World, company CEO, Chairman and Founder Michael Dell identified …

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  • As AI use cases evolve, Qualcomm sees a competitive advantage

    by Sean Kinney, Principal Analyst May 26, 2023
    by Sean Kinney, Principal Analyst May 26, 2023

    Qualcomm views on-device AI as key to reducing cloud costs associated with AI processing As bullishness, or at least perceived bullishness, around artificial intelligence (AI) drives up stock prices and …

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