AI

Arm reported record financial results for Q4 2025, but cautious guidance for the upcoming quarter rattled investors Arm Holdings plc reported record financial results for the fourth quarter and fiscal …

The Stargate AI project is one of the most ambitious infrastructure initiatives ever launched to support AI Spearheaded by a powerful group of technology and investment firms, this massive project …

In sum – what to know: Clean data drives AI intent – by breaking telcos’ silos, creating global visibility, and enabling contextual models; and by providing a unified foundation for …

FCC, CTIA emphasize challenging Chinese tech leadership in wireless, including spectrum WASHINGTON, D.C.—Spectrum and artificial intelligence dominated the conversations at yesterday’s CTIA 5G Summit, with wireless positioned as a technology …

Microsoft reported a record Q3 and unshaken capex plans, dispelling rumors around soft demand  A few weeks back, speculation made the rounds that Microsoft was pulling back on its historic …

In sum – what to know Outward reinvention – top telcos discuss the task to go from rigid inward-focused network operations to agile outward-focused service supply – as prompted and …

OXON HILL, Md.—In panels and conversations at this week’s International Telecoms Week, some of the reality of practical AI applications for network operators emerged. “We are already getting a lot …

Artificial intelligence is dominating discussions across the telecom landscape, as the industry grapples with how and where to apply AI to improve efficiency or performance. AI is expected to be …

The European Union has unveiled an ambitious new plan dubbed InvestAI, part of which includes the buildout of large-scale AI gigafactories At the AI Action Summit in Paris, European Commission …

MediaTek reported consolidated revenue of approximately $4.7 billion USD, an increase of 11.1% from the previous quarter MediaTek reported its Q1 2025 earnings on April 30 — Here are some of …

The automotive segment — a key growth driver for Qualcomm — was up 59% quarter-over-quarter Qualcomm CEO Cristiano Amon took the top-job with the San Diego, Calif.-based firm on June …

In sum – what to know: Capacity boost – 1.2 Tbps upgrade lifts EXA’s network by 15%, coutesy of a Nokia coherent optical engine and transport system. Efficiency leap – …

The rapid growth of AI is putting pressure on global electricity systems and raising a new set of problems As artificial intelligence (AI) becomes more powerful, it needs more computing …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books) things I think are insightful and interesting. What I’m not in the habit of …

The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy. As this demand increases, tech companies and …

In sum – what to know AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden …

du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE. In sum – what you need to know: New AI …

In sum – what to know Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, …

What every company needs to learn to be successful going forward On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on …

India is actively promoting AI adoption through initiatives like the IndiaAI mission India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute …

The head of InterDigital’s Wireless Lab weighs in on AI in a 6G context Some hard questions are being asked of 6G these days: Is it inevitable? How risky will …

NTT DATA has over 18 data centers in operation or development across India In sum – what you need to know: NTT DATA to invest $1.2 billion in AI cluster …

In sum – what you need to know Enterprise AI – Fujitsu preps new service to run generative AI without companies needing to own or manage their own gear; incorporates …

Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value. AI and …

In sum – what you need to know Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus …