BROWSING: AI

DoJ sues to block HPE acquisition of Juniper Networks

HPE says the DoJ’s logic is “fundamentally flawed,” and plans to “vigorously defend the transaction in court”  In January 2024, HPE announced its intent to acquire AI-native networking specialist Juniper Networks with the goal of bolstering its product offerings to support growing AI infrastructure demand...

Bookmarks: DeepSeek (of course), but Jevons’ Paradox really

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 doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...

AI infrastructure investment updates from Microsoft, Meta

Yesterday was a busy one with quarterly earnings calls from major AI infrastructure players Microsoft and Meta. And, as expected, the CEOs fielded questions about Chinese AI startup DeepSeek’s splashy market entry and the implications of its software optimizations that reduced LLM training costs...

Mary had a little lamb… and farmed it with IoT and AI

A new government-funded scheme in the UK is seeking to apply IoT sensing and AI sense-making to lamb farming. The UK Agri-Tech Centre, an independent organisation for agricultural innovation, is working with farm equipment manufacturer David Ritchie Agricultural (Ritchie) to prototype an automated IoT/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....

Telefónica Tech promises “quick and easy” gen AI for enterprises

Telefónica Tech has released a generative AI (gen AI) platform for enterprises to create their own virtual assistants. It integrates with backend enterprise systems and sundry hyperscale cloud services, and connects to the main large language models (LLMs), the company said. The idea is...

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...

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...

Kagan: What we can learn from MWC25, NABShow, ITexpo, CES2025: Part 1

2025 is turning into a very important year in progression of the wireless and tech worlds. Thanks to new technologies like AI, quantum, IoT and more, this year looks to be full of new ideas, new thinking, new growth, new products and new services....

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...

Biden administration boosts AI data centers, bans connected vehicles from China and Russia

Biden orders federal lands to be considered for AI data centers and developing clean energy to fuel them In the waning days of his administration, President Joe Biden has put out a number of executive orders with tech implications. Specifically, he ordered this week that...

Ericsson intros gen AI for enterprise 5G management

Ericsson has added a generative AI capability to its NetCloud platform for enterprises to manage their wireless 5G wide-area network (WAN) connectivity. The firm has added a large language model (LLM) in the back-end based on its own library of technical documentation, and a...

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...

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...

Complex Problems, Simple Solutions: The Wireless Industry with Dennis McColl of PracticalRF

In this episode of 5G Talent Talk, Carrie Charles speaks with Dennis McColl, founder of PracticalRF. Dennis shares his career journey, starting with his early fascination with wireless technology and his three-decade tenure at Verizon, where he transitioned from hands-on market-level roles to corporate...

Private 5G goes mainstream – Verizon Business on 2025

Enterprises are hungry. Appetites for digital transformation are reaching a new intensity, brought on in part by excitement around paradigm-shifting tools like generative AI. This enthusiasm is inspiring enterprises to be bolder with their technology roadmaps and strategies in general, lest they miss out...

The Sunday Brief: CES preview—AI helps but does not remake the consumer electronics industry

December greetings from Fraser, Colorado (picured), Cedar Rapids, Iowa, and Kansas City, Missouri.  We hope the Holidays have been restful and enjoyable for each of you, and that 2025 brings professional and personal growth.  For the first time in a long time (11 consecutive years...

10 contact center automation trends to look out for in 2025 (Reader Forum)

In today’s dynamic business landscape, it’s essential to provide exceptional customer experiences (CX) efficiently while alleviating the burden on agents. This requires the use of automation and related technologies to expedite and manage manual processes, ensuring they keep up with fast-changing customer expectations. Fortunately, business...

The age of industrial intelligence – Celona on 2025

I know that now is the time of year for industry leaders to rattle off their top five predictions for the coming year, offering up a list of bullets that just so happen to fit into their product launch plans for the new year....

Private edge AI and 5G to enable new Industry 4.0 apps – Nokia on 2025

A couple of submissions from Nokia, here, in response to RCR's request for industry soothsayers to step forward, and tell us about the year ahead – in industrial networking, computing, sensing, analytics (and everything in between) in the name of digital change. Carlijn Williams,...

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...