Why hyperscalers are investing hundreds of billions in AI infrastructure—and why this isn't a bubble
In the sweep of all things artificial intelligence (AI) and attendant AI infrastructure investments, the goal, generally speaking, is two-fold: incrementally leverage AI to deliver monetizable, near-term capabilities that deliver...
Google plans $75 billion capex in 2025 to support AI demand which is outpacing capacity
As it continues to imbue core services with AI, Google parent Alphabet is planning to deploy $75 billion in capital in 2025. Reporting its fourth quarter and full-year 2024 financials...
The Meta CEO told investors that the Ray-Ban Meta AI glasses “are a real hit”
First things first, AI infrastructure is a continuum that spans cloud, datacenter, edge and devices. Distributing workloads improves latency, bolsters privacy and, generally speaking, makes the economics of the whole...
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...
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....
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...
Whether telco AI applications are delivered by leveraging hyperscaler clouds or run on-premises, many are support by the multi-billion parameter large language models (LLMs) provided by the likes of Anthropic, Meta, OpenAI and a handful of other well-funded specialists in model development and training....
July greetings from Cedar Rapids, Kansas City and Washington, DC. Kudos to my brother-in-law, Andrew Ashcroft, for earning his promotion to Captain in the U.S. Navy. It was an honor to join family and friends at the Pentagon earlier this month to celebrate his...
Smartphone users are consuming and creating short-form videos at astonishingly high rates
Vodafone Group and Meta Platforms are deepening their network traffic optimization partnership by addressing the capacity needs of short-form video on 11 of the carrier’s European mobile networks.
Smartphone users are consuming and...
As with every tech show at the moment, there was a deal of evangelical fervour at Digital Enterprise Show in Málaga last week about the potential of AI to super-charge enterprises and economies, and maybe to save the planet along the way. But, to...
39,997 feet above the Gulf of St. Lawrence—Still on the way home from Mobile World Congress, still trying to figure out Mobile World Congress. One thing I learned is that context and data are everything really if you’re looking to create knowledge, right? Whether it’s...
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 generative AI as among the five big challenges enterprises are facing. The others were the...
LF Connectivity will address connectivity challenges within high-bandwidth fixed and mobile connectivity, says the Linux Foundation
The Linux Foundation launched LF Connectivity, an open-source project that includes Meta’s fixed wireless access (FWA) service Terragraph, as well as software from its Evenstar program, which was established...
The government of Argentina said the decision to allocate the 6 Ghz for Wi-Fi 6 will enable this technology to be available for universities, large industrial factories and also for residential users
The Argentine government confirmed it will allocate the entire 6 GHz band to...
What is the next move for Meta? Three short years ago Mark Zuckerberg, head of Facebook was so excited about the metaverse and how it was going to impact everything going forward, that he renamed his company. Ever since, he has been investing billions...
Meta’s 2Africa Pearls will connect to Airtel’s landing in Mumbai, extending the world’s longest subsea cable
Even as Indian telco Bharti Airtel continues its aggressive 5G rollout across the country, the company is looking for other ways to expand its reach with digital transformation services for Indian...
Over the course of one year, the stock price of Facebook, or Meta by its new name is tanking. There is a solution to this problem. That is if Mark Zuckerberg can see it and will take this exit ramp. Let’s take a closer...
The role of operators and network disaggregation in enabling the metaverse vision takes center stage at FYUZ
MADRID–The three-day FYUZ event was, in some ways, three distinct but complementary things—on day one the main stage was billed as the Open RAN Summit and highlighting O-RAN...
Metaverse makers Reality Labs cost the company $3.3 billion
It’s been a tough week for tech stocks so far, and Facebook parent company Meta’s third quarter results didn’t help. Meta posted its second straight quarterly revenue decline, reporting revenue of $27.7 billion, compared to $29 billion for...
We’ve all heard the horror stories about stolen identities when our names and photos are stolen and used to create fake accounts on social media like Facebook and Twitter. It has happened to me before on Twitter, but they corrected the problem quickly. Then...
With backing from Microsoft and a $1,500 price tag, the question remains: What will it take to make enterprises care?
At this week’s Meta Connect event, Mark Zuckerberg and company offered a State of the Union on the metaverse. He updated the public on Meta’s...
Throughout the Open RAN Global Forum (register for on-demand access to the virtual event here), there was a recurring theme around Open RAN being part of a larger technological transformation encompassing the move towards cloud, software, data and more IT-centric operations. This shift is...
Satellite telecom operator Sateliot is working to provide direct-to-satellite narrowband IoT (NB-IoT) connectivity, delivered by Low Earth Orbiting (LEO) satellites. The company announced this week a partnership with Amazon Web Services (AWS) to build a fully virtualized cloud-native 5G core for its NB-IoT service,...
Meta and Qualcomm entering into multi-year engineering collaboration to shape metaverse technology
During his keynote presentation at IFA 2022 in Germany, Qualcomm CEO Cristiano Amon continued his characterization of Qualcomm’s technologies as “your ticket to the metaverse,” calling the transition from 2D digital experiences to...
