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In the ongoing technological rivalry between the United States and China, Huawei has emerged as a significant beneficiary, particularly in the realm of artificial intelligence (AI). The U.S. government, in its persistent efforts to hinder China’s progress in AI development, has implemented various bans on the sale of certain products from American companies to their Chinese counterparts. The focus of this battle shifted notably to AI over the past year, with China positioning itself as a frontrunner in AI, albeit still relying on U.S. company Nvidia for crucial high-performance chips.

In the narrative of AI revolution, the telecom sector often remains overshadowed. Juniper’s ‘Top 10 Telco Trends 2024’, highlights how AI dominates even in this crossroads digital landscape. However, a critical question evolves – is our telecom infrastructure ready to steer the AI wave? As we plan to create AI-powered golden era, it’s imperative that our static infrastructures are fit for purpose to manage this data deluge.

The race for 5G supremacy is intense, and LexisNexis IPlytics explores the landscape in their 2023 report. CEO Tim Pohlmann notes a significant surge in 5G patents, with the top 10 players owning 76% of declared patent families. The US leads in patent volume, followed by China and Europe. Huawei dominates the top 50 ranking. Pohlmann emphasizes the role of Chinese companies, particularly Huawei, in shaping the 5G sector, extending their influence to the automotive industry

IDC predicts a promising future for the semiconductor industry, driven by AI advancements and a stock level recovery. With a refreshed outlook signaling sustainable growth, the firm anticipates global chip revenue of $526.5 billion in 2023. Progress can be seen in the revised revenue forecast for 2024, hinting at a 20.2% year-on-year growth to $633 billion.

While China’s smartphone market experiences a downturn, notable shifts are being observed as Huawei gains momentum. Canalys’ data highlights that despite a downslide in overall market status, the launch of Huawei’s Mate series and consequent rise in domestic market shares are adding a positive spin. Will a potential revival led by Huawei’s promising trajectory speak to a larger market rejuvenation? Unpack the trends shaping China’s competitive smartphone landscape.

Samsung’s 5G CBRS Strand Small Cell solution empowers cable operators by providing a quick, cost-effective method for deploying 5G data-offloading capabilities. Field-tested and now commercially available, this compact solution has been deployed with Comcast, supporting their goal of efficient data traffic offloading and improved 5G connectivity.

In an exciting move, Vodafone and Arm have united to innovate within the telecom industry, developing an adaptable platform with Arm-based processors ideal for Open RAN base stations. Their collaborative effort showcases both parties’ commitment in enriching the competitive Open RAN landscape, offering robust computational power for 5G services and improved energy efficiency. In addition, illustrious companies like SynaXG, Ampere Computing, and Fujitsu are lending their expertise to test and validate this technology. The joint venture also presents opportunities for Vodafone to reach its net-zero targets.

In a pioneering collaboration, Samsung, Vodafone, and Orange have achieved a significant breakthrough by completing the first 4G calls over shared networks in rural Romania using Open RAN technology. This milestone, with the promise of integrating 2G and 5G, signifies a transformative step towards more efficient, sustainable, and innovative telecommunications.

Nvidia aims to convince telecoms to use its GPUs in 5G networks, citing NTT Docomo’s recent GPU-accelerated 5G launch in Japan. Yet, the role of Nvidia’s GPUs in telecom remains unclear. Meanwhile, the FCC breaks a two-year deadlock, reigniting net neutrality debates. Telefonica Germany partners with Skylo for global IoT connectivity, expanding options for businesses and consumers. Nokia explores rugged 5G devices for harsh environments, catering to specialized industries with challenging conditions.