Intel is navigating challenges in the AI infrastructure space, particularly in AI datacenters. The company has shifted focus from its Falcon Shores AI accelerator to Jaguar Shores, set for a 2026 release.
Japan’s SoftBank and OpenAI are negotiating a major deal that could position SoftBank as the largest shareholder of the ChatGPT creator, surpassing Microsoft’s current stake. With a potential $15-25 billion investment, SoftBank aims to strengthen its foothold in the AI market.
Ericsson, Telstra, and MediaTek have achieved a groundbreaking 9.4 Gbps peak downlink speed on Telstra’s live 5G Standalone network, with over 10 Gbps reached in lab tests. This milestone highlights transformative potential for AI, AR/VR, and ultra-fast downloads.
China-based Sequans Communications recently expanded by acquiring Swiss company ACP, strengthening its ambitions in the rapidly growing 5G RedCap sector. This strategic acquisition enhances Sequans’ capabilities to capture the expanding eRedCap market.
Swiss IoT module maker u-blox’s exit from the cellular IoT sector marks a strategic pivot to focus on profitable areas like GNSS satellite positioning. Persistent losses in the cellular division, driven by intense pricing competition and extended 5G IoT development timelines, influenced this decision amidst broader market challenges.
Verizon’s recent 5G trial, in collaboration with Samsung and MediaTek, showcased download speeds of 5.5 Gbps using advanced carrier aggregation. This breakthrough highlights the potential of 5G technology for enhances solutions.
Microsoft’s bold $80 billion investment in AI-enabled data centers cements its role in the AI revolution. By 2025, this move aims to propel AI model training and cloud-based applications globally.
Morse Micro, an Australian semiconductor firm, is enhancing IoT solutions with Wi-Fi HaLow technology. In collaboration with Vantron Technology, they aim to produce Wi-Fi HaLow-enabled IoT products, including modules, access points, and IP cameras, expanding connectivity.
Gartner’s latest trends outline six pivotal shifts in infrastructure and operations by 2025. These insights provide I&O leaders with a roadmap to navigate future challenges and opportunities.
The U.S. government’s recent $273 million allocation through the Wireless Innovation Fund marks a pivotal advancement in the realm of VoIP and wireless technology. By promoting Open Radio Access Networks (Open RAN), this initiative supports the creation of cutting-edge Open Radio Units (ORUs), propelling the telecommunications industry’s VoIP capabilities and competitiveness.


