Huawei is accelerating development of an indigenous AI-computing platform intended to reduce China's reliance on U.S.-supplied accelerators, networking technologies, and associated software ecosystems…
Huawei Chairman Guo Ping said the company aims to become a full-stack provider of AI-era computing and connectivity infrastructure, positioning it as a Chinese counterpart to Nvidia at the infrastruct…
Bain & Company projects that telecom operators' operating cost structures will undergo one of their most significant shifts in decades over the next three to five years, as AI agents become embedded a…
U.S. wireless data consumption reached 159.3 trillion megabytes in 2025, a 20% year-over-year increase and nearly 60% higher than two years prior, surpassing total usage across the entire 4G decade, a…
Anthropic earned $11.5 billion in Q2 2026, more than its entire 2025 revenue, as CEO Dario Amodei called growth 'just crazy' and 'too hard to handle.' Bank of America projects AI compute demand will o…
Priyank Jain argues that telecom operators approve machine learning models for deployment based on a single aggregate metric such as accuracy or AUC, which hides five failure modes that cause producti…
Microsoft cofounder Bill Gates warned in a 6,000-word essay that AI poses a grave threat to jobs and human life, calling the transition "one of the most turbulent times in human history" and urging th…
South Korean chip startup Rebellions is adopting an open source-first software strategy, including vLLM, OpenShift, and PyTorch, to help telecom carriers quickly build AI stacks with its AI inferencin…
Google Cloud and Verizon announced a strategic partnership to deploy full-stack AI across Verizon's customer experience, network operations, marketing, and enterprise data platforms, integrating Googl…
Most AI investment is going into infrastructure—servers, storage, security, and operations—rather than the models themselves, according to Tayo Lusi, founder of The Apex Institute cloud and AI infrast…
IEEE is seeking expert input on revitalizing its member education programs, with suggestions from Qwoted contributors including Srinivas Chippagiri of Salesforce and Emily Hartstone of Hartstone LLC. …
At the 2026 TPI Aspen Forum hosted by the Technology Policy Institute from August 16–18 in Aspen, Colorado, panelists warned that AI's massive energy demands and data center buildout are straining pow…
Palo Alto Networks launched the Frontier AI Critical Defense Program, joining Nvidia and Anthropic in a coalition to protect critical infrastructure from AI-enabled cyberattacks, with new partners Ant…
Dell'Oro Group projects global Data Center Physical Infrastructure (DCPI) manufacturer revenue will grow at a 22% compound annual growth rate (CAGR) from 2025 to 2030, reaching $120 billion by 2030, d…
LightCounting's August 2026 report reveals severe shortages of Indium Phosphide laser chips and EML components are bottlenecking optical transceiver supply, with demand outstripping supply by roughly …
Six major Wall Street asset managers, private-equity firms, and banks announced on Monday an effort to raise $500 billion to finance data centers, power plants, and chips for the AI boom, according to…