Lumen is suddenly the hot stock for the tech and telecom obsession with AI. The telco's recent flurry of deals related to AI has taken its stock to new heights; its shares were up $2.41 (93.05%) to $5.00 in regular trading on Tuesday. ...
Ai Connection
Ai Connection
AI Buildouts Will Drive GPU and Other Accelerator Revenues at 38 Percent CAGR for Next Five Years, According to Dell'Oro Group
Data Center IT Semiconductor Market to Reach $390 Billion by 2028...
Lumen creates Custom Networks Division to Meet New Demand...
POET Technologies announced that it has expanded its partnership with Luxshare Technology Co. Ltd. (“Luxshare Tech”) to provide more optical module products targeted at AI network equipment and AI service providers....
Ai Connection
Corning and Lumen Reach Supply Agreement on Next-Generation Fiber-Optic Cable to Support Data Center AI Demands
Agreement reserves 10% of Corning's global fiber capacity for each of the next two years to interconnect AI-enabled data centers, also will more than double Lumen's intercity network miles to unlock the next phases and capabilities of AI for cloud data centers, enterprises, and public agencies. ...
Ai Connection
AI Infrastructure Spending Forecast to Be Over a Trillion Dollars Over the Next Five Years, According to Dell'Oro Group
Worldwide Data Center Capex to Grow at a 24 Percent CAGR by 2028...
Ai Connection
Omdia: AI data center chip demand to reach $151bn in 2029, but growth slows sharply beyond 2026
The market has grown from just under $10bn in 2022 to $78bn this year, and Omdia expects it will eventually reach $151bn in 2029. However, there is likely to be a distinct inflection point in 2026, with a shift from technology adoption to change in demand for AI applications as the driver of growth....
Ai Connection
Marvell Teralynx 10 51.2T Ethernet Switch Enters Volume Production for Global AI Cloud Deployments
Marvell announced that the Marvell? Teralynx? 10 Ethernet switch device is in volume production with customer deployments underway....
Startup Arrcus is using chipmaker Nvidia's BlueField DPUs in its ACE platform to address enterprise interest in more efficient networking and AI infrastructure, and the management of networking applications such as security and traffic engineering. ...
South Korea's largest service provider, SK Telecom, has invested $200 million in Smart Global Holdings (SGH), an integrated data center solution provider, to offer new services to its customers. This is one of the largest artificial intelligence (AI) investments SK Telecom has made in an AI company to advance in th...
Ai Connection
Marvell Extends Connectivity Leadership With Industry's First 1.6T PAM4 DSP for Active Electrical Cables
New Alaska? A 1.6T PAM4 DSP for copper interconnects is built on Marvell industry-leading 5nm PAM4 technology....
Ai Connection
Ciena Global Study Finds 60% of CSPs Believe AI Will Improve Network Operational Efficiency By 40% or More
According to the study, the most popular strategies believed to improve performance include upgrading networks with new traffic and network analysis software (selected by 49% of respondents), along with upgrades in switches and routers (43%), and investment in 800G technology (40%), underscoring the multi-faceted ...
The joint venture composed of Singtel, Deutsche Telekom, e&, SK Telecom and SoftBank will develop multilingual Large Language Models (LLMs) specifically tailored to the needs of telco companies. ...
Oracle plans to open a third cloud region to help Spain's financial sector and other key industries increase resilience and take advantage of Oracle Cloud Infrastructure's high performance and built-in security, powerful data and AI, and distributed cloud capabilities...
South Korean AI chip startups Sapeon and Rebellions will merge to form a company worth at least $1 billion – one of two SK Telecom AI deals in just two days. ...
Ai Connection
Nokia launches AI-Powered Enterprise Networks Training Program to develop cross domain end-to-end network architects in Japan
Nokia today announced the launch of its AI-Powered Enterprise Networks Training Program in Japan. The training program aims to develop and train cross domain end-to-end network architects, accelerating the adoption of network AI and automation practices in Japan. With its extensive expertise and a cutting-edge portfoli...
Among a string of AI-related announcements, Cisco has launched a $1 billion investment fund focused on expanding and developing AI products and technologies. ...
Movies starring clones of your friends, simulating your future, personal digital assistants, and AI-driven beauty operations are some of the ways AI is expected to impact everyday life in the 2030s, according to technology early adopters polled by Ericsson (NASDAQ: ERIC). ...
Ai Connection
NEC Develops High-speed Generative AI Large Language Models (LLM) with World-class Performance
NEC Corporation (NEC; TSE: 6701) has expanded its "NEC cotomi" generative AI services with the development of "NEC cotomi Pro" and "NEC cotomi Light," two new high-speed generative AI Large Language Models (LLM) featuring updated training data and architectures. ...
Ai Connection
Fujitsu and Oracle collaborate to deliver sovereign cloud and AI capabilities in Japan
Fujitsu Limited and Oracle are collaborating to deliver sovereign cloud and AI capabilities that help address the digital sovereignty requirements of Japanese businesses and the public sector. With Oracle Alloy, Fujitsu will expand its Hybrid IT offerings for Fujitsu Uvance, which helps customers grow their businesses ...
