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NEC is moving to scale its cloud and SaaS business support capabilities with a $2.9 billion acquisition of CSG Systems International, positioning Netcracker at the center of the combined telecom monetization play. CSG brings a sizable recurring-revenue portfolio in digital BSS, billing, charging, and customer engagement used by communications, cable, media, and digital service providers, complementing Netcrackerโ€™s OSS/BSS, orchestration, and service automation strengths. The all-cash deal values CSG at approximately $2.9 billion on an enterprise value basis and has unanimous board approval, with closing targeted for 2026 pending CSG shareholder approval and customary antitrust and other regulatory reviews.
NVIDIA and Nokia unveiled a strategic partnership to deliver commercial AI-RAN products built on NVIDIAโ€™s Aerial RAN Computer Pro (ARC-Pro) platform and Nokiaโ€™s RAN software portfolio, with NVIDIA committing a $1 billion equity investment in Nokia at approximately $6.01 per share, subject to customary closing conditions. The companies are targeting an AI-native RAN that runs both radio workloads and AI inference on a software-defined, accelerated platform, with a cumulative AI-RAN market opportunity that Omdia estimates will exceed $200 billion by 2030. ARC-Pro is positioned as a 6G-ready accelerated computing platform that couples connectivity, compute, and sensing, enabling upgrades from 5G-Advanced to 6G largely via software.
Meta, Alphabet, and Microsoft signaled that AI infrastructure is now a multi-year capital priority measured in tens of billions per year. In their latest results, Meta guided capital expenditures into the $70โ€“72 billion range with an even larger step-up expected the following year. Alphabet raised its 2025 capex outlook to $91โ€“93 billion, up sharply from prior estimates. Microsoft reported $34.9 billion of capex in the most recent quarter, materially above expectations and up strongly year over year. These figures point to the largest synchronized build-out of compute, storage, and networking capacity in the history of cloud.
According to the latest Speedtest Intelligence findings from Ookla, the share of states where at least 60% of tested fixed-broadband users achieve the FCCโ€™s 100 Mbps down/20 Mbps up benchmark rose sharply between late 2024 and the first half of 2025. That count climbed from 22 states (plus Washington, D.C.) to 38 states (plus D.C.), signaling faster lastโ€‘mile networks and better in-home performance for a sizable portion of U.S. households. Progress on equity also accelerated. In the first half of 2025, 33 states reduced the performance gap between urban and rural usersโ€”while 17 saw the gap widen versus the second half of 2024.
SoftBank and NVIDIA have validated a fully software-defined, GPU-accelerated AI-RAN that delivers 16-layer massive MU-MIMO outdoorsโ€”an inflection point for vRAN performance, Open RAN scalability, and AI-native RAN design. SoftBankโ€™s AI-RAN product, AITRAS, executed the entire 5G physical layer on NVIDIA GPUs at the Distributed Unit and demonstrated stable 16-layer multi-user MIMO downlink in an outdoor trial at NVIDIAโ€™s Santa Clara campus. The system connected to O-RAN-compliant radios via Split 7.2x and achieved roughly three times the spectral efficiency and throughput of a conventional 4-layer setup while maintaining per-user rates under high load. The field results show that software-only massive MIMO on GPUs can meet macro-radio conditions without bespoke silicon.
A renewed, three-year collaboration between Magic Leap and Google signals a pragmatic path to AI-capable AR glasses that prioritize visual quality, comfort, and manufacturability. Magic Leap is pivoting from building end-user headsets to becoming an ecosystem partner, offering waveguides, optics, device services, and manufacturing know-how to companies pursuing glasses form factors. The companies are aligning around Android XR, positioning the prototype showcased on stage at the Future Investment Initiative in Riyadh as a reference for future designs. The prototype highlights advances in see-through clarity, low-power displays, and an industrial design that approximates everyday eyewear.
India has ceded the lowest-tariff crown to Bangladesh and Egypt, yet it still leads on value through generous allowances and low data unit costs. Indian base plans commonly include unlimited voice, whereas Bangladesh and Egypt restrict voice to roughly 100 and 70 minutes respectively at entry level. On data, incremental purchase economics are unusually attractive: an extra Rs 100 typically buys around 26 GB, or about Rs 4 per GB, keeping India among the most affordable data markets globally. Even after adjusting for purchasing power parity, India remains at the affordable end of global tariff rankings.
Qualcomm is moving from mobile NPUs into rack-scale AI infrastructure, positioning its AI200 (2026) and AI250 (2027) to challenge Nvidia/AMD on the economics of large-scale inference. The company is translating its Hexagon neural processing unit heritageโ€”refined across phones and PCsโ€”into data center accelerators tuned for inferencing, not training. AI200 and AI250 will ship in liquid-cooled, rack-scale configurations designed to operate as a single logical system. Qualcomm is leaning into that constraint with a redesigned memory subsystem and high-capacity cards supporting up to 768 GB of onboard memoryโ€”positioning that as a differentiator versus current GPU offerings.
SoftBank has reportedly approved the final $22.5 billion tranche of a planned $30 billion commitment to OpenAI, tied to the AI firmโ€™s shift to a conventional forโ€‘profit structure and a path to IPO. The investment completes a massive $41 billion financing round for OpenAI that began in April, making it one of the largest private capital raises in tech history. This funding and restructuring signal faster enterprise AI adoption, heavier infrastructure demand, and new platform dynamics that will ripple across networks, cloud, and edge. OpenAI is pushing deeper into enterprise tools, security features, and domainโ€‘specific assistants.
Ericsson, Nokia, and Fraunhofer HHI jointly demonstrated a proofโ€‘ofโ€‘concept codec that delivers meaningfully higher compression than todayโ€™s widely deployed standardsโ€”H.264/AVC, H.265/HEVC, and H.266/VVCโ€”without a notable rise in complexity. The partners emphasize energy efficiency and scalability, which are critical for batteryโ€‘powered devices, edge compute, and large streaming workloads. Their submission was positively received by the ITUโ€‘T Video Coding Experts Group and ISO/IEC MPEG, the bodies that jointly steward the H.26x/MPEG lineage. The work is positioned as an onโ€‘ramp to the next standardization phase, targeting readiness to support commercial deployment around 2029โ€“2030, in step with 6G timelines.
Vodafone is partnering with Irish firm Zinkworks on Rapid RIC, a central platform that blends secure data analytics, a visual low-code interface, and code-generating AI to create and operate RAN applications, or rApps. The goal is ambitious but specific: cut time-to-market from months to weeks, scale deployments across markets, and improve service quality, capacity, and energy use. The platform is slated for early 2026 availability and will run primarily on Vodafoneโ€™s private Google Cloud Platform environment. Rapid RIC uses GenAI to generate production-grade code from visual designs, enabling radio engineers to turn domain knowledge directly into software without deep AI or ML skills.

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