Telecom

NVIDIA has launched a major U.S. manufacturing expansion for its next-gen AI infrastructure. Blackwell chips will now be produced at TSMCโ€™s Arizona facilities, with AI supercomputers assembled in Texas by Foxconn and Wistron. Backed by partners like Amkor and SPIL, NVIDIA is localizing its AI supply chain from silicon to system integrationโ€”laying the foundation for โ€œAI factoriesโ€ powered by robotics, Omniverse digital twins, and real-time automation. By 2029, NVIDIA aims to manufacture up to $500B in AI infrastructure domestically.

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NVIDIA has launched a major U.S. manufacturing expansion for its next-gen AI infrastructure. Blackwell chips will now be produced at TSMCโ€™s Arizona facilities, with AI supercomputers assembled in Texas by Foxconn and Wistron. Backed by partners like Amkor and SPIL, NVIDIA is localizing its AI supply chain from silicon to system integrationโ€”laying the foundation for โ€œAI factoriesโ€ powered by robotics, Omniverse digital twins, and real-time automation. By 2029, NVIDIA aims to manufacture up to $500B in AI infrastructure domestically.
In AI in Telecom: Strategic Themes, Maturity, and the Road Ahead, we explore how AI has shifted from buzzword to backbone for global telecom leaders. From AI-native networks and edge inferencing, to domain-specific LLMs and behavioral cybersecurity, this article maps out the strategic pillars, real-world use cases, and monetization models driving the AI-powered telecom era. Featuring CxO insights from Telefรณnica, KDDI, MTN, Telstra, and Orange, it captures the voice of a sector transforming infrastructure into intelligence.
In The Gateway to a New Future, top global telecom leadersโ€”Marc Murtra (Telefรณnica), Vicki Brady (Telstra), Sunil Bharti Mittal (Airtel), Biao He (China Mobile), and Benedicte Schilbred Fasmer (Telenor)โ€”share bold visions for reshaping the industry. From digital sovereignty and regulatory reform in Europe, to AI-powered smart cities in China and fintech platforms in Africa, these executives reveal how telecom is evolving into a driving force of global innovation, inclusion, and collaboration. The telco of tomorrow is not just a networkโ€”itโ€™s a platform for economic and societal transformation.
In Driving Europeโ€™s Digital Future, telecom leaders Margherita Della Valle (Vodafone), Christel Heydemann (Orange), and Tim Hรถttges (Deutsche Telekom) deliver a unified message: Europe must reform telecom regulation, invest in AI and infrastructure, and scale operations to remain globally competitive. From lagging 5G rollout to emerging AI-at-the-edge opportunities, they urge policymakers to embrace consolidation, cut red tape, and drive fair investment frameworks. Europeโ€™s path to digital sovereignty hinges on bold leadership, collaborative policy, and future-ready infrastructure.
In 2025, the ASEAN telecommunications sector is set for significant changes, driven by AI integration, digital infrastructure expansion, and strategic market consolidations. These transformations aim to enhance operational efficiency and profitability within the region’s dynamic telecom landscape.
Indiaโ€™s telecom sector is rapidly evolving with AI and automation enhancing network operations, customer service, and 5G deployment. With over 125 million 5G users and major investments from companies like Reliance Jio and Bharti Airtel, AI technologies are proving essential for scalability and efficiency. Despite challenges like infrastructure integration and talent gaps, Indiaโ€™s growing AI ecosystem and government support are driving the future of smart telecom solutions.
As one of the worldโ€™s fastest-growing digital economies, India is emerging as a key battleground for 5G expansion. While countries like China and South Korea have led the global 5G race, Indiaโ€™s rapid deployment and sheer market scale make its progress especially noteworthy. With over 1.4 billion people and a thriving mobile-first economy, Indiaโ€™s 5G rollout is not just about faster connectivityโ€”itโ€™s about reshaping industries, enabling smart cities, and unlocking new economic opportunities.
MATRIXX Software introduces dynamic billing support for satellite and non-terrestrial network (NTN) services, enabling telecom operators to expand coverage, monetize emerging LEO partnerships, and unify revenue management. The platform supports flexible commercial models, powering growth in underserved regions and across consumer, enterprise, and wholesale markets.
OpenAI and Meta are eyeing partnerships with Reliance Industries to bring AI tools like ChatGPT and Llama to millions in India. By integrating with Relianceโ€™s telecom and digital networks, these tech giants aim to make AI more accessible and affordable. Relianceโ€™s reach, infrastructure, and government ties make it an ideal partner to scale AI adoption across diverse marketsโ€”from cities to rural India.

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