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NVIDIA and Telecom Physical AI: Why One Platform Sits at the Centre, and How Operators Can Build on It

NVIDIA and Telecom Physical AI: How Operators Can Build on It
NVIDIA technology appears across almost every layer of telecom physical AI, from AI-RAN computers and operator AI clouds to simulation tools and the processors inside robots. This article explains where NVIDIA sits, why operators build on it, the strategic questions its role raises, the wider ecosystem of chip, cloud and network suppliers, and five principles for operators building their own position on top.

AI-RAN Moves From the Lab to the Live Network: What Nokia, NVIDIA and Nearly 20 Operators Signal About the Next Radio Platform

AI-RAN Moves From the Lab to the Live Network: What Nokia, NVIDIA and Nearly 20 Operators Signal About the Next Radio Platform
T-Mobile, Nokia and NVIDIA have completed the first AI-RAN call on a live commercial network, Deutsche Telekom has reported 10% to 15% uplink gains, Elisa has run voice, data and vision AI on one platform, and BT, Deutsche Telekom and SoftBank are lining up 2027 field trials. TeckNexus analyses what nearly 20 operator collaborations signal about AI-RAN as a radio platform, an edge AI platform and a path to 6G.

Vodafone and Dell to Scale Open RAN and 5G in Europe

Vodafone and Dell to Scale Open RAN and 5G in Europe
Vodafone named Dell Technologies a strategic infrastructure provider for a five-year Open RAN buildout across Europe, signaling a move from trials to scaled, automated 5G networks. Vodafone will expand one of Europe’s largest Open RAN footprints using Dell infrastructure as part of a multi-year radio access modernization program. Dell will supply its PowerEdge XR8000 series servers, including the XR8620t and the latest XR8720t with Intel Xeon 6 SoC. Vodafone also plans to adopt the Dell Telecom Infrastructure Automation Suite (DTIAS) to provide the Infrastructure Management Service within its Open RAN architecture, designed to automate Day 0/1/2 lifecycle operations for O-Cloud infrastructure.

NVIDIA and Nokia Launch AI-RAN Platform for 6G

NVIDIA and Nokia Launch AI-RAN Platform for 6G
NVIDIA and Nokia unveiled a strategic partnership to deliver commercial AI-RAN products built on NVIDIA’s Aerial RAN Computer Pro (ARC-Pro) platform and Nokia’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.

The G2 on 5G Podcast – Mobile World Congress 2024 Barcelona Wrap-Up Round Up

G2 on 5G - Moor Insights and Strategy Podcasts
In this 182nd episode of The G2 on 5G, we cover:
1. API finally gains traction as 5G mobile networks seek programmability and monetization - is Vonage positioned to capitalize?
2. AI is everywhere and in everything - an extension of CES: Intel AI PC and Qualcomm AI Hub+ New Snapdragon x80 Modem and FastConnect 7900
3. NTN and LEO satellite service continues to be hot - who’s still in front? AST SpaceMobile and Sateliot
4. The usual devices from: Honor Magic 6 Pro, Xiaomi 14 Ultra, Moto Bendable, Tecno Rollable, Lenovo Clear Laptop, Xiaomi SU7 Auto, Samsung Galaxy Ring, OnePlus Watch 2
5. Nokia finds some renewed enterprise focus with Dell Technologies in private 5G networking and more
6. Qualcomm XR Hub, Boundless AR 5G Demo, Oppo Air Glass 3 and AR contacts are back?
2027 Intelligence Programs
The next evolution of Ciena’s DCOM: OOB management for diverse data center needs
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