Gaming

Nvidia’s latest quarter signals that AI infrastructure spending is not cooling and is, in fact, broadening across clouds, sovereigns, and enterprises. Nvidia delivered $57 billion in revenue for the quarter, up more than 60% year over year, with GAAP net income reaching $32 billion; the data center segment accounted for roughly $51.2 billion, dwarfing gaming, pro visualization, and automotive combined. Management guided next-quarter sales to about $65 billion, exceeding consensus by several billion and underscoring that supply remains tight for cloud GPUs even as deployments ramp across hyperscalers, GPU clouds, national AI initiatives, and large enterprises.
AT&T has activated EchoStar’s 3.45 GHz spectrum across a massive swath of its macro network, delivering a step-change in speed and capacity that advances its 5G and fixed wireless agenda. AT&T has deployed the 3.45 GHz band on nearly 23,000 cell sites across the contiguous United States, touching more than 5,300 cities. Early field results point to up to 80% faster 5G download speeds in upgraded markets. The same spectrum injection is lifting AT&T’s fixed wireless access (FWA) product, Internet Air, with download speeds up by about 55%. Mid-band spectrum is the engine of 5G performance at scale.
5G standalone networks change the service model. Operators can carve the network into slices with distinct latency, reliability, and throughput characteristics validated by 3GPP standards. That enables ultra-reliable low-latency communications for factory automation, connected vehicles, remote operations, and mission-critical services. It also enables differentiated quality for cloud gaming, broadcast-like video, and IoT control loops when combined with edge computing and time-sensitive networking. Jio’s position is that treating all traffic identically under a single “internet access” umbrella can inhibit these new uses. A ruleset that preserves open internet principles for consumers yet explicitly allows specialized services with assured QoS for enterprises is what the company seeks.
Reports indicate SK Group will reduce executive ranks by up to 30%, a move that would reshape decision-making across affiliates including SK Telecom (SKT). For SKT, which sits at the nexus of the group’s AI, cloud, and connectivity ambitions, executive trims would concentrate authority and compress approval chains at a sensitive time for 5G monetization and AI platform bets. Executive consolidation at a Tier-1 operator tends to reset priorities, procurement rhythms, and partner engagement models.
BT Group and its consumer brand EE plan to offer a Starlink-powered home broadband product focused on underserved locations where fixed-line build is constrained by terrain, sparsity, or cost. The service targets “ultrafast” downlink performance, with Starlink capable of delivering up to roughly 280 Mbps and latency in the low tens of milliseconds. Commercial availability is slated for the second half of 2026, giving BT time to industrialise ordering, installation, support, and integration into its existing product catalogue and systems. LEO fills the last 1–5% gap where full fibre is slow or uneconomic to reach.
OECD data shows fixed and mobile broadband have shifted from build-out to scale-up, with fibre and 5G underpinning a new phase of digital infrastructure. Fixed broadband penetration across the OECD rose to 36.5 subscriptions per 100 inhabitants by end-2024, up from 32 in 2019, while the fibre share of fixed lines jumped from 28 percent to 47 percent over the same period. Gigabit-tier offers (≥1 Gbps) moved from 4 percent of subscriptions in 2019 to 19 percent in 2024, signaling both wider availability and growing appetite for very high throughput. On mobile, average monthly data consumption per subscription increased 2.5x—from 6 GB at end-2019 to 15 GB in 2024, aligned with more video, cloud, and AI-assisted applications shifting to handhelds and connected devices.
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.
Ericsson, Nokia, and Fraunhofer HHI jointly demonstrated a proof‑of‑concept codec that delivers meaningfully higher compression than today’s widely deployed standards—H.264/AVC, H.265/HEVC, and H.266/VVC—without a notable rise in complexity. The partners emphasize energy efficiency and scalability, which are critical for battery‑powered devices, edge compute, and large streaming workloads. Their submission was positively received by the ITU‑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 on‑ramp to the next standardization phase, targeting readiness to support commercial deployment around 2029–2030, in step with 6G timelines.
AWS experienced a major outage centered on its US-EAST-1 region in Northern Virginia, triggering cascading failures across dozens of cloud services and dependent applications worldwide. The incident began in the early hours of Monday and was initially mitigated within a few hours, though residual errors and recovery backlogs persisted through the morning in US-EAST-1. Engineering updates point to a DNS resolution problem affecting a key database endpoint (DynamoDB) alongside internal network and gateway errors in EC2, which then propagated across dependent services such as SQS and Amazon Connect. When a foundational component like DNS or an internal networking fabric falters, service discovery and API calls fail in bulk.
Jio closed the quarter ended 30 September with 234 million 5G users, up 86 million year-on-year and now approaching half of its 506.4 million total mobile base. Financial momentum tracked the subscriber and traffic surge. Jio Platforms posted quarterly revenue of INR 426.5 billion, up 14.9% year-on-year, and net profit of INR 73.8 billion, up 12.8%. Jio’s fixed wireless access service, Jio AirFiber, more than tripled year-on-year to 9.5 million subscribers. Bottom line: Jio’s 5G is now at meaningful scale with rising ARPU, heavier usage, and fast-growing FWA—setting up a monetization phase led by targeted pricing actions, application partnerships, and enterprise services as 5G-Advanced capabilities arrive.
India’s mobile industry lobby is pushing for tariff corrections as network spending rises faster than service revenues. The Cellular Operators Association of India (COAI) says operators face a growing mismatch between capital outlays and tariff-led returns. By its estimate, the cumulative gap up to 2024 was already around Rs 10,000 crore and is widening in 2025 as data consumption accelerates. COAI argues that a handful of large traffic generators (LTGs) are responsible for most network load without directly contributing to network build costs. Expect a mix of tariff rationalization, plan redesign, and targeted capex as operators chase sustainable returns.
South Korea is funding a national AI stack to reduce dependence on foreign models, protect data, and tune AI to its language and industries. The government has committed ₩530 billion (about $390 million) to five companies building large-scale foundation models: LG AI Research, SK Telecom, Naver Cloud, NC AI, and Upstage. Progress will be reviewed every six months, with underperformers cut and resources concentrated on the strongest until two leaders remain. The policy goal is clear: build world-class, Korean-first AI capability that supports national security, economic competitiveness, and data sovereignty. For telecoms and enterprise IT, this is a shift from “consume global models” to “operate domestic AI platforms” integrated with local data, compliance, and services.

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