GenAI

Databricks is adding OpenAIโ€™s newest foundation models to its catalog for use via SQL or API, alongside previously introduced open-weight options gpt-oss 20B and 120B. Customers can now select, benchmark, and fine-tune OpenAI models directly where governed enterprise data already lives. The move raises the stakes in the race to make generative AI a first-class, governed workload inside data platforms rather than an external service tethered by integration and compliance gaps. For telecom and enterprise IT, it reduces friction for AI agents that must safely traverse customer, network, and operational data domains.
Google Labs has launched Mixboard, an AI-powered concepting board that turns text prompts and images into editable visual mood boards now available in U.S. public beta. Mixboard gives users an open canvas to generate, arrange, and iterate on visual ideas, from home decor and event themes to product inspiration and DIY projects. You can start from a text prompt or prebuilt boards, pull in your own images, create new visuals with generative AI, and refine them using natural-language edits. Mixboard signals how fast multimodal AI is moving from chat to visual ideation, with implications for search, commerce, and collaborative workflows.
Gartnerโ€™s latest outlook points to global AI spend hitting roughly $1.5 trillion in 2025 and exceeding $2 trillion in 2026, signaling a multi-year investment cycle that will reshape infrastructure, devices, and networks. This is not a short-lived hype curve; it is a capital plan. Hyperscalers are pouring money into data centers built around AI-optimized servers and accelerators, while device makers push on-device AI into smartphones and PCs at scale. For telecom and enterprise IT leaders, the message is clear: capacity, latency, and data gravity will dictate where value lands. Spending is broad-based. AI services and software are growing fast, but the heavy lift is in hardware and cloud infrastructure.
The U.S. Federal Trade Commission has initiated a broad 6(b) study into consumer-facing AI companion chatbots, focusing on risks to children and teens and the governance controls companies have in place. The agency issued orders to seven firms operating at the center of generative AI and social platforms: Alphabet, Character Technologies (Character.AI), Instagram, Meta Platforms, OpenAI, Snap, and xAI. Under its Section 6(b) authority, the FTC is seeking detailed information on how these providers design, test, deploy, and monetize AI companions, and how they limit harms to children and adolescents. The Commissionโ€™s vote to proceed was unanimous, signaling cross-party attention on youth safety in AI.
Salesforce is moving to close the gap between slick AI demos and operational reality by stress-testing agents inside simulated business environments before they ever touch production. Salesforce introduced CRMArenaPro (a digital twin for enterprise workflows), an Agentic Benchmark for CRM (to compare agents across business-centric metrics), and new Account Matching capabilities (to unify records and clean underlying data). The Agentic Benchmark for CRM evaluates accuracy, cost, speed, trust and safety, and environmental sustainability. Stand up a sandbox that mirrors production and run agents through end-to-end scenarios with synthetic-but-realistic data. Tighten OAuth and third-party risk controls before expanding agent privileges
Fresh polling signals rising public concern that AI could upend employment, destabilize politics, and strain social and energy systems. A recent Reuters/Ipsos survey of 4,446 U.S. adults found that 71% worry AI will permanently displace too many workers. Seventy-seven percent of respondents fear AI will fuel political instability if hostile actors exploit the technology. The poll also shows broad worry about AIs indirect costs: 66% are concerned about AI companions displacing human relationships, and 61% are concerned about the technology’s energy footprint. Bottom line: Public concern is high, and that increases the cost of missteps.
Deutsche Telekom is using hardware, pricing, and partnerships to make AI a mainstream feature set across mass-market smartphones and tablets. Deutsche Telekom introduced the T Phone 3 and T Tablet 2, branded as the AI-phone and AI-tablet, with Perplexity as the embedded assistant and a dedicated magenta button for instant access. In Germany, the AI-phone starts at 149 and the AI-tablet at 199, or one euro each when bundled with a tariff, positioning AI features at entry-level price points and shifting value to services and connectivity. The bundle includes an 18-month Perplexity Pro subscription in addition to the embedded assistant, plus three months of Picsart Pro with monthly credits, which lowers the barrier to adopting AI-powered creation and search.
A new Ciena and Heavy Reading study signals that AI will become a primary source of metro and long-haul traffic within three years while most optical networks remain only partially prepared. AI training and inference are shifting from contained data center domains to distributed, edge-to-core workflows that stress transport capacity, latency, and automation end-to-end. Expectations are even higher for long-haul: 52% see AI surpassing 30% of traffic and 29% expect AI to account for more than half. Yet only 16% of respondents rate their optical networks as very ready for AI workloads, underscoring an execution gap that will shape capex priorities, service roadmaps, and partnership models through 2027.
South Korea’s government and its three national carriers are aligning fresh capital to speed AI and semiconductor competitiveness and to anchor a private-led innovation flywheel. SK Telecom, KT, and LG Uplus will seed a new pool exceeding 300 billion won (about $219 million) via the Korea IT Fund (KIF) to back core and foundational AI, AI transformation (AX), and commercialization in ICT. KIF, formed in 2002 by the carriers, will receive 150 billion won in new commitments, matched by at least an equal amount from external fund managers. The platforms lifespan has been extended to 2040 to sustain long-cycle bets.
OpenAI has raised $8.3 billion in a highly oversubscribed round led by Dragoneer Investment Group, bringing its valuation to $300 billion. The funding will accelerate OpenAIโ€™s expansion into global AI infrastructure, monetization of ChatGPT, and broader enterprise deployment. With over 700M weekly users and $12โ€“13B in annualized revenue, OpenAI is now one of the most capitalized AI firms worldwide, and possibly on the path to an IPO.
OpenAI has confirmed its role in a $30 billion-per-year cloud infrastructure deal with Oracle, marking one of the largest cloud contracts in tech history. Part of the ambitious Stargate project, the deal aims to support OpenAIโ€™s growing demand for compute resources, with 4.5GW of capacity dedicated to training and deploying advanced AI models. The partnership positions Oracle as a major player in the AI cloud arms race while signaling OpenAIโ€™s shift toward vertically integrated infrastructure solutions.

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