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A European 6G-XR consortium led by Capgemini, Ericsson, i2CAT and Vicomtech demonstrated holographic calling and edge-anchored XR services on live standalone 5G, signaling how networks will evolve to support immersive collaboration at 6G scale. The team executed end-to-end trials of real-time holographic communication and distributed XR experiences spanning edge nodes across Barcelona and Madrid. To keep spatial media stable under cell load, the partners implemented proactive congestion detection and an on-demand quality mechanism that prioritizes holographic traffic. Notably, the consortium has referenced IMS Data Channel as a vehicle to anchor real-time holographic streams within operator service frameworks.
As enterprises move from single-model chatbots to collaborative multi-agent systems, the economic and operational burden of reasoning at scale is becoming the dominant constraint. NVIDIA’s Nemotron 3 family introduces open models and tools designed to keep multi-agent systems fast, affordable and inspectable. The models use a hybrid latent mixture‑of‑experts design to activate only a fraction of parameters per token, combining it with a Mamba‑Transformer approach optimized for long sequences. Nemotron 3 Nano is a small, roughly 30B‑parameter model that activates up to 3B parameters per token, making it efficient for retrieval, summarization, assistants and software debugging.
Google has introduced a sharply priced AI Plus subscription in India to push generative AI into the mass market and counter OpenAI’s ChatGPT Go. The AI Plus plan launches at ₹199 per month for new users for six months, then moves to ₹399 per month. The bundle raises usage limits for Gemini 3 Pro, unlocks video generation within Google’s apps, expands NotebookLM’s “deep research” capabilities, and adds 200GB of storage across Google Photos, Drive, and Gmail. Family sharing is included, signaling a household-centric growth strategy.
Disney will invest $1 billion in OpenAI and become Sora’s first major content licensing partner, enabling fans to generate and share short videos that feature more than 200 characters and environments from Disney, Pixar, Marvel, and Star Wars. The agreement spans three years, excludes actor likenesses and voices, and extends to ChatGPT Images for IP‑compliant image generation. Disney will adopt OpenAI APIs across products and operations, including features for Disney+ and employee productivity, and may showcase select user creations on its streaming service. This agreement formalizes licensed synthetic media at scale and accelerates the convergence of UGC, premium IP, and AI tooling.
The administration plans an executive order to set a single national AI rulebook and override state-level frameworks, a move with immediate implications for telecom, cloud, and enterprise AI strategies. President Trump signaled he will sign an executive order establishing a uniform federal approach to AI governance that preempts state regulations. Reports indicate the order aims to reduce compliance friction by replacing diverse state rules with a lighter-touch national framework focused on competitiveness. State officials from both parties, safety advocates, and labor groups are preparing to fight the order, citing risks related to consumer harm, deepfakes, hiring bias, and child safety. On the other side, Silicon Valley leaders warn that 50-state compliance regimes could deter innovation and blunt national competitiveness.
Nvidia used NeurIPS to expand an open toolkit for digital and physical AI, with a flagship reasoning model for autonomous driving and a broader stack that targets speech, safety, and reinforcement learning. Nvidia introduced DRIVE Alpamayo-R1 (AR1), an open vision-language-action model that fuses multimodal perception with chain-of-thought reasoning and path planning, aiming to push toward Level 4 autonomy in constrained domains. To lower adoption friction, Nvidia published the Cosmos Cookbook with step-by-step recipes for data curation, synthetic data generation, inference, and post-training workflows, enabling customization for diverse physical AI use cases.
Two German heavyweights are in advanced discussions to co-build large-scale AI data centre capacity in Germany, a move that would tap European Union funding and accelerate sovereign AI infrastructure. Deutsche Telekom and the Schwarz Group are exploring a joint bid to develop EU-supported “AI Gigafactory” facilities, data centres purpose-built for high-density AI training and inference. According to multiple reports, the talks are well progressed but not yet final. Infrastructure investor Brookfield has been flagged as a potential financial partner alongside EU capital, adding balance-sheet depth and construction expertise to the consortium.
Nvidia’s CEO has warned that U.S. export controls have effectively halted the company’s China business, sharpening the stakes for AI leadership, supply chains, and enterprise buyers. He indicated the company is modeling China sales at effectively zero for the next two quarters under current rules, acknowledging that the revenue loss constrains reinvestment in R&D and manufacturing capacity. The message was blunt: a prolonged lockout weakens the U.S. AI stack abroad and cedes room to rivals at home and overseas. Huang pegged China’s accelerator market at roughly $50 billion today with potential to reach up to $200 billion by decade’s end.
Deutsche Telekom’s T-Systems has secured a multi-million-euro contract from Leibniz University Hannover to power SOOFI, a flagship initiative to build a 100-billion-parameter, European-operated large language model. The SOOFI (Sovereign Open Source Foundation Models) project will train a next-generation, open-source LLM focused on European languages and industrial requirements, replacing the current 7-billion-parameter Teuken7B with a model two orders of magnitude larger. T-Systems will host and operate the training environment in its new Industrial AI Cloud—an NVIDIA-powered facility that DT and NVIDIA unveiled as part of a €1 billion partnership.
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.
Palo Alto Networks is buying Chronosphere to fuse cost-efficient, large-scale observability with AI-driven automation for modern cloud and AI data centers. Palo Alto Networks agreed to acquire Chronosphere for approximately $3.35 billion in a mix of cash and replacement equity, with closing expected in the second half of PANW’s fiscal 2026 (ending July 31). Chronosphere brings a next-generation observability architecture and telemetry pipeline built for scale and cost control. Together, they aim to turn observability from passive dashboards into autonomous, governed remediation that blends performance and security insights.
Nokia is restructuring to monetize the AI supercycle across fixed and mobile networks while tightening focus on profitable growth. The company’s new strategy concentrates on: accelerating in AI and cloud; leading the next era of mobile with AI-native networks and 6G; co-innovating with customers and partners; concentrating capital where it can differentiate; and unlocking sustainable, consistent returns. Nokia will move from four primary segments to two, with changes effective 1 January 2026. The company is targeting comparable operating profit of €2.7 billion to €3.2 billion by 2028.
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