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SoftBank’s $2B Intel Bet: Semiconductor and U.S. Foundry Outlook

SoftBank’s $2B Intel Bet: Semiconductor and U.S. Foundry Outlook
SoftBank will invest $2 billion in Intel, taking roughly a 2% stake at $23 per share and becoming one of Intels largest shareholders. It is a financial vote of confidence in a company trying to reestablish process leadership, scale a foundry business, and convince marquee customers to commit to external wafer orders. SoftBank has been assembling an AI supply-chain franchise that spans IP, compute, and infrastructure. It owns Arm, agreed to acquire Arm server CPU designer Ampere Computing, injected massive capital into OpenAI, and aligned with Oracle under the Stargate hyperscale AI initiative backed by the current U.S. administration.

Intel Spins Off NEX Division Amid $2.9B Loss & AI Pivot

Intel Spins Off NEX Division Amid $2.9B Loss & AI Pivot
Intel is spinning off its Network and Edge (NEX) division after posting a $2.9B loss, cutting 15% of its workforce, and pivoting to an AI-first strategy. The standalone NEX business will focus on networking and edge innovation, with Intel retaining an anchor investor role. The move underscores Intel’s restructuring to prioritize x86 and AI while seeking agility to compete with NVIDIA, AMD, and Broadcom in high-performance networking and 5G infrastructure.

Nokia Shifts Focus to AI and Network Infrastructure

Nokia Shifts Focus to AI and Network Infrastructure
Nokia is shifting its core focus from mobile networks to AI infrastructure and optical networking amid declining RAN revenues and financial pressures. In Q2 2025, the Network Infrastructure division surpassed Mobile Networks, driven by demand from data centers and hyperscalers. With CEO Justin Hotard emphasizing AI integration and enterprise 5G, Nokia is repositioning itself for long-term growth while maintaining its mobile presence as a strategic layer.

IBM Accelerates GenAI Adoption with Hybrid Cloud, AI Agents & LinuxONE

IBM Accelerates GenAI Adoption with Hybrid Cloud, AI Agents & LinuxONE
At THINK 2025, IBM accelerates GenAI adoption with new enterprise-ready tools—from watsonx AI agents to secure LinuxONE infrastructure and hybrid cloud automation. The company’s latest updates aim to move businesses from GenAI pilots to full-scale deployments with enhanced integration, accuracy, and performance.

MWC 2025: Key Announcements, Insights and Updates

MWC 2025: Key Announcements, Insights and Updates
Dive into our in-depth coverage of MWC 2025, highlighting the latest innovations in 5G, AI, IoT, and more. Discover how industry leaders are shaping the future of technology with groundbreaking announcements and developments unveiled during the event.

LG’S “HYBRID AI” GRAM LAPTOPS OFFER THE BEST OF BOTH WORLDS WITH ON-DEVICE AND CLOUD AI SERVICES

LG'S "HYBRID AI" GRAM LAPTOPS OFFER THE BEST OF BOTH WORLDS WITH ON-DEVICE AND CLOUD AI SERVICES
LG is launching its 2025 LG gram laptop lineup at CES 2025, featuring the brand's first hybrid AI integration. Combining on-device AI for fast, secure local processing with cloud-based AI powered by GPT-4o, these laptops deliver personalized productivity through features like Time Travel for revisiting files and calendar/email management. Powered by Intel’s latest processors, the lineup includes the flagship LG gram Pro with Arrow Lake CPUs and NVIDIA RTX 4050 graphics, and the ultra-portable LG gram Pro 2-in-1, which has won a CES Innovation Award. With sleek designs and cutting-edge features, LG gram laptops aim to redefine performance and portability.

InfiniG’s Mobile Coverage Solution Enhances School Safety at Parkside Elementary

InfiniG’s Mobile Coverage Solution Enhances School Safety at Parkside Elementary

Award Category: Private Network Excellence in Education

Winner: InfiniG

Partner: Parkside Elementary School, Intel, AT&T, and T-Mobile


InfiniG’s Mobile Coverage-as-a-Service (MCaaS) solution has earned the 2024 TeckNexus "Private Network Excellence in Education" award for its transformative impact on student safety and connectivity at Parkside Elementary in Murray, Utah. This innovative deployment, completed in partnership with Intel, AT&T, and T-Mobile, provided comprehensive in-building mobile coverage to address critical safety and communication challenges for students, teachers, staff, and parents. By enhancing secure and connected educational environments, InfiniG’s solution exemplifies the potential of private networks to improve campus security and foster more connected learning experiences.

InfiniG Enhances Safety and Connectivity at Parkside Elementary with Mobile Coverage

InfiniG Enhances Safety and Connectivity at Parkside Elementary with Mobile Coverage
InfiniG’s Mobile Coverage as a Service (MCaaS) solution at Parkside Elementary enhances communication, safety, and access to modern learning tools. Supported by partners like Intel, AT&T, and T-Mobile, this private network deployment provides reliable mobile coverage, addressing safety concerns and bridging the digital divide. By integrating AI tools and secure infrastructure, students and staff benefit from a connected, inclusive learning environment.

The Future of Technology in Federal Applications: Insights from Intel’s CTO

5G Guys Podcast
In this 5G Guys podcast episode, we talk with guest Steve Orrin, the Chief Technology Officer and Senior Professional Engineer for Intel Federal. Steve shares insights from his ten-year tenure at Intel, focusing on helping the government adopt advanced technologies. The conversation covers a wide range of topics, including the impact of AI, cybersecurity, pervasive connectivity, and the role of data in driving technological innovations. Steve provides examples of AI applications in government sectors, such as using drones for forest health monitoring and the benefits of pervasive connectivity in crisis situations. He also touches upon the cybersecurity challenges new technologies present and the importance of Zero Trust Architecture in managing these issues. Additionally, Orrin discusses regulatory policies and the future of technology adoption at the federal level, with implications for consumer technology. The episode offers a comprehensive look at the intersection of government, technology, and security, highlighting the ongoing innovations and challenges in the field.

T-Mo Fiber, AT&T and T-Mobile Earnings, FCC Net Neutrality, Intel Earnings | The G2 on 5G Podcast

The G2 on 5G Podcast – T-Mo and Delta Airlines Google Merges Android Software and Hardware
In this 190th episode of The G2 on 5G, we cover: 0:00:00 Intro 0:00:16 1. T-Mobile invests in fiber services with ambitions to broaden its broadband services beyond 5G FWA 0:05:11 2. AT&T and T-Mobile Earnings - T-Mobile completes Mint Mobile Acquisition 0:10:55 3. Will the FCC’s reinstatement of net neutrality impact the monetization of 5G network slicing? 0:15:52 4. Intel Earnings - 5G affecting networking business? 0:21:30 5. Verizon supports the New Orleans Jazz Fest with additional 4G and 5G capacity (nfl draft?) 0:25:26 6. DISH wins in court against Crown Castle over 5G site dispute

Intel Gaudi 3 vs. Nvidia H100: Advancing Enterprise AI

Intel Gaudi 3 vs. Nvidia H100: Advancing Enterprise AI
Intel’s Gaudi 3 AI accelerator emerges as a formidable contender in the enterprise AI space, rivaling Nvidia’s H100 with superior performance, efficiency, and scalability. Through strategic collaborations and a commitment to an open AI ecosystem, Intel is paving the way for businesses to harness next-generation AI capabilities.
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