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Wayve Self-Driving AI Trials in Tokyo with Nissan

Wayve Self-Driving AI Trials in Tokyo with Nissan

Wayve’s end-to-end driving AI is now running in Nissan Ariya electric vehicles in Tokyo, marking a pragmatic step toward consumer deployment in 2027. The test vehicles combine a camera-first approach with radar and a lidar unit for redundancy, aligning with Japan’s dense urban environment and complex traffic patterns. The initial commercial target is “eyes on, hands off” Level 2 driver assistance, with drivers remaining responsible and ready to take over. Nvidia has signed a letter of intent for a potential $500 million investment in Wayve’s next funding round, reinforcing the compute-intensive nature of the program.

OpenAI, Oracle, SoftBank: 5 Stargate AI Data Centers

OpenAI, Oracle, SoftBank: 5 Stargate AI Data Centers
OpenAI plans five new US data centers under the Stargate umbrella, pushing the initiative’s planned capacity to nearly 7 gigawatts—roughly equivalent to several utility-scale power plants. Three sites—Shackelford County, Texas; Doña Ana County, New Mexico; and an undisclosed Midwest location—will be developed with Oracle following their previously disclosed agreement to add up to 4.5 GW of US capacity on top of the Abilene, Texas flagship. Two additional sites in Lordstown, Ohio and Milam County, Texas will be developed with SB Energy, SoftBank’s renewables and storage arm. OpenAI also expects to expand Abilene by approximately 600 MW, with the broader program claiming tens of thousands of onsite construction jobs, though ongoing operations will need far fewer staff once live.

Alibaba Cloud integrates Nvidia Physical AI tools

Alibaba Cloud integrates Nvidia Physical AI tools
Alibaba Cloud is integrating Nvidia’s Physical AI toolchain into its Cloud Platform for AI, bringing robotics-grade simulation, training, and deployment capabilities to customers. Alibaba and Nvidia unveiled a partnership that embeds Nvidia’s embodied AI development tools directly into Alibaba’s machine learning platform. The integration targets robotics, autonomous driving, and “connected spaces” such as warehouses and factories. Physical AI refers to software that models the real world in 3D, generates synthetic data, and trains control policies with reinforcement learning before deploying to physical systems. Developers on Alibaba Cloud gain access to toolchains for data processing, simulation-based training, and real-world reinforcement learning.

Lumen AI Network Expansion: 47M Fiber Miles by 2028

Lumen AI Network Expansion: 47M Fiber Miles by 2028
Lumen is accelerating a multi-year, multi-billion-dollar expansion of its U.S. backbone to match the explosive rise of AI-driven traffic. The company plans to add 34 million new intercity fiber miles by the end of 2028, targeting a total of 47 million intercity fiber miles. In 2025, Lumen has already added more than 2.2 million intercity fiber miles across 2,500+ route miles, with a year-end target of 16.6 million intercity fiber miles. Network capacity grew by 5.9+ Pbps year-to-date, and Lumen earmarked more than $100 million to push 400Gbps connectivity across clouds, data centers, and metros—now covering over 100,000 route miles with 400G-enabled transport.

Huawei Kunpeng CPUs challenge Nvidia in AI chips

Huawei Kunpeng CPUs challenge Nvidia in AI chips
The CPU roadmap is strategically important because AI clusters depend on balanced CPU-GPU ratios and fast data pipelines that keep accelerators fed and utilized. Even as GPUs carry training and inference, CPUs govern input pipelines, feature engineering, storage I/O, service meshes, and containerized microservices that wrap models in production. More cores and threads at competitive power envelopes reduce bottlenecks around feeder tasks, scheduling, and data staging, improving accelerator utilization and lowering total cost per token or inference. In this lens, a 256-core Arm-based Kunpeng in 2028 would directly affect how much AI throughput Ascend accelerators can sustain per rack.

Verizon Launches 6G Innovation Forum

Verizon Launches 6G Innovation Forum
Verizon has launched a 6G Innovation Forum to accelerate research, trials, and standards alignment for the next generation of wireless. The forum convenes major RAN suppliers, including Ericsson, Samsung Electronics, and Nokia – alongside platform and device ecosystem players such as Meta and Qualcomm Technologies. The stated goal is an open, diversified, and resilient 6G ecosystem with global alignment from the outset. Verizon will back the forum with hands-on environments, starting with a dedicated 6G Lab in Los Angeles. Early priorities include testing new spectrum bands and bandwidths, and validating interoperability with mainstream standards bodies.

OpenAI–NVIDIA 10GW AI $10 billion Infrastructure Partnership

OpenAI–NVIDIA 10GW AI billion Infrastructure Partnership
OpenAI and NVIDIA unveiled a multi‑year plan to deploy 10 gigawatts of NVIDIA systems, marking one of the largest single commitments to AI compute to date. The partners outlined an ambition to stand up AI “factories” totaling roughly 10GW of power, equating to several million GPUs across multiple sites and phases as capacity and supply chains mature. NVIDIA plans to invest up to $100 billion in OpenAI, with tranches released as milestones are met; the first $10 billion aligns to completion of the initial 1GW. The first waves will use NVIDIA’s next‑generation Vera Rubin systems beginning in the second half of 2026.

Australia telecom overhaul after Optus Triple Zero failure

Australia telecom overhaul after Optus Triple Zero failure
Canberra is signaling an industry shake-up after hundreds of emergency calls failed to reach Triple Zero, with four incidents linked to fatalities. Optus, Australia’s second-largest operator and a subsidiary of Singtel, reported a technical failure that prevented 624 calls from connecting to emergency services (000), affecting customers across Western Australia, South Australia, New South Wales, and the Northern Territory. The Australian Communications and Media Authority (ACMA) has opened an investigation into compliance with the Emergency Call Service rules, which require carriers to ensure 000/112 calls connect regardless of network status.

Private 5G Manufacturing Modernization in America

Private 5G Manufacturing Modernization in America
Manufacturers and wireless providers are shifting 5G from promising pilots to scaled, revenue‑relevant deployments across American factories. A joint report from the National Association of Manufacturers (NAM) and CTIA underscores a clear inflection point: commercial 5G, industrial AI and edge computing are maturing together. With 3GPP Release 16/17 capabilities such as URLLC, time‑sensitive networking integration, network slicing and non‑public networks, 5G is increasingly able to support time‑critical control, quality inspection and safety systems at scale. Production use cases are expanding and delivering measurable benefits. The message is consistent: companies that operationalize 5G alongside AI and automation will capture disproportionate productivity and resiliency advantages.

Gartner Projects $1.5T AI Spend by 2025

Gartner: .5T AI Spend by 2025
Gartner’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.

FCC Spectrum: Protect CBRS and 6 GHz

FCC Spectrum: Protect CBRS and 6 GHz
With the FCC under pressure to deliver 300 MHz of auctionable spectrum, a group of Senate Republicans is urging the agency to preserve the shared 3.5 GHz CBRS band and the unlicensed 6 GHz band that underpin private 5G and next‑gen Wi‑Fi. Ten Senate Republicans, including five members of the Senate Commerce Committee, sent a letter urging the FCC to ensure existing operations in the 6 GHz and Citizens Broadband Radio Service (CBRS) bands continue “without disruption.” NTIA Administrator Arielle Roth called for preserving 6 GHz for Wi‑Fi, a stance applauded by NCTA as a recognition that unlicensed spectrum is an economic engine.

UK AI Investments: US Tech Giants Reshape Data Centers

AWS Invests Billion in Georgia Data Centers to Power AI Growth
Tens of billions in new US tech commitments are set to reshape the UK’s data center footprint, power needs, and network design over the next four years. Microsoft plans to deploy $30 billion into UK AI infrastructure, its largest commitment in the country, split between new-build capacity and financing via partners such as Nscale. Alphabet added roughly £5 billion for AI research and infrastructure over two years and opened a new data center campus in Hertfordshire. These moves sit under a broader US-UK “Tech Prosperity Deal” announced during a state visit, spanning AI, quantum, and nuclear cooperation. The overall vector is clear: more compute, closer to UK users, on a faster timeline.

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