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SoftBank Sells Nvidia Stake to Fund AI Infrastructure Bets

SoftBank Sells Nvidia Stake to Fund AI Infrastructure Bets
SoftBank has exited Nvidia and is redirecting billions into AI platforms and infrastructure, signaling where it believes the next phase of value will concentrate. SoftBank sold its remaining 32.1 million Nvidia shares in October for approximately $5.83 billion, and also disclosed a separate $9.17 billion sale of T-Mobile US shares as part of a broader reallocation into artificial intelligence. The proceeds are earmarked for a significant expansion of SoftBank’s AI portfolio, including a major investment in OpenAI and potential participation in “Stargate,” a next-generation AI data center initiative co-developed by OpenAI and Oracle. Despite exiting Nvidia’s equity, SoftBank retains about 90% ownership of Arm.

Anthropic invests $50B in U.S. AI data center infrastructure

Top Trends Reshaping Fiber, Data Centers, and Telecom
Anthropic will spend $50 billion on U.S.-based AI data centers, signaling a rapid new phase for domestic compute capacity with direct consequences for power, fiber, and cloud interconnects. Anthropic plans a multi-year, $50 billion program to develop custom data center campuses in the United States, beginning with Texas and New York and with additional sites to follow. The initial wave targets 2026 go-lives, with an estimated 800 permanent jobs and roughly 2,400 construction roles tied to the program.

Google AI chips: 4x TPU boost and Anthropic deal

Google AI chips: 4x TPU boost and Anthropic deal
Google has unveiled next‑generation TPU accelerators with up to a 4x performance boost and secured a multiyear Anthropic commitment reportedly worth billions, signaling a new phase in AI infrastructure competition. Google introduced new Tensor Processing Units that deliver roughly four times the performance of prior generations for training and inference of large models. Beyond speed, the design targets better performance-per-watt, a critical lever as AI energy costs surge. Anthropic has secured access to Google Cloud TPU capacity at massive scale, with reports citing availability up to one million TPU chips over the term of the agreement.

AI layoffs surge: telecom and enterprise IT impact

Verizon layoffs: 15,000 cuts, store franchising
October’s job-cut announcements surged, with AI and cost control reshaping staffing plans across technology and adjacent sectors. Planned layoffs spiked to roughly 153,000 in October, up more than 180% from September and about 175% from a year ago, according to the latest Challenger job-cuts tally. Year-to-date announcements for 2025 have crossed 1.09 million, the highest October-through-period since the pandemic shock of 2020 and above comparable 2009 levels. The cuts reflect a pivot from growth-at-any-cost to profitability, with AI rebalancing roles and budgets across the stack. Across reasons given, cost reduction led by a wide margin, and AI adoption was the second-largest driver, underscoring both macro pressure and structural transformation.

OpenAI–AWS $38B AI Compute Deal

OpenAI–AWS $38B AI Compute Deal
OpenAI has signed a multi‑year, $38 billion capacity agreement with Amazon Web Services (AWS) to run and scale its core AI workloads on NVIDIA‑based infrastructure, signaling a decisive shift toward a multi‑cloud strategy and intensifying the hyperscaler battle for frontier AI. The agreement makes OpenAI a direct AWS customer for large‑scale compute, starting immediately on existing AWS data centers and expanding as new infrastructure comes online. AWS and OpenAI target the bulk of new capacity to be deployed by the end of 2026, with headroom to extend into 2027 and beyond.

SK Telecom expands AIDC for AI infrastructure in Asia

SK Telecom expands AIDC for AI infrastructure in Asia
At SK AI Summit 2025, CEO Jung Jaihun outlined plans to expand the Ulsan artificial intelligence data center (AIDC) to 1GW-class capacity, stand up a nationwide trio of hubs (Gasan in the Seoul metro, Ulsan in the south, and a new southwest site), and take the model into Southeast Asia starting with Vietnam. The operator is also deepening technology collaborations with Amazon Web Services (AWS) on Edge AI and with NVIDIA on AI-RAN and a Manufacturing AI Cloud; it intends to buy more than 2,000 NVIDIA RTX PRO 6000 Blackwell GPUs and scale Korea’s largest GPU cluster, Haein, as core compute for industrial AI workloads.

CrowdStrike & NVIDIA: Open AI Agents at the Edge

CrowdStrike & NVIDIA: Open AI Agents at the Edge
CrowdStrike and NVIDIA are aligning open models, edge inference, and agentic tooling to push real-time, autonomous cyber defense into data centers, clouds, and MEC sites where telecom and enterprise workloads actually live. By pairing CrowdStrike’s Charlotte AI AgentWorks with NVIDIA’s Nemotron open models, NeMo Data Designer, NeMo Agent Toolkit, and NIM microservices, the partners aim to shrink detection-to-response windows from minutes to milliseconds, and to do so where latency is lowest—at the edge. The companies expanded their collaboration to deliver always-on, continuously learning AI agents that defend cloud, data center, and edge environments using open and enterprise-grade NVIDIA AI components integrated with CrowdStrike’s Agentic Security Platform.

Hyundai-NVIDIA Blackwell AI Factory for Mobility and Manufacturing

Hyundai-NVIDIA Blackwell AI Factory for Mobility and Manufacturing
Hyundai Motor Group and NVIDIA are expanding their partnership to build a large-scale “physical AI” stack that fuses autonomous driving, smart factories, and robotics with national-scale infrastructure in Korea. The companies plan to stand up an AI factory built on 50,000 NVIDIA Blackwell GPUs to unify model training, validation, and deployment across vehicles and plants. Backed by an approximately $3 billion public–private investment, the effort includes a Physical AI Application Center, an NVIDIA AI Technology Center, and regional data centers developed in concert with Korea’s Ministry of Science and ICT.

Samsung AI Factory Powered by NVIDIA GPUs

Samsung AI Factory Powered by NVIDIA GPUs
Samsung and NVIDIA are scaling a 25-year alliance into an AI-driven manufacturing platform that fuses memory, foundry, robotics and networks on a backbone of accelerated computing. Samsung plans to deploy more than 50,000 NVIDIA GPUs to infuse AI across the company’s manufacturing lifecycle—from chip design and lithography to equipment operations, logistics and quality control. The “AI factory” is designed as a unified, data-rich fabric where models continuously analyze and optimize processes in real time, shrinking development cycles and improving yield and uptime. The scope goes beyond semiconductors to include mobile devices and robotics, signaling a company-wide digital transformation anchored in accelerated computing.

NVIDIA and Nokia Launch AI-RAN Platform for 6G

NVIDIA and Nokia Launch AI-RAN Platform for 6G
NVIDIA and Nokia unveiled a strategic partnership to deliver commercial AI-RAN products built on NVIDIA’s Aerial RAN Computer Pro (ARC-Pro) platform and Nokia’s RAN software portfolio, with NVIDIA committing a $1 billion equity investment in Nokia at approximately $6.01 per share, subject to customary closing conditions. The companies are targeting an AI-native RAN that runs both radio workloads and AI inference on a software-defined, accelerated platform, with a cumulative AI-RAN market opportunity that Omdia estimates will exceed $200 billion by 2030. ARC-Pro is positioned as a 6G-ready accelerated computing platform that couples connectivity, compute, and sensing, enabling upgrades from 5G-Advanced to 6G largely via software.

SoftBank and NVIDIA AI-RAN: 16-Layer MU-MIMO on GPUs

SoftBank AI-RAN Realizes - Software-only Massive MIMO on GPU
SoftBank and NVIDIA have validated a fully software-defined, GPU-accelerated AI-RAN that delivers 16-layer massive MU-MIMO outdoors—an inflection point for vRAN performance, Open RAN scalability, and AI-native RAN design. SoftBank’s AI-RAN product, AITRAS, executed the entire 5G physical layer on NVIDIA GPUs at the Distributed Unit and demonstrated stable 16-layer multi-user MIMO downlink in an outdoor trial at NVIDIA’s Santa Clara campus. The system connected to O-RAN-compliant radios via Split 7.2x and achieved roughly three times the spectral efficiency and throughput of a conventional 4-layer setup while maintaining per-user rates under high load. The field results show that software-only massive MIMO on GPUs can meet macro-radio conditions without bespoke silicon.

Qualcomm AI200/AI250 AI Chips for Data Center Inference

Qualcomm AI200/AI250 AI Chips for Data Center Inference
Qualcomm is moving from mobile NPUs into rack-scale AI infrastructure, positioning its AI200 (2026) and AI250 (2027) to challenge Nvidia/AMD on the economics of large-scale inference. The company is translating its Hexagon neural processing unit heritage—refined across phones and PCs—into data center accelerators tuned for inferencing, not training. AI200 and AI250 will ship in liquid-cooled, rack-scale configurations designed to operate as a single logical system. Qualcomm is leaning into that constraint with a redesigned memory subsystem and high-capacity cards supporting up to 768 GB of onboard memory—positioning that as a differentiator versus current GPU offerings.

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