Samsung

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.

Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks

Private Network Security: 4 Pillars for Securing Private 5G, LTE & CBRS Cellular Networks
Enterprises adopting private 5G, LTE, or CBRS networks need more than encryption to stay secure. This article explains the 4 pillars of private network security: core controls, device visibility, real-time threat detection, and orchestration. Learn how to protect SIM and device identities, isolate traffic, secure OT and IoT, and choose the right vendors for a robust private network security strategy.

Nokia Profit Beat as AI Demand Lifts Optical Networks

Nokia Shifts Focus to AI and Network Infrastructure
Nokia delivered a stronger-than-expected third quarter, with comparable operating profit reaching €435 million against consensus of about €342 million. Group net sales rose 12% to €4.83 billion, above forecasts, driven by Optical Networks and cloud-related demand tied to AI data centers. The stock jumped double digits intraday and added billions in market value, reflecting newfound confidence after a challenging first half. The recovery now is concentrated in network infrastructure rather than mobile RAN, underscoring where customers are actually spending to handle AI-era traffic patterns. Nokia nudged its full-year operating profit outlook to €1.7–2.2 billion, with a reporting change related to scaling down passive venture investments partly in play.

Samsung Galaxy XR: AI-First Mixed Reality

Samsung Galaxy XR: AI-First Mixed Reality
Unlike metaverse-era headsets that leaned on entertainment and novelty, Galaxy XR makes Google’s Gemini the front door to the interface. In demos, Gemini orchestrated windows in a spatial workspace, answered context-aware questions, and invoked creative tools like Veo for AI-generated video. That tight AI integration is the strategic wedge: Samsung and Google position XR as a bridge to slim, everyday AI glasses developed with eyewear brands Warby Parker and Gentle Monster. The message to developers and enterprises is clear—design for multimodal AI agents first; the form factor will shrink later.

AT&T Users Tap T-Mobile Satellite D2D: Ookla Report

AT&T Users Tap T-Mobile Satellite D2D
New usage data shows AT&T subscribers are tapping into T-Mobile’s Starlink-powered T-Satellite more than expected, signaling a rapid shift in how carriers and customers think about direct-to-device connectivity. Speedtest intelligence indicates T-Mobile users account for the majority of direct-to-device (D2D) connections to Starlink, roughly six in ten overall and more than seven in ten among devices reporting active service at connection time. The surprise is AT&T’s footprint: about a third of observed connections come from AT&T subscribers, while Verizon’s share is minimal.

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.

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: $1.5T 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.

SK hynix HBM4: World’s first HBM4 chip

SK hynix HBM4: World’s first HBM4 chip
SK hynix says it has completed development and readied mass production of HBM4, signaling a new performance and efficiency baseline for next‑generation AI accelerators and cloud infrastructure. HBM4 doubles per‑stack bandwidth versus the prior generation by moving to a 2,048‑bit I/O interface and pushing data rates beyond 10 Gbps per pin, exceeding the JEDEC baseline of 8 Gbps for this class of memory. The company also cites more than 40% improvement in power efficiency, a critical lever as AI clusters strain data center power envelopes. Taken together, SK hynix claims this can lift end‑to‑end AI service performance by up to roughly two‑thirds.

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.

CBRS Refarming: Why It Hurts Private Networks

What Is CBRS? How Shared Spectrum Is Reshaping Wireless in the U.S.
More than $14 billion has been invested across the CBRS stacklicenses, RAN, devices, infrastructure, sensors, and software. Over 420,000 CBRS radio nodes (CBSDs) are in service. The device ecosystem is broad: Apple and Samsung ship n48-capable handsets; industrial and FWA suppliers support n48 CPEs and routers; Ericsson, Nokia, Samsung, JMA Wireless and others provide radio and DAS. This is not a pilot; it is production infrastructure. Refarming would force replacement or retuning of hundreds of thousands of base stations and millions of end devices, plus upgrades to SAS integrations and enterprise control planes.

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.
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Why Airport AI Deployments Are Outrunning Airport Network Security
Why Airport AI Deployments Are Outrunning Airport Network Security
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Airports are deploying AI surveillance, biometrics, and autonomous vehicles faster than most networks can secure them. See what 100 real-world airport deployments reveal about the airside/landside security gap — and the 4-layer framework built to close it....
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