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As 5G expands, reduced-capability (RedCap) and enhanced RedCap (eRedCap) IoT devices face pressure to transition from 4G. But adoption has lagged due to price and value challenges. This article explores why OEMs are holding back, the role of low-power DSP modem platforms like Cevaโ€™s, and how software-defined radio and flexibility are key to unlocking 5Gโ€™s potential in high-volume, low-bandwidth IoT applications.
OpenAIโ€™s Stargate projectโ€”a $500B plan to build global AI infrastructureโ€”is facing delays in the U.S. due to rising tariffs and economic uncertainty. While the first phase in Texas slows, OpenAI is shifting focus internationally with โ€œOpenAI for Countries,โ€ a new initiative to co-build sovereign AI data centers worldwide. Backed by Oracle and SoftBank, Stargate is designed to support massive AI workloads and reshape global compute power distribution.
Huaweiโ€™s new AI chip, the Ascend 910D, has raised concerns about Nvidiaโ€™s China business, but analysts say it lacks the global performance, ecosystem, and efficiency to compete with Nvidiaโ€™s H100 GPU. Built on 7nm technology with limited software support, Huaweiโ€™s chip may gain local traction but poses no major international threatโ€”yet.
In Episode 222 of The G2 on 5G, analysts Will Townsend and Anshel Sag cover T-Mobileโ€™s 6G equipment testing, Googleโ€™s mid-range Pixel 9a, Vodafoneโ€™s 200M IoT milestone, the GSAโ€™s RedCap group, AT&T’s satellite trials for FirstNet, and MediaTekโ€™s powerful new chipsets for phones and Chromebooks.
NVIDIA has launched a major U.S. manufacturing expansion for its next-gen AI infrastructure. Blackwell chips will now be produced at TSMCโ€™s Arizona facilities, with AI supercomputers assembled in Texas by Foxconn and Wistron. Backed by partners like Amkor and SPIL, NVIDIA is localizing its AI supply chain from silicon to system integrationโ€”laying the foundation for โ€œAI factoriesโ€ powered by robotics, Omniverse digital twins, and real-time automation. By 2029, NVIDIA aims to manufacture up to $500B in AI infrastructure domestically.
Global Shifts explores how leaders like Keyu Jin and Gregory Allen are analyzing the breakdown of old globalization models and the rise of new strategic paradigms. Jin outlines the emergence of regional economic blocs, Chinaโ€™s shift toward technology self-reliance, and the decentralization of capital. Allen frames AI as a strategic battleground, discussing export controls, the rise of DeepSeek, and the risks of decoupling. The piece offers a critical look at how economic power and innovation are evolving in an era defined by urgency, sovereignty, and competition.
At the ETTelecom 5G Congress 2025, top Indian telecom players shared strategies for 5G growth, AI integration, and future tech like 6G. Bharti Airtel emphasized Fixed Wireless Access (FWA), Jio highlighted AI and its 6G roadmap, while Vodafone Idea focused on delivering high-quality 5G user experiences. With 84% population 5G coverage and India targeting 1 billion users by 2030, the telecom industry is at a pivotal moment.
Nvidia GTC 2025 introduced AI advancements, including Blackwell Ultra AI chips, agentic AI, and AI Factories. With innovations in robotics, generative AI, and AI-driven cloud computing, Nvidia is shaping the future of AI-powered industries. Discover how these technologies are transforming healthcare, finance, automotive, and enterprise applications.
General Motors (GM) is strengthening its AI collaboration with NVIDIA to revolutionize manufacturing, vehicle design, and autonomous technology. By leveraging AI-powered digital twins, intelligent robotics, and advanced driver-assistance systems, GM aims to enhance efficiency, safety, and innovation across its operations. This partnership marks a major step toward smarter factories, faster vehicle development, and the future of AI-driven transportation.
At MWC 2025 Keynote 8: Global Shifts, industry experts will analyze how technology, AI, and semiconductor advancements are reshaping global power structures. As the U.S.-China tech rivalry intensifies, this session will explore its economic, political, and security implications. Featuring Keyu Jin (Harvard University), Jerry Sheehan (OECD), and Gregory C. Allen (CSIS), moderated by Jason Karaian (The New York Times).
As Europe accelerates its digital transformation, industry leaders from Vodafone, Orange, Deutsche Telekom, and Telefรณnica will explore strategies to enhance 5G and fiber networks, AI-driven innovation, and regulatory coherence. With growing global competition, Europe must balance connectivity expansion, fair competition, and sustainability to remain a leader in the digital economy. Join MWC 2025 to discover how Europeโ€™s telecom vision is shaping the future.

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