Private Network Awards 2025 @MWC Las Vegas

Semiconductor

Nvidia has reportedly paused production activities tied to its H20 data center AI GPUs for China as Beijing intensifies national-security scrutiny, clouding a long-anticipated reentry into the market. Multiple suppliers have been asked to suspend work related to the H20, Nvidia's made-for-China accelerator designed to meet U.S. export rules. The pause arrives shortly after Washington signaled it would grant export licenses for the H20, reversing an earlier halt that triggered unsold inventory write downs at Nvidia. The H20 is Nvidia's linchpin for retaining a foothold in the worlds second-largest AI market; any prolonged disruption has material revenue and ecosystem consequences.
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.
India has cleared a high-capacity semiconductor fabrication plant slated to produce up to 50,000 300mm wafers per month, a cornerstone move to localize chip supply for telecom, cloud, automotive, and industrial electronics. India’s electronics and IT leadership confirmed plans for a large-scale silicon fab with a targeted capacity of 50,000 wafers per month. The project is being led by Tata Group, with technology partnership support widely expected from a specialty foundry player, aligning with earlier approvals for mature-node logic and power processes. The fab is planned in Gujarat’s industrial corridor, building on India’s recent momentum in assembly, test, and packaging investments.
South Korea’s government and its three national carriers are aligning fresh capital to speed AI and semiconductor competitiveness and to anchor a private-led innovation flywheel. SK Telecom, KT, and LG Uplus will seed a new pool exceeding 300 billion won (about $219 million) via the Korea IT Fund (KIF) to back core and foundational AI, AI transformation (AX), and commercialization in ICT. KIF, formed in 2002 by the carriers, will receive 150 billion won in new commitments, matched by at least an equal amount from external fund managers. The platforms lifespan has been extended to 2040 to sustain long-cycle bets.
2025 has seen major telecom and tech M&A activity, including billion-dollar deals in fiber, AI, cloud, and cybersecurity. This monthly tracker details key acquisitions, like AT&T buying Lumenโ€™s fiber assets and Googleโ€™s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.
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 Intelโ€™s restructuring to prioritize x86 and AI while seeking agility to compete with NVIDIA, AMD, and Broadcom in high-performance networking and 5G infrastructure.
Tesla and Samsung have forged a $16.5B partnership to manufacture AI6 (Hardware 6) chips at Samsungโ€™s Texas fab. Designed as a unified AI hardware platform, these chips will power Teslaโ€™s Full Self-Driving vehicles, Optimus humanoid robots, and AI training clusters. The deal strengthens Teslaโ€™s AI roadmap while positioning Samsung as a key player in high-performance AI silicon and U.S. chip manufacturing.
Trumpโ€™s AI Action Plan marks a major shift in U.S. technology policy, emphasizing deregulation, global AI exports, and infrastructure acceleration. The plan repeals Biden-era safeguards and aims to position American companies ahead of China in the global AI race, while sparking debate on jobs, environmental costs, and the limits of state-level regulation.
Indiaโ€™s telecom sector is forecasted to grow 12โ€“14% in FY25, hitting โ‚น3 lakh crore in revenue, with AI adoption, Vodafone-led tariff hikes, and R&D investment driving momentum. AI is not just boosting efficiencyโ€”itโ€™s reshaping the future of telecom jobs, infrastructure, and policy. Sunil Bharti Mittal called for stronger private R&D efforts and smarter policy frameworks to harness Indiaโ€™s demographic advantage and scale the next era of AI-powered telecom innovation.
NVIDIA and AMD will launch AI chips in China by July 2025, including the B20 and Radeon AI PRO R9700, tailored to comply with U.S. export rules. With performance capped under regulatory thresholds, these GPUs aim to support Chinaโ€™s enterprise AI needs without violating tech trade restrictions. NVIDIA is also rolling out a lower-cost chip based on Blackwell architecture, signaling a shift toward compliant yet capable AI compute options in restricted markets.
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.

Semiconductor News Feed

Whitepaper
Telecom networks are facing unprecedented complexity with 5G, IoT, and cloud services. Traditional service assurance methods are becoming obsolete, making AI-driven, real-time analytics essential for competitive advantage. This independent industry whitepaper explores how DPUs, GPUs, and Generative AI (GenAI) are enabling predictive automation, reducing operational costs, and improving service quality....
Whitepaper
Explore the collaboration between Purdue Research Foundation, Purdue University, Ericsson, and Saab at the Aviation Innovation Hub. Discover how private 5G networks, real-time analytics, and sustainable innovations are shaping the "Airport of the Future" for a smarter, safer, and greener aviation industry....
Article & Insights
This article explores the deployment of 5G NR Transparent Non-Terrestrial Networks (NTNs), detailing the architecture's advantages and challenges. It highlights how this "bent-pipe" NTN approach integrates ground-based gNodeB components with NGSO satellite constellations to expand global connectivity. Key challenges like moving beam management, interference mitigation, and latency are discussed, underscoring...

Partner Events

Explore Magazine

Promote your brand

Subscribe To Our Newsletter

Private Network Awards 2025 @MWC Las Vegas
Scroll to Top

Private Network Awards 2025 at MWC Las Vegas

Recognizing excellence in 5G, LTE, CBRS, and connected industries.
Early Bird Deadline: Sept 5, 2025 | Final Deadline: Sept 30, 2025