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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 Lumen’s fiber assets and Google’s $32B move for Wiz, highlighting how consolidation is shaping the competitive landscape.
India’s telecom sector is forecasted to grow 12–14% in FY25, hitting ₹3 lakh crore in revenue, with AI adoption, Vodafone-led tariff hikes, and R&D investment driving momentum. AI is not just boosting efficiency—it’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 India’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 China’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 Ceva’s, and how software-defined radio and flexibility are key to unlocking 5G’s potential in high-volume, low-bandwidth IoT applications.
OpenAI’s Stargate project—a $500B plan to build global AI infrastructure—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 “OpenAI for Countries,” 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.
Nvidia opposes the U.S. proposed AI chip export controls, highlighting potential negative impacts on innovation and global competitiveness. This article explores the differing views within the tech industry, focusing on the economic and strategic implications of such regulations.
Huawei’s new AI chip, the Ascend 910D, has raised concerns about Nvidia’s China business, but analysts say it lacks the global performance, ecosystem, and efficiency to compete with Nvidia’s H100 GPU. Built on 7nm technology with limited software support, Huawei’s chip may gain local traction but poses no major international threat—yet.
In Episode 222 of The G2 on 5G, analysts Will Townsend and Anshel Sag cover T-Mobile’s 6G equipment testing, Google’s mid-range Pixel 9a, Vodafone’s 200M IoT milestone, the GSA’s RedCap group, AT&T’s satellite trials for FirstNet, and MediaTek’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 TSMC’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 integration—laying the foundation for “AI factories” 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, China’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.

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