TELECOM – THIS WEEK (2411)
1. Huawei launches first 5G smart warehouse in Indonesia
Chinese telecom giant Huawei, in collaboration with Indonesia's state-owned telecommunication provider Telkomsel, has launched a 5G smart warehouse, the first of its kind in Indonesia, aiming to support the country's digital transformation.
2. Japan's Rakuten to invest $10 mn in AI, 6G development in India
Japanese open RAN technology provider Rakuten Symphony, part of Rakuten Mobile, plans to invest $10 million in India this year to enhance AI capabilities and conduct research on 6G, a senior company executive said. The initiative will be based in the company's Bengaluru research and development center, its second-largest tech hub outside Japan.
3. FWA takes near 7% share of US broadband market
Following two years of significant subscriber uptake for the services offered by T-Mobile US and Verizon, fixed wireless access (FWA) accounted for 7.84 million broadband connections in the US at the end of 2023, 6.8% of the total 114.7 million broadband lines active in the country, according to research firm Leichtman Research Group. Cable operator broadband services have long dominated the US market, challenged only by telco wireline (including fibre-to-the-premises) services – until 5G lit a fire under the FWA sector.
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4. Huawei Named a Leader in the 2024 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure, with Highest 3 in the "Ability to Execute"
Huawei announced that it was named a Leader in the 2024 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure, the only non-North American vendor positioned in the Leaders Quadrant.
5. BT network guru offers hope for enterprise 5G payoff
BT Group chief security and network officer Howard Watson indicated there are signs of life for money-spinning enterprise 5G use cases, though conceded this has taken longer to materialise than the industry had hoped.
6. Mavenir lured Nvidia investment before the chip-maker star was red hot
Guess who invested in Mavenir, the open radio access network (RAN) pioneer that made a name for itself in all things wireless? None other than Nvidia, the artificial intelligence (AI) superstar that can’t escape the headlines for one second. Nvidia’s valuation topped $2 trillion in February, putting it in the company of Microsoft and Apple when it comes to market capitalization.
7. HPE's 3-year telco AI plan
HPE wants to be part of telco artificial intelligence (AI) infrastructure picture, the company's SVP and GM of telco, OEM and service providers Phil Cutrone told Silverlinings in a discussion at Mobile World Congress (MWC). Cutrone said that he sees no bumps ahead for HPE’s forthcoming $14 billion acquisition of Juniper Networks and is not expecting regulatory trouble in China or anything of that sort. “Unless something crazy were to happen then we don’t see any reason why it would not move forward,” Cutrone commented.
8. Spain greenlights merger of Orange and MasMovil, minister says
Spain's government has authorised a merger of French mobile operator Orange's (ORAN.PA), opens new tab Spanish business and its rival MasMovil, Digital Transformation Minister Jose Luis Escriva said on Tuesday, the last formal step after an EU approval last month. An accompanying industrial plan for the resulting entity that will become Spain's biggest operator with more than 30 million mobile customers, "is truly ambitious", with strong investments in fixed and mobile infrastructure, Escriva told a news conference.
9. Nvidia, Oracle, QMware tee up hybrid quantum-classical computing
Oracle Corp. in recent years has sharply ramped up its investment in Nvidia GPUs as it beefed up its Oracle Cloud Infrastructure to handle the growing demand of enterprise AI. This week, those two companies and another partner called QMware announced they are collaborating with a new direction in mind–hybrid quantum-classical computing.
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10. Zapata AI, Andretti race into deeper generative AI collaboration
Generative AI software company Zapata AI and the Andretti INDYCAR motorsports organization said they will be working together for a third straight racing season as they continue to explore how Zapata AI’s technology can be used to improve race strategy and performance.
11. SEA-ME-WE 4 enables global digitalisation with enhanced connectivity powered by Ciena
To support growing demand for more bandwidth across the Asia-to-Europe route, SEA-ME-WE 4 (South East Asia – Middle East – Western Europe 4) recently completed an upgrade to its submarine cable system. Powered by Ciena's GeoMesh Extreme submarine network solution, the upgrade enables a capacity increase from 65Tb/s to 122Tb/s on the SEA-ME-WE 4 cable system.
12. Vonage and Telkomsel collaborate to drive ecosystem digital innovation
Vonage, a global leader in cloud communications helping businesses accelerate their digital transformation and a part of Ericsson, has announced a plan to collaborate with Telkomsel, a leading Indonesian digital telecommunications company, to expand the power of the network for developers, enterprises, and Communications Service Providers (CSPs) through APIs.
13. Indosat taps Nvidia for AI muscle
The line of telcos queueing up to work with AI chip giant Nvidia keeps on growing, with Indonesia’s Indosat Ooredoo Hutchison the latest to hook up with the vendor in an effort to position itself as a local and international mover and shaker in the AI world.
14. Arelion and Telxius collaborate to expand connectivity to North and Latin America
Arelion and Telxius are collaborating to provide fully diverse, multi-terabit connectivity into Telxius’ landing stations in Boca Raton and Jacksonville, Florida. This fiber network expansion establishes Arelion Points-of-Presence (PoPs) at each Telxius landing station. For Telxius, it empowers customers with resilient Tier-1 optical transport and high-speed access to Arelion’s North American network. Together, Arelion and Telxius are making a significant investment in the Florida Peninsula to connect Latin American customers to North America through submarine and terrestrial systems.
15. Ooredoo partners with Huawei to prepare core networks to transition to 5.5G
Ooredoo Group has entered into a partnership with Huawei, for the Group to develop its core networks in a number of major markets in the Middle East, North Africa, and the Maldives, in preparation to transition to the 5.5G networks era.
16. Monetizing fixed wireless access is the next big thing
Consumer fixed wireless (FWA) access growth using 5G networks has been one of the bright spots of the move to the new cellular standard. Both T-Mobile and Verizon in the United States have seen success offering the latest wireless technology to replace cable internet for the public stateside and it is spreading across the world. The reason? It’s usually a bit cheaper and not substantially slower than cable, good enough for 99% of what the general public wants internet for.
17. Telecom vendor sales dipped 5% in 2023 – Dell’Oro
Confirmation that telcos have been spending less on their networks, and will shrink their capital expenditure budgets even further this year, has come from research house Dell’Oro Group, which says spending by operators on network technology products dipped by 5% year on year in 2023 after five consecutive years of increasing investments.
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