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Microsoft reaffirmed its commitment to Thailand, planning to invest over $1 billion in the next two years to build its cloud and AI data center infrastructure and support its ongoing operations in the country. The tech giant stated that it will rely on collaborations with leading enterprises in Thailand and globally to develop and operate … Continued
Yu Tian
According to a latest forecast report released by Dell’Oro Group, the wireless access network market has now stabilized after experiencing a sharp decline in 2023 and 2024 following the 5G peak. In the absence of any significant growth catalyst, demand for RAN is expected to remain weak in the short term until 6G capital expenditures … Continued
According to a recent report from Dell’Oro Group, an authoritative source of market information in the telecommunications, security, networking, and data center industries, global data center capital expenditures grew by 57% in 2025, driven by accelerated AI deployment and investments in general infrastructure. We anticipate that hyperscale cloud providers and AI model developers will maintain … Continued
Ericsson has signed a multi-year framework agreement with Japan’s SoftBank to deploy next-generation core network solutions, aiming to expand and modernize SoftBank’s core network infrastructure and accelerate the adoption of 5G standalone (SA) networking. The agreement will fully leverage the capabilities of Ericsson’s core network product portfolio, including Ericsson’s dual-mode 5G core network solution operating … Continued
Arm Holdings, a well-known semiconductor and software company, has started producing self-developed chips for the first time in its nearly 36 year history. Previously, the company had been licensing its designs to companies such as NVIDIA and Apple. At an event held in San Francisco on Tuesday, the company unveiled the Arm AGI CPU, a … Continued
In the context of the “AI bubble” concerns driving divergent trends in the U.S. tech sector, Alphabet, the parent company of Google, has recently defied the trend by soaring against the odds, with its stock price rising nearly 20% over the past month, making it the hottest large-cap AI stock. On one hand, Google’s latest … Continued
The standardization of single-core fiber has spanned 20 years, while multicore fiber incorporates four cores within the same cladding. The latest fiber-optic technology is multi-core fiber, which integrates four cores into a single fiber. This technology is significant because it reduces the size of optical cables in data centers. Multicore fiber delivers fourfold capacity but … Continued
Nokia announced the expansion of its Out of Band Management (OOBM) product portfolio and the launch of the Aurelis solution for data centers. This PON fiber optic solution designed specifically for data centers provides AI and cloud service providers with a simple and effective way to establish critical OOBM capabilities. This solution reduces the number … Continued
Chip giant and the world’s most valuable company, Nvidia, released its latest quarterly earnings report on Wednesday, once again setting a profit record and demonstrating the sustained surge in demand for AI computing. The company reported revenue of $68 billion for the quarter, a 73% increase compared to the same period last year, with $62 … Continued
Corning, New York, March 11, 2026- Corning Inc. (NYSE: GLW) announced today its partnership with US Conec to become PRIZM ® The authorized party of TMT optical plug-in technology, this solution can accommodate more optical fibers in a more compact space inside the data center. PRIZM ® The addition of TMT technology expands Corning’s full … Continued
Oracle and OpenAI have abandoned plans to expand a flagship artificial intelligence (AI) data center in Texas, USA.Insiders said that due to the long-term stalemate in financing negotiations and changes in OpenAI’s own needs, the project was ultimately put on hold.This project is part of the Stargate program, a joint venture between SoftBank Group, OpenAI, … Continued
According to a recent report released by Dell’Oro Group, the revenue of the Mobile Core Network (MCN) market is expected to increase by 15% year-on-year in 2025. The 5G mobile core network market has occupied 50% of the entire mobile core network market for the first time.Dell’Oro Group Research Director Dave Bolan said, “In 2025, … Continued