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According to the South China Morning Post, TikTok’s parent company, ByteDance, has raised its capital expenditure plan for 2026 by 25% to more than $30 billion, due to its commitment to artificial intelligence and rising memory costs. ByteDance once said at the end of 2025 that it planned to spend about $14 billion to buy … Continued
Yu Tian
NVIDIA and Corning Incorporated announced today a multi-year business and technology partnership aimed at significantly expanding the manufacturing scale of advanced optical connectivity solutions for next-generation AI infrastructure in the United States. Corning will increase its US optical connectivity manufacturing capacity by 10 times and expand its US fiber optic capacity by over 50% to … Continued
Corning Company held an investor event at the New York Stock Exchange today, announcing the upgrade and extension of its Springboard Program. The program’s growth is driven by the company’s various market access platforms.Corning anticipates achieving its target of annualized sales reaching $20 billion by the end of 2026. This implies a compound annual growth … Continued
According to the opinion of Omdia analysts, the number of home users subscribing to gigabit broadband will increase from about one-third in 2025 to 60% in 2030, which puts pressure on Internet service providers to provide higher speeds without damaging revenue. With the continuous advancement of fiber optic deployment in North America, Omdia analysts predict … Continued
T-Mobile is further accelerating its efforts to build a nationwide fiber broadband network. The company announced on April 28th that it plans to establish two new fiber optic joint ventures with a total investment of approximately 2.7 billion US dollars. Two major acquisitions, adding coverage to millions of households This large wireless operator will establish … Continued
Google Cloud, a subsidiary of Alphabet that provides AI solutions for enterprises, performed strongly in the first quarter of 2026, with revenue exceeding $20 billion for the first time, an increase of 63% compared to the same period last year. Alphabet CEO Sundar Pichai told analysts during Wednesday’s first quarter earnings call that this growth … Continued
Amazon has once again achieved a major victory with its self-developed chips. Last Friday, Amazon announced that Meta has signed an agreement to use millions of AWS Graviton chips to meet its growing AI demands. It’s worth mentioning that AWS Graviton is a CPU based on the ARM architecture, specifically designed for general-purpose computing tasks, … Continued
Nokia achieved a strong start in the first quarter of 2026, with revenue increasing by 4% year-on-year (calculated at constant exchange rates and adjusted for the investment portfolio), reaching 4.497 billion euros in Q1, a 2% year-on-year growth. Comparable gross margin expanded by 320 basis points to 45.5%, while comparable operating margin improved by 200 … Continued
The development of AI is transforming the physical architecture of data center networks. For a long time, network expansion primarily relied on continuously increasing various infrastructure components: deploying more fiber optics, adding more connectors, installing more distribution panels, and extending more wiring pathways. When bandwidth demand grew steadily, this model was still applicable. However, when … Continued
Anthropic announced on Monday that Amazon has agreed to invest an additional $5 billion, bringing its total investment in Anthropic to $13 billion. In exchange, Anthropic has committed to spending over $100 billion on Amazon’s cloud service (AWS) over the next decade, gaining access to up to 5 gigawatts of new computing power for training … Continued
According to the latest forecast report released by Dell’Oro Group, an authoritative source of market information in the telecommunications, secure networking, and data center industries, the revenue growth rate of private wireless radio access networks (RAN) will significantly slow down in the second half of 2025. Preliminary estimates show that private wireless RAN revenue will … Continued
Nokia and Orange announced a new partnership to jointly develop and evaluate artificial intelligence wireless access network (AI-RAN) technology based on Nokia anyRAN 5G software and NVIDIA AI infrastructure. The collaboration aims to explore how emerging AI-RAN capabilities can enhance network performance, energy efficiency, and bring new services to Orange customers. Through a structured collaborative … Continued
