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The most discussed topic in the industry recently is undoubtedly the impact of the trade war and its tariff policies on the rapid growth of shipments of artificial intelligence devices and optical components. Current situation of tariffs on optical devices At present, the import of optical modules into the United States requires a 10% basic … Continued
Yu Tian
According to Jeff Heynen, Vice President of Dell’Oro Group, although the current tariff policy has caused many confusions, fiber broadband operators and their equipment suppliers may not need to worry excessively. Heynen pointed out in his blog that the most common fiber optic components such as PON optical line terminals (OLT), optical network terminals (ONT), … Continued
Nvidia announced that it has started producing its Blackwell AI computing chips at TSMC’s chip factory in Phoenix, Arizona. The company also plans to expand this production to other factories in Texas, including Foxconn in Houston and Wistron in Dallas. Nvidia stated that “mass production” at these locations will gradually increase over the next 12 … Continued
Las Vegas Google CLOUD NEXT Live – Despite concerns about rising costs caused by tariff policies, business decision-makers say that the astonishing return on investment (ROI) brought by AI still makes it difficult to resist. At the media roundtable meeting, when directly asked whether tariffs and economic uncertainty would change its AI strategy, Verizon、 Executives … Continued
The network upgrade of Ciena coherent optics will improve data center connectivity for enterprise customers. Microscan is a leading provider of fiber infrastructure and pan Indian national long haul (NLD) services. The company plans to deploy Ciena’s WaveLogic 5 Extreme (WL5e) coherent optical solution.The goal is to enhance the capacity, resilience, flexibility, and operational efficiency … Continued
At the Google CLOUD NEXT conference in Las Vegas, USA, Google is upgrading its fiber optic backbone network covering 2 million miles with the goal of achieving Level 5 autonomous operation by the end of this year. This means that in the future, the entire network system will be controlled by AI agents rather than … Continued
Another embarrassing analyst misjudgment report has been released.When the communication industry faces significant changes, well-known analytical firms always make laughable and erroneous predictions – which almost become industry benchmarks. In January of this year, Gartner’s “Magic Quadrant for 4G/5G Dedicated Mobile Network Services” made a joke; this month, Deloitte’s latest telecommunications industry forecast report also … Continued
With the implementation of the new round of tariff policies by the Trump administration, market analysis agencies are intensifying their evaluation of their impact on various sub sectors. Although the specific implementation details and exemption clauses for key components such as semiconductors are not yet clear, the industry impact has begun to emerge. New Street … Continued
Nokia announced that it has signed a patent agreement with Amazon, covering the use of Nokia’s video technology in Amazon’s streaming services and devices. This agreement resolves all patent lawsuits between the parties in all jurisdictions. According to the agreement between both parties, the terms of the agreement, including financial terms, remain confidential.“We are pleased … Continued
Ericsson has been a partner in the Tunisian telecommunications industry since 1964 and is currently supporting the successful deployment of 5G mobile technology in Tunisia by the national operator Tunisian Telecom. The license was issued at an official ceremony attended by the head of the Tunisian government and the Minister of Communications Technology. And a … Continued
South Korean chip startup FuriosaAI has rejected Meta Platforms’ $800 million acquisition offer and opted to maintain independent development. Due to the confidentiality of the matter, the person requested anonymity. FuriosaAI representatives declined to comment. And Meta officials were unable to be immediately contacted outside of working hours on Sunday.FuriosaAI is one of the few … Continued
Fiber optic suppliers have long hoped for revenue opportunities from the BEAD program and rural broadband expansion, but with the uncertainty of fiber optic prospects under new government policies, this trend is cooling down. Therefore, communication equipment suppliers are looking for other more promising markets.Jeff Heynen, Vice President of Dell’Oro Group, said that most suppliers … Continued
