Tech firms are spending hundreds of billions of dollars on advanced AI chips and data centers, not just to keep pace with a surge in the use of chatbots such as ChatGPT, Gemini and Claude, but to make sure they’re ready to handle a more fundamental and disruptive shift of economic activity from humans to machines. The final bill may run into the trillions. The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised concerns among to...| techblog.comsoc.org
Tech firms are spending hundreds of billions of dollars on advanced AI chips and data centers, not just to keep pace with a surge in the use of chatbots such as ChatGPT, Gemini and Claude, but to make sure they’re ready to handle a more fundamental and disruptive shift of economic activity from humans to machines. The final bill may run into the trillions. The financing is coming from venture capital, debt and, lately, some more unconventional arrangements that have raised concerns among to...| IEEE ComSoc Technology Blog
With sales of Nvidia AI chips restricted in China, Huawei Technologies Inc. plans to make about 600,000 of its 910C Ascend chips next year, roughly double this year’s output, people familiar with the matter told Bloomberg. The China tech behemoth will increase its Ascend product line in 2026 to as many as 1.6 million dies – the basic... Read more →| IEEE ComSoc Technology Blog
IEEE Techblog has called attention to the many challenges and risks inherent in the current mega-spending boom for AI infrastructure (building data centers, obtaining power/electricity, cooling, maintenance, fiber optic networking, etc) . In particular, these two recent blog posts: AI Data Center Boom Carries Huge Default and Demand Risks and Big tech spending on AI... Read more →| IEEE ComSoc Technology Blog
Peak Data Rate [1.] is one of the most visible attributes of IMT (International Mobile Telecommunications) cellular networks, e.g. 3G, 4G and 5G. As a result, it gets significant attention from analysts and reporters that create high expectations for IMT end users which may never be realized in commercially deployed IMT networks.| IEEE ComSoc Technology Blog
T-Mobile US is having a banner year. The “uncarrier” has again increased its annual earnings outlook, supported by the acquisition of fiber network operator Metronet and strong mobile customer growth in Q2. After gaining another 1.73 million postpaid customers in the quarter, T-Mobile now expects total postpaid net additions this year of 6.1-6.4 million, up from its previous guidance of 5.5-6.0 million. Postpaid customer growth strengthened compared to the first quarter and included 83...| IEEE ComSoc Technology Blog
According to Dell’Oro Group, Fixed Wireless Access (FWA) has surged in recent years to support both residential and enterprise connectivity due to its ease of deployment along with the more widespread availability of 4G LTE and 5G Sub-6GHz networks. Preliminary findings suggest total FWA revenues, including RAN equipment, residential CPE, and enterprise router and gateway revenue remain on track to advance 7% in 2024, driven largely by residential subscriber growth in North America and In...| IEEE ComSoc Technology Blog
Ericsson’s November 2024 Mobility Report predicts that global 5G standalone (SA) connections will top 3.6 billion by 2030. That compares to 890 million at the end of 2023. Over that same period of time, 5G SA as a proportion of global mobile subscriptions is expected to increase from 10.5% to 38.4%, while average monthly smartphone data consumption will grow to 40 GB from 17.2 GB. By the end of the decade, 80% of total mobile data traffic will be carried by 5G networks.| IEEE ComSoc Technology Blog
Austin, TX based Aviat Networks has announced an agreement to provide Africell with a 5G-ready disaggregated transmission network in several African countries. The new network will be designed, installed and maintained by Aviat. It will include Aviat’s WTM 4000 and WTM 4800 multi-band point-to-point radios and CTR microwave switches, and TIP (Telecom Infra Project) compliant disaggregated cell site gateways (DCSGs). The DCSGs are Edgecore Networks running IP Infusion’s OcNOS® network o...| IEEE ComSoc Technology Blog
Aviat Networks, a wireless transport and access company, today announced a partnership with Intracom Telecom, a global technology systems and solutions provider, to deliver Fixed Wireless Access (FWA) technology using high-capacity 28 and 39 GHz millimeter wave (mmWave) bands, conforming to FCC requirements for mmWave bands intended for 5G use.| IEEE ComSoc Technology Blog
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second quarter of 2025. It’s largely due to an unprecedented investment boom driven by artificial intelligence (AI) and cloud computing. The increase highl...| techblog.comsoc.org
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second... Read more →| IEEE ComSoc Technology Blog
SK Telecom (SKT) is establishing an in-house independent company (CIC) that consolidates its artificial intelligence (AI) capabilities. Through AI CIC, SK Telecom plans to invest approximately 5 trillion won (US$3.5 billion) in AI over the next five years and achieve annual sales of over 5 trillion won ($3.5 billion) by 2030. On September 25th, SK... Read more →| IEEE ComSoc Technology Blog
Verizon has established a 6G Innovation Forum with a group of companies to drive innovation and enabling the 6G era. Verizon’s future-forward initiative is uniting key players across the technology ecosystem, including leading network vendors Ericsson, Samsung Electronics, and Nokia; and device and chipset innovators Meta, and Qualcomm Technologies, Inc., in the early stages of... Read more →| IEEE ComSoc Technology Blog
During his keynote speech at the 2025 Snapdragon Summit in Maui, Qualcomm CEO Cristiano Amon said: “We have been very busy working on the next generation of connectivity…which is 6G. Designed to be the connection between the cloud and Edge devices, The difference between 5G and 6G, besides increasing the speeds, increasing broadband, increasing the... Read more →| IEEE ComSoc Technology Blog
“Lumen is determined to lead the transformation of our industry to meet the demands of the AI economy,” said Lumen Technologies CEO Kate Johnson. “With ubiquitous reach and a digital-first platform, we are positioned to deliver next-gen connectivity, power enterprise innovation, and secure our own growth. This is how we build the trusted network for... Read more →| IEEE ComSoc Technology Blog
Some worry costs will always be too high for profits. In a blog post on his company’s website, Harris Kupperman, a self-described boomer investor and the founder of the hedge fund Praetorian Capital, laid out his bearish case on A.I. infrastructure. Because the building needs upkeep and the chips and other technology will continually evolve, he argued that data centers will depreciate faster than they can generate revenue.| IEEE ComSoc Technology Blog
According to Gartner, global AI spending will reach close to US$1.5 trillion this year and will top $2 trillion in 2026 as ongoing demand fuel IT infrastructure investment. This significant growth is driven by hyperscalers’ ongoing investments in AI-optimized data centers and hardware, such as GPUs, along with increased enterprise adoption and the integration of AI into consumer devices like smartphones and PCs. | IEEE ComSoc Technology Blog
Low Earth orbit (LEO) satellite operator Iridium Communications Inc announced a new partnership with Deutsche Telekom to deliver global connectivity to their customers through the Iridium NTN DirectSM service. Deutsche Telekom will gain roaming access to Iridium’s forthcoming 3GPP 5G NTN specification-based service, providing NB-IoT direct-to-device (D2D) connectivity that will keep customers, and their assets, connected from pole to pole. The two companies will be collaborating to inte...| IEEE ComSoc Technology Blog
Big Tech plans to spend between $364 billion and $400 billion on AI data centers, purchasing specialized AI hardware like GPUs, and supporting cloud computing/storage capacity. The final 2Q 2025 GDP report, released last week, reveals a surge in data center infrastructure spending from $9.5 billion in early 2020 to $40.4 billion in the second quarter of 2025. It’s largely due to an unprecedented investment boom driven by artificial intelligence (AI) and cloud computing. The increase highl...| techblog.comsoc.org
by Nellie Marteen| IEEE ComSoc Technology Blog