We take a weekly look at mobile and tech stories from around the world. Headlines include… Nvidia’s Bold Move: AI Transforms Telecom with T-Mobile, Nokia, and Ericsson, AI in Telecom to Soar: Market Expected to Grow 43.1% by 2032, UK Telecom Market to Hit $52.01B by 2029, Driven by 5G and Fiber-Optic Growth more… Alternatively listen On MEF Radio.
Nvidia’s Bold Move: AI Transforms Telecom with T-Mobile, Nokia, and Ericsson
Nvidia
Nvidia is pushing to revolutionize the telecom industry with AI, focusing on mobile networks through partnerships with T-Mobile, Nokia, and Ericsson, the tech giant said in a video on YouTube. The centerpiece of this strategy is AI Aerial, a suite of hardware and software for AI-driven radio access networks (AI-RAN).
Nvidia aims to enhance spectral efficiency, reduce power usage, and unlock new revenue streams, with potential applications in fields like manufacturing, agriculture, and healthcare. While T-Mobile also announced a separate partnership with OpenAI to improve customer experience, Nvidia’s AI infrastructure is expected to support a broad range of AI applications across the telecom sector.
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AI in Telecom to Soar: Market Expected to Grow 43.1% by 2032, Study
Report Ocean
The AI in Telecommunications market, valued at approximately $2.36 billion in 2023, is projected to expand at a robust 43.1% Compounded Average Growth Rate through 2032, according to a new Report Ocean study. The report highlights significant trends, drivers, and challenges shaping the sector, including data privacy concerns and a shortage of skilled AI professionals. The integration of AI is transforming telecom operations by optimizing network performance, automating tasks, and personalizing customer service. This trend is driven by the need for advanced network management and cost efficiency. Notably, North America leads in market revenue due to its advanced telecom infrastructure, while Asia Pacific is expected to experience the fastest growth, driven by rapid technological advancements in countries like China and India. The use of streamlined AI application development is also accelerating the deployment of tailored AI solutions within telecom firms, enhancing operational efficiency and innovation.
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UK Telecom Market to Hit $52.01B by 2029, Driven by 5G and Fiber-Optic Growth, Study
Research and Markets
The UK telecom market, valued at USD 38.44 billion in 2023, is projected to reach USD 52.01 billion by 2029, growing at a 5.01% Compounded Average Growth Rate — according to a new Research and Market study. The market is driven by the rollout of 5G and the expansion of fiber-optic broadband. 5G promises faster speeds, lower latency, and new applications like IoT and smart technologies, but its deployment faces infrastructure and spectrum challenges. Meanwhile, rising demand for high-speed internet is pushing the growth of fiber-optic networks, supported by government initiatives, though the shift from copper systems requires significant investment and coordination, the study reads. These advancements are crucial for enhancing connectivity and supporting digital transformation across industries.
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ABI Warns: Telecom Operators Risk Security Breaches by Exposing 5G APIs
ABI Research
ABI Research warns telecom operators about the security risks of exposing network APIs to third-party developers for 5G revenue growth. While APIs can boost returns, they also pose significant security threats if not implemented carefully. ABI predicts API security revenue could exceed $5 billion by 2028, with 5G security software sales tripling to $4.6 billion. Proper API implementation could help detect threats, but misconfigurations or errors could expose networks to breaches.
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Tech Titans Unite: Ericsson, Meta, Spotify Warn EU Rules Threaten Innovation
Telecoms
A group of companies, including Ericsson, Meta, Spotify, and Prada, warned that the EU’s tech regulations might limit Europe’s ability to benefit from AI advancements. They urge the EU to streamline regulations and update data-protection laws. This comes as Meta and Apple delay new AI features in Europe due to these regulations. The signatories of a letter highlighted that without clear, harmonized rules, Europe risks missing out on innovations like Meta’s AI assistant, whose rollout has been delayed due to privacy issues. They argue that the unavailability of advanced models will deprive Europeans of technological advances enjoyed in the U.S., China, and India. The letter calls for EU regulators to support AI innovation, warning that continued resistance to progress could undermine the ambitions of the single market and leave Europe behind in technological development.
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EU Guides Apple on Interoperability Without New Investigation
EC Europa
Meanwhile. the EU’s executive arm has begun a process to guide Apple on complying with interoperability rules under the Digital Markets Act, without launching a new investigation. This includes two proceedings to clarify Apple’s obligations, particularly on ensuring effective interoperability between its iOS and connected devices like smartwatches and headphones, aimed at enhancing competition in digital markets.
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Google Says UK Risks AI Setback Without Data Center Investment
Guardian
Google warns the UK could fall behind in the AI race without more datacenter investment and access to copyrighted content for AI training, The Guardian reported Friday.. Despite a global AI boom, the UK ranks seventh in AI readiness. Google UK’s Debbie Weinstein urged stronger government policies, as recent cost-cutting has halted key AI projects, including an £800m supercomputer and £500m in AI research funding
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Google on the Brink: Investors Brace for Breakup Amid Antitrust Storm
WSJ
Investors are beginning to price in the possibility of a Google breakup as it faces dual antitrust cases from the U.S. government, according to a Wall Street Journal analysis. A federal judge recently ruled that Google engaged in illegal practices to maintain its search dominance, and another trial is challenging its role in the ad-tech industry. These cases could lead to significant structural changes, such as divesting Google’s search business from Android and Chrome or its ad-tech services. While Alphabet’s stock has fallen nearly 14% this quarter, analysts are growing cautious, seeing prolonged uncertainty over the next year. Potential outcomes, such as banning Google from paying Apple for preferred search placement, could open doors for competitors like Microsoft Bing. However, any rulings and appeals could take years, leaving Google in a state of uncertainty.
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