Reports
AI-generated structured vendor updates
SK Hynix Jumps to TSMC 3nm for HBM4E Logic Die to Counter Samsung's 4nm Lead
SK Hynix plans to use TSMC's 3nm process for the logic die in its 7th-gen HBM4E, a leap from the 12nm used in HBM4. This aims to reverse the performance gap with Samsung (which used 4nm logic in HBM4) and deliver higher bandwidth and power efficiency for next-gen AI chips like NVIDIA's Vera Rubin Ultra.
NVIDIA and Telecom Operators Build AI Grids to Redistribute AI Inference
NVIDIA is partnering with global telecom operators like AT&T and Comcast to transform existing distributed network sites into 'AI Grids' for edge AI inference. This initiative aims to deploy AI compute closer to users and data, reducing latency and cost per token. It represents a strategic shift for telcos from being data carriers to distributed AI computing platforms.
NVIDIA Partners with Telecom Operators to Build Distributed AI Inference Grid
NVIDIA collaborates with telecom operators to transform 100,000 global network sites and 100GW backup power into a distributed AI computing platform for low-latency inference. The AI grid has been validated in IoT and cloud gaming scenarios, achieving sub-500ms latency and 50% cost reduction.
NVIDIA AI Grids: AT&T, T-Mobile Building Distributed AI Platform
NVIDIA at GTC 2026 announced AI Grids strategy, as telecom operators transform network infrastructure into geographically distributed AI inference platforms. Major operators including AT&T, T-Mobile, Comcast, and Akamai participating in building distributed edge AI infrastructure.
AT&T and Ericsson Deploy AI-Native Software for Cloud RAN Optimization
AT&T and Ericsson deployed AI-native software on Intel Xeon 6 SoC to enhance Cloud RAN performance through real-time analysis and intelligent scheduling. The solution leverages integrated AI acceleration to dynamically optimize network capacity and energy efficiency, supporting AT&T's transition to open programmable network architecture.
AT&T and AWS Launch Last-Mile Interconnect for AI Workloads
AT&T and AWS collaborate on AWS Interconnect – last mile preview, extending AT&T's 5G and fiber networks directly to AWS cloud for end-to-end secure architecture. Designed for low-latency, data-intensive AI workloads like real-time analytics and machine learning. Customers can configure last-mile connections directly in AWS environment, with availability planned for Q2 2026 in select regions.
AT&T Integrates Fiber Network with AWS Cloud AI Infrastructure
AT&T migrates local workloads to AWS Outposts hybrid cloud and uses its fiber network to connect AWS data centers for enhanced AI application support. Expands coverage via Amazon LEO satellites for end-to-end connectivity infrastructure.
Cisco and AT&T Deepen 5G SA IoT Platform Collaboration
Cisco and AT&T announced a deepened strategic partnership to launch a 5G SA-native IoT platform, integrating AT&T's 5G core with Cisco's mobile service platform. The platform offers network slicing, application-aware optimization, and local traffic steering for demanding IoT use cases like connected cars and smart cities.