Investment

Dell’Oro Group says telecom equipment revenue rose 4% in 2025, aided by cloud and data center investment and a strong fourth quarter.

Huawei launched the Xinghe Intelligent Traffic-Encryption Integration Solution at MWC Barcelona 2026 to embed QKD into NetEngine 8000E routers.

Ericsson completed a pre-standard 6G over-the-air session in Plano, demonstrating cloud-hosted LLM processing, robotics control and real-time video streaming.

Weekly roundup covering incident recovery automation, agentic orchestration, data center deployments, and AI governance for regulated sectors.

Weekly roundup covering sovereign AI infrastructure partnerships, agent and MCP tooling, recovery automation, and optical transport and RAN market updates.

SEALSQ Corp and Quobly halted talks on a SEALSQ majority investment and will pursue a minority stake tied to Quobly's Series A.

Cango Inc. closed a $10.5 million equity investment and entered agreements for $65 million in additional equity.

Applied Materials said Samsung Electronics joined its $5 billion EPIC Center, a Silicon Valley collaborative R&D facility.

JumpCloud Inc. launched JumpCloud Ventures to invest in early-stage identity, security, AI and IT productivity companies.

Nvidia CEO Jensen Huang said the AI infrastructure build-out was the largest in history and that roughly $660 billion in CAPEX was sustainable.

Xi met Uruguay’s Yamandu Orsi; they signed more than 10 cooperation documents and issued a joint statement to deepen ties.

Lockheed Martin signed a framework with the Department of War to raise THAAD interceptor output from 96 to 400 units per year.