Silicon

Dell’Oro says AI RAN is expanding across the RAN stack, expects $10B+ by 2029, and cites GPU-RAN constraints and GPU interest.

Skorpios Technologies introduced its Tru-SiPh™ Optical Engine platform featuring 1.6 Tbps and 6.4 Tbps Photonic Integrated Circuits for AI data centers.

Upscale AI and NVIDIA partnered to combine Spectrum-X switch silicon with Upscale's SONiC software for scale-out AI Ethernet fabrics.

NVIDIA invested $2 billion in Coherent and signed a multiyear, nonexclusive agreement for advanced optics supply and capacity.

Vendor blog says semiconductor shortages push enterprises to multi-vendor hardware and SONiC disaggregation with certified support options.

SEALSQ Corp increased its focus on CMOS-compatible quantum computing and integrated post-quantum security into system architecture.

Cisco announced the Silicon One G300, which it said could power gigawatt-scale AI clusters and improve GPU utilization.

Aviz Networks and Marvell describe a SONiC integration that pairs Marvell switch silicon with Aviz's ONES for AI fabric and edge deployments.

Ericsson's AIR 3255 Massive MIMO radios entered live operation in NTT DOCOMO's 5G network in December 2025.

Aviz Networks explains how SONiC software enables lower-cost, flexible, vendor-independent network operations amid growing complexity.

Cisco and Aviz Networks detailed design strategies for lossless AI networks using Cisco 8000 switches with SONiC and Aviz ONES observability.