Weekly Intelligence Brief on 5G and AI Solutions - Week of September 29, 2025
Key Takeaways
- Ericsson partners with VodafoneThree for SEK 12.5 billion deal.
- Focuses on deploying 5G Standalone (SA) technology in the UK.
- Ericsson becomes sole core network vendor for VodafoneThree.
- Supermicro introduces AI-optimized systems featuring NVIDIA GPUs.
- Systems aim to enhance data center and High performance computing (HPC) capabilities.
Ericsson and VodafoneThree entered an eight-year partnership valued at SEK 12.5 billion (approximately GBP 1 billion) to enhance VodafoneThree's mobile network. This collaboration focuses on deploying Ericsson's 5G SA technology across the UK, specifically targeting London, Edinburgh, Cardiff, and Belfast.
Under this agreement, Ericsson became the sole core network vendor for VodafoneThree, which serves nearly 29 million customers. The integration of Ericsson's Radio System products includes 5G SA hardware, software, and solutions aimed at improving mobile broadband services and enabling digitalization efforts across various sectors. The strategy incorporates Artificial Intelligence (AI) and automation.
Börje Ekholm, President and CEO of Ericsson, noted the need for high-performing programmable networks in achieving digital economy objectives. Max Taylor, CEO of VodafoneThree, described the partnership's role in building a secure network, supporting the UK's long-term digital infrastructure goals. The Ericsson 5G network will extend beyond capitals, covering major cities such as Leeds, Sheffield, and Bristol, with a projected 99.95% population coverage by 2034.
Super Micro Computer, Inc. introduced new AI-optimized systems during its INNOVATE! event in Madrid, Spain, which incorporate NVIDIA RTX Pro™ and NVIDIA HGX™ B300 GPUs. This release continues Supermicro's effort to expand its AI solutions and infrastructure for HPC and data center capabilities.
The new systems include edge-optimized servers with Intel® Xeon® Security Operations (SecOps) Center (Security Operations Center (SOC)) processors and NVIDIA Jetson Orin™ NX technology, targeting organizations handling AI workloads. This initiative is part of Supermicro's strategy for growth in Europe, the Middle East, and Africa.
Supermicro highlighted the modular designs of its systems, allowing rapid assembly for various workloads. According to Vik Malyala, Managing Director and President, EMEA, the event showcased commitment to energy-efficient technology. The new AI systems utilize advanced NVIDIA Graphics Processing Unit (GPU) technology and have options for liquid cooling to reduce data center power consumption.
Highlighted edge systems include ARS-111L-FR, powered by NVIDIA Grace C1, and ARS-E103-JONX for edge AI workloads. Both systems deliver Machine Learning (ML) capabilities optimized for real-time applications, contributing to Supermicro's enhanced AI portfolio available for global customers.
- Ericsson to power the majority of VodafoneThree's next-generation UK network in SEK 12.5 billion partnership
Ericsson partners with VodafoneThree for SEK 12.5 billion UK network enhancement, focusing on 5G SA technology. - Supermicro showcases expanded AI solutions at INNOVATE! event
Supermicro released new AI-optimized systems, highlighted at the INNOVATE! event in Madrid, integrating advanced NVIDIA GPUs.