At the mobile industry’s biggest annual gathering this week, telecom companies are trying to show that new partnerships and artificial intelligence-driven innovation can overcome supply chains strained by surging demand and geopolitics. In early announcements from MWC Barcelona 2026 so far, telecom companies and phone makers are adding AI capabilities to help overcome the threat. Network providers...
At the mobile industry’s biggest annual gathering this week, telecom companies are trying to show that new partnerships and artificial intelligence-driven innovation can overcome supply chains strained by surging demand and geopolitics. In early announcements from MWC Barcelona 2026 so far, telecom companies and phone makers are adding AI capabilities to help overcome the threat. Network providers are pairing up with major tech companies to integrate AI into their networks while phone makers are adding AI functions to devices. That’s in the shadow of a crippling memory shortage , rising prices for key materials such as copper, aluminum and gold, and the fallout from the conflict in the Middle East. Executives flying to Barcelona from Asia were held up in transit due to flight disruptions caused by the conflict in Iran, and the European Union’s digital chief Henna Virkkunen pulled out of a keynote speech. Memory Crunch The AI-driven shortage of memory chips is set to shrink smartphone sales by a record 13% this year. “This is going to be a big talking point at MWC, it doesn’t just affect phones, but laptops, smartwatches and any consumer electronic devices,” said Ben Wood, analyst at CCS Insight. Read More: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis Insatiable demand for memory from AI data center operators like Alphabet Inc. ’s Google, Meta Platforms Inc. and Microsoft Corp. has stymied device makers, elevated component prices and starved the entry-level segments of device categories. In the lead-up to MWC, chipmaker Qualcomm Inc. ’s Chief Executive Officer Cristiano Amon pinned the blame for a shrinking phone market on memory supply constraints. Wood said the supply choke would drive up phone prices, as handset makers move toward expensive, premium devices to offset rising costs. Network Partnerships As the conference kicked off, telecommunications companies announced alliances with some of the biggest winners of the AI boom. Nvidia Corp. , which...
Press ReleaseNokia expands partnership with TIM Brasil to deliver next-generation AI-Ready 5G network with NVIDIA Project will enhance 5G network performance, reduce energy consumption, and prepare TIM Brasil’s infrastructure for future AI-driven services across 14 states.Nokia will deploy cutting-edge AI-enabled solutions, including MantaRay SON, AirScale baseband, Habrok Massive MIMO radios, and...
Press ReleaseNokia expands partnership with TIM Brasil to deliver next-generation AI-Ready 5G network with NVIDIA Project will enhance 5G network performance, reduce energy consumption, and prepare TIM Brasil’s infrastructure for future AI-driven services across 14 states.Nokia will deploy cutting-edge AI-enabled solutions, including MantaRay SON, AirScale baseband, Habrok Massive MIMO radios, and services.Expansion of partnership will enable TIM Brasil to deliver AI-based solutions to the Brazi
(RTTNews) - German stocks tumbled, pushing the benchmark DAX down by over 2.7% Monday morning amid concerns about the potential economic fallout from the conflict in the Middle East, where tensions run high following the U.S. and Israel carrying out coordinated strikes on Iran an
(RTTNews) - German stocks tumbled, pushing the benchmark DAX down by over 2.7% Monday morning amid concerns about the potential economic fallout from the conflict in the Middle East, where tensions run high following the U.S. and Israel carrying out coordinated strikes on Iran an
Pla2na/iStock via Getty Images Investment thesis USA Rare Earth ( USAR ) is becoming a potentially critical player for the US AI industry because it operates in the rare earth metals sector and has a large share of dysprosium and terbium, the shortage of which in 2026 is due to their use in semiconductor production. Moreover, much of the company's NPV is calculated taking into account the signific...
Pla2na/iStock via Getty Images Investment thesis USA Rare Earth ( USAR ) is becoming a potentially critical player for the US AI industry because it operates in the rare earth metals sector and has a large share of dysprosium and terbium, the shortage of which in 2026 is due to their use in semiconductor production. Moreover, much of the company's NPV is calculated taking into account the significant share of lithium, whose price recovery could lead to a revaluation of the stock. USAR's strategic importance is linked to the trade policies of the US and China, requiring the protection of the American technology sector from protectionist measures by the Chinese government, which include aggressive dumping by Chinese suppliers. Pricing floor maintenance by the US government is aimed at preserving the stability of the company's business model and providing for its intensive development in 2026. And taking into account all of the above factors, the USAR business strategy is an ideal bet on the development of the rare earth elements production segment to ensure the technological security of the US economy, which makes its shares attractive for investment. USAR's strategy and growth drivers Positioned as one of the first US companies to create a fully integrated supply chain from mine to magnet, USAR is reducing American industry's dependence on Chinese suppliers. This rare earth metals sector has become a point of contention and increased trade friction between the US and China, only strengthening USAR's competitive position for the foreseeable future. USAR's business strategy from mine to magnet involves not only the creation of a mining enterprise to extract rare earth metals, but also the formation of a vertically integrated cycle, including the processing of metals during separation and purification and the production of finished neodymium magnets. These magnets are super important for making electric car motors, wind turbines, robotics, and defense stuff. A cycle of ...
格隆汇3月2日|今日,协合新能源集团(CNE集团)与贝恩资本旗下BDC(Bridge Data Centres)在新加坡签署谅解备忘录(MOU)。根据备忘录,双方将在全球范围内共同探索融合可再生能源与氢能解决方案的多元化能源供应路径,支持数据中心基础设施的低碳转型, 包括提供新加坡首个专为人工智能数字基础设施设计的驳船式氢能发电解决方案。合作内容包括:氢能发电路径研究、系统集成设计、储能部署评估,...
格隆汇3月2日|今日,协合新能源集团(CNE集团)与贝恩资本旗下BDC(Bridge Data Centres)在新加坡签署谅解备忘录(MOU)。根据备忘录,双方将在全球范围内共同探索融合可再生能源与氢能解决方案的多元化能源供应路径,支持数据中心基础设施的低碳转型, 包括提供新加坡首个专为人工智能数字基础设施设计的驳船式氢能发电解决方案。合作内容包括:氢能发电路径研究、系统集成设计、储能部署评估,以及优化电力采购机制。双方希望通过这些举措,提升下一代数据中心园区的能源可靠性、运营灵活性与长期可持续性。 协合新能源在可再生能源开发与综合能源系统方面拥有专业优势,BDC则在数字基础设施领域具备领先运营能力,双方合作旨在加速清洁能源与先进算力基础设施的融合。随着人工智能与高性能计算持续重塑区域经济,本次合作也将助力新加坡保持领先数字枢纽的地位,实现以低碳能源为支撑的发展目标。
MiniMax Group Inc. reported a better-than-expected 159% surge in revenue in 2025, reflecting the torrid growth that’s drawn investors to China’s leading OpenAI rivals. Revenue for the full year ended December climbed to $79 million, versus an average analyst estimate of $71.4 million. Net loss for the same period was $1.87 billion compared with the $465.2 million loss the year prior, though the ma...
MiniMax Group Inc. reported a better-than-expected 159% surge in revenue in 2025, reflecting the torrid growth that’s drawn investors to China’s leading OpenAI rivals. Revenue for the full year ended December climbed to $79 million, versus an average analyst estimate of $71.4 million. Net loss for the same period was $1.87 billion compared with the $465.2 million loss the year prior, though the majority of that stemmed from fair value losses on financial instruments. It was the first time MiniMax announced earnings results since it raised $600 million in its initial public offering in Hong Kong at the start of the year. The strong sales underscored solid demand for low-cost, open-source Chinese models that rival the best of Silicon Valley. At the same time, rampant discounting, competition for users and the sheer cost of hiring and training AI models are swelling losses for most of the industry’s players. MiniMax sells its underlying tech to business clients and offers AI apps and tools to both domestic and overseas consumers. It’s among the few remaining independent model builders in China after a period of industry consolidation, competing against AI-native rivals like Zhipu as well as Big Tech firms including ByteDance Ltd. and Alibaba Group Holding Ltd . MiniMax’s shares have more than quadrupled since their debut, fast approaching Chinese internet heavyweights like JD.com Inc. and Kuaishou Technology in market capitalization. Now valued at about $30 billion, the Shanghai-based outlet joined a recent flurry of model releases from Chinese AI developers ahead of a highly anticipated upgrade by rival DeepSeek. MiniMax’s latest M2.5 large language model trails the best open-source offerings from peers including Alibaba and Zhipu, according to benchmarking site Artificial Analysis . However, M2.5’s smaller size and lower price have helped it become the most popular model on distribution platform OpenRouter on a weekly basis. Still, MiniMax remains a fraction of the s...