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Telecom & Connectivity · 3 min read

Ericsson CEO Bets on Proprietary AI Chips as 6G and Satellite Competition Threaten the Telecom Equipment Duopoly

Ericsson CEO Per Narvinger says proprietary AI-optimized RAN chips — not off-the-shelf NVIDIA or Qualcomm silicon — will decide who wins the 6G era, as open-network architecture and SpaceX's planned 5G network threaten the existing duopoly.

1d ago

Telecom & Connectivity · 5 min read

Ericsson Says AI Agents Won't Just Improve Telecom Networks — They'll Force a Complete Rebuild

A new Ericsson white paper argues that agentic AI will require carriers to rebuild network architecture from the ground up, with the transition taking three to five years for committed carriers.

Apr 30