Nvidia Seeks China 6G Base Station Suppliers; Microsoft Expands India Cloud
创业邦 · wechat · 2026-08-07
- Nvidia pushes edge compute: Nvidia is urgently seeking Chinese base station suppliers to co-develop 6G AI-RAN base stations (handling both communication and AI compute), targeting trial networks by 2027-2028.
- Microsoft expands AI infrastructure: Microsoft officially launched its new Hyderabad cloud region in India, bringing its total operating regions in the country to four to meet growing enterprise demand.
- Apple faces DRAM shortage: While TSMC's N2 capacity is sufficient, a severe mobile DRAM shortage is impacting packaging, putting pressure on iPhone 18 inventory buildup.
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