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.
More from Infra
- ByteDance Rumored to Pre-Train 10T Parameter Model; Distillation Predicted for Serving — zephyr_z9 · 2026-08-07
- AI Inference is Memory-Constrained: A Shift Could Bullish Memory Chips — toptickcrypto · 2026-08-07
- Inference Compute Jumps to Two-Thirds of AI Workloads, Reshaping Profit Pools — msharmas · 2026-08-07
- Analysis: LLM Inference Value Shifts from Engines to Data Centers and GPU Capacity — zhyncs42 · 2026-08-07
- LightX2V Enables 14B Video Model on Single RTX 5090 with 720p Real-time Generation — 新智元 · 2026-08-07
- Winbond Expands to Become Top SLC NAND Supplier by 2027 Amid AI Demand — zephyr_z9 · 2026-08-07