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22 Total Reports
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Cisco Other Medium Signal 2026-02-19

Cisco and AT&T Deepen 5G SA IoT Platform Collaboration

Cisco and AT&T announced a deepened strategic partnership to launch a 5G SA-native IoT platform, integrating AT&T's 5G core with Cisco's mobile service platform. The platform offers network slicing, application-aware optimization, and local traffic steering for demanding IoT use cases like connected cars and smart cities.

View Details Impact: Important
NVIDIA Other 2025-06-06

NVIDIA and SK hynix Co-Architect Next-Gen Memory for AI Factories, Locking HBM4 to Vera Rubin

NVIDIA and SK hynix announce a multi-year tech partnership to co-develop next-gen memory for Vera Rubin, RTX Spark, and Jetson Thor. Separately, SK Telecom deploys a gigawatt-scale AI cloud using the full DGX stack, targeting 2027. This elevates SK hynix from supplier to co-architect, strengthening NVIDIA's lock-in on HBM and the AI ecosystem.

View Details Impact: Major
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