Reports
AI-generated structured vendor updates
Huawei Pushes Token-Based Billing at MWC Shanghai 2026: Shifting Carrier Monetization from Bytes to AI Inference Value
At MWC Shanghai 2026, Huawei urged carriers to shift from byte-based to token-based billing for AI workloads, showcasing a 372% token throughput improvement in long-sequence inference via its AI Inference Acceleration Solution. It also highlighted the Upper-6 GHz band as critical for AI wearables requiring 20 Mbps uplink, aiming to reposition 5G-A networks as AI compute delivery infrastructure.
Meta Muse Spark: Open Source to Proprietary Pivot
Meta launches first proprietary model Muse Spark, led by former Scale AI CEO Alexandr Wang, replacing Llama as strategic core. Stock rose 6.5% on release; tech stack rebuilt in 9 months after Llama 4 underperformed; 2025 capex exceeded $72B.
Meta Unveils Muse Spark Foundational Model and Re-architects AI Assistant
Meta launched Muse Spark, the first model from its Superintelligence Labs, using it to overhaul the Meta AI assistant. The new architecture enables parallel subagents for reasoning, robust multimodal perception, and leverages social graph content for personalized responses.