FundaAI2026-08-25 00:52:33FundaAI says enterprise AI budgets are still rising, but paths diverge in late 2026 and 2027FundaAI said in a report on enterprise AI applications that corporate AI budgets are still expanding, though the spending path starts to split in the second half of 2026 and into 2027. The report pointed to different guidance from a large U.S. telecom operator and a large European automaker, showing that growth is not moving at the same pace across industries. It also said incremental spending is shifting away from paid seats and toward API and token consumption, as well as production workflows. In the examples cited, the telecom operator’s mix moved from roughly 50% subscriptions and 50% API to 40%/60%, with a possible move to 35%/65%, while a mid-to-large biopharma company adjusted from 80%/20% to about 70%/30%. FundaAI also said open-source adoption remains uneven: usage in active scenarios can reach 30%–40%, but spending share is lower because pricing is cheaper. The report added that engineering capacity, process redesign, governance, and data readiness are becoming tighter constraints than capital.1310
Token2026-08-18 10:33:04Jiaxing’s city-investment group starts selling tokens, raising questions over marginsOn July 30, the Yangtze River Delta (Jiaxing) Token Operations Center officially launched, with Jiaxing City Investment and Development Group taking the lead. The article says the center follows a “five unifications” model, including a unified API, token metering, settlement, subsidy offsets, and security audits, while offering access to more than 100 major models such as DeepSeek and Qwen. It frames the move as part of a broader shift in which infrastructure-like AI services are being absorbed by state-backed operators. The piece also points to 2026 moves by China’s three telecom giants, notes their 2025 revenue growth rates, and argues that as tokens become more like utilities, pure token-selling margins may shrink.570
Nvidia2026-08-06 01:33:15Nvidia Scours China for 6G AI-RAN Base Station Suppliers, Targets Trial Network by 2027 or 2028Nvidia is accelerating its push into telecom operator markets and scouring China for base station partners to develop 6G AI-RAN base stations that handle both communications and AI computing. Shenzhen Jiaxian Communication has been confirmed as one partner, collaborating with Nvidia on CUDA-based 6G AI-RAN base stations for over six months. The project is reportedly "urgent," with a target trial network in 2027 or 2028.2660
bitcoin2026-08-04 11:15:16French Telecom Sequans Communications Sells 344 Bitcoin, Plans to Sell 314 MoreOne French-listed telecom company has sold 344 bitcoin and plans to sell its remaining 314 bitcoin, according to BitcoinTreasuries.NET. Sequans Communications now sits in 73rd place on the Bitcoin 100 list.1760
Jio IPO2026-07-22 14:00:13Jio Files IPO Draft as Fundraising Could Reach $4 Billion in India’s Biggest ListingReliance Platforms has approved and filed Jio’s IPO draft with SEBI. The deal includes only fresh shares, with proceeds mainly earmarked for debt repayment at Reliance Jio Infocomm ahead of a possible 2027 listing.490
Taiwan2026-07-14 07:41:47Taiwan telecom bill clears first review, easing legal barriers for Starlink entryTaiwan’s legislature has taken a first step toward loosening restrictions that have blocked Starlink from launching commercial service in the market. A telecom law amendment cleared initial review on July 13, removing the requirement that the chair of a satellite telecom operator’s local telecom business be a Republic of China national and relaxing foreign ownership rules to a 60% cap regardless of direct or indirect holdings. The move is widely seen as opening a path for SpaceX’s Starlink, which reportedly failed to reach a deal with regulators in 2021 after insisting on a wholly owned operating structure that conflicted with existing rules. Taiwan’s three major carriers — Chunghwa Telecom, Taiwan Mobile, and Far EasTone — backed the direction of the amendment, but all called for safeguards tied to national security, cybersecurity, communications resilience, oversight, and industrial policy. The debate is now shifting to whether those requirements will be written directly into law or left to future rules set by regulators.3250
Iggy Azalea2026-07-09 19:52:13Iggy Azalea Relaunches Telecom Venture With MOTHER and SOL PaymentsIggy Azalea said customers will be able to buy phones and monthly cell plans using MOTHER or SOL as she relaunches her telecom venture, adding a real-world payment use case for the Solana-based meme token.440
