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Nokia Shrinks China Footprint, Risks AI-RAN Data

Nokia Shrinks China Footprint, Risks AI-RAN Data

Nokia is reportedly planning further layoffs, facility closures, and a major reduction of its mainland China operations, potentially retaining only limited after-sales services. The retreat is part of a global restructuring toward AI and cloud businesses, but it may reduce Nokia’s access to China’s large-scale 5G deployment data needed for AI-RAN and future 6G research.

虎嗅Media15h ago#telecom-ai#network-data#6g
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Kling AI Spins Out at $18B Valuation

Kuaishou is spinning out its Kling AI video-generation model into a separately financed company, attracting investment from Tencent, Alibaba Cloud, Baidu, and other institutions at an implied valuation of $18 billion. Kling has surpassed 100 million global users and nearly 50,000 enterprise customers, but continues to generate substantial losses because of compute costs.

AI Data Centers Trigger BBU Cell Rush

AI Data Centers Trigger BBU Cell Rush

Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.

Japan Trails Global AI Productivity Gains

Japan Trails Global AI Productivity Gains

Accenture’s survey across 20 countries found that 57% of Japanese employees feel AI has improved their productivity, compared with 81% globally. Japan also trails in job satisfaction and perceived work outcomes, highlighting challenges in workforce and organizational transformation.

ITmedia AI+ (日本)Media18h ago#ai-adoption#productivity-gap
AI 資本支出遇上高利率壓力

AI 資本支出遇上高利率壓力

Global long-term bond yields are rising sharply while equity markets remain heavily priced, increasing valuation pressure on AI and other growth companies. The article argues that surging AI infrastructure spending must now prove it can generate sufficient revenue, profit, and cash flow to justify elevated valuations.

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