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Telekom showcases 5G+ Gaming service in Cologne 

Samsung Galaxy S24 users will be first to experience Deutsche Telekom’s 5G boosted cloud game package

Deutsche Telekom and ALSO, with its technology partner Ludium Lab, a company specialising in cloud gaming, jointly presented their plans of an offer for the gaming scene at Gamescom in Cologne – ahead of a launch of its 5G+ Gaming service this autumn. Twitch streamer and TikTok star DI1ARAA and SK Gaming pro BigSpin demonstrated the 5G+ on stage (above), participating in an uneven Fortnite battle which will no doubt instill FOMO (fear of missing out) in gamers looking for the edge. 

Telekom, ALSO and Ludium gave further details of the packages that will be on offer for cloud gamers. They will be able to play 100 top games free of charge for a six-month period. Popular games such as Fortnite, PUBG and 9 Years of Shadows belong to the planned offer. The cloud platform will be accessed via the Android app “Sora Stream”. 

Customers with a Samsung Galaxy S24 Ultra will be the first to benefit. Samsung Electronics has already technically equipped this smartphone model so that it can implement all 5G+ Gaming functions. Telekom said the next step will be to support further devices. The operator is claiming 5G+ Gaming will be the world’s first consumer offer based on network slicing that Samsung is implementing with a telco. 

To be able to use the 5G+ Gaming option, taking a current version of the MagentaMobil tariffs will be necessary and can be bought in the MeinMagenta app via Magenta Moments as of autumn. The gaming package will be available for all customers. Users of an iOS device can access the platform via the web browser of the Ludium platform Sora Stream. 

The new gaming solution is implemented via Deutsche Telekom’s 5G standalone network. The operator said network slicing enables it to deliver low response times. Another feature used for 5G+ Gaming ensures a smooth picture by optimising the available data rate and thus ensuring low response times even in a busy cell. As soon as the customer starts a game on the Sora Stream platform, they are informed whether they are playing in 5G+ Gaming mode. 

eSports Panel on non-male role models 

After showing off the new service, Telekom’s VP brand experience Antje Hundhausen hosted a panel discussion on the importance of non-male role models in eSports. The discussion, which included DI1ARAA, eSports player Luna ‘Zavee’ Lochmann, was the backdrop for Telekom’s Equal eSports initiative, the Equal eSports Cup which is also currently taking place, with the final following at Gamescom on August 24 and 25. 

The Equal eSports Cup is the largest League of Legends tournament series for women and non-binary players in the EMEA region. It will be held in front of the large trade fair audience and broadcast live on Twitch. 

EC approves €5bn state aid for new chip shop in Germany

The new foundry will produce wafers for customers in addition to the four stakeholders, TSMC, Bosch, Infineon and NXP

As the global scramble for silicon continues, the European Commission has approved €5 billion in state support to build and operate a chip manufacturing plant in Dresden, Germany.

It will be built by European Semiconductor Manufacturing Company (ESMC), which is a joint venture between the world’s biggest chip maker, Taiwan Semiconductor Manufacturing Company (TSMC), Bosch, Infineon and NXP. This is TSMC’s first manufacturing facility in Europe.

TSMC will contribute €3.5 billion out of the €5 billion to be invested by the companies and take a 70% stake. The other three will each have 10% equity.

Bosch opened a €1 billion new wafer fab in Dresden (pictured) in late 2021.

Strengthening Europe

The Commission said in a statement, “The measure will strengthen Europe’s security of supply, resilience and digital sovereignty in semiconductor technologies, in line with the objectives set out in the European Chips Act Communication”. This set aside a €43 billion fund to increase the manufacturing of chips in the European Union (EU).

The body also noted it would help the EU achieve some of its digital and green transition targets.

It is expected that the plant will be running at full capacity by 2029 and will produce 480,000 silicon wafers “with node sizes covering 28/22nm and 16/12nm” annually.

The factory is to be an “open foundry, meaning that any customer – including but not limited to the three other shareholders besides TSMC – can place orders for the production of specific chips,” the Commission said. “This operating model is important for the wider EU ecosystem, especially in view of ESMC’s commitments to provide dedicated support to European small and medium enterprises (SMEs) and startups, to strengthen their knowhow and competences.

“The facility will also provide special access to its production capacities for SMEs and European universities, further supporting research and knowledge creation within Europe,” added the commission.

Intel is also building new chip fabs in Germany after a revised, €30 billion agreement last year.

Ursula von der Leyen, the newly reappointed President of the Commission said, “European workers will gain 11,000 new jobs, both [in Germany] and across our continent. European chip companies will gain access to new technologies and production capacities. European industries will benefit from more reliable local supply chains, and new products that are tailored to their needs.”

Sky to offer broadband services on CityFibre’s infra from 2025

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They agreed a long term partnership – CityFibre’s goal is to pass 8 million UK properties and is almost halfway there

 CityFibre, which says it is the UK’s largest independent full fibre platform, announced a long-term partnership with Sky, one of the biggest retail broadband providers in the UK.

Under the agreement Sky will offer its broadband to customers on CityFibre’s fibre network. CityFibre passes 3.8 million homes today intends to expand its network to at least 8 million premises over time.

Sky currently offers broadband services via BT Openreach’s infrastructure. According to ISP Review, an announcement regarding CityFibre has been expected for some time.

Sky worked with CityFibre a decade ago in a joint venture with TalkTalk, piloting FTTP networks in the UK. The JV was later renamed Fibre Nation and sold back to CityFibre in 2020 for £206 million.

Long term plans

It is expected that Sky’s Full Fibre Broadband will be available on CityFibre’s infrastructure from next year. Longer term, this will include over 1.3 million homes in hard-to-reach areas through CityFibre’s participation in the Government’s Project Gigabit Programme.

CityFibre states it is “committed to accelerating the upgrade of its entire network to 10Gbps XGS-PON, supporting the introduction of an expanded symmetrical multi-gigabit product portfolio for its ISP partners”.

Greg Mesch, CEO at CityFibre said: “This partnership with Sky is a huge vote of confidence in our business and has cemented CityFibre’s position as the UK’s third digital infrastructure platform [behind BT’s Openreach and Virgin Media O2]. With demand for digital connectivity continuing to grow, CityFibre’s network can provide the quality and reliability that people need and the infrastructure competition the UK deserves.”

Competition Authority clears Bouygues Telecom to acquire La Poste Telecom

Green light comes five months after the Bouygues Telecom announced that it was in exclusive negotiations to take control of the MVNO for €950 million

France’s Competition Authority (Autorité de la concurrence) has cleared Bouygues Telecom’s proposed takeover of MVNO La Poste Telecom without conditions. In February Bouygues Telecom announced its intention to acquire 100% of the capital of La Poste Telecom, the leading virtual operator on the French market (currently 51% owned by the La Poste group and 49% by SFR) and to conclude an exclusive distribution partnership involving the La Poste group, La Banque Postale and La Poste Telecom. 

The telco said at the time the deal would enable it to strengthen its base by approximately 2.3 million mobile customers. It would also enable Bouygues Telecom to rely on La Poste’s distribution network, which benefits from a strong brand recognized for its values of “trust and proximity”. La Poste Telecom has 400 employees and a turnover of approximately €300 million in 2023.  

The deal would also allow La Poste Telecom to continue developing its mobile business and build a new fixed-line proposition for its customers based on the values shared by both partners. La Poste Telecom operates in mainland France, Reunion Island, Mayotte, Guadeloupe, Martinique and French Guiana. 

Green light 

On 12 July 2024, Bouygues Telecom notified the Authority of its plan to acquire sole control of La Poste Telecom, currently controlled by the La Poste group and SFR. In the mobile telephony retail market, the Authority found that the transaction would bring about a limited change in the structure of competition, due to La Poste Telecom’s limited market share. It also considered the competition from Bouygues Telecom’s main rival MNOs, Orange, SFR and Free. 

The Authority also noted that Bouygues Telecom would have an extensive, dense distribution network throughout mainland France for the marketing of La Poste Telecom’s offers, thanks in particular to the La Poste group’s post offices/bank branches, which will continue to distribute La Poste Telecom’s mobile telephony offers.  

In its decision, the Authority considered, however, that the importance of this distribution network should be put into perspective, given the growing share of distance selling (online and telesales) in the mobile telephony market, which now accounts for two-thirds of mobile telephony sales. Consumers will continue to have access to alternatives via this sales channel, which covers the whole of mainland France, including rural areas where Bouygues Telecom’s competitors do not have physical branches. 

The Authority also considered that the transaction would not enable Bouygues Telecom, as an MNO, to refuse access or downgrade the conditions of access in terms of communication time in the upstream wholesale market for access and call origination on mobile telephone networks to MVNOs competing with La Poste Telecom. The Authority noted that existing regulatory obligations, competition from other MNOs in the upstream market and the absence of any incentive for Bouygues Telecom to implement such a strategy meant that the risk of such a strategy could be ruled out. 

Next steps 

According to Capital.fr, in addition to the agreement of the Competition Authority, this acquisition still requires the approval of SFR, committed to providing the La Poste Telecom network until the end of 2026. SFR has a right of pre-emption on the shares for sale as a priority, but also a right of approval of the purchaser.  

Singtel and Bridge Alliance to launch GPU-as-a-Service in southeast Asia

The first markets to benefit from the NVIDIA-powered platform will be Thailand, Malaysia and Indonesia

Singtel has formed a strategic partnership with Bridge Alliance to roll out GPU-as-a-Service (GPUaaS) across southeast Asia. The Bridge Alliance is a consortium of 35 mobile operators worldwide.

The Alliance and Singtel plan to offer GPUaaS to enterprises in markets including Thailand, Malaysia and Indonesia via leading operators AIS, Maxis and Telkomsel, respectively.

At launch, Singtel’s GPUaaS will be powered by NVIDIA H100 Tensor Core GPU-powered clusters. Singtel will also be among the world’s first to launch NVIDIA’s next-generation GB200 AI Servers.

The service will be expanded to run in new sustainable, hyper-connected, AI-ready data centres by Nxera, Singtel’s regional data centre business, across Singapore, Thailand, Indonesia and Malaysia when they begin operations from mid-2025 onwards.

Plan into action

In February, Singtel announced it would launch GPUaaS later this year to offer enterprises access to NVIDIA’s AI computing power so they can deploy AI at scale quickly and affordably.

According to a Kearney report, Racing toward the future: artificial intelligence in Southeast Asia, published in 2020, adopting AI could contribute nearly $1 trillion to the southeast Asia region.

Recognising the importance of AI, regional governments have launched national AI roadmaps to harness the technology responsibly and to its fullest potential. 

As part of the agreement, Bridge Alliance member operators will gain access to the GPUaaS from Singtel. As the countries’ need for AI grows, more GPU clusters will be launched in those countries to accelerate and scale the businesses.

Bridge Alliance says it will assist its members in fast-tracking their go-to-market strategies and help them successfully offer GPUaaS to enterprises.

Heartening news

Bill Chang, CEO of Singtel’s Digital InfraCo unit, said, “We are very heartened to see such strong interest from AIS, Maxis and Telkomsel to partner us in our GPUaaS offerings.”

Through its patented Paragon platform, Singtel was the first telco to bring AI to the 5G edge in the 5G@Sentosa trials for Singapore government agencies. Paragon orchestrated a multi-edge compute and NVIDIA GPU environment while enabling customers to deploy 5G use cases at speed and at scale.

“With more telcos deploying 5G network services, we see this real-time AI offering powered by GPUaaS at 5G edge at low latencies as a key growth driver for their enterprise businesses,” Chang added.

Ericsson to pocket $1bn from selling its digital ID unit

Koch Equity Development is buying the Swedish vendor’s majority stake

Ericsson is selling its majority stake in iconectiv, its number portability and digital identity business, to Koch Equity Development. It expects to make for SEK10.6 ($1 billion/€921million) in cash from the deal.

iconectiv is based in New Jersey in the US and the Swedish vendor became the owner of it as part of the acquisition of Telcordia back in 2012.

Francisco Partners acquired just short of a 17% stake in 2017 for $200 million which valued the business then at about $1.2 billion.

Subject to the usual regulatory approvals, the parties expect that the transaction to be finalised in the first half of next year.

On announcing the divestment, Ericsson issued a statement saying, “iconectiv serves over 5,000 customers across various sectors as a leading provider in number portability solutions, and a provider of core network and operations management, numbering and data exchange services as its main segments, and with limited strategic synergies with the rest of Ericsson’s portfolio.”

TIM Brasil picks Nokia to expand 5G next year

It will include deployment of the vendor’s AirScale portfolio, ReefShark and MantaRay products

TIM Brasil has chosen Nokia to expand its 5G RAN coverage across 15 Brazilian states from January 2025. This will increase the number of municipalities with access to 5G, although by how many was not disclosed and the value of the deal has not been made public either.

The map above, from Perf, highlights TIM’s 5G coverage in August 2024 in purple.

Under the deal, Nokia will supply from its 5G AirScale portfolio, including baseband, Massive MIMO radios, and remote radio head products. They are all powered by its ReefShark System-on-Chip technology. 

TIM will also use Nokia’s MantaRay Networks Management system for improved network monitoring and management. The vendor will also provide services, including digital deployment, optimisation and technical support.

Marco Di Costanzo, CTO at TIM Brasil, said, “This agreement…will benefit industries and consumers with new services, solidifying TIM’s position as Brazil’s leading 5G provider based on the number of sites.”

SoftBank looked to Intel to rival NVIDIA with AI chip – FT report

The plan fell apart when Intel was unable to meet demands – the episode highlights the inter-dependencies of the chip ecosystem

The Financial Times [subscription needed] says that Japan’s SoftBank held talks with Intel to build an AI chip that could rival NVIDIA. In June this year NVIDIA catapulted past Apple and Microsoft to become the world’s most valuable company, if temporarily.

Two years ago, its market cap was $300 billion – before the investor frenzy around GenAI caught fire. Now its AI chips and software platform, Cuda, are dominating the market. The company was already well-placed as the pioneer of GPUs but the shortage of chips has added to its allure.

SoftBank at the centre

SoftBank’s CEO, Masayoshi Son has ambitions to be central to the AI boom and plans to spend billions of dollars to rival to Nvidia’s AI silicon. Son has reportedly approached a number of Big Tech companies to support its aims, including Meta and Google.

The FT pointed out that SoftBank’s tie-up with Intel would have allowed the Japanese enterprise to take advantage of the Biden Administration’s Chips Act which became effective in March. It is offering $20 billion in grants and loans, designed to boost the domestic production of semiconductors.

Reports suggest SoftBank has now turned it attentions to Taiwan’s chipmaker TSMC, but it too is already struggling to meet its customers’ demands, which include NVIDIA.

Arm as chip maker?

SoftBank apparently intends to move chip design company Arm Holdings into chip production but this could upset its relationship with NVIDIA and others. SoftBank acquired the British company Arm for $32 billion in 2016. Arm’s primary business is the design of CPU cores that implement Arm’s instruction sets. It also designs other chips and provides software development tools. Its designs are used by many of the world’s chip companies, including NVIDIA.

SoftBank’s Son, who is not averse to risk, clearly thinks it’s worth the gamble and it is thought that Son’s recent acquisition of the UK AI chipmaker Graphcore is to acquire expertise in chip production.

Inter-dependencies

Last September SoftBank held an initial public offering of 10% of Arm’s shares on the NASDAQ, which at its opening valued the company at almost $60 billion. Intel was a major investor but has been engulfed in bad news since then.

In April, Intel reported a $7 billion operating loss in its foundry unit which sent its shares off a cliff and reports of a flaw in its PC chip designed followed. Intel sold its entire stake in Arm in Q2 for about $150 million.

Earlier this month it announced it will shed 15% of its workforce which led to a 25% plummet in its share price and a market cap of under $100 billion. It has also suspended dividend payments.

Intel is investing as heavily as it can to catch up with competitors including TSMC and South Korea’s Samsung in the design and production of chips, and to attract new customers. Having SoftBank walk away because it cannot fulfil the Japanese enterprise’s AI ambitions is hard blow for Intel.

Swiss operators hit 5G building application hurdle

A recent Federal Court decision may slow down the final 5G push in the country

At Swisscom’s recent results call, CEO Christoph Aeschlimann said the operator had increased the 5G plus coverage by 6 percentage points year-on-year and it now stood at 83% population coverage with 5G plus. However, a recent Federal Court ruling, which requires retrospective planning applications for mobile phone sites that have been upgraded to 5G, has left the chief executive annoyed.

Speaking to the AWP news agency, and reported by Nau.ch, Aeschlimann said Swisscom alone will need to submit 1,300 retrospective planning applications. Adding in Sunrise and Salt takes the total to 2,500 retrospective building applications to be done. This adds to around 2,500 building permit applications already pending.

“We are fighting to achieve the goal of 90 percent coverage with the fast 5G+ standard by 2025. But it has not become any easier with the Federal Court ruling,” the agitated boss (above) told AWP.

Swisscom has filed an appeal against this with the Federal Administrative Court and, if necessary, will take the case all the way to the Federal Supreme Court. Aeschlimann said he expects the proceedings to take five to eight years – just in time for 6G.

Swiss authorities discover beamforming

Netzwoche reported in July that the canton of Aargau allowed a regular building permit procedure for requests for changes to 5G installations, but its Department of Construction, Transport and Environment (BVU) announced that following the April Federal Court ruling, this straightforward practice was no longer legal.

Due to federal legislation (NIVS), mobile phone providers can apply a correction factor to the approved transmission power for adaptive antennas to increase their performance in the short term. Following the ruling, the BVU wrote to the mobile phone providers stating that for existing antennas with active correction factors that were approved in the simplified minor procedure without a building permit procedure, the operators must now subsequently submit a building permit application within six months or switch off the correction factor. This impacts 200 antenna sites in this canton alone.

Politics and power

In June, media outlet RTS warned that adaptive antennas can now emit up to 10 times higher than conventional antennas during their peak emissions, darkly warning that the decision to allow them effectively went against environmental considerations but what made as a political decision, vaguely implying it wasn’t science-based.

As part of the discussions which began in December 2020, RTS reported that the Federal Office for the Environment wants to allow operators to adjust directional antennas to a maximum of 4 times the legal power. The operators were asking to be able to adjust the power to 15 times more. And the Federal Office of Communications even agreed to go up to 20 times.

According to figures obtained by the media outlet, if the 5G antennas couldn’t emit new power, 46,000 more would need to be built rather than the 3,100 that operators, at the time, were suggesting. That would amount to quite a few planning permissions.

The Swiss on the whole are pretty ambivalent about 5G. A survey by Comparis in 2022 found that some 42.5% of adults supported the government’s strategy to encourage a rapid 5G rollout, but 41.7% were against.

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