Chipmaker Nvidia posted huge profits in its fiscal second quarter (May to July). But that's not enough because the outlook for the next quarter is for revenue to stagnate. It also highlights an Achilles heel: its profits depend on a handful of its customers continuing to spend fortunes on AI chips without taking into account the erosion of their profits.

Nvidia posted strong quarterly revenue growth and a solid financial outlook going forward, but those attributes have yet to convince global analysts and investors.

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Globales · Software and Applications · Operators06/05/2025

Weathering the impact is just the beginning: Ultimately, operators are positioning themselves as AI companies

First comes end-user adoption of AI and its footprint across networks. Next is AI integration into operators' internal processes. Finally, the possibility of becoming an AI-native company. These are the operator experiences.

América Latina · Software and Applications22/04/2025

Copelec case: artificial intelligence as a tool in electricity sector

It operates in the Chilean region of Ñuble and has 93,000 electricity customers. Its operation focuses on two aspects: data collection using the ETL model and integration of APIs, either their own or third-party's, as needed. The case was analyzed at the Clertic meeting in Panama last February.

Globales · IxP · Data Center04/04/2025

Brazil to be DE-CIX's gateway to South America

Da Costa, Manager of Business Development at DE-CIX, stated that following the launch of their platforms in San Pablo and Rio de Janeiro, the company will evaluate new investments in the region. He highlighted the interconnection between their Brazilian platforms and their global network.

Globales · Mobile07/03/2025

MWC Barcelona 2025 closed, with 56% of attendees coming from mobile-adjacent industries

The GSMA-organized event came to a close yesterday, with 109,000 attendees. AI in all its forms dominated the discussions and presentations, followed by telco consolidation in the European market. It was anticipated that in 2026 the show will be held from March 2-5.

América Latina · Smartphones & Devices25/02/2025

Fight for regional smartphone market focused on devices costing less than US$300

The analysis firm Canalys said that 82% of the devices shipped are below that value. And it noted that it saw strong competition in the segment below US$200. Samsung led sales, followed by Motorola, Xiaomi, TRANSSION and HONOR. Last year there was a record shipments, with 137 million units.

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Nvidia phenomenon also stumbles on AI cost

MORE ANALYSIS

Weathering the impact is just the beginning: Ultimately, operators are positioning themselves as AI companies

First comes end-user adoption of AI and its footprint across networks. Next is AI integration into operators' internal processes. Finally, the possibility of becoming an AI-native company. These are the operator experiences.

Copelec case: artificial intelligence as a tool in electricity sector

It operates in the Chilean region of Ñuble and has 93,000 electricity customers. Its operation focuses on two aspects: data collection using the ETL model and integration of APIs, either their own or third-party's, as needed. The case was analyzed at the Clertic meeting in Panama last February.

Brazil to be DE-CIX's gateway to South America

Da Costa, Manager of Business Development at DE-CIX, stated that following the launch of their platforms in San Pablo and Rio de Janeiro, the company will evaluate new investments in the region. He highlighted the interconnection between their Brazilian platforms and their global network.

MWC Barcelona 2025 closed, with 56% of attendees coming from mobile-adjacent industries

The GSMA-organized event came to a close yesterday, with 109,000 attendees. AI in all its forms dominated the discussions and presentations, followed by telco consolidation in the European market. It was anticipated that in 2026 the show will be held from March 2-5.

Fight for regional smartphone market focused on devices costing less than US$300

The analysis firm Canalys said that 82% of the devices shipped are below that value. And it noted that it saw strong competition in the segment below US$200. Samsung led sales, followed by Motorola, Xiaomi, TRANSSION and HONOR. Last year there was a record shipments, with 137 million units.

A DIARIO LATINO 09-05-2025

AWS builds three data centers in santiago and plans to invest us$4 billion in 15 years

Government approves the operation of fintech companies

Court accepts creditors' appeal against Telefónica's sale to Integra Tec

Government sends bill to regulate AI to Congress

Abradee: “60% of ISPs in Brazil do not have a formal contract to use poles”