Nvidia phenomenon also stumbles on AI cost

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.

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Globales · Data Center10/07/2025

IMF warns AI demands greater, more reliable energy resources

In a recent report, the IMF warns that this aggregate demand could impact electricity prices if policies are not adapted to the new reality for the sector. By 2030, AI data centers will consume as much electricity as India.

América Latina · Internet & OTT · Operators08/07/2025

AIA report claims network fees are unjustified and threaten regional Internet ecosystem

The report, prepared by SmC+ Consulting, states that mobile operators' revenues are growing at an acceptable pace for a mature industry, and that network investments have never been traffic-sensitive, among other arguments. Mercedes Aramendía, Executive Director of the Alliance for an Open Internet (AIA), spoke with Convergencialatina about the study's findings.

Globales · Voice Services · Operators · Equipment Providers and Network Solutions04/07/2025

Ericsson: Phasing out 2G and 3G networks is a business play for CSPs

The provider mentioned the case of a European operator who, by switching from old networks to more modern ones, will achieve savings of €53 million over five years. The challenge is to achieve an effective transition with a comprehensive hardware and software approach focused on voice and M2M services.

México · Regulation · Politics03/07/2025

ICT ecosystem enters a new stage with the reform of the Telecommunications Law

The regulation —whose approval by the Chamber of Deputies is considered a given— creates a new technical body to replace the IFT and allows the Federal Electricity Commission (CFE) to enter the market in competition with private companies.

Argentina · Regulation · Operators01/07/2025

Telecom-Telefónica: CNDC’s 'preliminary' report arrived sooner than expected

The ruling, over 100 pages long, identifies horizontal effects in residential, corporate, and wholesale markets, as well as vertical and portfolio effects. The regulator stated that the outcome “has the potential to restrict or distort competition.”

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