Wednesday, November 05, 2025

Fears of an AI financial bubble rise again

The collapse of Palantir’s shares and the decline in Nvidia’s stock were the latest signs warning of excessive valuations that do not align with the earnings of technology companies.

Fears that a financial bubble centered on artificial intelligence companies may be forming intensified on Tuesday, November 4, as warnings grew following Palantir’s earnings report.

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América Latina · Mobile09/03/2026

Ericsson warns physical AI looms and forces network plan shift

As part of MWC Barcelona 2026, Convergencialatina interviewed Ericsson Latam South president Rodrigo Dienstmann and Southern Cone CTO Andrea Faustino.

América Latina · Equipment Providers and Network Solutions09/03/2026

Intel promotes Xeon processor to run AI on CPUs and advance AI PC concept

Juan Casal, director of Telcos for the company in Latin America, outlined this vision during the Barcelona congress. A preview of the upcoming Xeon 6+ version was also presented.

América Latina · Equipment Providers and Network Solutions27/01/2026

NEC bets on growth in the enterprise market in the region

Roberto Murakami is NEC’s VP of Networks and Telecommunications for Latin America. In an interview with ConvergenciaLatina, he said the company aims this year to replicate the growth achieved in Brazil, where it has focused for the past two years on integration in response to declining investment by telecom operators.

Globales · Economy15/01/2026

AI’s exponential growth strains copper supply, sparks alerts

An S&P Global report indicates that while demand is expected to grow by 50%, supply will increase at a much slower pace. It forecasts that by 2040, 25% of demand will go unmet.

Globales · Smartphones & Devices · Software and Applications14/01/2026

Google wins AI race in smartphones by putting Gemini in Galaxy and iPhone

In the past two weeks, deals have been announced that position Big Tech’s AI as a market leader. OpenAI and Meta are pursuing an alternative path: replacing phones with new AI-native devices.

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A DIARIO LATINO 12-03-2026

Perú · Terrestrial Backbones · Internet & OTT 11/03/2026

Wow consolidates fiber leadership in country’s interior

Brasil · Voice Services · Operators 11/03/2026

Oi puts fixed-line unit up for sale

América Latina · Internet & OTT · Software and Applications · Spectrum 11/03/2026

Andina Link 2026: MinTIC presents new Spectrum Management Policy

Perú · Mobile · Operators 11/03/2026

CEO Ariel Palumbo: Integratel to boost 5G investment

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