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IHS Towers completes LatAm exit

7 August 2026 at 16:59

Infrastructure company IHS Towers completed the sale of assets in Brazil and Colombia to Macquarie Asset Management, a deal announced in February as being worth $952 million.

IHS noted the sale signals its exit from the Latin America region and is part of a strategy around “shareholder value-creation”.

Macquarie noted the transaction includes 8,700 sites in Brazil and 250 in Colombia, strengthening its position as a “long-term investor in the digital infrastructure sector” and “supporting the growth of critical infrastructure across Latin America”.

The investment company’s Brazil country manager Fernando Lohmann added the market he heads “continues to be one of the most attractive infrastructure markets globally, supported by growing demand for connectivity and long-term investment in critical services.”

“As digitalisation accelerates across Brazil and the broader region, resilient communications infrastructure will play an increasingly important role in supporting economic growth and social development”.

Completion of the sale comes as operator group MTN continues to work towards an acquisition of IHS Towers, a company it already owned around a quarter of before announcing its intent for a complete buyout in February.  

The deal with MTN is still undergoing the regulatory process. Earlier this week, IHS shareholders formally approved the takeover bid at the company’s extraordinary general meeting.  

In a stock market notification today (7 August), the operator group noted the sale of the IHS’s Latin American assets aligned with its intention “to acquire only IHS’s African assets”.

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MobileX founder counters T-Mobile CEO on Starlink threat

7 August 2026 at 15:34

MobileX and Boost Mobile founder Peter Adderton (pictured) rebuffed the reported view of T-Mobile US CEO Srini Gopalan that Starlink poses little threat to mobile operators.

Financial Times (FT) reported Gopalan is struggling to see what consumer problem satellite services solve by entering the mobile market.

“You’ve got to ask the question of ‘What is the gap in the market that they’re looking to serve?'” he reportedly said, adding a broader network is “clearly not” what would draw customers to a new mobile service.

In a post on LinkedIn, Adderton said Gopalan’s position misses the point entirely.

“I always find it funny when wireless executives ask, ‘Why would a customer switch? It’s clearly not because they have a broader cellular network,'” he said. “That’s exactly the point.”

He argued Starlink is not trying to out-build T-Mobile’s network, but to offer something terrestrial operators cannot easily replicate: a single service combining terrestrial and satellite connectivity, spanning cities, rural areas, highways, mountains and water, with plans to eventually extend worldwide.

Adderton drew a comparison to Uber, arguing consumers did not choose the service because it built better roads, but because it created a better experience on infrastructure which already existed.

He explained the mistake operators make is assuming customers are shopping for another mobile network, when they may instead be shopping for connectivity which “just works”.

Adderton also took aim at the broader response from operator executives to Starlink’s mobile ambitions, suggesting a coordinated messaging effort.

“Seems every MNO CEO in the JV got the same script and, credit where credit’s due, they’re sticking to it beautifully,” he wrote on X. “Their PR teams must be very proud. Not a rogue talking point in sight.”

Plans
Gopalan’s reported comments were made before Elon Musk confirmed SpaceX plans to build a US mobile service.

On SpaceX’s Q2 earnings call, Musk said Starlink’s terrestrial mobile network would likely offer better connectivity and higher bandwidth than what is currently available from mobile operators.

SpaceX president Gwynne Shotwell said she expects to draw a significant number of customers from AT&T, Verizon, and T-Mobile, with Starlink Mobile satellites launching in 2027 and services due to commence by the year-end.

Gopalan told FT satellite technology would remain “complementary” to existing networks rather than a replacement.

T-Mobile is one of several operators which holds satellite access deals with SpaceX to supplement rural coverage.

FT reported Gopalan also addressed T-Mobile’s growth strategy, stating it aims to more than double its broadband customer base to 20 million within four years and grow its rural market share beyond its current 24%.

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NTT digs deep into remote operations at Chile mine

7 August 2026 at 11:24

NTT Docomo Business partnered with Chilean state-owned copper mining company Codelco to assess the viability of remotely operating heavy machinery over high capacity, low latency communications architecture.

The pair plan to connect the El Teniente mine to a remote operations centre 1,500km away using an Innovative Optical and Wireless Network All Photonic Network (IOWN APN), which the technology company hopes will provide the means for remote operations and HD video monitoring at the site.  

For Codelco the test is part of an ambition to up safety and efficiency at its mines. It aims to move towards advanced monitoring and remote operations, partly to address working condition issues including easing a risk of mine collapses.

NTT noted the mining company was also struggling from a lack of access to skilled operators.  

Among the specific areas set to be assessed in the project are: the type of communication environment needed; evaluation of network configurations with a view to cutting down the number of operations centres required; and examining the use of IOWN APN more generally in the mining sector.

NTT noted it planned to use insights from this project to create new use cases for IOWN APN technology, which the company has been heavily pushing for industrial uses.  

“The company will explore the potential for further applications in the mining and energy sectors, as well as across other sectors where remote operations are required,” it added.

The project is part of a research programme commissioned by Japan’s Ministry of Internal Affairs and Communications.

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FCC eyes unlicensed spectrum for D2D

7 August 2026 at 09:46

The US Federal Communications Commission (FCC) voted to explore ways to deliver direct satellite connectivity to unlicensed devices using 200MHz of related spectrum to advance services requiring handoff between terrestrial and non-terrestrial links.

It stated the move could give consumers an “additional option for reliable connectivity”, as investment in direct-to-device (D2D) services continues to grow.

The Notice of Proposed Rulemaking (NPRM) examines potential reforms to enable devices operating in certain part 15 bands communicate with FCC-authorised satellites.

Part 15 rules govern unlicensed wireless equipment widely used by businesses and consumers. The FCC stated the move is intended to expand opportunities for Wi-Fi and applications including IoT which “benefit from more robust wireless connectivity”.

It also proposed clarifying part 15-authorised equipment may be used within and between authorised spacecraft.

The FCC intends to explore further scenarios “in which part 15 devices might” safely and effectively operate in space,

Money maker
FCC chair Brendan Carr said the move builds on 18-months of regulatory steps to enable D2D services, including freeing up spectrum, providing certainty around buildout milestones, and clarifying exclusivity and legal rights to encourage investment.

He said the measures had helped generate tens of billions of dollars in D2D deal flow.

“For the first time in FCC history, we are exploring whether D2D services are technically possible in more than 200 MHz of unlicensed spectrum,” he said.

“These frequencies could yield more capacity to complement D2D services and encourage experimentation.”

He added unlicensed spectrum already underpins a wide range of household devices and innovations, and the proposal would seek to ensure the bands continue to support existing services.

The proposal targets the 902MHz to 928MHz, 2400MHz to 2483.5MHz and 5725MHz to 5850MHz bands traditionally used for Wi-Fi and Bluetooth which already permit unlicensed devices to operate at the relatively higher power levels needed for satellite communication.

Along with seeking comments, the FCC is asking whether part 15 devices communicating with satellites should require an additional part 25 earth station certification.

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Zayo teams with Nvidia to expand AI network capacity

7 August 2026 at 09:17

Zayo partnered with Nvidia to build out critical network capacity aimed at supporting AI factories, as the digital infrastructure provider looks to close a widening gap between compute demand and available network bandwidth.

Through the collaboration, Zayo is constructing more than 8,000 miles of new long-haul fibre across fast-growing AI corridors, alongside a significant expansion of capacity across its existing infrastructure.

The work spans 24 total routes, comprising six new long-haul routes, 10 overbuilds of existing network across high-demand markets, and eight existing fibre routes.

Nvidia is a Zayo customer and will have significant access to capacity across all the new and overbuilt routes.

Zayo CEO Steve Smith stated AI is reshaping where and how network infrastructure needs to be built across the US, adding the company has invested heavily in modelling where AI-driven demand will emerge so it can expand infrastructure ahead of that demand.

He said Zayo is combining decades of experience building and operating large-scale network infrastructure with Nvidia’s accelerated computing capabilities to support AI connectivity across North America.

Zayo said the expansion is designed to benefit the broader AI ecosystem beyond the largest hyperscalers, including neoclouds, frontier model developers, and enterprises across sectors such as healthcare, finance, and manufacturing.

Over the past 18 months, Zayo has expanded its AI-focused network buildout to more than 15,000 route miles across North America.

Its recently completed acquisition of Crown Castle’s fibre and small cell assets added 90,000 metro route miles and 40,000 on-net enterprise locations, strengthening the company’s metro density for AI inference workloads.

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SpaceX plots $17B AI fab facility in Texas

7 August 2026 at 09:15

SpaceX outlined plans to build a massive semiconductor fabrication facility in the US state of Texas, with an initial investment of more than $16.8 billion designed to support growing demand for AI chips across its satellite and space operations.

Texas governor Greg Abbott announced the first phase of the Terafab project, which is expected to create 3,000 jobs and has been backed by a $30 million Texas Enterprise Fund grant. The project also qualifies for incentives through the state’s Jobs, Energy, Technology, and Innovation programme.

The planned 100-million-square-foot site in Grimes County, Texas, will combine logic, memory and advanced packaging under one roof, enabling SpaceX to consolidate parts of the semiconductor production chain as it seeks to avoid constraints in global chip supply.

SpaceX CEO Elon Musk stated the facility will help the company produce AI chips at scale for use on Earth and in space. The project is expected to support future hardware requirements across Starlink, Starship and broader space infrastructure.

Abbott stated Texas was selected because of its business climate, workforce, infrastructure and logistics advantages. Local officials said the development could provide a long-term economic boost for Grimes County and Southeast Texas, with roles spanning engineering, technical operations and plant management.

The investment deepens SpaceX’s presence in Texas, where it already operates its Starbase headquarters, a site in Cameron County and a Starlink manufacturing facility in Bastrop.

SpaceX is pitching Terafab as part of a wider push to secure in-house chip capacity for next-generation aerospace, connectivity and AI workloads, as demand for customised compute grows across the company’s satellite broadband and launch businesses.

Intel also signed up for the project by working with SpaceX, Tesla and xAI to help refactor silicon fab technology at Terafab and support an ambition to produce 1-terrawatt of compute annually for AI and robotics workloads.

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Azio taps AT&T for fibre link to Texas AI campus

31 July 2026 at 15:41

Infrastructure company Azio AI Holdings signed a master services agreement (MSA) with AT&T worth roughly $2.4 million to provide enterprise fibre connectivity for its first AI data centre campus.

The deal covers a 500-megawatt site and establishes a standardised connectivity framework across the campus, delivering the high-capacity, low-latency network infrastructure needed to support AI training, inference, GPU cloud computing, enterprise colocation, and other high-performance computing workloads.

Azio said the connectivity buildout is intended to streamline network deployment as it brings on additional customers under its hyperscale AI strategy. The company pointed to a recent power purchase and hosting agreement with a GPU customer, which it said will require a rapid, modular buildout at the Texas site.

“This agreement establishes the networking framework supporting our initial 500-megawatt Texas AI platform while creating a scalable operating model that can support future expansion as additional projects move forward under our hyperscale AI strategy,” Azio COO Elgin Tracy stated.

The company’s broader strategy centres on scalable, liquefied natural gas-backed energy capacity intended to meet rising demand for GPU cloud and AI workloads.

It stated the Texas site was picked in part due to the location being able accommodate large-scale industrial infrastructure without the land-use and community constraints which can complicate data centre projects in urban areas.

The agreement adds AT&T to the growing list of telecoms operators positioning themselves as connectivity partners for the AI infrastructure buildout, as data centre operators race to secure the fibre capacity needed to link GPU clusters to enterprise and hyperscale customers.

Azio did not disclose a timeline for construction completion or when the Texas campus is expected to become operational.

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Meta eyes $279B AI infrastructure expansion

30 July 2026 at 16:53

Meta Platforms revealed a dramatic acceleration in its infrastructure commitments, disclosing in a regulatory filing it has secured $279 billion in off-balance sheet lease obligations primarily dedicated to expanding its AI capabilities.

The future costs, which exist on top of its active leases, comprise short- and long-term agreements covering data centres, co-location facilities and certain network infrastructure.

The total for uncommenced lease commitments as of the quarter ended 30 June represents a 53% surge from the $183 billion reported in the previous period.

The social media giant is showing no signs of slowing its aggressive AI buildout, adding an extra $68 billion in commitments during July alone, with those leases slated to commence in 2027 and 2028.

The disclosure comes alongside mounting investor pressure on CEO Mark Zuckerberg. Meta’s stock fell today (30 July) following a disappointing Q3 revenue forecast yesterday which heightened investor scrutiny over the company’s massive capital expenditures on AI.

During the Q2 earnings call, Zuckerberg said Meta could sell compute directly to large enterprises but stated the social media giant believes there will be a “significantly higher margin on selling [super]intelligence rather than selling compute directly”.

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Bell brassed-off after copper theft rise

30 July 2026 at 11:26

Bell Canada highlighted a growing problem with unauthorised removal of legacy equipment, reporting copper theft rose almost 80% year-on-year in H1 2026.

The operator stated the problem is most acute in the provinces of Ontario and New Brunswick but highlighted the dangers copper theft presents in any area due to the impact on critical communication services.

EVP and CTO Mark McDonald said tackling the problem requires “coordinated action” by operators, government, police and recycling companies.

He wants criminals to be held to account and highlighted stolen copper can result in “service outages that can endanger public safety, particularly by disrupting access to emergency services”.

Bell recorded 993 cases of copper theft or vandalism, up 78% year-on-year. It is fighting back by installing alarms to alert local police, upping surveillance and taking legal action against thieves.

It noted some pay-off, with arrests up 32% and brace of recent “favourable” court decisions.

Bell argued there is little monetary value in scrap copper, but emphasised the potentially big societal cost.

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An Unexpected Transmissible Cancer Is Appearing in North American Waterways—Where Did It Come From?

26 July 2026 at 12:06

An unexpected transmissible cancer has been detected in North American waterways, prompting new concerns about how the disease developed.

Beginning with discoveries in Lake Memphremagog, a glacial lake spanning both Quebec and Vermont, researchers have found strange black cancerous lesions on fish in the waterways of New England and Canada, revealing an environmental mystery.

University of Vermont researchers announced the startling cancer discovery in a recent paper published in Nature, describing how the cells act similarly to a parasite, transmitting between hosts.

This discovery marks the first time a freshwater species has been identified as afflicted with a transmissible cancer, whose long-term population effects are a major concern.

Fish Cancer

Many questions swirl around this discovery, which go far beyond the specific locations and even species affected—such as how cancer operates and how this transmissible form could have originated.

The first indications that something was amiss came from anglers and biologists who both noticed more brown bullhead catfish with raised black patches coming out of Lake Memphremagog. From their first identifications in 2012 to 2014, the prevalence of the disease increased to one in three of these fish.

These particular catfish are often used as a barometer for environmental health, leading the University of Vermont team to consider a pollution-related pathogen after they had ruled out a viral one. Yet under close examination, they discerned the lesions were something even less expected: a type of skin cancer called melanoma, typically caused by sunlight, and therefore, exceedingly rare in bottom-dwelling fish.

Genetic Research

The melanoma finding set the team on a research course looking to identify whether a genetic mutation had left this catfish population particularly susceptible to skin cancer. What they found was surprising: these cancer cells were more closely related to one another than to their host fish’s healthy cells, suggesting transmission.

These transmissible cancers are extremely unusual, with only three types having been discovered previously. None have been found in freshwater or fish species before this; they have been relegated to Tasmanian devils, dogs, and mollusks.

So far, researchers have only identified the malady in larger, spawning-age fish, leading the team to suspect that transmission occurs during spawning behavior. These events do appear to be a likely candidate, as the fish cluster tightly together in shallow water, providing ample opportunity for physical contact among many fish. Furthermore, due to their lack of scales and bottom-dwelling nature, they are more susceptible to the sediment, which could harbor free-floating cancer cells.

In other species, these transmissible cancers may or may not have devastating population-scale effects. Currently, how the Lake Memphremagog catfish population will fare is unknown, although some fish appear to survive years after the infection is first noted.

The University of Vermont team says that the cancer cannot affect humans, and the lake’s drinking water is safe, but they would caution against eating the cancerous fish.

The Root of Cancer

While the Coventry Landfill is in close proximity to the lake, the cancer is spread evenly along the 32-mile-long lake, instead of concentrating near the landfill. Additionally, water tests show that contamination levels are no higher than those of similar North American waterbodies such as Lake Champlain.

Instead, more concerning than a single source of pollution, the team says they have now discovered this cancer in fish located in other ponds and lakes in this region, none of which were close to pollution sources and had pristine water quality.

The one correlation identified so far is that the cancer cells have high arsenic levels, an element naturally found in the region’s soil in high concentrations. Along with this possible link to a natural cause, the researchers are beginning to suspect that the cancer has existed for quite some time, but has simply gone unrecognized. A potential line of evidence for this hypothesis comes from the journals of Henry David Thoreau, who noted a catfish with a similar condition back in the summer of 1852. He even noted that he had come across the fish disease previously, and again wrote of it in 1858.

“By studying how cancers survive and spread outside their original host, we can learn a great deal about what keeps cancers contained—and what happens when those boundaries break down,” co-author Julie Dragon concluded. “These fish provide an opportunity to look at the evolution of cancer.”

The paper, “Brown Bullhead Catfish Melanoma Represents a Novel Transmissible Cancer,” appeared in Nature on July 22, 2026.

Ryan Whalen covers science and technology for The Debrief. He holds an MA in History and a Master of Library and Information Science with a certificate in Data Science. He can be contacted at ryan@thedebrief.org, and follow him on Twitter @mdntwvlf.

The Aquiry Civilization Inhabited the Southwestern Amazon with Millions of People for 1,500 Years and Collapsed at the Same Time as the Maya

30 July 2026 at 09:44
An international team of researchers has documented through airborne laser scanning the existence of an extensive multicultural civilization that thrived in the Southwestern Amazon between 600 B.C. and 850 A.D., and that housed millions of people at its peak. The findings, published after meticulous fieldwork covering approximately 4,500 square kilometers, transform the current understanding of […]

Siemens, HD Hyundai digitise shipbuilding

24 July 2026 at 16:41

Siemens and HD Hyundai added momentum to moves to apply AI in specific ways, agreeing to develop methods to improve shipbuilding processes in a deal primarily intended to boost capacity in the US.

The deal is valued in the low-triple-digit millions of dollars range and involves using Siemens’ Xcelerator digital business platform to provide an overview of engineering, manufacturing, supply chain and shipyard operations.

Siemens explained the “digital shipyard” concept holds the potential to speed production and improve quality, facets expected to benefit the entire shipbuilding value chain.

It stated such a step-up would help satisfy growing “demand for greater and more advanced shipbuilding capacity in the US and other markets”.

Siemens anticipates benefits for full modernisation schemes along with projects taking a more staged approach to upgrades.

President and CEO Roland Busch said the companies are moving to use AI to help shipbuilders manage the “enormous complexity” of producing “advanced vessels”.

The companies are “building the operating system for industrial AI” by “connecting data, software and automation”.

Siemens and HD Hyundai also plan to back the Korea-US Shipbuilding Partnership Centre, a site opened in Washington D.C. yesterday (23 July) to foster collaborations on digitising shipbuilding which The Korea Times reports forms part of a $150 billion investment in the industry in the US agreed in a bilateral trade deal with South Korea in 2025.

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Telus lines up transformation team

22 July 2026 at 17:26

Telus lured a former executive back to the company from the world of private equity, as it lined up the team it hopes will drive a transformation of its core telecom business.

David Fuller is set to become EVP and group president of Telus Communications on 1 September in an executive shuffle to advance a rejig of the Canadian operator’s business by focusing capital on high margin products, services and customer segments.

A man wearing glasses smiles at the camera, wearing a blue suit jacket, gold tie and white shirt

Telus president and CEO Victor Dodig (pictured, right) said he has “no doubt” Fuller would “engage and focus our team”, branding the executive “one of the most talented and experienced telecom executives in Canada”.

Fuller ended a 15-year tenure at Telus in 2019 and is returning from a role with Silverlight Capital Partners. He is not long out of the Canadian telecoms sector, though, having been president of Rogers Wireless between 2021 and 2022.

Current Telus Business Solutions president Navin Arora is to become EVP and group president of its Global Platform business, which covers health, agriculture, consumer goods and digital services.

Arora is also to head up enterprise corporate strategy, along with Telus Global Ventures, corporate development and data centre planning.

Dodig described Arora as being given a “critical” position involving “driving value” from the various business units involved.

Current Telus Consumer Solutions EVP Zainul Mawji is to leave, ending a spell of more than 20-years with the company. Dodig said she played key roles in a fibre expansion project and providing products spanning its “residential, security, automation and health lines of business”.

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T-Mobile US dominates Opensignal network awards

22 July 2026 at 16:48

T-Mobile US won the most categories in Opensignal’s latest network experience report, which also examined the performance of AT&T and Verizon over a 90-day period during a window which included the FIFA World Cup.

Opensignal stated the Q2 research covered tested operators’ ability to manage network congestion both at stadiums and across host cities.

Verizon, as the World Cup’s official telecommunications sponsor, deployed private 5G and fixed wireless access to support broadcast and retail operations at venues, alongside investment in surrounding communities.

AT&T launched a premium Turbo Live service in January to ease congestion at live events and introduced a World Cup eSIM for visiting fans, while T-Mobile rolled out new Dynamic CX capabilities on its AI-powered self-organising network and promoted its T-Priority service for first responders.

Opensignal pointed to a Federal Communications Commission spectrum auction in June, a re-auction of mid-band licences previously held by Dish Network, as a key factor shaping future capacity.

On network performance, T-Mobile won best download speed outright at 192.5Mb/s, nearly 97Mb/s ahead of second-placed AT&T at 96Mb/s and Verizon third at 89.4Mb/s.

T-Mobile also led the 5G download speed category at 247.4Mb/s, ahead of AT&T’s 223.5Mb/s and Verizon’s 179.2Mb/s, and swept both upload speed (16 Mb/s) and 5G upload speed (19.2 Mb/s) awards.

In reliability and consistency, T-Mobile won reliability experience with 942 points, narrowly ahead of AT&T’s 939 and Verizon’s 932, and led consistent quality at 82.8%, ahead of Verizon’s 80.4% and AT&T’s 79.4%.

Coverage
Verizon won the coverage experience award outright with 9.7 points out of 10, narrowly ahead of AT&T, while T-Mobile was ranked third, but won 5G coverage with 8.5 points.

AT&T topped time on network at 99.6%, though T-Mobile led 5G Availability at 91.8%, with Verizon closing the gap significantly, up seven percentage points from the prior report.

For video and gaming, T-Mobile won video experience and live video experience, while Verizon took top honours across 5G video experience and 5G live video Experience. T-Mobile also swept both games experience and 5G games experience awards.

All told, T-Mobile won 12 out of the 16 categories.

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Intel, Google Cloud deepen AI partnership

17 July 2026 at 15:30

Intel and Google Cloud broadened their multi-year strategic collaboration with plans to deploy Gemini Enterprise and Google Cloud infrastructure across the chipmaker’s global operations as part of a wider AI-driven transformation.

Under the expanded partnership, Intel will roll out Gemini-powered generative AI tools across engineering, supply chain and corporate functions, aiming to scale workforce capabilities through agentic workflows.

The hyperscaler’s infrastructure will also support Intel’s semiconductor development environment, with custom agentic workflows intended to speed up the chip design lifecycle and improve cross-functional execution.

Intel CIO Cindy Stoddard stated the collaboration gives employees a central hub to build and deploy agents through Gemini Enterprise, alongside elastic cloud infrastructure to scale silicon development, as part of the company’s push to move faster and more efficiently.

Karthik Narain, chief product and business officer at Google Cloud, described the partnership as an effort to pair Intel’s engineering expertise with agentic AI tools to create what he called an autonomous foundation for how the chipmaker designs, operates and scales its business.

The companies stated the deployment moves Intel beyond isolated AI pilot programmes. Through the Gemini Enterprise Agent Platform, Intel’s business units will be able to build and run tailored line-of-business agents aimed at automating core processes and speeding up data-driven decision-making.

Gemini’s reasoning capabilities will also power dedicated coding assistance and engineering automation tools designed to streamline software development pipelines and automate multi-step workflows.

Intel is separately piloting Google Cloud-powered tools for marketing and communications, including agents that can identify relevant subject matter experts, draft executive-ready messaging, and generate supporting content across communications channels.

On the infrastructure side, Intel is extending its on-premises compute capacity into Google Cloud’s C4 and N4 instances to support silicon development simulations and core engineering workloads, letting engineering teams run high-performance computing simulations concurrently to shorten chip development cycles.

The tie-up builds on a partnership which has deepened steadily this year. In April, Google committed to using multiple generations of Intel’s Xeon processors, including the 18A-manufactured Xeon 6, to support AI training and inference in its data centres, alongside a plan to co-develop custom infrastructure processing units.

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Micron strikes top-tier vehicle supply chain deals

17 July 2026 at 09:27

Micron Technology secured strategic supply agreements with major automotive partners including Qualcomm and Harman to guarantee long-term chip access for software-defined vehicles.

The deals come during an aggressive industry-wide race to expand manufacturing capacity to meet a massive surge in memory chip demand driven by rapid AI adoption.

As the only US-based manufacturer of high-bandwidth memory chips used in Nvidia’s AI processors, Micron occupies a unique market position alongside South Korean rivals Samsung and SK Hynix, allowing it to command premium prices while solidifying long-term commitments during ongoing hardware shortages.

Micron also struck deals with Visteon, Joynext, Denso, Astemo, and Hyundai Mobis. It stated the agreements would improve visibility and help optimise production planning. It expects greater stability in pricing and supply chains for increasingly sophisticated AI-enabled vehicle platforms.

Demand for high-performance DRAM and NAND flash memory has grown as the automotive sector transitions toward highly connected, autonomous and intelligent designs.

Modern vehicle architectures require robust computing hardware to support advanced driver assistance systems, infotainment services and high-speed connectivity.

Sanjay Mehrotra, chair, president and CEO of Micron, emphasised the next phase of automotive innovation hinges on the strength of the ecosystem behind it. He noted “memory and storage serve are critical enablers” for the sophisticated digital experiences consumers expect.

Qualcomm CEO Cristiano Amon highlighted the collaborative effort required to deliver advanced digital cockpit and driver assistance technologies. He stated working with Micron provides a strong hardware foundation as vehicles become more intelligent and connected.

The automotive sector is a key area for increasing Qualcomm’s revenue beyond mobile chips. In its April Q2 earnings, it reported Automotive sales rose 38 per cent to $1.3 billion.

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