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Microsoft unveils Maia 300 custom AI chip

12 October 2026 at 16:03

Microsoft took the wraps off the third-generation of its in-house AI chip, as part of a plan to reduce its reliance on buying processors from Nvidia.

The Maia 300 chip will be used for the tech giant’s multi-gigawatt deployments in 2027, making it the primary inference system for Microsoft products and services. Reuters reported it plans to potentially deploy more than 1 million of the chips next year.

According to a blog post from EVP Scott Guthrie, the company expects Maia 300 to deliver 40% more tokens per megawatt compared to leading GPU-based systems without naming Nvidia.

The Maia 300 is built as a single system, with software, silicon, physical rack infrastructure, networking, and data centres co-designed to operate as a single platform.

Guthrie noted a 96-chip rack offers seven times the rack-scale token throughput of Microsoft’s Maia 200. He said the new chip is “designed with an inference-first architecture optimized for long-context, memory-intensive and decode-heavy AI workloads”.

The Maia 200 chip powers the company’s production workloads, including Microsoft 365 Copilot, as well as OpenAI models running on Microsoft’s Azure cloud computing service.

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Feature: Why ISAC is moving beyond labs to live trials

12 October 2026 at 11:06

MWL‘s Mike Robuck sits down with executives from Ericsson, AT&T, Verizon and the US Department of War (DoW) to discuss the progress Integrated sensing and communication (ISAC) has made this year and where it is headed next.

Ericsson Federal CEO Christopher Ling sees sensing as a potential killer app for 6G, arguing it could give the US military a reason to invest in commercial cellular infrastructure beyond connectivity.

Integrated sensing and communication (ISAC) turns communications networks into sensors by analysing radio signals reflected from objects. It can detect, track and identify objects in much the same way as radar.

Ericsson Federal Technologies Group is the vendor’s US unit focused on adapting its commercial network technology for federal government and national-security customers.

ISAC has moved beyond laboratory testing over the past year. It has been demonstrated at a stadium, included in a US Department of War (DoW) contract and proposed for a Los Angeles, California trial ahead of the 2028 Olympics.

Dr Tom Rondeau, principal director of the DoW’s FutureG programme, said denser 5G and 6G networks, edge-based AI compute and greater access to commercial spectrum are making network-based sensing viable.

“We have a network that covers 70% of the landmass of the United States and about 98% of the population,” he said. “That’s what we’re trying to use this for, to kick off the value proposition of ISAC.”

Rondeau highlighted drones, particularly swarms, as the immediate focus. The aim is to find, fix and track potentially thousands of devices, including in dense cities where traditional sensors struggle and radar cannot simply be pointed into open sky.

“It’s one thing to have a missile defence system or a drone defence system that gets to look up and out into open airspace,” he said, “but it’s another to track it in downtown New York [City] or downtown [Washington] DC.”

Network density could compensate for the limited sensing range of individual sites. At the power levels involved, a single base station might reach only a few kilometres, but sites spaced every half kilometre could extend coverage across much of the network.

A bald man with a short, dark beard wearing a dark suit, white shirt, and patterned red tie. He faces forward with a neutral expression in front of an American flag.

Rondeau (pictured, left) pointed to Ukraine’s Operation Spiderweb, in which drones smuggled deep into Russian territory and controlled over Russia’s cellular network reportedly destroyed roughly a third of its strategic bomber fleet.

“That tells us that we can no longer think of border security as just looking out of our geographical borders,” he said. “We have to be able to look across our entire nation.”

Rondeau also sees civilian applications for ISAC. Drawing on his time at DARPA studying emergency planning, he cited Hurricane Katrina, when evacuation plans fell apart because people did not go where planners expected.

“It’s not like we’re going to redirect them to where we want to be,” he said, “so why don’t we redirect the resources to where they actually are.”

Trials
AT&T and Ericsson ran a drone-detection demonstration near AT&T Stadium in Arlington, Texas, during the FIFA World Cup football tournament a few months ago.

In nearby Dallas, Verizon and Samsung tested a crowd-density heatmap at the World Cup FanFest area, designed to help fans find shorter queues and organisers manage foot traffic.

“That was a crowd sensing for the FanFest area, which is completely different to detecting drones,” said Verizon CTO Yago Tenorio. “It looks like a business-to-business opportunity that you can monetise.”

Tenorio explained ISAC presents fewer privacy concerns than cameras because it returns shape, movement and rough size rather than identity. It can distinguish “a pedestrian from a bicycle and a drone from a bird”, though not one person from another.

The DoW has also begun funding development. In July, Cohere Technologies won a $28 million contract from the FutureG Office to build a multi-waveform radio access network prototype which uses commercial cellular infrastructure to detect drones and other aerial threats.

Ericsson and Finnish state-owned ICT company Erillisverkot have also run live demonstrations in a Helsinki cargo harbour, using sensing data from several network points to detect small, low-altitude drones.

Verizon’s 6G forum
Verizon has made ISAC one of two anchor themes of its 6G Innovation Forum, which it expanded in September. The other theme is AI wearables. Tenorio stated the forum was created to “design 6G bottoms up”, starting with viable use cases and how they might be monetised.

At Qualcomm’s San Diego, California campus, Verizon tested 100MHz to 400MHz of millimetre-wave spectrum across four synchronised transmission and reception points. The system mapped the position and velocity of an airborne target and moving ground vehicles while keeping a phone user on the ground connected over standalone 5G. Verizon presented the trial as a test of drone and vehicle safety tracking.

Millimetre wave was the only spectrum which offered enough bandwidth, Tenorio said, and bandwidth, more than frequency, determines sensing accuracy.

“The precision of the positioning and the radar image… is proportional to the bandwidth of the signal,” he stated. “Not so much the frequency, but the bandwidth.”

Technology divide
Huawei appears to have an early lead in ISAC deployments. Ling said Ericsson had been told the Chinese vendor has more than 300 ISAC-capable systems operating, although he cautioned the figure might not be exact. He linked the reported lead to China’s early nationwide shift to standalone 5G.

A headshot of ISAC Ericsson, a middle-aged man with dark, styled hair and light eyes, wearing a blue pinstriped suit jacket and a bright pink tie against a solid, vibrant blue background.

Ling (pictured, left) explained there’s a difference in terms of network architecture. In a monostatic configuration, one tower transmits a signal and receives its reflection, indicating an object’s presence and general direction. Huawei developed a monostatic system and, in Ling’s view, may now be reconsidering that approach. As far as he knows, Ericsson is the only company using a multistatic configuration, in which one site transmits and other sites receive the reflected signal, enabling more precise location and tracking.

A monostatic system might show an object is off to the left, he said. A multistatic system could place it 1,500 metres away, measure its speed and track it to within eight to 10 metres, the resolution he said the Arlington demonstration achieved.

Ling stressed that Ericsson is focused on 5G sensing rather than a fully integrated sensing and communication system. Turning a 5G network into a radar remains a significant technical challenge, he noted, and the company wants to establish the capability before moving further.

It has committed $100 million to ISAC and expects a commercial product within two years, ahead of the standards debate expected at the 2027 World Radiocommunication Conference.

Ling said micro-Doppler signatures from spinning propellers could allow the system to identify a drone type as well as locate it. “It’s not only detecting, tracking, you can get identification from it as well,” he said.

The resolution may eventually be good enough to support targeting without the more expensive radar systems the military uses today.

“You’ve got a drone that costs $30,000 and we’re shooting it down with a million-dollar missile,” he said. “This starts to bend the cost curve.”

Ericsson has held discussions with European countries bordering Russia, Ling added, and sees growing interest in the Middle East, where governments are concerned about protecting infrastructure.

From 5G to 6G
Tenorio described current ISAC work as a step towards 6G. Vendors are fitting sensing into 5G and 5G-Advanced systems while preserving as much connectivity capacity as possible; 6G would allow them to design the capability into the network from the outset.

“On 5G, you’re just squeezing it in as best as you possibly can,” he said. “But if you understand how it works, you have the opportunity to design it natively in 6G in a way that comes with no compromise.”

Verizon plans to extend its ISAC work to Los Angeles. The carrier has applied to the Federal Communications Commission for a one-year experimental licence to use 4.8GHz to 4.9GHz spectrum, part of the 4.4GHz band the NTIA is studying for 5G and 6G. It plans to test Ericsson hardware and software in and around its LA lab. The filing describes an outdoor private network within a five-kilometre radius, separate from commercial networks. The application is pending.

Tenorio called the band “a good compromise” between available bandwidth and a frequency low enough to propagate farther. Verizon has also applied to take part in the NTIA’s Mission 6G 28 programme, which will showcase 6G technology around the 2028 Olympics.

“LA will be an important opportunity for us to display not only what 6G is about… but where we are in terms of advancing the technology,” he said.

Beyond drones and crowds, Tenorio sees enterprise uses such as digital twins of factories and campuses. At shorter ranges, he said, ISAC could support vital-sign monitoring and fall detection in elderly care.

Shawn Hakl, SVP and head of product at AT&T Business, sees the value in places where cameras and sensors are impractical, or the assets belong to someone else. He cited public safety, analytics and flow control, and spotting changes such as an unplanned obstruction on a city street.

“ISAC gives us a way to get sort of topology information, environment information without having physically deployed stuff and basically getting signal data back,” he said.

Ling stated the military case may ultimately depend on sensing rather than connectivity: a customer which would not buy a 5G network solely for communications could still need the infrastructure to obtain 5G sensing.

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CaixaBank, Google Cloud expand partnership with AI push

9 October 2026 at 17:06

Spain-based CaixaBank and Google Cloud extended their partnership to 2033 as the bank looks to expand its use of AI and cloud technologies to serve 13 million customers.

Under the agreement, CaixaBank will deploy Google Cloud’s Gemini Enterprise platform to develop and manage AI agents. The bank expects the agents to help employees analyse complex financial information, automate repetitive tasks and streamline everyday workflows.

The companies identified three areas for the expanded partnership. CaixaBank plans to use Gemini Enterprise to analyse large datasets and deploy specialised AI agents for document management, classification and summarising complex content.

CaixaBank will combine its private systems with Google Cloud infrastructure to increase resilience, scalability and service availability. The agreement also covers threat detection and security monitoring.

The agreement includes professional services, joint projects and training to help employees use the new technology. The work will operate under CaixaBank’s security, privacy and responsible AI policies.

CaixaBank first partnered with Google Cloud in 2023. The bank stated it has the largest digital customer base in Spain’s financial sector.

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SpaceX targets US carriers with low-band spectrum

9 October 2026 at 10:09

Elon Musk-controlled SpaceX struck a deal to buy a nationwide low-band spectrum portfolio from Grain Management, ratcheting up its challenge to compete with US carriers for mobile customers.

The transaction for all of Grain Management’s nationwide portfolio of up to 14MHz of paired spectrum in the 800MHz band is subject to regulatory approval by the Federal Communications Commission (FCC). Financial terms are not available.

“This is the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America,” Musk said on X above a post which questioned the company’s direct-to-device (D2D) strategy.

SpaceX stated Starlink Mobile’s global 2GHz mid-band spectrum will deliver high-capacity coverage in the US, while the newly acquired low-band frequencies will improve signal reach through obstacles including walls and extend service to devices indoors. The company added most existing mobile devices already support the underused band.

SpaceX plans to pair its satellites with ground-based femtocells to provide 5G mobile coverage, a plan many executives in the industry consider far-fetched.

The company stated the low-band spectrum would address a key remaining technical gap and help pave the way for Starlink Mobile to become a major US mobile carrier.

SpaceX stated once it garners approval it “will deploy a flexible architecture combining our satellite-to-mobile constellation in space with an advanced terrestrial deployment that can seamlessly connect devices everywhere”.

The move follows through on its plan to roll out a D2D service to compete against T-Mobile US, Verizon and AT&T.

On 6 October, SpaceX announced a regulatory win after it secured FCC approval to launch 15,000 next-gen satellites for D2D.

In August, T-Mobile US completed the sale of its nationwide 800MHz spectrum portfolio to Grain Management in exchange for $2.9 billion in cash and all of the latter’s 600MHz spectrum licences more than a year after agreeing a deal in principle.

Grain Management previously outlined a plant to work with energy and infrastructure specialist Black & Veatch to market the spectrum to utilities, critical infrastructure operators and rural and regional carriers.

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OpenAI revenue short by $20B from estimates

9 October 2026 at 10:02

OpenAI’s annualised revenue reportedly reached $50 billion in September, falling $20 billion short of estimates due to accounting discrepancies rather than a slowdown in demand.

The Financial Times (FT) reported financial documents viewed by investors put its annual revenue at $50 billion in September instead of the widely reported $70 billion.

The news site noted the shortfall was due to attempts by OpenAI’s own investor to provide a comparison to rival Anthropic’s annualised revenue run rate. CNBC reported Anthropic’s annualised run rate hit $65 billion by late July 2026.

While the $20 billion gap sounds like a sudden drop, OpenAI clarified to investors its direct revenue still grew by over 70% in Q3 2026 alone, according to FT.

Reuters and other news outlets reported OpenAI was approaching $70 billion in late September based on a more than ​twofold increase in enterprise sales since July.

FT explained the two AI players calculate revenue in different ways, with Anthropic including sales from cloud partners such as Amazon Web Services and Google while OpenAI does not.

Anthropic is reportedly targeting an IPO in November after the US midterm elections while OpenAI is targeting a listing next year.

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Veteran Verizon exec Koeppe sets exit date

8 October 2026 at 16:54

Verizon continues to retool its executive leadership team, with Adam Koeppe, chief network officer for core engineering and operations, set to depart by the year-end.

Koeppe stated on LinkedIn “it’s time to move on to the next chapter” after more than 26 years with the company.

“My confidence in Verizon’s future remains high,” Koeppe stated. “The mission to build, secure, and scale the foundational networks of tomorrow matters now more than ever.”

He started his career in telecommunications as a customer service representative at Bell Atlantic Nynex Mobile which was a joint venture that eventually led to the formation of Verizon.

Recon Analytics analyst Roger Entner stated on LinkedIn Koeppe was one of the employees “who made Verizon Verizon almost from day one,” while congratulating him on “a terrific and highly impactful career”.

Koeppe was named to his current position in December 2025 after working in several technology and engineering roles during his career at Verizon.

Koeppe’s planned departure came after current CEO Dan Schulman took over as chief in October 2025 with a pledge to overhaul the company, including its executive team.

The company announced a plan to slash 15,000 jobs in November 2025, which was followed by laying off roughly 3,000 retail and corporate employees in July 2026.

Verizon announced in June 2026 Joe Russo, executive VP and president of global networks and technology, is retiring in Q1 of next year after 30 years at the company. He will be replaced by ex-Deutsche Telekom executive Abdu Mudesir.

In February, Verizon consumer chief Sowmyanarayan Sampath stepped down from his role as part of Schulman’s turnaround effort prior to resurfacing as CEO of Zayo on 1 September.

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