
With the help of Kenyi, a startup founded by a Qualcomm exec, Arm might finally be able to provide a much-desired rival to Intel in virtual RAN.
Arm, a British chip design company, is working with a startup founded by a former Qualcomm executive to develop chip technology for virtual radio access networks (RAN). Historically, Arm has licensed its chip blueprints primarily for smartphones, but the company has been expanding into data centers, vehicles, robotics, and AI. In mobile networks specifically, Arm has had less obvious success compared to competitors, though its cores are featured in 5G products from vendors like Nokia. This development potentially provides Arm a competitive opportunity in virtual RAN, an area where it has previously struggled to establish a strong presence.
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The company’s strategy emphasizes that “bragawatts” aren’t all equal: a megawatt at the end of a weak radial line has far less value than one supported by redundant, resilient transmission systems.

Data center land banking reshapes industry growth by securing land for future expansion as demand surges and site selection challenges intensify.

Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.
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