Ericsson: AI-RAN value lies in custom ASICs, but GPU option stays open

Ericsson CEO Per Narvinger said the company's custom ASIC strategy for AI-RAN already delivers 10% spectrum-efficiency gains, with AI-native link adaptation deployed by three operators across 60,000 base stations. Ericsson is not ruling out GPUs in future baseband units, but keeps its ASIC advantage for now.

• AI-native link adaptation delivers 10% spectral efficiency gains
• Deployed by three operators across 60,000 base stations
• Ericsson keeps GPU option open for future baseband units
• Enterprise wireless division dissolved into networks business