Börje Ekholm
Börje Ekholm is President and CEO of Ericsson, the Swedish telecommunications and networking company, where he has led the group since January 2017. He is a business executive with prior leadership roles at Patricia Industries and Investor AB, and is a public voice on 5G, telecom infrastructure, global supply chains, China competition, and AI-enabled networks.
Cerebras Raises $5.55 Billion as AI Infrastructure Demand Lifts Tech Markets
Cerebras raised $5.55bn in the year’s largest US IPO while Cisco shares jumped on a higher hyperscaler-orders forecast, putting both a new AI compute listing and an incumbent networking supplier in the market’s AI infrastructure trade. Cerebras CEO Andrew Feldman argued that the company’s wafer-scale systems, OpenAI deal and AWS engagement show it can become a major compute supplier; Bloomberg reporters pressed the harder question of how much of today’s AI infrastructure demand will turn into broad, durable revenue.
Ericsson Says Beating China Requires Technology Leadership, Not Exclusion
Ericsson chief executive Börje Ekholm told Bloomberg Technology that competing with China in telecoms requires more than excluding Chinese vendors: Western companies have to match China’s scale, technology curve and cost discipline. He described China as both a market Ericsson needs to be in and the benchmark for competition, while arguing that the company’s hedge is to build strength in the U.S., India and Japan and maintain flexible manufacturing and R&D. Ekholm also cast AI as a future network-demand story, saying physical-world AI will require low-latency connectivity at the edge.